财经下周看点：321家半年报密集披露创新药指数迎重大调整

央广财经2025-08-10

A股321家A股公司将发布半年报下周A股有321家上市公司发布2025年半年报，包括贵州茅台、金龙鱼、中国联通等；港股有128家公司公布半年报，包括小菜园、腾讯控股等。约2325.37亿元市值限售股解禁Wind数据显示，下周（8月11日—15日）A股共有33家公司限售股陆续解禁，合计解禁30.56亿股，按8月8日收盘价计算，解禁总市值为2325.37亿元，其中解禁市值居前三位的是海光信息（...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810173312a6dda0e9&s=b><strong>央广财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股321家A股公司将发布半年报下周A股有321家上市公司发布2025年半年报，包括贵州茅台、金龙鱼、中国联通等；港股有128家公司公布半年报，包括小菜园、腾讯控股等。约2325.37亿元市值限售股解禁Wind数据显示，下周（8月11日—15日）A股共有33家公司限售股陆续解禁，合计解禁30.56亿股，按8月8日收盘价计算，解禁总市值为2325.37亿元，其中解禁市值居前三位的是海光信息（...</p>\n\n<a 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adjustments","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159858":1,"600050":0.9,"600519":0.9,"688041":0.9},"content_text":"A股321家A股公司将发布半年报下周A股有321家上市公司发布2025年半年报，包括贵州茅台、金龙鱼、中国联通等；港股有128家公司公布半年报，包括小菜园、腾讯控股等。约2325.37亿元市值限售股解禁Wind数据显示，下周（8月11日—15日）A股共有33家公司限售股陆续解禁，合计解禁30.56亿股，按8月8日收盘价计算，解禁总市值为2325.37亿元，其中解禁市值居前三位的是海光信息（1957.11亿元）、智微智能（94.48亿元）、国信证券（64.5亿元）。下周将有1只新股发行Wind数据显示，下周将有1只新股发行，宏远股份将于8月11日发行，申购代码为920018。资料显示，宏远股份主要从事电磁线的研发、生产和销售，产品主要包括换位导线、纸包线、漆包线、漆包纸包线、组合导线等多种品类，目前主要应用于高电压、大容量电力变压器、换流变压器和电抗器等大型输变电设备。本次所募资金扣除发行费用后，将用于电磁线生产线智能数字化升级项目、电磁线生产线智能数字化扩建项目、电磁线研发中心建设项目、新能源汽车高效电机用特种电磁线生产基地项目以及作为补充流动资金。恒生港股通创新药指数修订方案将实施根据恒生指数有限公司2025年6月30日发布的《恒生创新药指数及恒生港股通创新药指数的编算方法调整》及其更新，恒生指数有限公司决定修订恒生港股通创新药指数编制方案(下称“编制方案”)，并将于2025年8月11日实施。编制方案修订内容包括：(1)候选资格新增流动性要求：投资类指数的换手率测试;(2)行业要求修订为：“被分类为以下恒生行业系统的子业务类别：药品、生物技术，主营业务在CXO行业的公司将被剔除，包括委托研究机构(CRO)、委托生产机构(CMO)和委托研发生产机构(CDMO)”;(3)删除“每间公司将按其与创新药主题之业务关联性获得一个相关性分数，相关性分数排名最低5%的公司会被剔除”的主题要求;(4)成份股挑选方法修订为：“合资格证券将按其与创新药之业务关联性获得一个相关性分数，相关性分数最高的40只证券会被选为成份股”。成品油将迎调价窗口根据“十个工作日”原则，本轮调价窗口为8月12日24时。据金联创测算，截至8月8日第八个工作日，参考原油品种均价为68.82美元/桶，变化率为0.81%，对应的国内汽柴油零售价应上调30元/吨。近日，国际原油价格持续走低。业内人士分析认为，近期受利空因素主导，美国传统燃油消费旺季即将结束，供应端风险并未消除，国际油价短期内以弱势为主，对于国内成品油市场成本支撑减弱。国内来看，短期炼厂开工率有所上涨，成品油供应宽松，加之汽油需求方面没有明显增加，汽油市场价格震荡走低为主;柴油需求方面较之前有所下降，后期柴油价格或将持续走低。上一次调价窗口为7月29日24时，因未达条件，国内汽柴油零售价调整搁浅。工业增加值等数据将公布8月15日，国家统计局将公布7月工业增加值、固定资产投资、社零等经济数据。华泰证券预计7月规模以上工业增加值同比增速从6月的6.8%略回落至5.8%左右。在购物节错位的影响消退后，预计7月社零总额同比增速小幅回升至5.2%左右。暑期出游及家电销售相对较强，而汽车销量增速退坡。高频数据显示，7月乘用车销量同比降幅逐周扩大，7月16日至23日同比下降41%。投资方面，预计1至7月城镇固定资产投资累计同比增速较1至6月的2.8%回落至2.6%，其中单月同比增速或从6月的0.5%回升至1.4%，结构上表现为基建投资回升、制造业投资企稳、地产投资降幅继续走阔。金融数据或将公布除经济数据外，M2、新增贷款、社融等金融数据下周或将公布。华泰证券预计7月新增人民币贷款约2200亿元，低于去年同期的2600亿元，信贷投放或依然偏弱;新增社融约1.3万亿元，同比继续多增。预计7月人民币贷款同比增速较6月的7.1%小幅回落至7.0%，而社融存量同比增速较6月的8.9%回升至9%，M2同比亦较6月的8.3%略走高至8.4%。整体而言，华泰证券认为，实体融资需求依旧较低，企业与居民中长期贷款表现较弱，信贷扩张更多依赖政策性或结构性工具支持。上半年社融增量累计达22.83万亿元，同比多增4.74万亿元，其中政府债券净融资达7.66万亿元，同比大幅多增4.32万亿元，是拉动社融增长的核心力量;相比之下，实体经济部门信贷扩张动能或仍待夯实。央广财经综合大众证券报、中国商报","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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财经下周看点：321家半年报密集披露 创新药指数迎重大调整

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财经下周看点：321家半年报密集披露创新药指数迎重大调整