日本7月製造業PMI終值 54.5，預期54.7，前值54.7。

The PBOC held its H2 2026 work meeting, instructing a steady deepening of financial reform and opening-up. It said it will actively but prudently expand central-bank currency swap lines and local‑currency settlement cooperation; support and ease foreign institutions’ participation in panda bond issuance; coordinate offshore RMB market development, support Shanghai in boosting cross‑border and offshore financial services and consolidate Hong Kong’s offshore RMB hub role; deepen facilitation of cross‑border trade and investment financing; advance the Cross‑Border Interbank Payment System (CIPS) and international cooperation on cross‑border payments; and enhance cross‑border infrastructure for the digital RMB.

CSRC Chairman Wu Qing said at the HKEX on Aug. 3 that the CSRC and Hong Kong counterparts are accelerating preparations to include RMB equity trading counters and REITs in the Shanghai-Shenzhen-Hong Kong Stock Connect.