stock market: On Friday, the Shanghai Composite Index closed at 2976.7 points, up 21.36 points a week, up 0.7%. The trend of the Shanghai Stock Exchange in July↓↓↓ Foreign exchange: Disarming and surrender? RMB temperament fell to a two-year low The price difference between the three-month RMB put option and the call option in the Hong Kong market is close to 20 As of Saturday afternoon, the onshore renminbi reported 6.6517, down 0.8% in the week. The trend of RMB on the shore this week↓↓↓ Bond market: Bond market continues to be hot, China's 10-year government bond issuance rate fell to the lowest in 2004 On August 3, the Ministry of Finance issued a new 10-year government bond of 35.810 billion yuan, with an issue rate of 2.74%, lower than the previous forecast average of 2.77%, which is the lowest level since Bloomberg began collecting the data 12 years ago. The analysis said that due to the relatively weak economic growth momentum, the bond market maintained a bullish atmosphere, but the issuance interest rate has further limited downside. oil: US oil fell below $40! Oversupply returns to rekindle market concerns On Monday, WTI September crude oil futures fell more than 3.7% in intraday trading, falling below $40 and refreshing the new low since April 18. All kinds of news caused the market to worry about the global crude oil supply surplus again: Saudi Aramco lowered its oil price for the Asian market; OPEC's output reached a new high in the previous month; in July, the US oil rig increased by 77 units, the largest single month in more than two years. Increase. Recent oil trend ↓↓↓ International market news 1. Opening of the Rio Olympics: Yes, this is very Brazilian Beijing time on August 6, 2016, 7 am, the opening ceremony of the 2016 Rio Summer Olympics was held at the Maracana Stadium in Brazil. The opening ceremony is full of unique Brazilian style. From the immigrants of the world, to the mysterious beauty of the Amazon rainforest, to the Brazilian-style creativity, in short, all the elements that make this country proud appear at the opening ceremony. Opening performance (picture from New York Times)↓↓↓ Gisele Bundchen, the climax of the show The 2004 Athens Olympics marathon bronze medalist Vanderlei Cordeiro de Lima ignited the Olympic flame. A total of 206 countries and regions participated in the Olympic Games. More than 10,000 athletes competed for 306 gold medals in 28 projects. It is estimated that 3 billion people worldwide watch the four-year sports event in different ways. Lima runs to the Holy Fire (picture from the New York Times)↓↓↓ The Chinese delegation has a total of 416 athletes participating in the competition, which has set a new record for the Chinese delegation to participate in the Olympic Games. They will participate in 26 major events and 210 small events. Table tennis, badminton, diving, weightlifting, shooting and gymnastics are still the big players of the Chinese team, and 6 collective ball teams including women's volleyball, women's soccer and men's basketball participate in the Olympic Games. It is also the largest in addition to the Beijing Olympic Games. . The 32-year-old Chinese male foil dancer Thunder was selected as the standard-bearer of the Chinese delegation at the opening ceremony. Chinese delegation admission ↓↓↓ 2. The company’s inventory fell for the first time in five years, and the initial value of US second quarter GDP was less than expected. According to data from the US Department of Commerce, the annual growth rate of GDP in the second quarter was 1.2%, which was expected to be 2.5%, and the previous value of 1.1% was revised to 0.8%. In the second quarter, corporate inventories fell by $8.1 billion, the first decline in the third quarter of 2011. Household consumption in the quarter has become a bright spot, with an annual growth rate of 4.2%, the largest increase since the end of 2014. US GDP trend↓↓↓ 3. The Eurozone economy slowed down, and the second quarter GDP quarter-on-quarter value was 0.3%. The euro zone's second-quarter GDP was 0.3% higher than the initial value of the quarter, which was in line with expectations, with a previous value of 0.6%. Even before the UK voted to leave the European Union, the euro zone's economic recovery was very fragile. The French and Austrian economies stagnated in the second quarter, while Spain's economic growth was the weakest in six quarters. Economists expect Germany's GDP growth in the second quarter to fall to 0.3% from 0.7% in the first quarter. 4. The UK cut interest rates to 0.25% and expanded the scale of asset purchases. On August 4th, the Bank of England announced that the benchmark interest rate would be lowered by 0.5 basis points from 0.5% to 0.25%, and the asset purchase scale will be expanded to 435 billion, with a previous value of 375 billion. This is the first time in seven years that the UK has cut interest rates. After the interest rate decision was announced, the British pound plunged short-term, the UK stock market soared, and gold once rose by $15. In his speech, Bank of England Governor Carney stressed that if it is necessary to cut interest rates further, it will support economic growth if necessary. Carney said that the adjustment in the UK may be very difficult, but does not support negative interest rates and helicopters to throw money. 