Core Insights - The average retail price of 30 types of vegetables in 36 major cities increased by 2.4% week-on-week from August 25 to 31 due to rising production and sales costs caused by high temperatures and rainfall [1] - Significant price increases were observed in cucumber and leafy vegetables, with prices rising by 10.2% and 6.6% respectively [1] - Northern regions experienced notable price hikes, particularly in Shijiazhuang, Tianjin, and Zhengzhou, where prices increased by 7.6%, 5.7%, and 3.3% respectively [1]

Core Viewpoint - The increase in vegetable prices is attributed to rising production costs due to high temperatures and increased rainfall during the summer season [1] Price Trends - From August 4 to August 10, the average retail price of 30 types of vegetables in 36 major cities increased by 0.9% compared to the previous week [1] - Leafy and cabbage vegetables saw significant price increases, with spinach, cauliflower, and lettuce rising by 10.1%, 6.3%, and 4.4% respectively [1] Regional Price Variations - Northern regions experienced notable price hikes, with Tianjin, Shijiazhuang, and Yinchuan seeing increases of 5.8%, 5.8%, and 4.7% respectively [1]

Core Insights - Recent data from Yiyuan County, Shandong Province indicates a general increase in vegetable prices due to rainy weather conditions [1] Price Monitoring Summary - As of August 11, the monitored prices for various vegetables are as follows: celery at 2.2 yuan/kg, cabbage at 1 yuan/kg, rapeseed at 1.8 yuan/kg, cucumber at 2.2 yuan/kg, white radish at 1.2 yuan/kg, carrot at 1.3 yuan/kg, eggplant at 0.5 yuan/kg, tomato at 2.6 yuan/kg, potato at 0.9 yuan/kg, green chili at 2.2 yuan/kg, cabbage at 1.3 yuan/kg, kidney bean at 3.5 yuan/kg, garlic sprout at 4 yuan/kg, leek at 2 yuan/kg, green onion at 1.2 yuan/kg, garlic at 4 yuan/kg, and ginger at 4.8 yuan/kg [2] - Among the 17 monitored vegetables, 6 remained stable, 7 increased, and 4 decreased week-on-week, with an average increase of approximately 4.1% [2] - Compared to the same period last month, 6 remained stable, 5 increased, and 6 decreased, with an average increase of about 0.8% [2] Factors Influencing Price Changes - The rise in vegetable prices is primarily attributed to the impact of continuous rainy weather since June and July, which has exacerbated pest and disease issues for various vegetables [2] - Additionally, the harvesting and transportation processes have also been affected, contributing to the upward pressure on vegetable prices [2]

Core Insights - Recent weather conditions in Zibo, Shandong Province, including high temperatures and excessive rainfall, have significantly impacted vegetable production, leading to reduced market supply and increased prices [1][2] Price Changes - In the latest monitoring, 17 types of vegetables were tracked, with 13 experiencing price increases and 4 seeing declines compared to the previous week [1] - Year-over-year comparisons show 14 vegetables increased in price, while 3 decreased, indicating a broader trend of rising vegetable prices [2] Specific Price Movements - Notable price increases include celery (1.89 yuan, +10.53%), cabbage (1.17 yuan, +6.36%), and oilseed rape (2.88 yuan, +29.15%) among others [1] - The month-over-month data reveals even more significant increases, such as oilseed rape (2.88 yuan, +66.47%) and tomatoes (3.26 yuan, +44.25%) [2] Contributing Factors - The primary reasons for the price increases are attributed to adverse weather conditions affecting vegetable growth and increased costs associated with harvesting, storage, and transportation due to the high temperatures and humidity [2] - The ongoing weather patterns are expected to continue affecting vegetable production, leading to sustained high prices in the short term [2]

Group 1 - The wholesale price of cabbage in Tokyo's central wholesale market has surged to 209 yen per kilogram, which is 3.4 times the average of the past five years, driven by shortages and price increases of other vegetables like cabbage [1] - The demand for cabbage has increased as a substitute due to the soaring prices and shortages of other vegetables, with Ibaraki-produced cabbage accounting for 80% of the market share in Tokyo as of February [1] - The overall vegetable retail price in Japan reached 375 yen per kilogram, which is 2.6 times higher than previous years, indicating a significant increase in vegetable prices across the country [2] Group 2 - The high prices of cabbage are expected to persist for about a month, with stabilization unlikely until late March when the supply typically increases [2] - The decline in cabbage production is attributed to last summer's heat and a lack of rainfall during winter, leading to a noticeable shortage in the market [1] - The processing industry, including pickled vegetable manufacturers, is experiencing a sense of shortage, which is accelerating market purchases and further driving up cabbage prices [1]

…… 今天所有我之前看北向数据的渠道，都停止更新了，所以昨晚的新闻我没有读错，北向资金的流入流出明细从8月19日起，从每日公布改为每个季度公 布。 北向自2014年开通以来，连续9年净流入，历史最巅峰的时候外资累计净流入接近2万亿。转折出现在去年8月，外资整体买少卖多，到了2024年的前8个 月，更是首次出现年度净流出。 由于北向外资的数据有较大的影响力，之前监管就做过一次调整，把原先盘中实时更新的数据改为收盘后更新，现在又改了，以后是每个季度看一次。 怎么说呢，任何事情都有积极的一面，我看《投名状》电影的时候有一幕印象很深，刘德华骑马冲击敌阵之前，掏出一块黑布把马的眼睛蒙住，这样马看 不见前面的长枪，冲锋的时候就会一往无前。 现在马已经就位，就差个刘德华了。 昨晚的文章发出后有网友提醒我内容里和《黑神话悟空》、华谊兄弟有关的部分有误。 我去搜了一下，确实彼此之间的股权信息有更新。首先是华谊兄弟在2021年就卖掉了大半的英雄互娱股份，只剩下5%左右；其次是英雄互娱在2022年作 价4.8亿出售了所有的游戏科学公司股份（《黑神话》游戏开发商）。 比较奇怪的是这4.8亿的转让款，2022年已经收到2.8亿，剩下的 ...