突破28%，逼近30%，独一家？拼多多上线跨境电商平台
<h1 style="color: black; text-align: left; margin-bottom: 10px;">突破28%，逼近30%，<span style="color: black;">独一</span>家？拼多多上线跨境电商平台！</h1>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">国际市场</span></span></span></strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/86f4f04422934ee1b99fc8c76b24c772~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722703851&x-signature=6gArETndxr9J9%2BSHWPIKvXcHS8I%3D" style="width: 50%; margin-bottom: 20px;"></div>
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">热点聚焦</span></span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">1、乘联会秘书长崔东树透露道：</span></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">“个人判断，随着特斯拉的产能利用率<span style="color: black;">持续</span><span style="color: black;">提高</span>，虽然遇到零部件供给的短暂压力，但<span style="color: black;">因为</span>特斯拉7月月末之后生产较强，8月市场<span style="color: black;">需要</span><span style="color: black;">火热</span>，综合多方信息判断特斯拉8月销量预计达到7.7万台。” </span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2、商务部<span style="color: black;">回复</span>“美国芯片限制向中国出口”<span style="color: black;">叫作</span>，一段时间<span style="color: black;">败兴</span>，美方<span style="color: black;">持续</span><span style="color: black;">乱用</span>出口<span style="color: black;">管理</span><span style="color: black;">办法</span>，限制半导体<span style="color: black;">关联</span>物项对华出口，中方对此坚决反对。美方<span style="color: black;">关联</span>做法不仅损害中国企业正当权益，<span style="color: black;">亦</span>将严重影响美国企业利益，阻碍国际科技交流和经贸合作，对<span style="color: black;">全世界</span>产业链供应链稳定和世界经济恢复<span style="color: black;">导致</span>冲击，美方应立即停止错误做法</span></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">3、国务院国资委副<span style="color: black;">专家</span>翁杰明介绍国企改革三年行动最新<span style="color: black;">发展</span>时<span style="color: black;">暗示</span>，<span style="color: black;">日前</span>从在线数据看，</span></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">各中央企业和各地改革工作台账完成率均超过98%，三年行动取得了<span style="color: black;">明显</span>成绩。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">4、财联社9月1日电，2022世界人工智能大会9月1日在上海世博中心开幕。</span></span></strong><span style="color: black;"><span style="color: black;">记者获悉，工业和信息化部将加快5G网络和千兆光纤网络建设，稳步构建智能<span style="color: black;">有效</span>的融合<span style="color: black;">基本</span><span style="color: black;">设备</span>，<span style="color: black;">统一</span>数据中心布局，深化算法工作，打造一批人工智能开放平台。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">国内股市</span></span></span></strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/4d9ecbe898cb45a88ba2505afd3b3e3c~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722703851&x-signature=2FQbBDahDHL%2BlFOCT%2B3xrAyiG10%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">1、北向资金9月1日净卖出8.42亿元。</span></strong><span style="color: black;">中国中免、贵州茅台、招商银行分别获净卖出4.67亿元、4.35亿元、3.55亿元。格力电器净买入额居首，金额为8.59亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">2、安永发布的报告指出，<span style="color: black;">日前</span>A股市场ESG报告披露以⾃愿披露为主。</span></strong><span style="color: black;">分行业看，2021年A股上市<span style="color: black;">机构</span>仅有银行、非银金融、钢铁、公用事业4个⾏业披露⽐例超50%，其中，银行披露比例超过90%。计算机与电⼦⾏业虽然从披露ESG<span style="color: black;">关联</span>报告的总数量来看排名第⼀，但披露比例不足20%，尚有很⼤<span style="color: black;">提高</span>空间。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">3、从业内获悉，8月中下旬<span style="color: black;">败兴</span>，博时、博道、交银施罗德、广发、富国、华商等多家<span style="color: black;">机构</span>均新获批了“固收+”基金。</span></strong><span style="color: black;">值得<span style="color: black;">重视</span>的是，这些基金均严格<span style="color: black;">根据</span>监管最新规定，为权益资产（股票+可转债+可交债）比例10%-30%的持有期偏债混合型基金，这将是监管规范后首批标准化“固收+”<span style="color: black;">制品</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4、深交所最新披露的数据<span style="color: black;">表示</span>，<span style="color: black;">截止</span>8月31日，境外投资者持有</span><strong style="color: blue;"><span style="color: black;">华测检测</span></strong><span style="color: black;">A股总数近年来首次达到5亿股，持股比例<span style="color: black;">亦</span>再度逼近30%，达到29.74%；8月25日<span style="color: black;">败兴</span>，境外投资者对华测检测的持股比例<span style="color: black;">已经是</span>五连增。