24条跨周末事件：非农、2750亿元定增与早盘成交破万亿

[ { "event_id": "nyfed-us-20260904-sofr-20260903", "title": "纽约联储 SOFR9 月 3 日生效值 3.66%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "liquidity_flow", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 92, "horizon": "days", "raw_facts": { "publisher": "Federal Reserve Bank of New York（纽约联储）", "rate_name": "SOFR（担保隔夜融资利率）", "effective_date": "2026-09-03（生效日）", "release_batch": "2026-09-04 发布批次；官方 API 未给出具体发布时间", "percentRate": "3.66", "percentile1": "3.60", "p25": "3.64", "p75": "3.70", "p99": "3.74", "volumeInBillions": "2949（十亿美元）", "previous_effective_2026_09_02": "3.65（volume 2882 十亿美元）", "previous_effective_2026_09_01": "3.66（volume 2912 十亿美元）", "period_note": "查询区间内的最新生效日为 2026-09-03；2026-09-04 生效值尚未出现", "published_at_note": "NY Fed API 只提供生效日和利率数据，没有独立稿件发布时间" }, "transmission_chain": "纽约联储 SOFR 在 2026 年 9 月 3 日的生效值为 3.66%，较 9 月 2 日的 3.65%上升 1 个基点；成交量从 2882 十亿美元升至 2949 十亿美元。该变化属于日度常规波动，对 SSE.512880 方向记为 0。", "invalidation_conditions": "NY Fed 后续对 SOFR 数值、生效日或成交量进行更正，或下一发布批次替换数据时，按最新官方值更新。", "source_urls": [ "[https://markets.[newyorkfed.org/api/rates/secured/sofr/search.json?startDate=2026-09-01&endDate=2026-09-08](https://markets.newyorkfed.org/api/rates/secured/sofr/search.json?startDate=2026-09-01&endDate=2026-09-08)](https://newyorkfed.org/api/rates/secured/sofr/search.json?startDate=2026-09-01&endDate=2026-09-08](https://markets.newyorkfed.org/api/rates/secured/sofr/search.json?startDate=2026-09-01&endDate=2026-09-08))" ], "source_tier": "A" }, { "event_id": "fed-us-20260904-h15-20260903-rates", "title": "美联储 H.15：10 年期美债收益率 4.77%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "liquidity_flow", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 94, "horizon": "days", "raw_facts": { "publisher": "Board of Governors of the Federal Reserve System", "release_date": "2026-09-04", "statistics_date": "2026-09-03", "unit": "percent per annum", "federal_funds_effective": "3.63（2026-09-02 前值 3.63）", "treasury_constant_maturity_nominal": { "2_year": "4.34（2026-09-02 前值 4.39）", "10_year": "4.77（2026-09-02 前值 4.79）", "30_year": "5.25（2026-09-02 前值 5.27）" }, "treasury_constant_maturity_inflation_indexed": "2 年 2.15、10 年 2.42、30 年 2.96（2026-09-03 实际收益率，与名义收益率分列）", "published_at_note": "官方页只给出 Release date: September 4, 2026，没有本批次独立稿件时刻，因此 published_at_utc 为 null" }, "transmission_chain": "美联储 H.15 显示 2026 年 9 月 3 日联邦基金有效利率持平于 3.63%，2 年、10 年和 30 年期美国国债固定期限收益率较前一日分别降至 4.34%、4.77%和 5.25%。日度利率变化幅度有限，对 SSE.512880 方向记为 0。", "invalidation_conditions": "美联储更正 H.15 数据、统计日期或前值时，按最新官方表格更新。", "source_urls": [ "[https://www.