A.the macro data
1, FINANCE breakfast studio: Balance one end of July, the central bank assets end "to other financial corporations' claims" for the 969.635 billion, representing a net increase of 200 billion by the end of June. Analysts pointed out that the central bank provided directly to securities firms or insurance company liquidity is unlikely, therefore July to permit the central bank gold has provided 200 billion of refinancing will be high probability event.
2, the four provincial state-owned veterans limited pay plan was announced: As of now, Guangdong, Zhejiang, Shandong and Hubei provinces have announced the first embodiment. Among them, in addition to state-owned enterprises responsible person decided to significantly reduce the annual base salary, the new regulation also introduces a term incentive income, the highest person in charge of the central enterprises assessment poor may pay cut of 50%.
3,22 provincial state-owned enterprise reform program is expected to soon launch: As of 16, has been in Shanghai, Liaoning, Hunan, Tianjin and other 22 provinces and cities introduced deepen state owned enterprise reform opinions. Two-way flow of state assets and public funding of state-owned capital management reform of asset injection, and mixed-mode drivers under the new ownership will be the main investment direction. Great wisdom that important documents of a state-owned enterprise reform top-level design is expected to be released next week.

4, Standard Chartered: China's recent economic growth is still relatively slow, July new loans are subject to a stronger stock market-related lending driven, not the real credit creation. The central bank is still expected before the end of the quasi 100 basis points lower and lower, but after devaluation, it may take some time to lower and lower after registration.
5. Tourism: Flexible schedules Flexible schedule 2.5 days in summer is a casual mode incentives rather than institutional arrangements, not to the adjustment of the current holiday system, not to shorten the statutory working time 40 hours per week to achieve Week Friday afternoon vacation.
6. FINANCE breakfast Studio: pork prices and other affected, July CPI up 1.6%, a record high this year, but only a cyclical pork prices, the inflation rate is expected to fall in the second half. Meanwhile, China is facing the pressure of capital outflows are expected to remain accommodative monetary policy, the central bank is likely to cut rates in the second half RRR other measures to cope with sluggish economic growth.

B.real estate
1, Vanke: first half of 2015, total sales area of 9.026 million level, an increase of 9.9%, respectively; net profit of 4.846 billion, up slightly by 0.77 percent, the highest since mid-2002, the lowest growth rate. The company said the long term, the real estate industry has entered the Silver Age.
2, Shanghai housing rental index: July Shanghai housing rental index rose 1.22 percent, an increase of 9.2% over last year. Since entering in August, the Shanghai housing rental prices rise further, and some even in two or three weeks, up nearly 10%.
3. FINANCE breakfast studio: from January to July, the Beijing real estate sales rose 6.7 percent, an increase of 8.3% Shanghai, Guangzhou and an increase of 13.2 percent growth rate in excess of 6.1% of the national level, indicating that the first-tier cities real estate market rebound more strongly.
4, residents will have the Binhai New Area of Tianjin housing subsidies: in the coming days, Tianjin will be residential tenants housing subsidies, subsidies will be priced slightly higher than the average rent in the region, with a quarter of the costs from the rent payment. Within three two days, it will allow residents to return home gradually, while the house to assess the damage, claims and other work is being carried out in stages in batches.
5, Beijing: July office market turnover of 382 units, up 136 percent; closing an area of 138,700 square meters, up 214%; average transaction price of 39,341 yuan / square, up 31%; turnover of 5.455 billion, up 310 %.
6. FINANCE breakfast studio: Because the ownership of land and housing in Australia are permanent, and no property tax and inheritance tax, Chinese buyers of Australian real estate investment of over $ 3 billion last year. However, due to the depreciation of the Australian dollar, investors buy a house last year, a loss of 25%.

