Real-time News

Market news: Over the past three months, Japan has reduced its holdings of U.S. Treasury bonds by $96 billion, bringing its total holdings down to $1.14 trillion, the lowest level since April 2025.

August 2 - Armenian President Khachaturian signed a decree on August 2, appointing Pashinyan as Armenia's new prime minister, thus securing Pashinyan's re-election.

The Russian Ministry of Defense stated that it had attacked infrastructure at the port of Mykolaiv in Ukraine and targeted two cargo ships carrying supplies to the Ukrainian Armed Forces, as well as a tugboat used to deploy underwater drones.

August 2nd - The China Earthquake Networks Center officially measured a 4.8-magnitude earthquake at 22:31 on August 2nd in Xinghai County, Hainan Prefecture, Qinghai Province (35.34 degrees north latitude, 99.50 degrees east longitude), with a focal depth of 10 kilometers.

August 2nd - Data shows that in July, Shanghai saw 2,796 transactions of commercial residential properties (excluding affordable housing), with new residential prices rising 0.96% month-on-month, ranking first in the country. Shanghai's land auction market has also maintained high activity this year, with four plots seeing premium rates exceeding 35%. Industry insiders say that the high premiums for core plots highlight the long-term value of Shanghai's core areas, and the hot land market is expected to further boost homebuyers' confidence. In July, Shenzhen's housing market also continued its active spring trend. Data from the Shenzhen Municipal Housing and Construction Bureau shows that in July, Shenzhen's new commercial residential property sales reached 3,529 units, a year-on-year increase of 32.7%; second-hand residential property sales reached 4,795 units, a year-on-year increase of 3%, accounting for about 60% of total commercial residential property transactions. From January to July this year, nearly 6,978 new and second-hand commercial apartments were sold in the city, a year-on-year increase of 60.6%.

On August 2nd, Abdullah Bandar al-Etabi, Assistant Professor of International Affairs at Qatar University, stated that it is too early to judge the direction of the situation following Trump's latest statement regarding Iran. In this game, neither side has shown any sign of backing down on their respective positions. Taking the Strait of Hormuz as an example, Iran has not softened its stance, and the threat of a wider conflict remains. However, the latest developments have bought more time for diplomacy. There is now more time for Iran to cooperate with regional countries to reach some kind of arrangement on the Strait of Hormuz issue and get diplomacy back on track.

On August 2nd, the Department of Urban Construction of the Ministry of Housing and Urban-Rural Development held a special meeting with relevant provincial and municipal officials to discuss the prevention of gas safety accidents. The meeting emphasized that gas safety is a matter of vital interest to the people, and the accidents exposed significant weaknesses in the gas safety work of the relevant provinces and cities. The relevant provinces and cities must learn profound lessons from these accidents, draw inferences from one instance to others, and take targeted measures to improve their local gas safety management. The meeting also required that relevant provinces and cities comprehensively strengthen the special campaign to rectify urban gas safety, expedite the implementation of systems such as bottled liquefied petroleum gas delivery to households and on-site safety inspections, and accelerate the elimination of safety hazards related to cylinders, pipes, stoves, and valves at the user end. They should continue to leverage the role of the special task force for urban gas safety rectification, further promote the comprehensive rectification of the entire gas safety "one-stop" service, and accelerate the establishment and improvement of a long-term mechanism for gas safety management.

The OPEC+ Joint Ministerial Monitoring Committee (JMMC) has expressed concern over attacks on energy infrastructure.

The OPEC+ Joint Ministerial Monitoring Committee (JMMC) met on Sunday to emphasize the importance of protecting international sea lanes to ensure the continued flow of energy.

On August 2nd, OPEC+ agreed to increase its oil production quota by 188,000 barrels per day in September, meaning that the nominal production cuts for 2023 have been fully offset. During the war with Iran, the organization has been increasing quotas monthly despite ongoing supply constraints in the Middle East. OPEC+ currently plans to maintain stable production levels for the remainder of the year after the September increase. While this increase is currently symbolic, it could allow Saudi Arabia to increase production once Persian Gulf oil flows return to normal, helping to replenish depleted global inventories. Supply tensions stemming from the conflict are pushing up fuel costs such as gasoline and diesel, exacerbating market concerns about a resurgence of inflation. The organization will continue to meet monthly, with the next meeting scheduled for September 6th.

On August 2nd, Hengli Group announced that in July, Hengli Heavy Industry received orders for 46 new ships, covering the four major ship types: bulk carriers, container ships, tankers, and gas carriers, with a total operating value exceeding 30 billion yuan.

The OPEC+ statement did not mention policies beyond September 2026.

OPEC+: The next meeting will be held on September 6.

OPEC+: Saudi Arabia, Russia, Iraq, Kuwait, Kazakhstan, Algeria, and Oman agreed to adjust production and reaffirmed their commitment to market stability.

On August 2nd, Harvest Crude Oil LOF issued an announcement stating that its recent secondary market trading price is significantly higher than its net asset value (NAV), exhibiting a substantial premium. The closing price on July 31st was 2.201 yuan, while the NAV per unit was 1.9955 yuan as of July 29th. Investors are reminded to pay attention to the premium risk and invest prudently. If the premium does not effectively decrease by August 3rd, the fund has the right to apply for a trading suspension to warn of the risk. The fund primarily invests in related public funds, and investors can trade or subscribe/redeem on the secondary market. Currently, the fund is operating normally, and there is no undisclosed information that should be disclosed.

August 2nd - According to data from online platforms, as of now, the total box office revenue for 2026 (including pre-sales) has exceeded 23 billion yuan, with the summer box office exceeding 7.2 billion yuan, and daily box office revenue exceeding 100 million yuan for 23 consecutive days.

Israel's Channel 12, citing diplomatic sources, reported that Qatari diplomats are negotiating with Iran to secure the support of the Iranian Revolutionary Guard for arrangements concerning the Strait of Hormuz.