[federalreserve.gov/releases/h15/](https://www.federalreserve.gov/releases/h15/)](https://federalreserve.gov/releases/h15/](https://www.federalreserve.gov/releases/h15/))" ], "source_tier": "A" }, { "event_id": "cboe-us-20260904-nms-share-volume", "title": "美股全市场 NMS 成交 13,533,071,903.164286 股", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 93, "horizon": "days", "raw_facts": { "statistics_date": "2026-09-04（美股完整交易日，Labor Day 前最后交易日）", "snapshot_label": "Data as of 23:59 04/09/2026（日/月/年，即 2026-09-04）", "calculation_scope": "Cboe U.S. Equities Market Volume Summary 官方页（Tape A/B/C 分层，含交易所撮合+FINRA/TRF 场外上报）", "tape_a_total_shares": "4,233,788,043.549662 股（交易所撮合 2,218,167,761 + FINRA&TRF 2,015,620,282.549662）", "tape_b_total_shares": "2,589,183,662.304813 股（撮合 1,275,006,738 + TRF 1,314,176,924.304813）", "tape_c_total_shares": "6,710,100,197.309809 股（撮合 3,159,572,878 + TRF 3,550,527,319.309809）", "total_nms_shares": "13,533,071,903.164286 股", "nyse_csv_crosscheck_million_shares": { "tape_a": "4,233.8", "tape_b": "2,589.2", "tape_c": "6,710.1", "total": "13,533.1 百万股（两来源逐项一致）" }, "previous_2026_09_03": "15,773.0 百万股（A 4,917.5/B 3,009.0/C 7,846.5）", "previous_2026_09_02": "15,328.8 百万股", "published_at_note": "Cboe 和 NYSE 官方日度文件只提供数据日期与资源更新时间，没有独立稿件发布时间" }, "transmission_chain": "2026 年 9 月 4 日全美 NMS 股票成交 13,533,071,903.164286 股，低于 9 月 3 日的 15,773.0 百万股。该统计反映单日量能回落，不单独提供证券板块方向证据，对 SSE.512880 记为 0。", "invalidation_conditions": "Cboe 或 NYSE 对股数成交、分层数据或统计日进行更正，或下一交易日文件替换统计期时，按最新官方文件更新。", "source_urls": [ "[https://www.[cboe.com/us/equities/market_share/](https://www.cboe.com/us/equities/market_share/)](https://cboe.com/us/equities/market_share/](https://www.cboe.com/us/equities/market_share/))", "[https://www.[cboe.com/us/equities/market_share/market/all/2026-09-04/](https://www.cboe.com/us/equities/market_share/market/all/2026-09-04/)](https://cboe.com/us/equities/market_share/market/all/2026-09-04/](https://www.cboe.com/us/equities/market_share/market/all/2026-09-04/))", "[https://www.[nyse.com/publicdocs/nyse/US_Equities_Volumes.csv](https://www.nyse.com/publicdocs/nyse/US_Equities_Volumes.csv)](https://nyse.com/publicdocs/nyse/US_Equities_Volumes.csv](https://www.nyse.com/publicdocs/nyse/US_Equities_Volumes.csv))" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-day-turnover-main-gem", "title": "港交所 9 月 4 日主板成交 276,856,881,141 港元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 94, "horizon": "days", "raw_facts": { "trading_date": "2026-09-04（星期五）", "main_board": { "securities_number": "8,602", "turnover_hkd": "276,856,881,141（HK$）", "shares_traded": "310,791,526,805", "number_of_trades": "4,323,888", "rmb_products_turnover": "74,265,292（CNY）", "indices": { "hang_seng_index_close": "25,650.87（上午收市 25,737.60；前收 25,213.31；+437.56；+1.735%）", "hscei_close": "8,555.03（前收 8,385.24；+169.79；+2.025%）", "hschina_close": "4,213.46（前收 4,177.46；+36.00；+0.862%）" } }, "gem": { "securities_number": "191", "turnover_hkd": "112,198,952（HK$）", "shares_traded": "357,641,817", "number_of_trades": "5,792", "sp_hkex_gem_index": "21.37（+0.13；+0.612%）" }, "published_at_note": "HKEX 官方静态日行情页只有资源更新时间，没有独立稿件发布时间" }, "transmission_chain": "港交所 2026 年 9 月 4 日主板成交 276,856,881,141 港元，恒生指数收于 25,650.87 点、上涨 1.735%。