First, the macro data
1, China in July manufacturing PMI final value of the new fiscal 47.8 for two-year low, the expected 48.3. Sub-index, the output index fell to 47.1 final value, the highest since three and a half low.
2, HSBC Qu Hongbin: Caixin July manufacturing PMI fell to 47.8 final value than expected, domestic demand dragged down production remains a key reason for the weak manufacturing sector. It also reflects the financial sector under the surface of prosperity, the economic recovery is not solid, the industrial sector is still deep in the plight of the truth. Chinese economy downward pressure in the second half need more easing efforts.
3, Nomura Securities: China July official PMI PMI new fiscal showed a decline, indicating that China's economic growth slowed slightly in July. Quasi-central bank is expected to drop in August, the year is likely to cut interest rates again by 25 basis points, 50 basis points RRR.

4, the central bank: in July, due in mid-term borrowings 384.5 billion convenient operation, carried out six months of MLF put 250 billion, interest rate 3.35%, ending balance of 380 billion MLF; standing lending convenient operation is not performed, the closing balance is zero; to CDB provides supplementary mortgage loans (PSL) 429 million interest rate of 2.85%, compared to June fell 25 basis points, ending PSL balance of 846.4 billion.
5. FINANCE breakfast studio: the central bank in July to facilitate the mid-lending falling instead of rising, the net return of 134.5 billion, mortgage loans complement the chain also added substantial shrinkage. This shows that the central bank's monetary policy tools are Gai Xian Yi Zhang, RRR special financial bonds + long-term policy mix will become the new favorite.
6, the pork price fluctuations will not affect monetary policy: Since March this year, hog prices continued to rebound, rebound margin as has been as high as 57%. The idea that rising pork price rise will boost inflation and future monetary easing space constraints. The central bank said, compared to last year, about 1.5% of the current price level is significantly lower, itemized price fluctuations on monetary policy is not significant.
7 overnight shibor reported 1.488%, up 1.8 basis points; 7 days shibor reported 2.495 percent, down 1.4 basis points; three months shibor reported 3.153 percent, down 0.45 basis points.
8, HSBC: unsatisfactory economic data showed the fragile economic recovery in China, is expected to continue easing monetary policy, the second half of the central bank cut interest rates a further 25 basis points, the RRR 200 basis points, to support economic development.

9, NDRC: the first half, the transportation infrastructure investment of about 1 trillion, an increase of 10.8%. Among them, the railways, highways, waterways, civil aviation completed an investment of 265.1 billion respectively, 646.9 billion, 64.7 billion, 32 billion, rail and road investment growth rate of over 10%, civil aviation investment growth of 28%.
10, Malaysian Transport Minister: wreckage in the French Reunion Island Coast found from 777, MAS 370 and the same model, the wreckage was found during the search of other aircraft components. If the wreckage confirmed flight MH370 from, Malaysia, China and Australia will convene the meeting.

Second, real estate
1, E-House Institute: July, 30 typical city new commercial housing a total turnover of 18.85 million level, a decrease of 5.5%, an increase of 44.2%. Among them, the first-tier cities grew 86.9 percent, 38.8 percent growth in second-tier cities, third-tier cities grew 26.7 percent.
2. FINANCE breakfast studio: July, north of Guangzhou-Shenzhen new commercial housing turnover 3.79 million level, a decrease of 5.1%, an increase of 86.9%; 15 second-tier cities new commercial housing turnover 12.18 million level, a decrease of 4.9%, an increase of 38.8% .
3, Barclays: Because Overstock will limit further growth in real estate, China real estate slowdown may enter the multi-year period.
4, Beijing: July, total net signed second-hand housing 21,473 units, a rise of 15.6%, an increase of 166.4%; the average transaction price 35,282 yuan / flat, up 2%, rose 6.2%.
5, Shanghai: July, 967,900 new supply of commercial residential flat, traded 1,345,900 flat, down 8.95%, up 91.99%; average transaction price of 34,639 yuan / flat, up 0.86%, up 31.37 percent.
6, Canton: July, 7430 sets new house turnover, down 24 percent, rose 65 percent year on year; the average transaction price 16,314 yuan / square, a record high this year, up 3.81 percent, rose 8%.
7, Shenzhen: Last week (7.27-8.2) primary housing a total turnover of 1222 units, down 16.87 percent; closing an area of 131,600 level, a decline of 12.77%; average transaction price of 37,451 yuan / flat, up 7.82 percent.

