国内宏观
国内市场
电科芯片（600877）、大港股份（002077）双双涨停，佰维存储涨超10%，本川智能（300964）、龙讯股份、中英科技（300936）、寒武纪等多股涨超7%；数据要素概念股午后走强，零点有数（301169）20cm涨停，日内振幅超30%，银信科技（300231）20cm涨停，中科信息（300678）、浩瀚深度、英方软件、每日互动（300766）等多股涨超10%；科创次新股继续大涨，德邦科技、盛邦安全、康鹏科技20cm涨停，司南导航、航天环宇、耐科装备涨超10%；证券、银行等大金融板块延续昨日跌势，锦龙股份（000712）跌停，山西证券、华鑫股份（600621）、信达证券（601059）、首创证券（601136）、瑞丰银行（601528）、无锡银行（600908）等跌幅居前。
On the plate, the semiconductor chip is full-time up and down, `electracles>, 港股收评：指数午后震荡下挫，恒生科技指数跌0.92%，物管、电力等板块走弱 8月30日，港股收盘，两大指数早盘冲高回落，午后震荡下行。香港恒生指数收跌0.01%，早盘一度涨超1%；恒生科技指数收跌0.92%，早盘一度涨近2%。市场呈跌多涨少态势。盘面上，多元化零售商、消闲及文娱设施、铝、黄金及贵金属、服装、电讯设备、内险、港口运输等行业或概念走强。农产品、软件开发、物业服务及管理、证券及经纪、药品、电力、物流、风电、环保等行业或概念走弱。南向资金净买入45.91亿港币，其中，港股通(沪)净买入28.05港币，港股通(深)净买入17.85亿港币。 On 30 August, Hong Kong's Helium Index fell by 0.01 per cent, with an early increase of over 1 per cent, and the Helium Science Index fell by 0.92 per cent, with an early increase of almost 2 per cent. The market is on the rise. On the table, diversified retailers, leisure and recreation facilities, aluminium, gold and precious metals, clothing, telecommunications equipment, internal risk, port transport, etc., have moved up or down. Agricultural products, software development, property services and management, securities and brokering, pharmaceuticals, electricity, logistics, wind power, environmental protection, etc., have gone down. 25家上市银行半年报净利合计4598.11亿元，业内称下半年净息差有望保持在合理区间 The 25 banks listed in the 截至8月29日，全部42家上市银行中已有25家银行完成半年报披露，占比达59.5%。从核心指标看，25家上市银行2023年上半年净利润合计4598.11亿元，同比增长7.2%。其中，24家净息差收窄，占比高达96%；18家不良贷款率下降，占比72%。对于下半年净息差走势的预测，多家银行管理层在中期业绩发布会上透露，预计净息差仍会面临一定下行压力，但将保持在合理区间。(证券日报) As at 29 August, 25 of the total 42 listed banks had completed semi-annual reporting, accounting for 59.5 per cent. According to the core indicators, the 25 listed banks had a combined net profit of $459.811 billion in the first half of 2023, an increase of 7.2 per cent over the same period, of which 24 had a narrow net interest margin of 96 per cent; 18 had a decline in the non-performing loan rate of 72 per cent. For projections of net interest differentials in the second half of the year, several bank management revealed at the mid-term performance announcement that net interest differentials were expected to remain subject to some downward pressure but would remain within reasonable areas. 阿里巴巴在杭州成立海外互联网产业公司 天眼查App显示，近日，杭州阿里巴巴海外互联网产业有限公司成立，法定代表人为王添天，注册资本100万元，经营范围含物联网应用服务、软件销售、信息系统集成服务、互联网销售等。股权全景穿透图显示，该公司由杭州阿里巴巴海外数字商业有限公司全资持股，后者为阿里巴巴(中国)网络技术有限公司全资子公司。 The company is fully owned by Ali Baba Overseas Digital Business Ltd. in Hangzhou, which is a wholly-owned subsidiary of Ali Baba (China) Network Technology Ltd. 蚂蚁集团与泸州老窖签署战略合作协议 根据协议，泸州老窖（000568）将借助蚂蚁链的智能合约、跨链等技术，通过数字人民币支付、贸易数据“上链”等方式，帮助产业链上下游提升数字化交易能力，让他们更便捷、低成本地获得金融服务。 According to the agreement, ( 中国商飞：正全力完善推进产品谱系和产品系列化发展 Chinese Business Flying: All efforts are being made to improve the development of product spectrometry and product serialization 中国商飞公司党委书记、董事长贺东风表示，中国商飞公司正在全力完善推进产品谱系和产品系列化发展，塑造大飞机的产业规模和产业生态。希望与各方共同发力加快推动国产材料的研制和应用，加快推动新材料的研制和应用，共同建设大飞机先进材料创新联盟，推进我国材料行业的新发展，为黑龙江经济社会发展作出大飞机贡献。 