Inflation rose in August and remained well above the Federal Reserve's target rate as central bank policymakers weigh potential interest rate cuts at their meeting next week. The Bureau of Labor Statistics on Thursday said that the consumer price index (CPI) – a broad measure of how much everyday goods like gasoline, groceries and rent cost – rose 0.4% in August compared with last month, while it rose to 2.9% on a year-over-year basis. The monthly figure was hotter than the estimate of economists polled by ...

万科A在互动平台表示，公司在各方支持下，积极推进改革化险与融合发展。截至8月末，公司顺利完 成243.9亿元公开债务偿还，2027年之前已无境外公开债到期。 ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, specializing in financial modeling, valuation, and qualitative analysis [1] Group 2: Areas of Focus - The author emphasizes a focus on sectors such as real estate and renewable energy, suggesting a strategic interest in industries with growth potential [1] - The article mentions the author's intention to share insights and analysis on companies of interest, indicating a proactive approach to investment research [1] Group 3: Engagement with Audience - The author expresses a desire to connect with readers and engage in discussions, aiming for continuous improvement in financial thought leadership [1]

Economic Overview - In July, China's economy experienced short-term fluctuations due to extreme weather conditions, with market attention focused on whether August data can stabilize and rebound [2] - The National Bureau of Statistics is set to release key economic indicators on September 15, including industrial added value, retail sales, and fixed asset investment [2] Industrial Performance - The forecast for August's industrial added value year-on-year growth is 5.7%, consistent with the previous month's data [4] - The manufacturing Purchasing Managers' Index (PMI) for August is reported at 49.4%, a slight increase of 0.1 percentage points from the previous month, indicating some improvement in manufacturing sentiment [4] - Analysts note that while the PMI shows marginal recovery, it remains below the critical threshold, reflecting ongoing economic downward pressure [4] Consumer Trends - The predicted year-on-year growth for social retail sales in August is 3.9%, slightly higher than the previous month's 3.7% [6] - Factors contributing to this growth include a revival in tourism and automotive consumption, although retail and housing-related consumption remain weak [6] - The automotive sector shows significant growth, with production and sales exceeding 2 million units for the first eight months of the year, and August figures indicating a month-on-month increase of 8.7% in production and 10.1% in sales [7] Investment Insights - The forecast for fixed asset investment growth in August is 1.5%, slightly lower than the previous month's 1.6% [8] - Infrastructure investment is expected to receive support from government spending and the allocation of funds for key projects, while manufacturing investment may be impacted by ongoing "anti-involution" policies [8] - The introduction of new policy financial tools is anticipated to bolster investment in emerging industries [8] Future Outlook - The economic landscape is characterized by resilient external demand and weaker internal demand, necessitating further policy measures to stimulate domestic consumption [9] - The focus for the upcoming quarter will be on promoting internal demand, stabilizing foreign trade, and optimizing economic structure through fiscal and monetary policies [9] - Long-term strategies will emphasize high-quality urban development and the cultivation of new productive forces, aiming for effective qualitative and quantitative growth by 2026 [9]

PACE 0 Q app 120 S Van 而实际上，从去年开始，房地产市场已经在发生改变，一个新的拐点可能正在来到。2024年9月底，首提要促进房地产市场止跌回稳，整体房地产市场的政 策支持力度也是非常大的，房地产市场也开始出现积极的信号。 具体到城市维度，一线城市及部分强二线城市，在各项支持措施的作用下，这类城市房地产市场已经出现明显的回暖迹象，房地产市场的发展也正在逐渐进 入一个新阶段。当然今年4月份以来，房地产市场又开启了下跌调整的态势了。但随着最近北上深相继出来了新的楼市支持措施，且从近期的市场表现来 看，楼市又有反弹的迹象了。 对于像这样的大城市来说，其实是不缺购房者的，缺的只是对市场的信心。一旦有新的支持措施注入的话，市场的预期是相对比较容易改变的，市场也就会 活跃起来。 不知道想要在几个大城市买房的人是否感觉到去年9月左右的买房时机似乎比今年更好一些？当然我也知道一些人会认为后面会有更好的时机，这个就只能 是拭目以待了。房地产市场的运行规律及目前的市场走势来看，如果想在这类大城市买房的人还想继续等着房价大跌再去抄底，估计不一定能够如愿以偿。 那么如果打算在中小城市买房，有没有必要继续等待？目 ...