5, Australia cut interest rates by 25 basis points to a new low in history The Reserve Bank of Australia cut its cash rate target by 25 basis points to a record low of 1.5%. The Reserve Bank of Australia said that the prospect of CPI returning to the target due to interest rate cuts improved. Interest rate cuts are unlikely to worsen the property market risk; the appreciation of the Australian dollar will complicate economic adjustment. After the interest rate cut, the AUD/USD short-term quickly fell about 50 points, the lowest to 0.7492. What does it mean to cut interest rates by 0.25%? 1. The Australian dollar against the RMB exchange rate fell! 2, mortgage interest followed by downward adjustment! For example, a 300,000 mortgage is less than $45 a month. At present, CBA Bank is the first to follow up, but only follow up half, and announced that the loan interest will be lowered by 0.13%! 6, Japan's official version of the stimulus plan details: the new budget spending is only 7.5 trillion yen On Tuesday, Japanese Prime Minister Shinzo Abe said that the Japanese cabinet approved an economic stimulus package of 28.1 trillion yen (about 273 billion US dollars). Abe said that the stimulus package included a 13.5 trillion fiscal stimulus, but the new national and local budget spending was only 7.5 trillion yen, which is direct spending, mostly covering the next two years. The above fiscal measures also include 6 trillion yen of low-interest financial investment and loans, which are not included in the general government budget. The stimulus scale of 28.1 trillion yen is the third highest level since 1992. 13.5 trillion yen of fiscal stimulus measures include: 2.7 trillion yen for Kumamoto earthquake and disaster relief measures for disasters in Northeast Asia; 3.4 trillion yen for improving population structure; 6.2 trillion yen for infrastructure For example, it is used to speed up the construction of a high-speed maglev train line connecting Tokyo and Osaka; 1.3 trillion yen is used to cope with the risk of Brexit and help SMEs. 7. Gross: Optimistic about land and gold, continue to bear short bonds and stocks "Debt King" Gross said that in the zero interest rate environment, capitalism can not effectively operate, when the double-digit investment return has become a thing of the past, investors should reduce the holding of higher risk assets, increase the holding of physical assets and accept Low income. He said that he is not optimistic about bonds, most stocks and private equity, and is more optimistic about physical assets such as land, gold, factories and equipment. Chinese market news 1. The NDRC updated the article and deleted “optional opportunity to cut interest rates and lower the standard†On the 3rd, the Sub-station of the Policy Research Office of the National Development and Reform Commission released an article entitled "Better Use of Investment for Economic Growth". One of the articles was "Changing the opportunity to further implement interest rate cuts and RRR cuts", causing a stir in the market. This is the first time in recent months that the Chinese regulatory authorities have publicly and explicitly recommended a rate cut. However, in the evening, the NDRC updated this article, but the updated article removed this sentence. According to Deng Haiqing of Kyushu Securities, this may mean that, so far, the RRR cut is not considered by the government and the central bank. 2. Hong Kong Securities Industry Association: September or announced the Shenzhen-Hong Kong Stock Connect, the official opening in October According to Hong Kong media reports, Hong Kong Securities Association Chairman Yu Yingyuan said that the chances of releasing Shenzhen-Hong Kong Stock Connect in September were large. Considering the time required for preparation work, it is expected to be officially opened in October. He also believes that since Hong Kong stocks are dominated by value investments and the Hong Kong dollar is pegged to the US dollar, it is believed that funds will flow into the US dollar and the Hong Kong dollar. 3. "Baoeng mode" becomes a swan song? The China Insurance Regulatory Commission launched the most stringent “self-inspection and rectification storm†The regulatory storm has swept the financial markets, and the insurance industry is no exception. The China Insurance Regulatory Commission is about to launch a new round of "two-two" special inspections, focusing on the top ten risks of insurance. Caixin said that the comprehensiveness of the regulations was unprecedented. In particular, the China Insurance Regulatory Commission also proposed that if the self-inspection is unqualified, the China Insurance Regulatory Commission will station in the insurance agency to help the company check it together. According to another analysis, the almost unanimous actions of the regulatory authorities indicate that the model of the Baowan dispute will not be replicated. 