Third, the market
1, under FINANCE breakfast offline activities: ① topic: the new board for the benefit of myth, entrepreneurs how to Denver? ② Time: August 5, 2015 19: 00-21: 00; ③ Location: Beijing Tsinghua Science Park; ④ Registration: Click here to read the original to fill in the registration form, or add micro-channel 188 021 905 for the micro letter friends. After registration is complete, we will invite you to a new three-board micro-channel group, and the new board of experts, advance interaction!
2, charging facilities planning forthcoming: Authorities said that the current "electric vehicle charging infrastructure development plan," as long as the State Department confirmed that the signature can be released, expected the central government will give subsidies to enterprises around 30%.
3, China Trust Industry Association: The end of the second quarter, the scale of trust assets managed by the National Trust 68 is 15.87 trillion, growth of 10.13%, an increase of 27.16%; to achieve operating income of 54.406 billion, growth of 36.59%, an increase of 36.43 %.
4, Statistics: 2014 China's total e-commerce transactions amounted to 16.39 trillion, an increase of 59.4%. Among them, the total e-commerce transactions amounted to 9.13 trillion self-platform, third-party e-commerce transaction amounted to 7.26 trillion.
5, the mid-HS: in July, the National Futures market transactions 389 000 000 hand, turnover of 81.04 trillion, an increase of 77.27% and 275.31%, respectively, growth of 36.4%, respectively, and decreased 17.75%. January to July, total turnover of 2.085 billion hand, turnover 434.72 trillion, an increase of 65.15% and 216.7% respectively.
6, China Merchants Securities: Hong Kong IPO application to be submitted in the coming weeks, planned fourth quarter.

Macau: July, lucky gross gaming revenue 18.6 billion Australian dollars, down 34.5%; from January to July, lucky gross gaming revenue 140.3 billion Australian dollars, down 36.7 percent.
8, SASAC: As of the end of June, Beijing is 3.17879 trillion total assets, up 16.5%; to achieve operating income of 473.83 billion, an increase of 0.7%; profit of 26.48 billion, an increase of 15.3%.
9, Ying Chan Advisory: July, net loan industry overall rate of return of 13.58%, a record low, down 59 basis points; the average loan term of 6.75 months, last month rose 0.12 months.
10, LME copper up to $ 5156 refresh date / ton, the highest since 2009 the lowest. General Manager of the Australian copper and gold resource company expects Qisha fire, short-term copper price of $ 2.5 per pound, within the next 18 months to two years, the price of copper will rise 3-3.2 dollars per pound.
11,52 degrees Wuliangye will rise in price by 50 yuan / bottle. Wuliangye has released internal documents to the national distributor, since August 3, the company's core product 52 degrees Wuliangye (general V) prices by 659 yuan per bottle callback to 609 yuan.
12, Thomson Reuters: This year, the global mergers and acquisitions amounted to $ 2.64 trillion, an increase of 41%. Among them, the energy industry, a total of 1,557 transactions worth $ 407 billion, an increase of 67%, the health care industry a total of 1577 transactions valued at $ 395 billion, an increase of 77%.
13, Bloomberg: With the CIC Senate vote, a new round of financing will exceed quick drops $ 2 billion, but drops fast new round of financing is not over, still in the market for new investors, hope to reach $ 2.5 billion in financing facilities.
14, Tencent's first Internet securities platform will soon be on the line: securities platform will debut in the micro channel purse, users on securities platform by phone after determining the true identity recognition, securities account can be opened.
15, sources said, Apple is currently testing a voice mail service, use Siri to answer the call and voice information into text, iCloud service will be to send a text version of the voice information, Apple will launch the service in 2016.
16, the way home network: get a new $ 300 million round of financing, the valuation of more than one billion US dollars. The company focused on the vacation rental business, providing tourism holiday apartments online search, query and transaction services. Currently the way home network has covered 255 destinations, 133 overseas destinations, online listings over 310,000 units.
Fourth, the stock market
1, the Shanghai Composite Index closed at 3622.91 points, down 1.11%, turnover of 445.99 billion. The Shenzhen Component Index closed at 12,161.6 points, down 1.72%, turnover of 402.3 billion. GEM closing at 2399.27 points, down 5.53%, turnover 104.5 billion.
2, Hong Kong's Hang Seng index closed down 0.9 percent, to 24,411.42 points. The Nikkei 225 index closed down 0.18 percent, reported 20,548.11 points.
3, the Shanghai Stock Exchange to modify the implementation of margin trading rules: After the customer short selling, since the next trading day tickets can also buy tickets, or coupons also repaid directly into the securities to members.
4. The margin company 200 billion bullet ready: July 31, the South consumption energy, and investment and easy Fangda Rui Hui Fung Hing three funds were established, raising the scale are 40 billion. This means that, with the Chinese economy and the new Castrol new opportunities previously established margin company route through five companies raised funds of 200 billion transfusion stock market has been assembled, the fastest in August is expected to enter the market.
5, the Shanghai Stock Exchange dropped nearly five-month low financing balance: As of July 31, the Shanghai stock market financing balance fell to 859.97 billion, the highest since March 10 low, a decrease of 2.5% over the 30th, dropped for the sixth consecutive day. 31 financing the purchase amount to 500 million since July 8th lowest level.
6 Monday, the Shanghai Stock Exchange suspended four severely abnormal intraday trading accounts for five abnormal trading accounts made an oral warning. Up to now, the two cities a total of 38 accounts were limited.