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Financial
-Driven by rising energy prices, mounting inflation expectations and shifting monetary policy expectations of major central banks, the global bond market is undergoing a fresh round of sharp selloffs.
Sectors
-The Ministry of Finance and the State Taxation Administration have clarified that starting from September 1, income from dividends and bonuses obtained by foreign individuals from foreign invested enterprises shall be subject to individual income tax at a rate of 20%.
-The exchange recently issued administrative specifications for nondisplay technology of enhanced market data, setting clear red lines for the use of Level2 (L2) enhanced market data to standardize data usage and safeguard market fairness.
Data
-S&P Global recorded China’s manufacturing PMI at 51.5 in August, up 0.6 percentage points from July’s 50.9, hitting a two-month high and staying above the boom-bust line for the ninth consecutive month. The growth rate of new export orders reached a six-month high. Manufacturers cut their output prices for the first time in 2026.
-As of the end of June 2026, the balance of domestic individual housing loans of the six major banks, namely ICBC, ABC, BOC, CCB, BOCOM and PSBC, stood at approximately RMB 23.97 trillion, a decrease of about RMB 508.6 billion from the end of 2025. The decline in the housing loan balance of the six major banks in the first half of this year has nearly matched that for the whole of last year.
Sep 1 Block Trade Info
*Discount
-CATL (300750 CH) saw 2 block trades worth 336.89mn at 358.10-358.40yuan per share, 1.42-1.50pct discount from last closing.
-Hoymiles Power Electronics (688032 CH) saw 2 block trades worth 141.42mn at 56.99yuan per share, 19.99pct discount from last closing.
-Meinian Onehealth Healthcare (002044 CH) saw 18 block trades worth 105.11mn at 4.28yuan per share, 8.15pct discount from last closing.
For more insights, please visit Orient Futures Singapore’s research platform, 繁微.
