公募基金发行市场持续释放积极信号。公募排排网数据显示，本周(8月11日至8月17日)，按认购起始日 计算，全市场已有33只新基金计划发行，这已经是连续第三周单周基金发行不低于30只。近三周(7月28 日至8月17日)权益类(股票型+混合型)基金发行总数已达85只，占比超八成。 权益类基金净值增长率的持续回升态势，驱动基金发行进一步升温。本周计划发行的33只基金中，权益 类基金高达28只，包括24只股票型基金和4只(偏股)混合型基金，合计占到本周发行总量的84.85%。 晨星(中国)基金研究中心高级分析师代景霞对《证券日报》记者表示，权益类基金募集持续回暖，是市 场行情向好、政策支持、投资者信心恢复等因素共同作用的结果。在政策利好和市场上涨的共同促进 下，投资者对权益市场的信心逐渐恢复，进一步提升了权益类产品的市场竞争力。 李春瑜分析，今年以来，FOF基金发行呈现持续回暖态势，主要受以下因素推动：一是市场环境持续优 化。政策面持续发力，推动权益市场估值修复，A股市场企稳向好，为FOF这类"专业买手"提供了更广 阔的投资运作空间。二是产品优势逐步显现，FOF基金凭借其多资产配置能力，能够灵活布局港股、黄 金等各类 ...

Economic Growth and Consumption - In the first half of 2025, domestic demand became a crucial pillar supporting GDP growth, with final consumption expenditure contributing 52% to economic growth [2][3] - The total retail sales of consumer goods reached 24.55 trillion yuan, growing by 5.0% year-on-year, with a notable acceleration in the second quarter [3][4] - The "old-for-new" policy significantly boosted retail sales in categories such as home appliances and automobiles, with substantial growth rates observed [4][5] Investment Trends - National fixed asset investment (excluding rural households) reached 24.87 trillion yuan, with a year-on-year growth of 2.8%, and a growth of 6.6% when excluding real estate development [6][7] - Infrastructure investment grew by 4.6%, while manufacturing investment increased by 7.5%, although real estate development investment saw a decline of 11.2% [7] - The potential for fixed asset investment remains significant, with a focus on enhancing efficiency and effectiveness in manufacturing and infrastructure investments [8]

Group 1 - The second batch of insurance fund long-term investment pilot projects has officially commenced, with Taikang Asset being the first institution to announce its investment [1] - Taikang Stable Growth Fund, established by Taikang Asset, has a total approved amount of 12 billion yuan for long-term investments, aimed at optimizing asset-liability matching and enhancing capital market stability [2][3] - The investment strategy focuses on three main areas: high-dividend assets, industrial upgrade dividends, and counter-cyclical investment, promoting a long-term value investment approach [3] Group 2 - The total amount for the second and third batches of pilot projects has reached 222 billion yuan, with multiple insurance companies actively participating [4] - The long-term investment pilot is expected to alleviate profit volatility for insurance companies and enhance equity investments, contributing to a stable interaction between insurance funds and capital markets [4]