Femorning Daily 05.07.2024

中国证券报

上海证券报

1天前

周五,就在A股震荡回调之际,有大资金出手了。

1. According to a report from the Shanghai Stock Exchange, the announcement (III) of the Jiangsu Provincial Party and Government Organs, Public Institutions, and Group Organizations for the 2024-2025 New Energy Vehicle Framework Agreement Procurement shortlist shows that Tesla ModeY has entered the Jiangsu Provincial Government's new energy vehicle procurement catalog. The latest batch of procurement nominees also includes models such as the Wenjie M7, Avita 11, Zhiji LS6, and Zhiji L7.


1、据上证报报道,《江苏省党政机关、事业单位及团体组织2024-2025年度新能源汽车框架协议采购入围公告(三)》显示,特斯拉ModeY进入江苏省政府新能源用车采购目录。最新一批的采购入围名单还包括问界M7、阿维塔11、智已LS6、智己L7等车型。

2. According to data released by the Ministry of Commerce, China's service trade continued to grow rapidly from January to May, with a total import and export volume of 3021.96 billion yuan, a year-on-year increase of 16%. Among them, exports reached 1219.56 billion yuan, an increase of 11%; Imports reached 1802.4 billion yuan, an increase of 19.6%; The service trade deficit is 582.84 billion yuan.


2、商务部发布数据,1-5月,我国服务贸易继续快速增长,服务进出口总额30219.6亿元,同比增长16%。其中,出口12195.6亿元,增长11%;进口18024亿元,增长19.6%;服务贸易逆差5828.4亿元。

3. The Meteorological Bureau has released the Blue Book on Climate Change in China (2024). China is a sensitive and significant area for global climate change, with significant changes occurring at multiple levels of the climate system. The comprehensive analysis of long-term climate observation data shows that extreme high temperature events occur more frequently, with stronger intensity and longer duration.


3、气象局发布《中国气候变化蓝皮书(2024)》。我国是全球气候变化的敏感区和影响显著区,气候系统多个层面都发生明显的变化。长序列气候观测资料综合分析显示,极端高温事件发生更为频繁、强度更强、持续时间延长。

4. According to the Shanghai Securities News, on July 3rd, the first batch of urban village renovation projects in Huangpu District, Guangzhou, launched the "Housing Supermarket" with 17 properties listed. Villagers who choose to place their housing tickets can enter the "Housing Supermarket" to purchase houses and use their housing tickets for settlement. This is also the first "Housing Supermarket" launched in Guangdong.

4、据上证报报道,7月3日,广州黄埔区首批城中村改造项目房票“房源超市”上线,共17个楼盘上架,选择房票安置的村民,可进入该“房源超市”选购房屋,并能使用房票进行结算,这也是目前广东上线的首个“房源超市”。

5. According to China Fund News, several ordinary index funds and LOF funds have recently announced their transformation into ETF linked funds. This may indicate the strong demand and rate advantage of ETF linked funds in the current market environment. Since the beginning of this year, ETF linked funds have caused fund companies to compete for layout, and the number of established funds has reached a new historical high for the same period.


5、中国基金报消息,近期,多只普通指数基金和LOF基金发布公告,宣布转型为ETF联接基金。这或显示出当前市场环境下ETF联接基金旺盛需求和费率优势。今年以来,ETF联接基金引发基金公司争相布局,成立数量已创历史同期新高。



6. According to data from Securities Daily, in the first half of this year, a total of 2036 funds under 134 public institutions implemented dividends, with a total of 2930 dividends and a total dividend amount of approximately 89.04 billion yuan. Compared to the same period in 2023, the number of dividend funds increased and the number of dividends increased in the first half of 2024, but the total amount of dividends slightly decreased.


6、证券日报数据显示,今年上半年,共有134家公募机构旗下的2036只基金实施分红,合计分红次数达2930次,分红总金额约892.04亿元。相较2023年同期,2024年上半年分红基金数量增多,分红次数增加,但分红总金额略有下滑。

7. According to a report by securities firm China, on July 3rd, multiple small cap themed ETFs issued liquidation warnings, indicating signs of institutional clients withdrawing. Since the beginning of this year, there has been a significant performance gap between large cap and small cap funds. Driven by dividend style, the performance of large cap theme funds has continued to rise, while the siphon effect of funds has further weakened the operational space of small cap funds.

