Guangzhou Statistics Bureau reported Jan–Jul 2026 fixed-asset investment rose 2.1% YoY. By sector: industrial investment +4.2%, with industrial technology renovation investment +13.7%; infrastructure investment -5.3%, though investment in key transport projects surged, with waterborne transport and road transport investment up 51.2% and 11.6% respectively. Real estate development investment fell 6.4%. Investment in equipment and tools rose 8.0% as large-scale equipment renewal policy showed clea

2026-08-24

Guangzhou Statistics Bureau reported Jan–Jul 2026 fixed-asset investment rose 2.1% YoY. By sector: industrial investment +4.2%, with industrial technology renovation investment +13.7%; infrastructure investment -5.3%, though investment in key transport projects surged, with waterborne transport and road transport investment up 51.2% and 11.6% respectively. Real estate development investment fell 6.4%. Investment in equipment and tools rose 8.0% as large-scale equipment renewal policy showed clear effect. New-economy investment accelerated: high‑tech manufacturing +28.6%, electronics and communications equipment manufacturing +33.4%. Private investment remained robust, up 9.8% YoY, including private industrial investment +23.2%.

其他消息
2026-08-24

古根海姆合夥人公司首席投資官安妮·沃爾什:金融條件將“自然”收緊。

2026-08-24

圖表以2019年1月爲基期:英國名義持倉增加約6580億美元,抵消了中國約4670億美元的減持; 美國25家大型銀行增持約1.16萬億美元, 穩定幣發行商持有的短期美債及回購資產估算已達約2510億美元。 美國財政部最新6月數據則顯示,日本、中國和英國當月分別減持264億、259億和87億美元,但三者仍是前三大海外持有者。 (圖中大型銀行引用的是美聯儲H.8“國債及機構證券”數據,其中包含機構MBS,不能全部視爲美債需求) 這組數據說明美債買家正在多元化,但新增力量主要集中在短端。穩定幣儲備偏向國庫券和回購,大型銀行購買也受資產負債表約束,因此難以直接替代長債需求。