该交易日数据提供港股市场活跃度和风险偏好参考，对 SSE.512880 方向记为 0。", "invalidation_conditions": "HKEX 更正日行情数据、指数收盘值或下一交易日替换统计期时，按最新官方日行情更新。", "source_urls": [ "https://www.hkex.com.hk/eng/stat/smstat/dayquot/d260904e.htm", "https://www.hkex.com.hk/eng/stat/smstat/dayquot/GEM/e_G260904.htm" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-stockconnect-daily", "title": "沪深港通 9 月 4 日北向成交 274,164.42 百万元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "liquidity_flow", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 93, "horizon": "days", "raw_facts": { "trading_date": "2026-09-04", "display_unit": "HKEX 沪深港通网页惯例为百万元（北向人民币百万元、南向港元百万元）；DQB=999,999,999 为占位符非额度余额", "northbound": { "sse_total_turnover": "126,875.65", "sse_trades": "6,011,425", "sse_etf_turnover": "2,819.38", "szse_total_turnover": "147,288.77", "szse_trades": "6,940,297", "szse_etf_turnover": "2,459.94", "northbound_sum_display": "274,164.42（SSE 与 SZSE 原值相加，币种为人民币百万元；该合计为计算值）" }, "southbound": { "sse_total_turnover": "64,476.90（买入 29,884.49/卖出 34,592.41）", "sse_trades": "1,326,059（买 625,248/卖 700,811）", "sse_etf_turnover": "576.98", "szse_total_turnover": "42,212.39（买入 18,449.72/卖出 23,762.67）", "szse_trades": "861,521（买 377,125/卖 484,396）", "szse_etf_turnover": "715.78", "southbound_sum_display": "106,689.29（SSE 与 SZSE 原值相加，币种为港币百万元；该合计为计算值）" }, "published_at_note": "HKEX 沪深港通日统计 JS 只提供交易日与资源更新时间，没有独立稿件发布时间" }, "transmission_chain": "2026 年 9 月 4 日北向成交显示值为 274,164.42 百万元人民币，南向成交显示值为 106,689.29 百万元港币。两个方向币种不同，分别保留原值；该组数据反映跨境交易活跃度，对 SSE.512880 方向记为 0。", "invalidation_conditions": "HKEX 更正沪深港通日统计、成交笔数或下一交易日文件替换统计期时，按最新官方日统计更新。", "source_urls": [ "https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260904e.js" ], "source_tier": "A" }, { "event_id": "exchanges-cn-20260904-margin-balance-weekly", "title": "沪深两融余额 9 月 4 日周减 214.20278802 亿元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "margin_balance", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": -1 }, "confidence": 93, "horizon": "days", "raw_facts": { "statistics_date": "2026-09-04（与上周基准 2026-08-28 对比）", "capacity_note": "跨所相加为非单一官方口径；SSE 为元值静态 XLS，深交所接口为亿元两位小数，换算相加", "sse_2026_09_04": { "financing_balance": "1,331,643,107,313 元", "financing_buy_amount": "85,242,459,801 元", "securities_lending_balance": "18,373,573,089 元", "total_margin_balance": "1,350,016,680,402 元（=13500.16680402 亿元）" }, "szse_2026_09_04": { "financing_balance": "12,691.32 亿元", "financing_buy_amount": "816.32 亿元", "securities_lending_balance": "102.09 亿元", "total_margin_balance": "12,793.41 亿元（换算元口径 1,279,341,000,000.00 元）" }, "sse_2026_08_28": { "financing_balance": "1,342,943,855,079 元", "financing_buy_amount": "94,338,686,041 元", "securities_lending_balance": "18,441,104,125 元", "total_margin_balance": "1,361,384,959,204 元" }, "szse_2026_08_28": { "financing_balance": "12,789.73 亿元", "financing_buy_amount": "954.31 亿元", "securities_lending_balance": "104.19 亿元", "total_margin_balance": "12,893.93 亿元（换算 1,289,393,000,000.00 元）" }, "combined_total_margin_balance": { "2026_09_04": "2,629,357,680,402.00 