China Securities Association said 150 securities firms’ unaudited H1 2026 results showed operating income of 329.81 bln yuan and net profit of 138.66 bln yuan. Revenue breakdown: securities investment gains (including fair value changes) 113.10 bln yuan, brokerage net income (including trading-seat rentals) 104.14 bln, net interest income 40.51 bln, asset management income 12.14 bln, underwriting and sponsorship 16.13 bln, investment advisory 5.10 bln, financial advisory 2.39 bln. As of June 30

2026-09-05

China Securities Association said 150 securities firms’ unaudited H1 2026 results showed operating income of 329.81 bln yuan and net profit of 138.66 bln yuan. Revenue breakdown: securities investment gains (including fair value changes) 113.10 bln yuan, brokerage net income (including trading-seat rentals) 104.14 bln, net interest income 40.51 bln, asset management income 12.14 bln, underwriting and sponsorship 16.13 bln, investment advisory 5.10 bln, financial advisory 2.39 bln. As of June 30 total assets were 17.23 tln yuan, net assets 3.48 tln, net capital 2.59 tln; client settlement and margin balances 4.45 tln yuan; entrusted-managed principal 10.23 tln yuan.

其他消息
2026-09-04

U.S. employment rose by 162,000 in August, well above expectations, and the prior two months’ payrolls were revised up. The surprise gain pushed Treasury yields higher and the dollar stronger, reversing a two-day move in which softer yields and a weaker dollar had supported gold. New York December gold futures fell 2.4% to $4,429.50 per troy ounce; silver declined 2.7% to $65.875 per troy ounce.

2026-09-04

按最新公佈數據,美國8月非農新增16.2萬人,遠高於預期5.6萬人;私人就業增加12.7萬人,製造業增加1.6萬人,均明顯強於預期。更重要的是,7月非農從-2.3萬人上修至+2.1萬人,意味着此前最悲觀的“就業轉負”信號被明顯修正。 就業結構同樣偏強:失業率維持4.1%,勞動參與率從61.4%升至61.6%,U6失業率降至7.7%,平均工時升至34.4小時;工資環比0.3%、同比3.1%,沒有出現明顯降溫。整體屬於你框架中的強非農,並且直接強化沃什此前“低新增就業更多來自供給約束,而非需求崩塌”的判斷。此前ADP僅報3.8萬人,也說明其並未捕捉到本次官方私人就業的明顯反彈。 這份報告重新修復了就業端的鷹派定價基礎,但政策焦點仍回到下一份CPI:就業已經明顯不再構成放鬆政策的理由,而通脹將決定9月政策爭議的核心。