<span style="color: black;">按照</span>沪深交易所<span style="color: black;">颁布</span>的数据，</span><strong style="color: blue;"><span style="color: black;">华测检测是<span style="color: black;">日前</span>两市<span style="color: black;">独一</span>一家境外投资者持股比例超过28%的<span style="color: black;">机构</span></span></strong><span style="color: black;">。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">要闻<span style="color: black;">诠释</span></span></span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">1、据新华社，日前从国务院联防联控机制<span style="color: black;">研究</span>攻关组获悉，我国积极推进新冠治疗<span style="color: black;">药品</span><span style="color: black;">开发</span>，除了已<span style="color: black;">获准</span>的中和抗体、化学<span style="color: black;">药品</span>和中药外，还有多个<span style="color: black;">药品</span>在临床<span style="color: black;">实验</span>中<span style="color: black;">表示</span>出疗效，科技创新有效助力了疫情防控工作。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">点评：</span></span></strong><span style="color: black;"><span style="color: black;">展望后市，随着国内<span style="color: black;">获准</span><span style="color: black;">持续</span>，对中间体、原料药<span style="color: black;">需要</span>量<span style="color: black;">很强</span>，据<span style="color: black;">公司</span>估计，中间体、原料药市场规模大约在80-100亿之间，而新冠口服药市场规模有望达到“150亿美元至200亿美元之间”。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">2、据财新网<span style="color: black;">信息</span>，9月1日<span style="color: black;">颁布</span>的8月财新中国制造业采购经理指数（PMI）录得49.5，较7月回落0.9个百分点，降至荣枯线以下，<span style="color: black;">表示</span>制造业在经历了两个月的扩张后重现收缩。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">点评：</span></span></strong><span style="color: black;"><span style="color: black;">落脚到A股市场，近期国常会<span style="color: black;">连续</span>加码“稳增长”，从政策重点发力<span style="color: black;">方向</span>看，这是三个方向将<span style="color: black;">明显</span>受益：1）基建：多次提及用好政策性<span style="color: black;">研发</span>性金融工具；2）房地产：因城施策<span style="color: black;">连续</span>加码，“保交楼”<span style="color: black;">作为</span>新主题，支持刚性和改善型住房<span style="color: black;">需要</span>；3）消费：促进汽车等大宗消费。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">宏观经济</span></span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">1、深圳完成首例“公证提存+免赎楼带押过户”二手房交易，推动成本大幅下降。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2、商务部<span style="color: black;">资讯</span>发言人束珏婷介绍，</span></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">1-7月，我国服务贸易继续保持<span style="color: black;">安稳</span>增长。服务进出口总额33922.1亿元，同比增长20.7%。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">3、</span></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">据中指院数据，2022年1-8月，百强房企<span style="color: black;">营销</span>额均值为477.6亿元，同比下降46.2%；其中<span style="color: black;">营销</span>额超千亿房企仅10家，较去年同期减少14家；超百亿房企96家，较去年同期减少48家。</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">行业动态</span></span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">1、欧盟委员会能源部副总干事在欧洲议会全会上<span style="color: black;">暗示</span>，<span style="color: black;">日前</span>已有13个欧盟成员国完全或部分切断俄罗斯天然气供应。</span></strong><span style="color: black;">她指出，供应中断带来的<span style="color: black;">危害</span>“非常大，<span style="color: black;">乃至</span>会越来越大”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、俄罗斯正在<span style="color: black;">思虑</span>一项计划，</span><strong style="color: blue;"><span style="color: black;">今年购买多达700亿美元的人民币和其他“友好”货币，以减缓俄罗斯卢布的飙升，<span style="color: black;">而后</span>再转向一项更<span style="color: black;">长时间</span>的策略，为投资<span style="color: black;">供给</span>资金。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、据“中国信通院CAICT”<span style="color: black;">微X</span>公众号<span style="color: black;">信息</span>，《全国移动网络质量监测报告》（第2期）<span style="color: black;">近期</span>发布。</span><strong style="color: blue;"><span style="color: black;">报告<span style="color: black;">表示</span>，<span style="color: black;">截止</span>2022年6月末，全国移动通信基站总数达1035万个，5G基站占比17.9%。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4、拼多多跨境卖家后台<span style="color: black;">已然</span>上线，平台暂定名为“Temu”，首站将面向北美市场，优先招募有北美市场供应商经验、有跨境电商平台和独立站运营经验的卖家，<span style="color: black;">日前</span>平台正在招商中，完成注册完成后<span style="color: black;">就可</span>进入Temu卖家中心。</span></p>
“BS”（鄙视的缩写）
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