7、据券商中国报道,7月3日,多只小盘主题ETF发布清盘预警提示,其中存在机构客户撤离的迹象。今年以来大盘与小盘赛道的基金之间已形成极大的业绩悬殊,在红利风格驱动的背景下大盘主题基金业绩持续走高,而资金虹吸效应则进一步减弱小盘基金的操作空间。

8. According to data from the China Association of Automobile Manufacturers, in May, the export of complete vehicles reached 569000 units, a month on month increase of 2.3% and a year-on-year increase of 29.7%. The export amount reached 10.54 billion US dollars, a month on month decrease of 1.4% and a year-on-year increase of 16.6%. From January to May, the export of complete vehicles was 2.446 million, a year-on-year increase of 26.6%; The export amount reached 46.43 billion US dollars, a year-on-year increase of 19.9%.


8、中汽协数据显示,5月, 汽车整车出口56.9万辆,环比增长2.3%,同比增长29.7%,出口金额达105.4亿美元,环比下降1.4%,同比增长16.6%。1-5月,汽车整车出口244.6万辆,同比增长26.6%;出口金额达464.3亿美元,同比增长19.9%。

9. According to data released by IoT, in June, the China E-commerce Logistics Index was 114.8 points, a month on month increase of 0.9 points, further expanding the increase and rising for four consecutive months. The total business volume index of e-commerce logistics was 132.9 points, with a month on month increase of 3.1 points.


9、中物联发布数据,6月,中国电商物流指数为114.8点,环比回升0.9点,涨幅进一步扩大,连续四个月上涨。电商物流总业务量指数为132.9点,环比回升3.1点。

10. On July 4th, Shangtang Technology released its first "controllable" character video generation model Vimi, which is mainly aimed at C-end users and supports various entertainment interaction scenarios such as chatting, singing, and dancing. Vimi can produce single shot character videos that grow up to 1 minute, driven by various elements such as existing character videos, animations, sound, and text.


10、商汤科技7月4日发布首个“可控”人物视频生成大模型Vimi,该模型主要面向C端用户,支持聊天、唱歌、舞动等多种娱乐互动场景。Vimi可生成长达1分钟的单镜头人物类视频,可通过已有人物视频、动画、声音、文字等多种元素进行驱动。


周五,就在A股震荡回调之际,有大资金出手了。

1. According to a report from the Shanghai Stock Exchange, the announcement (III) of the Jiangsu Provincial Party and Government Organs, Public Institutions, and Group Organizations for the 2024-2025 New Energy Vehicle Framework Agreement Procurement shortlist shows that Tesla ModeY has entered the Jiangsu Provincial Government's new energy vehicle procurement catalog. The latest batch of procurement nominees also includes models such as the Wenjie M7, Avita 11, Zhiji LS6, and Zhiji L7.


1、据上证报报道,《江苏省党政机关、事业单位及团体组织2024-2025年度新能源汽车框架协议采购入围公告(三)》显示,特斯拉ModeY进入江苏省政府新能源用车采购目录。最新一批的采购入围名单还包括问界M7、阿维塔11、智已LS6、智己L7等车型。

2. According to data released by the Ministry of Commerce, China's service trade continued to grow rapidly from January to May, with a total import and export volume of 3021.96 billion yuan, a year-on-year increase of 16%. Among them, exports reached 1219.56 billion yuan, an increase of 11%; Imports reached 1802.4 billion yuan, an increase of 19.6%; The service trade deficit is 582.84 billion yuan.


2、商务部发布数据,1-5月,我国服务贸易继续快速增长,服务进出口总额30219.6亿元,同比增长16%。其中,出口12195.6亿元,增长11%;进口18024亿元,增长19.6%;服务贸易逆差5828.4亿元。

3. The Meteorological Bureau has released the Blue Book on Climate Change in China (2024). China is a sensitive and significant area for global climate change, with significant changes occurring at multiple levels of the climate system. The comprehensive analysis of long-term climate observation data shows that extreme high temperature events occur more frequently, with stronger intensity and longer duration.


3、气象局发布《中国气候变化蓝皮书(2024)》。我国是全球气候变化的敏感区和影响显著区,气候系统多个层面都发生明显的变化。长序列气候观测资料综合分析显示,极端高温事件发生更为频繁、强度更强、持续时间延长。

4. According to the Shanghai Securities News, on July 3rd, the first batch of urban village renovation projects in Huangpu District, Guangzhou, launched the "Housing Supermarket" with 17 properties listed. Villagers who choose to place their housing tickets can enter the "Housing Supermarket" to purchase houses and use their housing tickets for settlement. This is also the first "Housing Supermarket" launched in Guangdong.