C.the market
1, the Ministry of Commerce: improve the RMB exchange rate against the US dollar offer is on the central parity and the market exchange rate deviation correction, which will make the future of the RMB exchange rate more market-oriented can be run according to the law. Export-oriented enterprises will be relatively benefited from some important assets, high debt dollar companies will be affected.
2, the Beijing Finance Bureau: to support innovation and entrepreneurship, small and micro enterprises to launch Beijing reserved the market, providing assessment concessions, and medium-sized enterprises form a consortium to participate in government procurement and other favorable measures, the city will be $ 3 million government procurement projects All give small and medium micro enterprises. In the first half, accounting for small and micro enterprises and government procurement contracts signed more than 95%.
3. FINANCE breakfast studio: from January to June, Fujian SASAC funded enterprises with total assets of 1.07 trillion, an increase of 21.9%. If, according to Fujian "five" plan, which means that at the end of this year 30 percent of the trillions of state-owned assets securitized.
4,
5, the Beijing Municipal Bureau of Statistics: January to July, the city's above-scale industrial added value growth rate of 1.2 percent, down 1.4 percentage points over the first half. Among them, the rapid growth of new energy vehicles, production reached 11,000, 3.2 times a year earlier.
6, Ying Chan Advisory: The first half of the total financing for the public to raise the platform amounting to 4.67 billion, is expected in July new capital raised 2.36 billion. By the end of July, there were the normal operation of the public to raise the platform 224. August 14 nationwide to raise public Turnover 11,770,000, 64.38% success rate.
7, the recent global new ship orders rebounded sharply: last week, the owner of a total of 45 new vessels custom-made, with a total capacity of 2,465,000 dwt. Among them, there are 29 new vessels did not disclose the specific cost of the remaining 16 new ships with a total investment cost of about $ 377.5 million. New ship orders rose by 80 percent compared to the previous week.

8. FINANCE breakfast studio: July because part of grade B fund triggered off event, graded fund approval and listing or paused. According to the investigation, as of July 24, there were only the classification of the fund raised nearly two hundred applications pending.
9, the US Department of Agriculture: The Chinese milk imports expected this year to 40 million tons, equivalent fell about 40%, which has led to global oversupply and falling prices of milk powder. Euromonitor International, now with annual sales of China's infant formula market is about $ 19 billion.

D. the stock market
1, the Shanghai and Shenzhen Stock Exchange: This week (8.17-8.21) cities have 29 companies a total of 2.314 billion restricted shares traded, lifting the market value of about 45 billion. There are six companies which restricted shares lifted on August 20, lifting the market value of 22.678 billion, accounting for the whole week lifted the market value of 50.37%, lifting the pressure with a high concentration.
2. FINANCE breakfast studio: July new credit accounts opened several hit 30-month low, which has 54,836 individual investors, institutional investors is 0. This is the financial business since it was launched two institutional investors to open accounts first appeared 0.
3, Rev. pension investment program has been submitted to the State: the core issue of investment scope, the proportion did not change, but the draft may not be finalized. Prior to the "management approach," the draft clearly, the upper limit of the ratio of pension funds to invest in stocks is defined as 30%, and the investment is limited to the territory.
4. Private in a row: The latest published net of 2230 private equity funds, there are 1568 negative returns in July, accounting for over 70%. Private equity funds in July the average yield of -7.53%, compared with -5.4% in June continued to fall.
5, the Securities Daily: Since August, a total of 51 companies released Placements, the total fund-raising 154.389 billion. There are 48 companies plan set by the price lower than the current share price, the average rate of 48.83 percent plan price difference.
6, Shenwan Hong source: margin company announced on Friday, the coming years will not quit. However, the company's margin "no exit" promise difficult to break the pattern of the current shock break. Opening drivers involved in the stock rally, in a cautious should remain relatively high and continue to focus on significantly larger volume for the rapid depletion of the stock funds jiacang.

