Femorning Daily 02.09.2024

红星资本局

6年前

在监管层鼓励和引导下,经营和现金流稳定的上市公司近年来积极分红,加大投资者回报。

1.According to a report by the China Index Acadmy, the average price of second-hand residential properties in 100 cities was 14549 yuan/square meter in August, a decrease of 0.71% month on month, marking the 28th consecutive month of month on month decline; The year-on-year decline was 6.89%. The current trend of property owners exchanging price for quantity is driving down the prices of second-hand residential properties in 100 cities.

1、中指院报告称,8月,百城二手住宅平均价格为14549/平,环比下跌0.71%已连续28个月环比下跌;同比跌幅为6.89%。当前业主“以价换量”带动百城二手住宅价格继续下行。

2. According to CCTV News, since the China Thailand visa exemption agreement came into effect on March 1st, as of August 31st, Yunnan Mohan Port has released more than 16000 Thai nationals, with visa free Thai nationals accounting for over 54% of the total number of passengers. Thai tourists account for more than 74% of the third country personnel who are allowed to enter or leave the country.

2、央视新闻消息,自31日中泰互免签证协定生效以来,截至831日,云南磨憨口岸共计验放泰国籍旅客1.6万余人次,免签泰国籍旅客占比超54%在验放出入境的第三国人员中,泰国籍旅客占比超74%


3. China Railway Group announced that the summer railway transportation in 2024 has come to an end. From July 1st to August 31st, the total number of passengers transported by railways in China reached 887 million, a year-on-year increase of 6.7%, with an average daily passenger volume of 14.312 million, setting a new historical high for summer passenger transportation.

3、国铁集团表示,2024年铁路暑运收官,71日至831日,全国铁路累计发送旅客8.87亿人次,同比增长6.7%,日均发送旅客1431.2万人次,创暑运旅客发送量历史新高。

4. Chongqing Municipality has issued a notice on adjusting and optimizing real estate transaction policies. When residents apply for commercial personal housing loans to purchase commercial housing in the city, only the housing situation of family members in the district where the intended housing is located will be verified. If family members have no housing in the district where the intended housing is located, it will be recognized as the first house.


4、重庆市下发《关于调整优化房地产交易政策的通知》,居民家庭在全市申请商业性个人住房贷款购买商品住房时,仅核查家庭成员在拟购住房所在区县的住房情况,家庭成员在拟购住房所在区县无住房的,认定为首套房。

5. According to a report by the Shanghai Stock Exchange, according to the latest released mid-term report of the fund, in addition to Central Huijin Investment's significant "sweeping" of broad-based ETFs, many bullish investors have also bought ETFs at high prices, often worth hundreds of millions of yuan. ETFs have a clear style and low fees, making them an important allocation tool for investors.

5、据上证报报道,根据最新披露的基金中期报告,除了中央汇金投资大幅“扫货”宽基ETF以外,多位牛散也豪买ETF,动辄就是数亿元。ETF风格明晰、费率低,已成为投资者的重要配置工具。

6. According to Securities Times, brokerage firms' commission income from sub warehousing in the first half of the year was 6.774 billion yuan, a year-on-year decrease of about 30%. The vast majority of securities firms have experienced a decline in commission income, with top securities firms generally experiencing a decline of over 20%, and only a few securities firms achieving year-on-year growth.

6、证券时报消息,券商上半年分仓佣金收入为67.74亿元,同比下滑约30%。绝大多数券商佣金收入出现下滑,头部券商普遍下滑20%以上,仅少数券商同比实现增长。

7. According to the Shanghai Securities News, the top five A-share listed insurance companies have delivered impressive semi-annual performance reports. The total net profit of China Life, PICC, Ping An, CPIC and Xinhua Insurance exceeded 170 billion yuan, with a year-on-year growth of more than 10%, exceeding that of the whole year of 2023.

7. According to CUI Dongshu from the China Association of Automobile Manufacturers, the preliminary sales volume of Chinese domestic car companies in some overseas regions in July reached 225000 units, a year-on-year increase of 53% and a month on month increase of 2%.
7、乘联会崔东树称,7月中国自主车企在海外部分地区销量初步统计达到22.5万台,同比增长53%,环比增长2%

8. CCTV News reported that since its commercial operation on May 28, 2023, the C919 has accumulated over 10000 hours of safe flight, executed over 3700 commercial flights, and carried over 500000 passengers.

8、央视新闻消息,C9192023528日投入商业运营以来,已累计安全飞行超1万小时,执行商业航班超3700班、承运旅客突破50万人次大关。

9. According to data from Lighthouse Professional Edition, as of 21:00 on August 31, 2024, the summer film season in mainland China (from June 1 to August 31) ended with a box office of 11.64 billion yuan, a total of 285 million viewers, and a total of 38.255 million screenings, breaking the record for the total number of screenings in the summer film season in Chinese film history.

9、灯塔专业版数据显示,截至83121时,2024年中国内地电影暑期档(61日—831)116.4亿元的票房成绩落下帷幕,总观影人次2.85亿,总场次数3825.5万场,打破中国影史暑期档总场次数纪录。

10. LEI Jun stated that in August, the delivery volume of Xiaomi SU7 exceeded 10000 units, and the delivery target of over 10000 units has been achieved for three consecutive months. 8 new stores were added and it plans to add 16 new stores in September.

