1. Fitch issues direct warning: AI market correction is becoming a major global credit risk.
2. PBOC: At the end of Q2, outstanding RMB loans from financial institutions totaled RMB 282.63 trillion, a year-on-year increase of 5.2%.
3. PBOC: At the end of Q2, outstanding RMB and foreign currency medium- and long-term industrial loans totaled RMB 27.81 trillion, a year-on-year increase of 5.9%.
4. Ministry of Finance will issue RMB 15 billion in RMB treasury bonds in Hong Kong in August.
5. Shenzhen Banking Association: High-interest-rate and high-rebate practices, as well as illegal rebates, have been effectively curbed.
6. Vanke's USD bonds maturing in November 2027 are poised for their largest increase since May 11, 2026.
7. Tianjin plans to issue RMB 4.818 billion in "replacement of hidden debt special bonds" and RMB 8.22032 billion in "special" new special bonds on August 4.
8. ChinaBond Valuation Center pilots the release of the ChinaBond International Development Institution Panda bond yield curve.
9. Convertible bond issuance more than doubled year-on-year this year, with tech companies leading the charge.
10. Banks issued over 1.2 trillion yuan in "two-year bonds" this year, with major banks accounting for over 60%.
11. SoftBank plans to issue 90 billion yen in bonds to support its AI investments.