4、据上证报报道,7月3日,广州黄埔区首批城中村改造项目房票“房源超市”上线,共17个楼盘上架,选择房票安置的村民,可进入该“房源超市”选购房屋,并能使用房票进行结算,这也是目前广东上线的首个“房源超市”。

5. According to China Fund News, several ordinary index funds and LOF funds have recently announced their transformation into ETF linked funds. This may indicate the strong demand and rate advantage of ETF linked funds in the current market environment. Since the beginning of this year, ETF linked funds have caused fund companies to compete for layout, and the number of established funds has reached a new historical high for the same period.


5、中国基金报消息,近期,多只普通指数基金和LOF基金发布公告,宣布转型为ETF联接基金。这或显示出当前市场环境下ETF联接基金旺盛需求和费率优势。今年以来,ETF联接基金引发基金公司争相布局,成立数量已创历史同期新高。



6. According to data from Securities Daily, in the first half of this year, a total of 2036 funds under 134 public institutions implemented dividends, with a total of 2930 dividends and a total dividend amount of approximately 89.04 billion yuan. Compared to the same period in 2023, the number of dividend funds increased and the number of dividends increased in the first half of 2024, but the total amount of dividends slightly decreased.


6、证券日报数据显示,今年上半年,共有134家公募机构旗下的2036只基金实施分红,合计分红次数达2930次,分红总金额约892.04亿元。相较2023年同期,2024年上半年分红基金数量增多,分红次数增加,但分红总金额略有下滑。

7. According to a report by securities firm China, on July 3rd, multiple small cap themed ETFs issued liquidation warnings, indicating signs of institutional clients withdrawing. Since the beginning of this year, there has been a significant performance gap between large cap and small cap funds. Driven by dividend style, the performance of large cap theme funds has continued to rise, while the siphon effect of funds has further weakened the operational space of small cap funds.

7、据券商中国报道,7月3日,多只小盘主题ETF发布清盘预警提示,其中存在机构客户撤离的迹象。今年以来大盘与小盘赛道的基金之间已形成极大的业绩悬殊,在红利风格驱动的背景下大盘主题基金业绩持续走高,而资金虹吸效应则进一步减弱小盘基金的操作空间。

8. According to data from the China Association of Automobile Manufacturers, in May, the export of complete vehicles reached 569000 units, a month on month increase of 2.3% and a year-on-year increase of 29.7%. The export amount reached 10.54 billion US dollars, a month on month decrease of 1.4% and a year-on-year increase of 16.6%. From January to May, the export of complete vehicles was 2.446 million, a year-on-year increase of 26.6%; The export amount reached 46.43 billion US dollars, a year-on-year increase of 19.9%.


8、中汽协数据显示,5月, 汽车整车出口56.9万辆,环比增长2.3%,同比增长29.7%,出口金额达105.4亿美元,环比下降1.4%,同比增长16.6%。1-5月,汽车整车出口244.6万辆,同比增长26.6%;出口金额达464.3亿美元,同比增长19.9%。

9. According to data released by IoT, in June, the China E-commerce Logistics Index was 114.8 points, a month on month increase of 0.9 points, further expanding the increase and rising for four consecutive months. The total business volume index of e-commerce logistics was 132.9 points, with a month on month increase of 3.1 points.


9、中物联发布数据,6月,中国电商物流指数为114.8点,环比回升0.9点,涨幅进一步扩大,连续四个月上涨。电商物流总业务量指数为132.9点,环比回升3.1点。

10. On July 4th, Shangtang Technology released its first "controllable" character video generation model Vimi, which is mainly aimed at C-end users and supports various entertainment interaction scenarios such as chatting, singing, and dancing. Vimi can produce single shot character videos that grow up to 1 minute, driven by various elements such as existing character videos, animations, sound, and text.


10、商汤科技7月4日发布首个“可控”人物视频生成大模型Vimi,该模型主要面向C端用户,支持聊天、唱歌、舞动等多种娱乐互动场景。Vimi可生成长达1分钟的单镜头人物类视频,可通过已有人物视频、动画、声音、文字等多种元素进行驱动。


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