- On August 23rd, key updates include rising U.S. jobless claims, intensifying global demand concerns affecting oil prices, and a significant drop in Korean auto production. Domestically, cruise tourism peaks, Sino-US circular economy dialogue launches, and central enterprise ETFs see new developments.
- On August 23rd, domestic highlights include the upcoming 3rd Global Digital Trade Expo, increased border traffic in Guangzhou, and policies to boost private investment. Internationally, Gaza ceasefire talks stall, a fire devastates Russian oil tanks, and U.S. stock futures rise amid anticipation of economic data revisions.
- LYDD It is committed to exporting agricultural products and importing high-quality agricultural products through the sourcing of global agricultural products.
- On August 21st, the global markets saw mixed trends with U.S. stocks closing lower and expectations for Fed rate cuts heating up. Domestically, China made breakthroughs in liquid air energy storage technology, while the European Commission proposed countervailing duties on Chinese electric vehicles. Internationally, Canada's inflation fell, supporting further rate cuts by the Bank of Canada.
- On August 20th, key economic developments include the State Grid's '15th Five-Year Plan' for power grid infrastructure, enhanced thermal coal transportation by Yangtze River Delta Railway, and the 10th China-Russia Finance Ministers' Dialogue in Moscow. Additionally, Goldman Sachs predicts a rise in U.S. stocks over the next four weeks.
- Tax data indicates steady progress in China's economy in July. A new cargo route opens between Urumqi and southwest England. CICC notes the market is showing signs of bottoming out. Bond markets face adjustments due to regulatory changes. Banks warn against loan intermediaries. Internationally, Russia supports Azerbaijan-Armenia normalization, and monkeypox cases rise in Africa and beyond.
- On August 16th, the article covers key updates including potential changes in tax incentives for public bonds, legislative plans for private economies, and the impact of hurricanes on US industrial production. It also highlights the strong performance of US retail sales and the ongoing trends in the real estate sector.
- On August 15th, China's largest gas storage hits record injection levels, while domestic financial regulators outline new tasks. Internationally, the Fed shows growing concern over employment, and core US inflation slows, suggesting potential rate cuts. Domestic bond markets remain strong despite corrections.
- On August 14th, key economic news includes the national venture capital fund investing in aviation, narrowing new home transaction declines in China, and Chinese and US officials meeting to discuss financial issues amid trade tensions. Additionally, US PPI rose less than expected in July, and small business optimism in the US reached a two-year high.
- On August 14th, MSCI adjusted its China Index, including Huaneng Hydropower and excluding 60 stocks. Coal prices are expected to remain weak, while gold approaches record highs driven by safe-haven demand. OPEC+ production exceeded targets, and the Fed's rate cut probability stands at 48% for 50bps in September.
- The domestic bond market fell amid strong regulatory signals, while car companies reduced production to stabilize prices. The CPC and State Council emphasized digital and green transformations. Internationally, former BoJ members ruled out further rate hikes, and the Fed's rate cut probability remains uncertain. India's largest IPO this year, Ola Electric, saw significant gains.
- On August 6, the Huawei Beijing HarmonyOS Ecosystem Partner Conference was held in Beijing, where participants discussed the innovative development path of the HarmonyOS ecosystem and deepened exchanges and cooperation on HarmonyOS native APP.
- On August 9th, key domestic news includes the rise of new energy vehicle sales surpassing fuel vehicles and progress in Guolian Securities' acquisition of Minsheng Securities. Internationally, the Fed's potential 50bps rate cut in September is highlighted, along with uncertainties in the gold market and the dollar's response to weak data.
- On August 2, Liang Hao, CEO of LLDD, and his party went to Liaoning Supply and Marketing Society Asset Management Co., Ltd. (hereinafter referred to as Liaoning Supply Asset Management) for investigation and research
- On August 8th, key updates include JPMorgan raising US recession probability to 35%, China accelerating world-class enterprise construction, and European natural gas prices surging due to reported Ukrainian occupation of a Russian transit station. Domestic news highlights Shanghai's crackdown on conflict-provoking self-media accounts and KPMG's emphasis on ESG integration in China's economy.