The Secretary and Chairman of the China Business and Air Company Party, Ho Dongfeng, said that China Merchant and Air were making every effort to improve the development of product spectra and product series, and to shape the industrial size and ecology of large aircraft. It was to be hoped that efforts would be made to accelerate the development and application of national production materials, to accelerate the development and application of new materials, to build a coalition of advanced materials for large aircraft, to promote new developments in the material industry and to contribute to the economic and social development of the Heilongjiang. 碧桂园服务：确保与碧桂园业务和财务的独立，不会做任何利益输送行为 8月29日，碧桂园服务首席财务官黄鹏在中期业绩发布会上表示，对于兄弟公司碧桂园，黄鹏同时表示，公司会做好好乙方，配合甲方保交楼，协助兄弟公司化解风险和舆情；同时，公司也会严格遵守法律底线，遵守上市规则，确保两家公司业务和财务的独立，不会做任何利益输送行为。(澎湃新闻) On 29 August, at a mid-term performance launch, the Chief Financial Officer of Beguio Park's services, Wong Peng, stated that, in the case of his brother's company, Beguio Park, Huang Peng would do well to assist the brother's company in mitigating risks and grievances, and that the company would also adhere strictly to the legal bottom line and comply with the listing rules to ensure the operational and financial independence of the two companies and would not do anything to channel benefits. 碧桂园服务：必要时候会适当缩减一些不必要的关联交易服务 Becky Garden services: some unnecessary associated transaction services will be appropriately reduced if necessary 8月29日，碧桂园服务召开中期业绩发布会。对于关联公司的应收款，该公司首席财务官黄鹏黄鹏表示，公司的应收账款大家也可能会担心，我们会依法依规去处理，保护自身的合法权益，也不会无限的(做)无法收费又来提供服务；但我们会转变服务的方式，也能用其他的方式来解决好服务，我们会积极沟通，调整其他的合作方式，必要的时候甚至会适当地缩减一些不必要的关联交易服务。(澎湃新闻) On August 29, Bézione Garden Services held a mid-term performance announcement. With regard to the related company’s receivables, the company’s chief financial officer, Wong Poon, said that the company’s receivables might also be feared that we would be dealt with in accordance with the law, protect our legitimate rights and interests, and provide services without unlimited fees; but we would change the way in which services are provided, and we could solve them in other ways, and we would actively communicate, adjust other forms of cooperation and, if necessary, appropriately reduce some of the unnecessary associated transaction services. Prada中国关联公司注册资本增至约9.25亿元 The registered capital of Prada China Associates has increased to about 925 million yuan 天眼查App显示，近日，Prada中国关联公司普拉达时装商业(上海)有限公司发生工商变更，注册资本由约6.25亿元增至约9.25亿元，增幅约48%。该公司成立于2005年10月，法定代表人为王真真，经营范围含服装服饰批发、服装服饰零售、鞋帽批发、鞋帽零售、箱包销售、皮革制品销售、化妆品批发等，由PRADA ASIA PACIFIC LIMITED全资持股。 According to App, the Prada China Associated Company Prada Fashion Business (Shanghai) Ltd. has recently undergone business changes, increasing its registered capital from about 625 million yuan to about 925 million yuan, an increase of about 48 per cent. The company was established in October 2005 as Wang Jinjin, and operates under the full ownership of PRADA ASIA PACIFIC LIMITED, which covers clothing and clothing, retail clothing, shoe hats, shoe caps, sale of bags, sale of leather products, and cosmetics. 中超公司董事长刘军被带走调查，足协内部教育整顿延长两周 Liu Jun, Chairman of the Super Company in 8月29日下午，中国足协在位于北京的办公楼召开了全体中层干部会议。会上，足协相关负责人通报称，中足联筹备组副组长、中超联赛有限责任公司董事长刘军已被有关部门带走调查，其被留置的相关手续已经办完。刘军也是自去年11月国足原主帅李铁之后，第14位被带走的中国足坛重要人物。另据了解，原计划于今年8月底结束的为期3个月的中国足协内部教育整顿工作，将延长两周。