智通财经APP获悉，克而瑞地产发文称，2025年8月法拍房成交量再创年内新高，挂牌量略有回落，市 场热度有所升温。数据显示，本月法拍房供应规模回落至3.2万套，仍是年内第二高位；成交量延续上 行达5466套，环比上升11%，超过7月份再创年内新高；其中71%房源溢价成交，环比上升3个百分点。 竞拍热度也有所上升，7%的成交房源出价达到100次以上。 供应端方面，8月新增挂拍3.2万套，环比下降27%，同比减少14%。起拍总价324亿元，环比下降27%。 本月新增挂拍套数环比回落，但仍为年内第二高位。 从各城市情况来看，本月共有8个城市新增挂拍套数超过500套，较上月减少4个。重庆本月挂拍1419 套，继续保持在各城市首位。挂拍500套以上的8个城市合计供应6069套，占全国新增挂拍总量的19%。 一线城市中，广州挂拍316套，继续居于首位，北京、深圳分别为232和231套，上海以198排在最末。挂 拍总价方面，本月北京挂拍房源起拍总价26亿元，为全国挂拍总价最高的城市。深圳、上海也都在10亿 元以上，而挂拍套数最多的广州，起拍总价反而最低，为5亿元。 成交量 挂拍量 供应规模年内次高，重庆新增挂拍延续首位 本 ...

经济内循环下的地产"冷思考"：房子，究竟还能为你"增值"多少？ 上周末，一场与老友的久别重逢，将话题不经意间引向了炙热的房地产市场。席间，一位在地产行业摸爬滚打了十余载的朋友，无奈地吐露心声："如今的 市场，真是越来越难做。公司项目的去化率仅在六成左右徘徊，库存积压的压力让我们都不敢再轻易扩张拿地。"而另一位刚在城市郊区购置新居的同学， 眉头紧锁，忧心忡忡地抛出一连串问题："听说'经济内循环'的影响日渐显现，房价还会继续下跌吗？我手里的房子，究竟该不该现在就卖掉？" 这份普遍存在的焦虑，并非空穴来风。随着2025年9月新一轮经济调整措施的落地，关于"房子是否会逐渐失去其价值"的讨论，如同潮水般涌动在各大社交 平台。究其原因，对于绝大多数中国家庭而言，房产往往是承载家庭财富最主要的载体，其价格的任何风吹草动，都直接牵动着家庭财富的稳定之弦。 "内循环"时代，经济引擎的全新转向 那么，何谓"经济内循环"？简而言之，它描绘的是一个国家经济发展更多地依赖于国内市场、国内需求以及国内供给，从而构建起一个以国内大循环为主体 的发展新格局。这一战略性概念在2020年首次被提出后，在全球经济格局不断演变的背景下，已逐渐成为中 ...

宏观日报 | 2025-09-11 关注下半年经济政策推进 中观事件总览 生产行业：1）据工信部网站，为落实国务院常务会议关于切实规范新能源汽车产业竞争秩序部署要求，工业和信 息化部、中央社会工作部等六部门近日联合印发《关于开展汽车行业网络乱象专项整治行动的通知》，决定在全国 范围内开展为期3个月的汽车行业网络乱象专项整治行动。本次专项整治行动将集中整治非法牟利、夸大和虚假宣 传、恶意诋毁攻击等网络乱象，提升涉汽车企业网络乱象处置质效 服务行业： 1）国家发改委主任郑栅洁：要保持政策连续性稳定性，着力稳就业、稳企业、稳市场、稳预期。据 新华社，受国务院委托，国家发展改革委主任郑栅洁10日向全国人大常委会报告今年以来国民经济和社会发展计 划执行情况。在实施好党中央部署的各项政策措施方面，报告指出，加快落实中央经济工作会议等各项部署，加 快稳就业、稳企业、稳市场、稳预期，推动相关举措落地见效。落实落细更加积极的财政政策和适度宽松的货币 政策，充分释放政策效应。深入评估政策实施情况，根据评估结果进一步优化政策、细化措施、强化实施，增强 政策针对性有效性。常态化开展政策预研储备，不断完善政策工具箱。推进重点行业产能治 ...

算力硬件股走强 盘初，算力硬件股持续活跃，CPO、PCB等算力硬件股持续走高。四会富仕20cm涨停，青山纸业8天5板，景旺电子涨停，中际旭创、新易盛、生益电子 涨幅居前。 9月11日，A股三大指数开盘涨跌不一。截至发稿，三大指数飘红。盘面上，CPO、PCB、算力租赁等板块涨幅居前；创新药、贵金属等板块跌幅居前。 个股方面，工业富联涨停，实现2连板，最新总市值为11725亿元。 | 300347.SZ[泰格医药]20250911 - 历史分时 | | | | | | × | | --- | --- | --- | --- | --- | --- | --- | | 72.65 | 10:21 价 59.17 涨跌 -5.05 均价 58.073 幅 -7.86% 量 302 额 178.60万 | | | | | 13.13% | | 69.84 | | | | | | 8.75% | | 67.03 | | | | | | 4.38% | | 64.22 | | | | | | 0.00% | | 61.41 | | | | | | 4.38% | | 58.60 | | | | | | 8.75% | | ...

（文章来源：每日经济新闻） 每经AI快讯，Wind数据显示，根据上市公司权益分配方案梳理统计，22只A股今日股权登记。其中，甘 源食品、老板电器、钱江摩托分红力度最大，每10股分别派息5.80元、5.00元、5.00元。转增股本方 面，*ST金科每10股转增10股。 ...