全球新闻采集归档｜2026年8月2日08:00—20:00｜中国政策与监管篇

北京时间 2026 年 8 月 2 日 08:00—20:00，政策与监管主窗口内确认到 2 条新增主记录：人民银行下半年工作会议、国家外汇管理局下半年工作交流会。证监会、上交所、深交所、巨潮资讯及主要部委入口均完成了可达范围扫描；公司公告另归入「中国行业与公司公告篇」。本篇为部分采集，不代表完整政策新闻集合。

中国人民银行官网在北京时间 15:00:08 发布「中国人民银行召开 2026 年下半年工作会议」。会议披露，8 月 1 日召开的下半年工作会议要求继续实施适度宽松的货币政策，综合运用逆回购、中期借贷便利、买卖国债等工具，保持流动性充裕；同时完善短端利率调控机制，增加隔夜逆回购操作品种，并保持社会综合融资成本低位运行。1

会议还提到，截至 6 月末社会融资规模存量同比增长 7.4%，M2 同比增长 8.0%，金融「五篇大文章」贷款同比增长 11%；科技创新债券累计发行超过 2.8 万亿元，上半年熊猫债发行超过 1600 亿元。以上数字均来自人民银行会议稿，未在本篇另行推算。1

文件列出的其他部署包括发挥两项支持资本市场货币政策工具作用、建设债券市场「科技板」、稳妥实施科技创新与民营企业债券风险分担工具，以及支持地方政府融资平台债务风险化解。正文只登记政策原文，不作板块影响判断。

国家外汇管理局官网将该交流会发布日期标为 2026 年 8 月 2 日，但页面未提供可确认的小时；本篇按日期精度登记。会议总结，上半年向 QDII 新发放投资额度 53 亿美元，企业外汇套期保值比率升至 35.3%，外汇储备规模稳定在 3.3 万亿美元以上。2

下半年部署包括出台优化经常项目外汇管理一揽子措施，全面推广跨境贸易高水平开放外汇收支便利化政策，推广跨国公司本外币跨境资金集中运营政策，推进《外汇管理条例》修订，并运用人工智能、大数据等技术赋能外汇监管。2

以下条目在复扫窗口北京时间 2026 年 8 月 1 日 20:00—8 月 2 日 20:00 内出现，但一手发布时间在本期主窗口外，或属于其他分篇：

本轮检查了证监会、上交所、深交所、巨潮、发改委、工信部、财政部、商务部、海关总署、国家统计局、人民银行、金融监管总局、国家能源局、市场监管总局、北交所、网信办及中国政府网等入口。可读的一手详情只保留在记录附近；列表页、搜索片段和动态壳不作为事实证据。

计数按窗口内主记录的非互斥行业标签统计；同一记录可进入多个行业，不能把各行业数量直接相加。0 条不是没有扫描，而是本窗口未确认新增主记录。天然气、LNG、炼化、铜、铝、锂单独登记。

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