(北京青年报) On the afternoon of 29 August, the Association convened a meeting of all mid-level cadres at its office building in Beijing. At the meeting, the relevant officials of the Association reported that Liu Jun, Vice-President of the Chinese Federation Preparatory Team and Chairman of the China-China Supersing League Limited Company, had been taken by the relevant authorities for investigation, and that the relevant procedures for their retention had been completed. Liu was also the 14th person who had been taken away since November, following Chief of Staff Li Tie, the country’s former Chief of Staff. It was also understood that the three-month rehabilitation of the Chinese Federation’s internal education, which had been scheduled to be completed by the end of August, would be extended by two weeks. 公司业绩 company performance 工商银行：2023年中期净利润1737.4亿元，去年同期1715.06亿元。 Bank of Commerce and Industry: In mid-2023, net profits were $17,374 million, compared to $17,1506 million in the same period last year. 海底捞：上半年净利润22.58亿元，同比增长近30倍。 Undersea fishing: net profits in the first half of the year amounted to $2,258 million, an increase of almost 30 times that year. 拼多多：第二季度净利润131.1亿元人民币，同比增长47%。 Overlayed: RMB 13.11 billion in net profits in the second quarter, a 47 per cent increase over the same period. 京沪高铁（601816）：上半年归母净利润51.36亿元，同比扭亏为盈。 ( 中远海控（601919）：上半年净利润165.61亿元，同比下降74.46%。 ( 五矿信托：上半年计提预计负债1.4285亿元，主动管理类资产规模6880.85亿元。 Five Mine Trusts: The projected liabilities of $142.85 million were raised in the first half of the year, and the size of the active management class assets was $68.885 billion. 中国华融：上半年净亏损49.15亿元，同比收窄73.9%。 China’s Hua-Hung: net loss of $4,915 million in the first half of the year, which is 73.9 per cent smaller than the previous year. 老百姓：2023年上半年净利5.1亿元，同比增12.43%。 Civilians: net gain of $510 million in the first half of 2023, an increase of 12.43 per cent in the same year. 海澜之家（600398）：上半年归母净利润16.79亿元，同比增31.61%。 ( 鄂尔多斯：上半年归母净利润16.9亿元，同比下滑47.76%。 Ordos: Mother's net profit in the first half of the year was $1.69 billion, a decline of 47.76 per cent over the same period. 完美世界（002624）：2023年上半年净利3.8亿元，同比降66.60%。 ( 金枫酒业（600616）：2023年上半年净利1.2亿元，上年同期亏损1990万元。 ( 中炬高新（600872）：上半年净亏损14.42亿元，同比转亏。 ( 国际宏观 国际市场 期货 债券 华西证券 On 29 August 2023, the issuer and lead major distributor , 中国平安首席投资官邓斌：城投和不动产敞口可控、风险可控 Chief Investment Officer of China's Peace: City drops and real estate openings are manageable and risky 据澎湃新闻，8月30日，中国平安首席投资官邓斌在该公司2023年中期业绩发布会上表示，从总体来讲，平安的城投债敞口都在经济最发达的一线地区，如果用8个字来概括城投和不动产的风险敞口，叫做“敞口可控、风险可控”。“不动产这块，我们从前年在开始逐渐压降，我们现在主要的布局方向是像租赁住房这类有这样长期租赁现金流效应的，符合我们负债需求的不动产。我们的不动产物权部分占险资的4.5%，集中于一线的城市，从会计处理上叫做成本法记账，所以里面的隐含的市场价值非常巨大。”邓斌说道。 According to news, on 30 August, at the company's mid-term performance announcement in 2023, the Chief Investment Officer of Peace in China, Deng Bin, stated that, in general, the safe city was open in one of the most economically developed areas, and that if eight words were used to summarize the risk exposures of urban investment and real estate, it was called “open access and risk control.” “The real estate sector, which we began to depress in the previous year, our main layout is real estate with such long-term cash flow effects as rental housing, which is consistent with our debt needs. Our real estate property rights sector, which accounts for 4.5 per cent of the risk, is concentrated in one-line cities and is called cost-based accounting from accounting treatment, so the hidden market value in it is huge.” Deng said. 