元（26,293.57680402 亿元）", "2026_08_28": "2,650,777,959,204.00 元（26,507.77959204 亿元）", "weekly_change_raw": "-21,420,278,802.00 元", "threshold_check": "周减少 21,420,278,802.00 元，小于上周余额 3%对应的 79,523,338,776.12 元" }, "sse_solo_financing_weekly_change": "1,331,643,107,313-1,342,943,855,079=-11,300,747,766 元（由原数相减）", "published_at_note": "上交所静态 XLS 与深交所报表 JSON 没有独立稿件发布时间" }, "transmission_chain": "沪深两市融资融券余额在 2026 年 9 月 4 日合计 26,293.57680402 亿元，较 8 月 28 日减少 214.20278802 亿元。两市余额均下降，因此方向偏负；降幅对应金额低于 3%监测阈值，对 SSE.512880 记为-1。", "invalidation_conditions": "上交所或深交所更正两融余额、融资买入额、融券数据或统计期时，按最新官方数值重新计算周变动。", "source_urls": [ "https://www.sse.com.cn/market/dealingdata/overview/margin/a/rzrqjygk20260904.xls", "https://www.sse.com.cn/market/dealingdata/overview/margin/a/rzrqjygk20260828.xls", "https://www.szse.cn/api/report/ShowReport/data?SHOWTYPE=JSON&CATALOGID=1837_xxpl&txtDate=2026-09-04", "https://www.szse.cn/api/report/ShowReport/data?SHOWTYPE=JSON&CATALOGID=1837_xxpl&txtDate=2026-08-28" ], "source_tier": "A" }, { "event_id": "csrc-cn-20260904-private-fund-raising-draft", "title": "证监会就私募基金募集监督管理办法公开征求意见", "event_time_utc": "2026-09-04T09:11:37Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T09:11:37Z", "event_type": "regulation", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 90, "horizon": "weeks", "raw_facts": { "publisher": "中国证监会（证监会官方微信公众号“证监会发布”）", "file_name": "《私募投资基金募集监督管理办法（征求意见稿）》", "legal_basis": "《中华人民共和国证券投资基金法》《私募投资基金监督管理条例》", "chapter_article_count": "《募集办法》共七章四十五条", "main_contents": [ "明确“卖者尽责、买者自负”与募集方式", "完善合格投资者资产规模、收入水平、投资经历认定并强化穿透", "明确募集过程、募集文件与适当性、风险揭示义务", "完善募集资金安全保障（募集结算专用账户与监督机构）", "明确监督管理与法律责任" ], "multi_channel_publish_times": { "csrc_wechat": "2026-09-04 17:11:37", "sse_wechat": "2026-09-04 17:35:57", "bse_wechat": "2026-09-04 18:50:49", "szse_wechat": "2026-09-04 19:00:20" } }, "transmission_chain": "证监会就私募基金募集与合格投资者全流程规范公开征求意见，属行业制度供给而非直接行情驱动，对券商代销/基金服务链条影响中性偏长期，对 SSE.512880 证券 ETF 记为 0。", "invalidation_conditions": "征求意见稿正式发布、时限截止、内容修订或最终管理办法出台时，按最新监管文件更新。", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzA4NzAzMDgwMw==&mid=2651091152&idx=1&sn=57e8182ccbf3d267c9e070a2bc831370](http://mp.weixin.qq.com/s?__biz=MzA4NzAzMDgwMw==&mid=2651091152&idx=1&sn=57e8182ccbf3d267c9e070a2bc831370)](https://weixin.qq.com/s?__biz=MzA4NzAzMDgwMw==&mid=2651091152&idx=1&sn=57e8182ccbf3d267c9e070a2bc831370](http://mp.weixin.qq.com/s?__biz=MzA4NzAzMDgwMw==&mid=2651091152&idx=1&sn=57e8182ccbf3d267c9e070a2bc831370))", "[http://mp.[weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979470&idx=1&sn=761dfefb237f279745532d6a42828640](http://mp.weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979470&idx=1&sn=761dfefb237f279745532d6a42828640)](https://weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979470&idx=1&sn=761dfefb237f279745532d6a42828640](http://mp.weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979470&idx=1&sn=761dfefb237f279745532d6a42828640))", "[http://mp.