7, Guotai Junan: As markets return to normal of the run from the stock market crash, as long as there is no liquidity crisis in the future, the company will officially end margin rescue mission and lock the edge. Recent market hot pursuit of SOE reform theme is the desire of the people once again that reform of cattle. September-October is an important variable set time window, SOE reform, thirteen five-year plan, Shenzhen and Hong Kong through the internationalization of RMB, the registration system and other market-oriented reforms can advance inspection, as the economic pullback, pork price inflation slowed, Fed to raise interest rates fall, the government will once again open the trunk relaxation time window.
8, clean water source: Completed private placement to raise funds 6.231 billion, which China Development Bank, a subsidiary of the country to open up new capital to 5.434 billion clean water sources occupy 10.48% of the shares, as its third largest shareholder. This is the first equity investment CDB water sector environmental protection enterprises, creating an industry precedent.
9. FINANCE breakfast Studio: Cities this week, will have 602 companies to disclose the mid-year report, the biggest increase in net profit is expected to Jinlong Machinery & Electronics, it is expected to grow 4414.77-4640.51%. Followed by China Media Holdings, it is expected to grow 900% -1500%. Moreover, contemporary oriental, Fushun Special Steel and other 62 companies net profit growth is expected to exceed 100%.

E. International
1, Indonesian officials: a plane carrying 54 people in the Papua region of Indonesia aircraft lost contact. BBC said it had lost contact with the aircraft wreckage found in Indonesia's Papua region.
2, the United Nations: 2050, 7.3 billion of the world population will grow to 9.7 billion now. By 2100, world population will rise to 11.2 billion, of which the total population on the African continent grow from the current 1.2 billion to 3.4 billion -56 billion in
3, India: The recent increase import tariffs on some steel products by 2.5%, to be considered anti-dumping and protective tariffs.

F. foreign exchange
1, the central bank Ma: with the RMB market-oriented pricing mechanism of increased exchange rate flexibility will increase short-term help to avoid excessive exchange rate deviation from the equilibrium level, which will significantly reduce the likelihood of future leaps and bounds yuan adjustment.
2, the US Commodity Futures Trading Commission: currency speculators last week, the dollar holdings of long positions, long positions in the dollar hit a four-month high since. As of August 11 the week, the dollar net long position rose to $ 37.19 billion, $ 32.77 billion the previous week.

G. stocks
1, last week, the Dow rose 0.6 percent, the S & P 500 index rose 0.7 percent, the Nasdaq rose 0.1%. Economic data released on Friday showed that the US economy strong, to strengthen the market in September the Fed rate hike expectations.
2, BMO: Let China held its significance devaluation, the slight decrease in confidence in the US in September rate hike, but the US economy is not too weak, interest rates are not enough to prove the reasonableness of emergency low of September rate hike is expected to remain.

H.European stocks
1, the European Central Bank: Despite the current global market presence particularly nervousness, but still maintain a stable monetary policy. Institutions predict sluggish growth in the euro zone economy, commodity prices and the devaluation of the renminbi and other unfavorable factors, the ECB may accelerate or extend QE.

I. gold
1, the price of gold in New York last week to close at $ 1,113.2 an ounce, up 1.8 percent over the previous week, ending a seven-week losing streak earlier momentum. The domestic market is being driven, Shanghai gold rose sharply from the previous week rose more than 5%, back above 230 yuan per gram, the highest in more than two years, the biggest gain in a single week, jewelry offer on the spot market are major gold shop Back close to 295 yuan per gram.
2, Bloomberg: because stock prices, a stronger US dollar and devaluation delay Fed rate hike expectations, more than half of next week, analysts are bullish gold.

J.oil
1, New York's main oil futures prices last week, is down 3.1%, because the market worried about the devaluation of the Chinese yuan and excess global supply of oil.
2. Citigroup: weak due to market fundamentals, the average price of Brent crude oil is expected in 2015, down from $ 58 / bbl to $ 54 / barrel in 2016, down from the expected $ 63 / bbl to $ 53 / barrel. The 2015 average oil price forecast from US $ 53 / bbl to $ 48 / barrel in 2016, down from the expected $ 56 / bbl to $ 48 / barrel.