多家银行回应碧桂园风险敞口 招行称境外业务风险比较大 "Strong" banks respond to Bei Gui Park's risk exposure, calling it a high risk for offshore operations 据不完全统计，8月至今，投资者至少向浙商银行（601916）、江阴银行（002807）、中国平安、交通银行、民生银行、浙商银行、中国银行、兴业银行等九家银行提问碧桂园在银行的风险敞口、坏账金额、贷款余额等问题。近期，在银行2023年中期业绩发布会上，碧桂园风险敞口成为备受关注的问题。其中，招行回应称，境外的自营业务敞口占全部合作金额的5%，主要是境外的银团贷款，担保方式是信用。一旦主体违约，这部分业务的风险相对比较大。对于浙商银行，投资者提问称“听说贵公司给碧桂园贷款上千亿元，是否属实？公司对恒大，碧桂园、融创、滨江等民企的贷款余额是多少？能否说明?”浙商银行在回复中否认了“千亿贷款”的传言，“截至2022年末，我行最大单一借款人贷款余额为63亿元，不存在上千亿元的情况。前十大贷款客户中，归属房地产业的贷款余额为181亿元，占我行发放贷款和垫款总额的1.18%。”(广州日报) According to incomplete statistics, from August to date investors have at least bank banks have at least 惠誉：撤销昆明轨道交通集团“BBB-”长期本外币发行人评级 8月29日惠誉评级已撤销昆明轨道交通集团有限公司(Kunming Rail Transit Group Co.,Ltd.简称“昆明轨道交通集团”)“BBB-”长期外币和本币发行人违约评级和高级无抵押债券评级。 On 29 August, the Fitch rating of Kunming Rail Transit Group Co., Ltd., “BBB-” long-term foreign currency default ratings and high-level non-collateral bond ratings of issuers in local currency were withdrawn. 正荣地产控股：子公司新增11笔到期未能偿还债务 Real Estate Holdings: 11 new outstanding debts due to subsidiaries 正荣地产控股有限公司公告，截至2023年8月29日，公司合并范围内子公司新增11笔到期未能偿还的债务，借款金额合计为28.18亿元。 Genuine Property Holdings Limited announced that, as of 29 August 2023, 11 new debts due to its subsidiaries had been added in the context of the merger, resulting in a total of $2.818 billion in borrowing. 中国华融谈参与城投化债：可在方案设计、债务平滑、资产盘活等方面发挥优势 China’s Hua-Congress participation in the city’s debt-infusion: an advantage in programme design, debt smoothing, asset-disposal, etc. 8月30日，中国华融资产管理股份有限公司总裁李子民在该公司2023年中期业绩发布会上表示，整体而言，公司经营业绩改善，同比大幅减亏，全面形成了整体向好的势头。中国华融总裁助理袁彩平提及，在地方城投化债方面，金融资产管理公司参与城投化债，可以在方案设计、债务平滑、资产盘活等方面发挥牌照优势、技术优势。(澎湃新闻) On 30 August, at the company’s mid-term performance in 2023, China’s CEO, Li Z-min, stated that overall, the company’s business performance had improved, resulting in significant losses over the same period, and that the overall momentum had been positive. China’s assistant to the CEO, Yuan Huiping, mentioned that, with regard to local city debt, the financial asset management company was involved in city debt reduction, and could play a licensing and technical advantage in programme design, debt smoothing, asset-discounting, etc. 基金 科创信息 The increase is precipitous: ETF by 3.76 per cent, ETF by 3.47 per cent, ETF by 3.31 per cent, ; ETF by 2.99 per cent; ITETF by 2.99 per cent. 成交额靠前：科创50ETF为86.40亿元，沪深300ETF为40.06亿元，半导体ETF为26.26亿元，科创板50ETF为21.88亿元，中证1000ETF为19.27亿元。 The transaction is still in progress: 50 ETF is 864 million yuan, 30 ETF is deep 4006 million yuan, the semiconductor ETF is 2,626 million yuan, the collusive 50 ETF is 2,188 million yuan and the certifier 1000 ETF is 1,927 million yuan. 科技赛道性价比再次凸显 百亿级私募借道ETF加码布局 Once again, the value of the science track is highlighted by the 10 billion-grade private lending route ETF plus code layout. 6月下旬以来，TMT板块“跌跌不休”，不过百亿级私募却在积极抄底。最新披露的公募基金中期报告显示，二季度运舟资本、盈峰资本等百亿级私募借道ETF加码布局科技领域。三季度以来，多家知名私募也通过加仓相关ETF或参与科技股定增的方式，增配科技赛道。