[weixin.qq.com/s?__biz=MjM5MDA1Njg0Ng==&mid=2650419789&idx=1&sn=a14a9c2cf9fdc97bec0a2f5b30968834](http://mp.weixin.qq.com/s?__biz=MjM5MDA1Njg0Ng==&mid=2650419789&idx=1&sn=a14a9c2cf9fdc97bec0a2f5b30968834)](https://weixin.qq.com/s?__biz=MjM5MDA1Njg0Ng==&mid=2650419789&idx=1&sn=a14a9c2cf9fdc97bec0a2f5b30968834](http://mp.weixin.qq.com/s?__biz=MjM5MDA1Njg0Ng==&mid=2650419789&idx=1&sn=a14a9c2cf9fdc97bec0a2f5b30968834))", "[http://mp.[weixin.qq.com/s?__biz=Mzg3OTY3NzQ5OQ==&mid=2247496146&idx=1&sn=47de174c2ec76800393322bd17342b32](http://mp.weixin.qq.com/s?__biz=Mzg3OTY3NzQ5OQ==&mid=2247496146&idx=1&sn=47de174c2ec76800393322bd17342b32)](https://weixin.qq.com/s?__biz=Mzg3OTY3NzQ5OQ==&mid=2247496146&idx=1&sn=47de174c2ec76800393322bd17342b32](http://mp.weixin.qq.com/s?__biz=Mzg3OTY3NzQ5OQ==&mid=2247496146&idx=1&sn=47de174c2ec76800393322bd17342b32))" ], "source_tier": "A" }, { "event_id": "csrc-cn-20260904-overseas-listing-record-batch", "title": "证监会备案两家公司境外发行上市及全流通", "event_time_utc": "2026-09-04T09:16:36Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T09:16:36Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 82, "horizon": "weeks", "raw_facts": { "publisher": "中国证监会国际合作司", "batch_note": "两组“境外发行上市及境内未上市股份流通”备案通知书合并为一个事件，分列两家明细；仅采用两页证监会官网原始备案页并保留各自挂网时刻，不使用媒体转述", "company_1": { "name": "无锡车联天下智能科技股份有限公司", "document_number": "国合函〔2026〕1949 号", "letter_date": "2026-08-13", "csrc_page_post_time_beijing": "2026-09-04 17:16:36（meta:pubdate）", "csrc_page_post_time_utc": "2026-09-04T09:16:36Z", "planned_shares": "拟发行不超过 68,263,500 股境外上市普通股并在香港联合交易所上市", "domestic_to_overseas_shares": "39 名股东拟将所持合计 336,371,100 股境内未上市股份转为境外上市股份并上市流通" }, "company_2": { "name": "武汉滨会生物科技股份有限公司", "document_number": "国合函〔2026〕1983 号", "letter_date": "2026-08-18", "csrc_page_post_time_beijing": "2026-09-04 17:21:26（meta:pubdate）", "csrc_page_post_time_utc": "2026-09-04T09:21:26Z", "planned_shares": "拟发行不超过 38,102,600 股境外上市普通股并在香港联合交易所上市", "domestic_to_overseas_shares": "54 名股东拟将所持合计 150,933,379 股境内未上市股份转为境外上市股份并上市流通" } }, "transmission_chain": "证监会国际合作司公布两家公司的境外发行上市及境内未上市股份流通备案。备案增加了跨境股权融资项目储备；公告没有披露承销机构与费用，无法据此确认 A 股券商收入增量，对 SSE.512880 方向记为 0。", "invalidation_conditions": "备案通知书被撤销、公司终止境外发行上市，或后续披露发行方案修订时，按最新证监会备案页或公告更新。", "source_urls": [ "https://www.csrc.gov.cn/csrc/c105984/c7656792/content.shtml", "https://www.csrc.gov.cn/csrc/c105984/c7656794/content.shtml" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-bohai-financial-bonds-completion", "title": "渤海银行完成发行人民币 150 亿元金融债", "event_time_utc": "2026-09-04T09:28:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T09:28:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 92, "horizon": "days", "raw_facts": { "publisher": "HKEXnews（原生 PDF）", "published_time_hkt": "2026-09-04 17:28", "issuer": "China Bohai Bank Co., Ltd. 