4, the impact of floods, China's official manufacturing PMI fell in July China's official manufacturing PMI of 49.9 in July was lower than expected and fell below the line of glory. The official interpretation pointed out that floods and floods are one of the main reasons for the fall of this month. In addition, the high-tech manufacturing PMI hit a new high this year, and the leading role of high-tech manufacturing in structural transformation has been further enhanced. 5, the property market is not reduced, Beijing and Shanghai in July new home prices both set a new record high According to the chain home and Central Plains real estate data, the average transaction price of new homes in Shanghai in July reached a record high of 37,319 yuan / square meter, a year-on-year increase of 7.7%, Beijing is not inferior, the average price reached 37,566 yuan / square meter.澎湃 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引 引Look up again." 6. Semi-annual GDP report: Chongqing's Tibet growth rate of 10.6% topped the list, Liaoning Shanxi bottom Recently, economic data of the first half of the province have been disclosed. Chongqing and Tibet topped the list with a growth rate of 10.6%, and the growth rate of 21 provinces and cities was higher than 6.7% in the second quarter of the country. Chongqing, Tibet and Guizhou, which have a growth rate of more than 10%, are all in the western region. Tianjin and Jiangsu in the eastern region are ranked in the top ten with GDP growth rates of 9.2% and 8.2% respectively in the first half of the year, but Beijing, Shanghai and Hebei have not outperformed the whole country. GDP growth in the first half of the year. As of now, Liaoning and Heilongjiang have not officially disclosed data. However, the news on the official website of the Dalian Statistics Bureau found that the total GDP of Liaoning in the first half of the year was 1,812.16 billion yuan, and the GDP growth rate was -1%. It is still the only region with negative growth in the country. 7. Batie No. 1 started the test and was accused of P2P company borrowing project financing. On August 2nd, the Ba-Tai No. 1 test vehicle began a comprehensive test in Beidaihe District, Qinhuangdao, Hebei Province, which once again triggered public concern. According to reports, the Pakistani Railway has a "door"-shaped structure, the upper layer carries passengers, and the lower hollow part can drive vehicles with a height of less than 2 meters, which can alleviate traffic congestion. However, the public opinion about the Pakistani Railway quickly reversed and the project was questioned by many parties. Some netizens pointed out that the Pakistani railway can not be guaranteed in terms of technology and safety. The investment company has also been exposed as a P2P wealth management company called Huaying Kailai, which has the suspicion of borrowing project financing. Experts pointed out that the Pakistani Railway is actually a "stereo-fast bus" that was sizzling six years ago. In 2010, it claimed to be settled in the Mentougou District of Beijing, and then disappeared. After its comprehensive experiment, on August 4, the reporter of the China News Agency found that "Batie No. 1" has been "sealed" by enterprises. The Qinhuangdao Municipal Development and Reform Commission said that the “Batie†project has not been approved. 1. Didi acquired Uber China, the Ministry of Commerce and Xinhua News Agency questioned the antitrust issue On Monday (August 1), after denial and reversal, Didi announced a strategic agreement with Uber Global to acquire UBS China's brand, business, data and other assets in mainland China. Didi Travel and Uber Global will hold each other and become the minority shareholder of the other party. A number of media estimates, the new company's valuation reached 35 billion US dollars. When consumers are concerned that the subsidy for taxi subsidies will be reduced, the market has also seen this acquisition or touched the monopoly market. In the first quarter of this year, Didi accounted for 85.3% of the private car market, while Uber China accounted for 7.8%, a total of 93.1%. In the more segmented express market, the Drip share is likely to approach 100%. According to the Anti-Monopoly Law, as long as the share exceeds 50%, it constitutes a monopoly. On the 2nd, a spokesman for the Ministry of Commerce said that according to the requirements of the "Anti-Monopoly Law" and the State Council's regulations on the centralized reporting standards for operators, operators should report to the Ministry of Commerce in advance, and those that have not been declared may not implement mergers, but the Ministry of Commerce has not yet Received a centralized declaration from the operators of Didi and Uber China related transactions. Subsequently, Xinhua News Agency issued two comments in a row, pointing to the anti-monopoly review of the merger. According to the article, (Drip) is only one step away from the implementation of monopolistic behavior. From the basic criteria of complying with the market transaction