Core Viewpoint - CIMC Group (000039)(02039) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Relevant Categories Company Actions - The company will repurchase 391,500 shares at a total cost of HKD 3.1311 million [1] - The buyback price is set between HKD 7.95 and HKD 8.00 per share [1] Financial Implications - The total expenditure for the buyback reflects the company's strategy to enhance shareholder value [1]

Core Viewpoint - The U.S. labor market is showing signs of cooling, with August non-farm payrolls increasing by only 22,000, significantly below the expected 77,000, indicating a potential economic slowdown [1][7][28]. Group 1: Employment Data - In August, the private sector added 38,000 jobs, also below the expected 78,000, while the government sector saw a decrease of 16,000 jobs [1][7]. - The healthcare sector contributed the most to job growth, adding 31,000 positions, while manufacturing and professional services sectors experienced declines [8][9]. - The unemployment rate rose slightly to 4.32%, with long-term unemployment (over 27 weeks) increasing by 385,000 year-on-year, indicating challenges in re-employment for certain demographics [3][12][13]. Group 2: Wage and Hour Data - Average hourly earnings increased by 3.7% year-on-year, down from 3.9% in the previous month, suggesting a moderation in wage growth [3][16]. - The total payroll index showed a year-on-year increase of 5.0%, indicating stable wage growth but with signs of slowing momentum [16][17]. - Average weekly hours remained unchanged at 34.2 hours, reflecting cautious hiring practices among employers [16][17]. Group 3: Economic Outlook - The current employment data suggests a typical post-cycle economic characteristic, with signs of a cooling labor market [4][18]. - Historical analysis indicates that significant negative shifts in non-farm payrolls often correlate with economic recessions, with a 67% success rate in predicting downturns [4][20]. - The Federal Reserve may consider interest rate cuts as a response to the weakening labor market, with market expectations indicating high probabilities for rate cuts in the coming months [5][6][28]. Group 4: Market Reactions - Market expectations for Federal Reserve rate cuts are high, with probabilities of 92%, 72.6%, and 67.9% for September, October, and December respectively [6][28]. - U.S. Treasury yields have declined, with the 10-year yield falling to 4.07%, and the dollar index has also retreated [6][28]. - Gold prices have risen significantly as a safe-haven asset, while U.S. stock indices showed mixed performance, with small-cap stocks outperforming [6][28].

德国经济与能源部长卡特琳娜·赖歇发表声明说，工业新订单量已连续3个月下降，多家主要经济研究机 构也下调了今年德国经济增长预期。这一情况凸显政策必须聚焦重塑工业竞争力，包括降低能源和劳动 力成本等。 根据德国慕尼黑经济研究所等多家主要经济研究机构日前分别发布的秋季预测报告，受美国关税政策等 因素影响，2025年德国经济仅将增长0.1%至0.2%，低于夏季预测值。 德国联邦统计局在声明中指出，当月包括飞机、船舶、火车等运输设备制造业新订单环比大幅下降 38.6%，是工业新订单整体下降的主要原因。此外，汽车行业新订单环比增长6.5%。 数据还显示，经工作日调整后，德国7月工业新订单同比下降3.4%。 新华社柏林9月5日电（记者车云龙 张毅荣）德国联邦统计局5日公布的数据显示，经季节和工作日调 整后，德国7月工业新订单环比下降2.9%，为连续第3个月下滑。 数据显示，7月德国国内新订单环比下降2.5%，国外新订单下降3.1%，其中来自欧元区和欧元区以外的 新订单环比分别下降3.8%和2.8%。 ...

数据还显示，经工作日调整后，德国7月工业新订单同比下降3.4%。 德国经济与能源部长卡特琳娜·赖歇发表声明说，工业新订单量已连续3个月下降，多家主要经济研究机 构也下调了今年德国经济增长预期。这一情况凸显政策必须聚焦重塑工业竞争力，包括降低能源和劳动 力成本等。 新华财经柏林9月5日电（记者车云龙张毅荣）德国联邦统计局5日公布的数据显示，经季节和工作日调 整后，德国7月工业新订单环比下降2.9%，为连续第3个月下滑。 数据显示，7月德国国内新订单环比下降2.5%，国外新订单下降3.1%，其中来自欧元区和欧元区以外的 新订单环比分别下降3.8%和2.8%。 德国联邦统计局在声明中指出，当月包括飞机、船舶、火车等运输设备制造业新订单环比大幅下降 38.6%，是工业新订单整体下降的主要原因。此外，汽车行业新订单环比增长6.5%。 根据德国慕尼黑经济研究所等多家主要经济研究机构日前分别发布的秋季预测报告，受美国关税政策等 因素影响，2025年德国经济仅将增长0.1%至0.2%，低于夏季预测值。 （文章来源：新华社） ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） (股份代號：02039) 海外監管公告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」）根據香港聯合交易所有 限公司證券上市規則第 13.10B 條作出。 茲載列公司在公司網站（www.cimc.com）以及巨潮資訊網（www.cninfo.com.cn）刊登 的《中國國際海運集裝箱（集團）股份有限公司自 2025 年 1 月 1 日至 2025 年 6 月 30 日止期間財務報表》，僅供參閱。 特此公告。 承董事會命 中國國際海運集裝箱（集團）股份有限公司 吳三強 公司秘書 香港，2025 年 8 月 27 日 於本公告日期，本公司董事會成員包括：執行董事麥伯良先生（董事長），非執 ...