渤海银行股份有限公司（9668）", "bond_name": "CHINA BOHAI BANK CO., LTD. 2026 Financial Bonds (Tranche 1)", "issue_size": "RMB15 billion（人民币 150 亿元，等值单位转换）", "tenor_and_coupon": "三年期固定利率债券，票面利率 1.60%", "bookbuilding_and_value_date": "簿记建档于 2026-09-02 完成，2026-09-04 起息", "market": "全国银行间债券市场", "use_of_proceeds": "资产负债配置、补充资金来源、优化负债期限结构等" }, "transmission_chain": "渤海银行完成发行人民币 150 亿元三年期金融债，票面利率 1.60%。该笔债券增加债券资本市场发行量，但公告没有披露 A 股券商承销收入，对 SSE.512880 方向记为 0。", "invalidation_conditions": "发行规模、票面利率、起息日或募集资金用途经后续公告更正时，按最新 HKEXnews 公告更新。", "source_urls": [ "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0904/2026090401271.pdf" ], "source_tier": "A" }, { "event_id": "sse-cn-20260904-weekly-market-roundup", "title": "上交所周度市场运行：上证综指周跌 0.56%", "event_time_utc": "2026-09-04T09:54:21Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T09:54:21Z", "event_type": "turnover_data", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": -1 }, "confidence": 92, "horizon": "days", "raw_facts": { "publisher": "上交所官方公众号“上交所发布”", "statistics_period": "2026-08-31 至 2026-09-04，数据统计至周五 17:00", "index_close_and_week_change": { "sse_composite": "3930、-0.56%、PE17.3", "kechuang_composite": "1865、-3.99%", "kechuang_50": "1577、-5.10%", "sse_180": "9753、-0.80%", "sse_380": "6787、-2.82%" }, "weekly_turnover_yi": { "main_board_stocks": "32950（大宗交易 16）", "kechuang_board_stocks": "12621（盘后固定价格交易 4.7、大宗交易 8.1）", "bonds": "136364.2（现货 11631.3、回购 124664.0、借贷 68.8）", "funds": "16506", "etf": "16461（含交易型货币基金）" }, "market_scale": "主板股票市价总值 53.0 万亿元、上市公司 1703 家；科创板股票市价总值 16.5 万亿元、上市公司 616 家", "stock_connect_weekly": "沪股通 6347、港股通 2525（周交易额，亿元）", "stock_options": "期权周合约成交面值 9597.98 亿元；周成交量 2317.94 万张；总持仓量 680.87 万张", "issuance": "主板 IPO 1/8.2；主板再融资 24/31.4；科创板 IPO 1/86.9；科创板再融资 8/1.5；债券 119/702（家数/筹资额亿元）", "corporate_bond_review": "2026 年 8 月 31 日至 9 月 4 日上交所受理 46 家企业发债申请，拟发行金额 1084.57 亿元", "regulation_supervision": "上市公司监管发送监管工作函 11 份、补充更正类公告 9 份、提请内幕交易/异常交易核查 24 单；市场交易监管对 57 起异常交易采取自律监管措施、专项核查 29 起、上报涉嫌违法违规线索 1 起", "period_note": "周涨跌幅-0.56%为 2026-08-31 至 09-04 口径，与 9 月 4 日单日口径不同" }, "transmission_chain": "上交所周度数据里，上证综指下跌 0.56%，科创 50 下跌 5.10%；主板和科创板 IPO、再融资筹资额合计 128.0 亿元。指数周度走弱对证券板块偏负，对 SSE.512880 记为-1。", "invalidation_conditions": "上交所更正周度运行数据、统计期或下一期周报替换数据时，按最新官方周报更新。", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979477&idx=1&sn=eed8f6e56ccc6d29f05239c75c47973c](http://mp.weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979477&idx=1&sn=eed8f6e56ccc6d29f05239c75c47973c)](https://weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979477&idx=1&sn=eed8f6e56ccc6d29f05239c75c47973c](http://mp.weixin.qq.com/s?__biz=MjM5NzAzMDI0Mg==&mid=2649979477&idx=1&sn=eed8f6e56ccc6d29f05239c75c47973c))" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-medcaptain-ipo-allotment", "title": "麦科田医疗 IPO 超购 436.37 倍定价 15.42 港元", "event_time_utc": "2026-09-04T10:47:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T10:47:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 90, "horizon": "days", "raw_facts": { "publisher": "HKEXnews（原生 PDF）", "published_time_hkt": "2026-09-04 18:47", "listed_entity": "Medcaptain Medical Technology Co., Ltd. 