order, or from the huge market transaction volume of both parties, Didi should take the initiative to apply for anti-monopoly review. This tests the market rules of leading companies. Whether it is a traditional taxi company or a network car platform, monopoly is not the direction, abandoning users is to reject the market. Do not let the monopoly thinking hinder the deepening reform of the taxi industry. In this regard, Didi said that neither of them achieved profitability, and Uber China did not meet the reporting standards in the previous fiscal year. According to Tencent Finance, although Didi's net income in China in 2015 was 6 billion yuan, exceeding the reporting standard; Uber China's 2015 fiscal year net income may be less than 400 million yuan. If true, the merger case is not subject to anti-monopoly review. 2. Bloomberg: China is considering the creation of two major steel groups in the North and the South. According to a source quoted by Bloomberg, China plans to merge Baosteel Group and Wuhan Iron and Steel Group to create Southern Steel Group; and plans to merge Shougang Group and Hegang Group to create Northern Iron and Steel Group. The plan has not yet been finalized and there may be variables. 3, Evergrande "singular attack" Vanke: spending 9.1 billion shares 4.68% On August 4th, a news ignited the real estate market and the stock market. Caixin reported that Evergrande recently purchased about 2% of Vanke shares. As soon as this news came out, Vanke A pulled up straight and the market was strong at the end of the day. However, Evergrande Group first denied the news. In the evening, it announced that Evergrande and Chairman Xu Jiayin purchased about 517 million shares of Vanke A shares, with a shareholding ratio of 4.68% and a total consideration of 9.11 billion yuan. At this point, "Vanke competition" set off another storm, the involvement of Baoneng, China Resources, Anbang, Shenzhen Railway, and Evergrande made Vanke shareholders a porridge. Evergrande said that the purchase of Vanke is one of the largest real estate developers in China, and Vanke's financial performance is strong. However, many market participants believe that Evergrande's consistent style does not rule out greater actions in the future. Evergrande may even play the role of the Vanke Equity War Terminator. At present, Baoneng holds 25.40% of Vanke, China Resources Group holds 15.24%, Anbang Insurance holds 6.18%, Evergrande Real Estate 4.68%, Vanke Yingan Partnership holds 4.14%, and Desheng No.1 and No.2 Asset Management Plan About 5%, Liu Yuansheng holds 1.23%. 4, Ma Yun Shi Yuzhu 4.4 billion US dollars to jointly buy the Israeli gaming mobile game On July 31, the US casino giant Caesar Group issued an announcement to sell non-gambling assets to the Chinese consortium for $4.4 billion. China's top consortium, including Giant Network's subsidiary giant Hong Kong and Yunfeng Fund's amount of Asia-Pacific Group, has signed a definitive agreement with Caesars Entertainment to acquire Caesars Entertainment's Playtika, which focuses on casual social mobile gaming, for $4.4 billion in cash. 5, LeTV took over the Cool Board of Directors: Jia Yueting became the chairman of the board, Guo Deying resigned On August 5th, Coolpad issued a notice of changes in major board members. The announcement shows that Guo Deying, the former executive director and chairman of the board of directors, has resigned from his position on the board of directors and served only as the honorary chairman. At the same time, LeTV founder Jia Yueting was appointed chairman of the Cool Board and chairman of the Nomination Committee. This means that LeEco is officially in charge of the Cool. The cool faction in the "China Cool Alliance" was now under the roof of others, which is embarrassing. 6. The largest M&A deal in the solar industry: Tesla announced a $2.6 billion acquisition of SolarCity Tesla's $2.6 billion acquisition of SolarCity was approved by the latter's board of directors, setting the largest M&A deal in the solar industry to date, and the deal is expected to be completed in the fourth quarter. After Tesla made an offer to SolarCity on June 21, Tesla expressed his ambition to become a clean energy company without any concealment in the announcement. 7, Amazon's market value exceeds Exxon Mobil, the world's fourth largest company throne On Monday morning, Amazon shares rose 1.4%, the market value rose to 366.11 billion US dollars, surpassing Exxon Mobil for the first time, becoming the world's fourth largest company by market capitalization. Currently, the world's four largest companies are all technology giants (Apple, Google, Microsoft and Amazon). The oil giant Exxon Mobil, due to poor revenue, fell more than 2% on the 1st, not only lost the throne of the palace, or will face the next Facebook company to compete for the fifth place. (The above content comes from the observer network, the first financial network, Caixin network, Wall Street, China Securities Journal, New York Times, BBC and other media, rice baskets.) 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