Group 1: Inflation Trends - July CPI year-on-year growth was 0%, while core CPI growth was 0.8%, compared to previous values of 0.1% and 0.7% respectively[5] - Food prices are expected to exert downward pressure on CPI, with July food CPI at -1.6%[5] - The core CPI is anticipated to continue rising due to policies aimed at boosting domestic demand and improving living standards[5] Group 2: Policy Impact - Policies promoting consumption are expected to support high-end consumer goods and high-tech industries, maintaining elevated price indices[5] - The construction of a unified market and enhanced competition review is projected to help traditional and emerging industries recover prices[5] - The "anti-involution" policies are broadening their impact across various sectors, leading to positive changes in PPI, especially in technology and domestic demand-driven sectors[5] Group 3: PPI Performance - July PPI for certain sectors like arts and crafts, sports equipment, and nutritional food manufacturing showed year-on-year growth of at least 1.3%[5] - However, PPI in the mining sector remains under pressure, with July mining PPI at -14%[5] - External trade environment deterioration is causing PPI declines in key export sectors, with July PPI for general equipment manufacturing at -1.6%[5]

Core Insights - In June, Germany's industrial new orders decreased by 1% month-on-month, influenced by reduced demand in the automotive sector and other areas [1] - The second quarter saw a month-on-month increase of 3.1% in industrial new orders [1] Domestic and Foreign Orders - Domestic new orders in Germany increased by 2.2% month-on-month, while overall new orders decreased by 3% [1] - New orders from the Eurozone rose by 5.2%, whereas orders from outside the Eurozone fell by 7.8% [1] Sector-Specific Performance - The decline in new orders was primarily concentrated in the transportation equipment manufacturing sector, which saw a month-on-month drop of 23.1% [1] - The automotive industry and metal products manufacturing experienced month-on-month decreases of 7.6% and 12.9%, respectively [1] - Conversely, the electrical equipment manufacturing sector reported a month-on-month increase of 23.5% in new orders [1] Year-on-Year Comparison - After adjusting for working days, Germany's industrial new orders showed a year-on-year increase of 0.8% in June [1] Economic Outlook - The German Federal Ministry for Economic Affairs and Energy noted that ongoing global trade policy and geopolitical uncertainties have led to significant fluctuations in industrial demand [1] - Although there was a slight improvement in export expectations for German companies in July, the anticipated long-term high tariffs on exports to the U.S. may negatively impact the future of Germany's industrial economy due to weak foreign demand [1]

Core Insights - In June, Germany's industrial new orders decreased by 1% month-on-month, influenced by reduced demand in sectors such as the automotive industry [1] - Domestic new orders increased by 2.2%, while foreign new orders fell by 3% [1] - New orders from the Eurozone rose by 5.2%, but those from outside the Eurozone dropped by 7.8% [1] Industry Performance - The decline in new orders was primarily concentrated in the transportation equipment manufacturing sector, which saw a significant drop of 23.1% [1] - The automotive industry experienced a decrease in new orders by 7.6%, while the metal products manufacturing sector saw a decline of 12.9% [1] - Conversely, the electrical equipment manufacturing sector reported a notable increase in new orders by 23.5% [1] Year-on-Year Comparison - Adjusted for working days, Germany's industrial new orders showed a year-on-year growth of 0.8% in June [1] Economic Context - The German Federal Ministry for Economic Affairs and Energy indicated that ongoing global trade policies and geopolitical uncertainties have led to significant fluctuations in industrial demand [1] - Although there was a slight improvement in export expectations for July, the anticipated long-term high tariffs on exports to the U.S. may continue to negatively impact Germany's industrial economy due to weak foreign demand [1]