10、雷军表示,8月,小米SU7交付量超10000台,目前已连续3个月达成破万交付目标;新增8家门店,9月计划新增16家新门店。


在监管层鼓励和引导下,经营和现金流稳定的上市公司近年来积极分红,加大投资者回报。

1.According to a report by the China Index Acadmy, the average price of second-hand residential properties in 100 cities was 14549 yuan/square meter in August, a decrease of 0.71% month on month, marking the 28th consecutive month of month on month decline; The year-on-year decline was 6.89%. The current trend of property owners exchanging price for quantity is driving down the prices of second-hand residential properties in 100 cities.

1、中指院报告称,8月,百城二手住宅平均价格为14549/平,环比下跌0.71%已连续28个月环比下跌;同比跌幅为6.89%。当前业主“以价换量”带动百城二手住宅价格继续下行。

2. According to CCTV News, since the China Thailand visa exemption agreement came into effect on March 1st, as of August 31st, Yunnan Mohan Port has released more than 16000 Thai nationals, with visa free Thai nationals accounting for over 54% of the total number of passengers. Thai tourists account for more than 74% of the third country personnel who are allowed to enter or leave the country.

2、央视新闻消息,自31日中泰互免签证协定生效以来,截至831日,云南磨憨口岸共计验放泰国籍旅客1.6万余人次,免签泰国籍旅客占比超54%在验放出入境的第三国人员中,泰国籍旅客占比超74%


3. China Railway Group announced that the summer railway transportation in 2024 has come to an end. From July 1st to August 31st, the total number of passengers transported by railways in China reached 887 million, a year-on-year increase of 6.7%, with an average daily passenger volume of 14.312 million, setting a new historical high for summer passenger transportation.

3、国铁集团表示,2024年铁路暑运收官,71日至831日,全国铁路累计发送旅客8.87亿人次,同比增长6.7%,日均发送旅客1431.2万人次,创暑运旅客发送量历史新高。

4. Chongqing Municipality has issued a notice on adjusting and optimizing real estate transaction policies. When residents apply for commercial personal housing loans to purchase commercial housing in the city, only the housing situation of family members in the district where the intended housing is located will be verified. If family members have no housing in the district where the intended housing is located, it will be recognized as the first house.


4、重庆市下发《关于调整优化房地产交易政策的通知》,居民家庭在全市申请商业性个人住房贷款购买商品住房时,仅核查家庭成员在拟购住房所在区县的住房情况,家庭成员在拟购住房所在区县无住房的,认定为首套房。

5. According to a report by the Shanghai Stock Exchange, according to the latest released mid-term report of the fund, in addition to Central Huijin Investment's significant "sweeping" of broad-based ETFs, many bullish investors have also bought ETFs at high prices, often worth hundreds of millions of yuan. ETFs have a clear style and low fees, making them an important allocation tool for investors.

5、据上证报报道,根据最新披露的基金中期报告,除了中央汇金投资大幅“扫货”宽基ETF以外,多位牛散也豪买ETF,动辄就是数亿元。ETF风格明晰、费率低,已成为投资者的重要配置工具。

6. According to Securities Times, brokerage firms' commission income from sub warehousing in the first half of the year was 6.774 billion yuan, a year-on-year decrease of about 30%. The vast majority of securities firms have experienced a decline in commission income, with top securities firms generally experiencing a decline of over 20%, and only a few securities firms achieving year-on-year growth.

6、证券时报消息,券商上半年分仓佣金收入为67.74亿元,同比下滑约30%。绝大多数券商佣金收入出现下滑,头部券商普遍下滑20%以上,仅少数券商同比实现增长。

7. According to the Shanghai Securities News, the top five A-share listed insurance companies have delivered impressive semi-annual performance reports. The total net profit of China Life, PICC, Ping An, CPIC and Xinhua Insurance exceeded 170 billion yuan, with a year-on-year growth of more than 10%, exceeding that of the whole year of 2023.

7. According to CUI Dongshu from the China Association of Automobile Manufacturers, the preliminary sales volume of Chinese domestic car companies in some overseas regions in July reached 225000 units, a year-on-year increase of 53% and a month on month increase of 2%.
7、乘联会崔东树称,7月中国自主车企在海外部分地区销量初步统计达到22.5万台,同比增长53%,环比增长2%

8. CCTV News reported that since its commercial operation on May 28, 2023, the C919 has accumulated over 10000 hours of safe flight, executed over 3700 commercial flights, and carried over 500000 passengers.

8、央视新闻消息,C9192023528日投入商业运营以来,已累计安全飞行超1万小时,执行商业航班超3700班、承运旅客突破50万人次大关。

9. According to data from Lighthouse Professional Edition, as of 21:00 on August 31, 2024, the summer film season in mainland China (from June 1 to August 31) ended with a box office of 11.64 billion yuan, a total of 285 million viewers, and a total of 38.255 million screenings, breaking the record for the total number of screenings in the summer film season in Chinese film history.

9、灯塔专业版数据显示,截至83121时,2024年中国内地电影暑期档(61日—831)116.4亿元的票房成绩落下帷幕,总观影人次2.85亿,总场次数3825.5万场,打破中国影史暑期档总场次数纪录。

10. LEI Jun stated that in August, the delivery volume of Xiaomi SU7 exceeded 10000 units, and the delivery target of over 10000 units has been achieved for three consecutive months. 8 new stores were added and it plans to add 16 new stores in September.

10、雷军表示,8月,小米SU7交付量超10000台,目前已连续3个月达成破万交付目标;新增8家门店,9月计划新增16家新门店。


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