业内人士认为，随着人工智能技术快速发展，科技板块成长空间较大，经过阶段性调整后性价比再次凸显，算力、游戏等板块值得关注。 (上海证券报) Since late June, TMT plates have been “downs and downs” but 10 billion grades of private fund-raising has been actively scribbling. The latest disclosed mid-term report of the public fund-raising fund shows that the 10 billion-grade private fund-raising, e.g. ETF-plus, technology, has been in the field of technology since the second quarter. Over the past three quarters, many well-known private ventures have also increased the science and technology track through the silo-related ETF or participation in the technology unit build-up. 宽基ETF“最后一战”打响，9月1日，首批中证2000ETF启动发行 首批中证2000ETF在拿到“准生证”后快速启动发行。8月29日，至少7家头部公募宣布，旗下中证2000ETF将在9月1日开始发行，其中部分产品募集时间甚至只有一天。考虑到当前宽基ETF布局已较为完善，业内人士也将此次中证2000ETF的发行称为宽基ETF的“最后一战”，在激烈的竞争中，谁能够提高产品的流动性、有效控制跟踪误差，谁或将最终胜出。 与此同时，近日基金公司也在密集上报中证2000增强策略ETF。在机构人士看来，中证2000指数相关基金的发行，将引导资金关注小微市值企业的投资价值，助力小微市值企业发展，进一步活跃资本市场。(上海证券报) On August 29, at least seven head fund-raisers announced that the release of the 2000 ETF would begin on September 1, with some of the products being collected for just one day. Given that the current broad-based ETF layout is well developed, practitioners will also call the release of the SETF the “final battle” called the “wide-based ETF” and, in a fierce competition, who can improve the liquidity of the products, effectively control the tracking of errors, and who will eventually win. 年内已有8只公募基金募集失败 Eight public fund-raising failures in the year 金鹰景气驱动一年持有公告称，截至8月28日基金三个月募集期限届满，未能满足基金备案条件，发行失败。截至目前，年内已有8只公募基金发行失败。其中4只偏股混合型、1只增强指数型、2只FOF和1只偏债混合型。此外，市场调整导致发行市场遇冷，截至目前，年内还有127只公募基金延长募集期。(财联社) So far, eight public funds have failed to issue. Four of them have mixed shares, one enhanced index, two FOFs, and one debt. In addition, market adjustments have led to a chilling market, with 127 public funds extending the collection period so far in the year. 百亿私募新增3家，总数扩容至110家 私募排排网数据显示，8月百亿私募阵营新增3家，国内百亿私募机构总数上升至110家。此次新晋3家百亿私募中有2家是首次跨越百亿规模线，分别是勤辰资产和信弘天禾，锐天投资则是重回百亿。另外，这3家百亿私募中，有2家是老牌量化私募，分别是信弘天禾和锐天投资。至此，最新百亿量化私募数量扩容至28家。(财联社) According to private fund-raising networks, in August there were three new private fund-raising camps of 10 billion in August, and the total number of private fund-raising agencies in the country rose to 110. Two out of the new 300 million private fund-raising companies crossed the 10 billion-scale line for the first time, with their own assets and Sino-Hung's investments back in the sky. 新华基金35%股权第四次拍卖落锤，北京重庆国资携手拿下 The fourth auction of 35% of Xinhua's shareholding went down, and Beijing Chongqing co-financed it . 截至8月30日10时，新华基金股权经过前几轮流拍后结果终于水落石出，北京华融综合投资有限公司及重庆市江北区国有资本投资运营管理集团有限公司成功合拍拿下新华基金35.31%股权。其中，北京华融综合投资有限公司拍得30.31%股权，重庆市江北区国有资本投资运营管理集团有限公司拍得5%股权。(澎湃新闻) At 1000 hours on 30 August, after a number of previous rotations, the equity of the Xinhua Foundation came to light, with 35.31% of the Xinhua Capital Investment Management Group Ltd. and the State Capital Investment Operations Management Group Ltd. in Chongqing City, winning the share of the Xinhua Foundation. Of this amount, 30.31% of the share of the Xinhua Investment Corporation Ltd. and 5% of the State Capital Investment Operations Management Group Ltd. in Gangqing City. 外汇
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