深圳麦科田生物医疗技术股份有限公司", "stock_code": "2041（H 股，主板）", "start_of_dealings": "2026 年 9 月 7 日（公告载明，原文带*脚注）", "global_offer_shares": "38,910,600 股；香港公开发售 3,891,100 股（占 10%）；国际发售 35,019,500 股（占 90%）", "shares_after_listing": "538,626,686 股", "offer_price": "HK$15.42/股（另加经纪佣金 1.0%、SFC 交易征费 0.0027%、联交所交易费 0.00565%、AFRC 交易征费 0.00015%）", "proceeds": "所得款项总额 HK$600.0 百万；减按发售价计算的估计上市开支 HK$103.8 百万；净所得款项 HK$496.2 百万", "subscription": "香港公开发售有效申请 57,305 份、成功申请 15,492 份，超购 436.37 倍（未触发回拨，N/A）；国际发售 95 名承配人、认购 2.35 倍" }, "transmission_chain": "麦科田医疗香港公开发售超购 436.37 倍，发售价为 HK$15.42，全球发售所得款项总额为 HK$600.0 百万。公告确认一级市场认购活跃，但没有披露 A 股券商承销或经纪收入，对 SSE.512880 方向记为 0。", "invalidation_conditions": "HKEXnews 更正配发结果、发售价、超购倍数，或公司上市后披露股份变动时，按最新公告更新。", "source_urls": [ "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0904/2026090401842.pdf" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-baidu-southbound-inclusion", "title": "百度（港股代码 9888）9 月 7 日起纳入港股通", "event_time_utc": "2026-09-04T12:11:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T12:11:00Z", "event_type": "liquidity_flow", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 90, "horizon": "days", "raw_facts": { "publisher": "HKEXnews（原生 PDF）", "published_time_hkt": "2026-09-04 20:11", "issuer": "百度集团股份有限公司（WVR）", "stock_codes": "9888（港币柜台）及 89888（人民币柜台）", "ads": "每份 ADS 代表 8 股 Class A 普通股（ADS 于 Nasdaq 以 BIDU 上市）", "event": "Class A 普通股自 2026-09-07 起纳入上海—香港股票互联互通（Shanghai-Hong Kong Stock Connect）合格股票", "basis": "依据上海证券交易所 2026-09-04 发布的《关于沪港通下港股通标的调整的通知》", "expected_effect": "公司自述扩大内地投资者触达、多元化投资者基础、提升股份流动性" }, "transmission_chain": "百度 Class A 普通股自 09-07 纳入沪港通下港股通标的，南向标的扩容可提升港股通成交与券商港股经纪业务潜在流量，但为单一标的调整事件，对 A 股证券板块无直接方向证据，对 SSE.512880 记为 0。", "invalidation_conditions": "上海证券交易所或 HKEX 更正纳入标的、生效日期，或该股被调出标的时，按最新公告更新。", "source_urls": [ "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0904/2026090402195.pdf" ], "source_tier": "A" }, { "event_id": "szse-cn-20260904-weekly-regulation", "title": "深交所深市监管动态：对 95 起异常交易自律监管", "event_time_utc": "2026-09-04T12:25:13Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T12:25:13Z", "event_type": "regulation", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 92, "horizon": "weeks", "raw_facts": { "publisher": "深交所官方公众号", "listed_company_supervision_period": "2026-08-28 至 09-03", "listed_company_supervision": "对 2 宗违规行为纪律处分（信息披露及规范运作违规）；对 3 宗违规行为发监管函；发出问询函 13 份、其他函件 57 份", "market_trading_supervision_period": "2026-08-31 至 09-04", "market_trading_supervision": "对 95 起证券异常交易行为采取自律监管措施（盘中拉抬打压、虚假申报等）；对 13 起上市公司重大事项核查；上报证监会 2 起涉嫌违法违规案件线索" }, 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"days", "raw_facts": { "publisher": "U.S. Bureau of Labor Statistics（BLS）", "release_time": "2026-09-04 08:30 a.m. (ET)（embargo 行“8:30 a.m. (ET) Friday, September 4, 2026”）", "statistics_month": "2026 年 8 月", "nonfarm_payroll_ces_sa": "+162,000（原文称“higher than the average monthly gain of 31,000 over the prior 12 