Prospective of the financial incident next week: July CPI and other data will be announced by 11 new shares issuance

Next week, data such as CPI, PPI, new loans, M2, and total social financing will be announced. The industry is expected to continue to surge in the year -on -year or continues, PPIs have been slower or slow, and the growth rate of M2 is expected to continue to rise. There will be 11 new shares issued next week, and 4 new shares will be launched.

CPI in July or continue to rise

On August 10, the National Bureau of Statistics will announce the July CPI and PPI data. CPI is expected to rise from 2.5%to 3.2%year-on-year in July. After the core and service inflation, the PMI exported PPIs implied by PMI may be at -0.8%, PPI or from or from from the year-on-year or from the year-on-year. 6.1%slowed to 4.6%.

Huachuang Securities is expected to be 0.6%month -on -month, up to about 2.8%year -on -year. There are three reasons for the explanation: first, the price of pigs rose sharply, and the average pork wholesale price rose 34.9%month -on -month; the second was the seasonal rise of vegetables. In July, the average price of vegetable wholesale increased by 12.9%month -on -month. Summer high temperature rainfall weather affects the growth and transportation of vegetables. The rise in vegetable prices is normal. The increase in July is still within the seasonal interval; the third is affected by factors such as the summer holiday and the repair of consumption after the epidemic. about. In terms of PPI, PPI is expected to fall by about 1.3%month -on -month and fall to about 4%year -on -year.

M2 growth is expected to continue to rise

In addition to CPI and PPI, data such as new loans, M2, and total social financing will also be released next week. Huading Securities is expected to add about 1.13 trillion yuan in July, an increase of 60 billion yuan over the same period last year; the growth rate of social finance stocks is expected to be around 10.9%; loans for entities are expected to increase by 1.08 trillion yuan, from last year from last year In the same period, an increase of 240 billion yuan; it is expected that the M2 in July is expected to rise to about 11.8%year -on -year, and the M1 is expected to be about 6.2%year -on -year.

According to the analysis of CICC, the sales of the top 100 real estate in July was -40%year-on-year, which expanded from the decline in June. The demand for credit is still insufficient, and credit supply is still the main force of driving loans. Therefore, after CICC believes that loans have increased year -on -year after two consecutive months, their increase may be weakened year -on -year. It is expected that new loans will be about 1.1 trillion yuan in July, and the year -on -year growth rate of loan balance will remain at 11.2%. It is expected that new social integration will be 1.3 trillion yuan in July. The growth rate is further higher under the support of the low base, which is expected to reach 11.7%.

11 new shares will be issued next week

Wind data statistics show that there will be 11 new shares issued next week (August 8th to August 12th), including 2 of the GEM. On August 8th, Sanwei shares, Huicheng shares, Lu Wei Optoelectronics, Entropy base technology, and Easy World; On August 10, Lianying Medical was released; Emperor Olympic Wei was issued on August 11.

The total number of these 11 new shares issued a total of approximately 874 million shares, and the total amount of funds raised was 23.04 billion yuan. In addition, four new shares will be launched next week. Haitai New Nengneng, ICBC, Zijian Electronics, and Meiyuan Technology will be listed on August 8. Reporter Chen Hui

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