months”）", "unemployment_rate_cps_sa": "4.1%（与上月持平）；失业人数 7.0 百万（变化不大）", "revisions": "6 月从+20,000 上修至+31,000（+11,000）；7 月从-23,000 上修至+21,000（+44,000）；6、7 两月合计较原报高+55,000", "participation_rate": "61.6%（较上月小幅上升，较 1 月低 0.5 个百分点）；就业人口比 59.1%", "average_hourly_earnings": "8 月+0.10 美元/+0.3%，至$37.75；同比+3.1%；生产/非管理岗+0.11 美元/+0.3%至$32.53", "average_weekly_hours": "34.4 小时（+0.1）；制造业 40.5 小时（+0.1），加班 3.1 小时不变", "industry_breakdown": "食品服务与饮吧+59,000；地方政府教育+42,000；制造业+16,000；医疗保健+13,000；信息业-23,000；建筑+22,000（原文同时称“changed little”）", "underemployment": "兼职经济原因人数 8 月-414,000 至 4.4 百万；长期失业（≥27 周）1.9 百万、占失业总数 27.0%；灰心工人 441,000" }, "transmission_chain": "美国 8 月非农新增 16.2 万、高于过去 12 个月均值+3.1 万，失业率持平 4.1%，就业市场整体稳健，对证券板块无直接方向证据，利率/风险偏好传导交给交易系统，对 SSE.512880 记为 0。", "invalidation_conditions": "BLS 对非农、失业率、平均时薪或修订值进行更正，或发布下月报告覆盖统计期时，按最新官方报告更新。", "source_urls": [ "[https://www.[bls.gov/news.release/empsit.nr0.htm](https://www.bls.gov/news.release/empsit.nr0.htm)](https://bls.gov/news.release/empsit.nr0.htm](https://www.bls.gov/news.release/empsit.nr0.htm))" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260904-jolimark-placing", "title": "映美控股股东拟配售最多 445,027,533 股", "event_time_utc": "2026-09-04T13:22:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T13:22:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 88, "horizon": "days", "raw_facts": { "publisher": "HKEXnews（原生 PDF）", "published_time_hkt": "2026-09-04 21:22", "issuer": "Jolimark Holdings Limited 映美控股有限公司（2028）", "announcement_type": "内幕消息—控股股东配售现有股份", "sellers": "Au Pak Yin（执行董事兼主席）及 Kytronics Holdings Limited（控股股东）", "placing_scale": "不少于 120,000,000 股、最高 445,027,533 股（约占现有已发行股本 51.85%，为卖方全部持股）；每股配售价不低于 HK$0.55", "completion_deadline": "不迟于 2026-09-25；假设全部配出后卖方将不再持股、不再为控股股东" }, "transmission_chain": "映美控股股东拟配售不超 4.45 亿股、每股不低于 HK$0.55，属小市值公司股东减持配售，与 A 股券商板块无关联，对 SSE.512880 记为 0。", "invalidation_conditions": "HKEXnews 更正配售数量、价格下限、完成时间，或公司披露配售结果时，按最新公告更新。", "source_urls": [ "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0904/2026090402341.pdf" ], "source_tier": "A" }, { "event_id": "cninfo-cn-20260904-301486-terminate-ma-hengyun-data", "title": "致尚科技终止 11.48 亿发行股份购买恒扬数据", "event_time_utc": "2026-09-05T05:34:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-05T05:34:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": -1 }, "confidence": 76, "horizon": "weeks", "raw_facts": { "publisher": "证券时报网（正文以财联社与巨潮官方公告交叉核验）", "published_time_beijing": "2026-09-05 13:34", "official_batch_time": "公司公告日 2026-09-04；巨潮官方入网 2026-09-04 17:22:10 为增资意向公告，财联社转发增资部分 2026-09-04 17:26:11", "issuer": "致尚科技（301486.SZ）", "board_meeting": "9 月 4 日晚召开第三届董事会第二十三次会议，审议通过终止发行股份及支付现金购买资产暨关联交易事项并撤回申请文件", "original_ma": "原拟向海纳天勤、中博文、法兰克奇、恒永诚、恒永信等 44 名股东购买合计持有的恒扬数据 99.86%股权，交易价格 11.48 亿元，对应 100%股权作价 11.5 亿元", "replacement_cash_increase": "同日另公告拟以现金增资方式取得恒扬数据增发后总股本 5%–10%股份，标的 100%股权投后整体估值 8 亿元（官方 PDF 2026-071 号交叉核验：投后整体估值人民币 80,000 万元一致）", "termination_reason": "按公司表述为“市场环境较筹划初期发生较大变化、经审慎考虑”，互不承担违约责任；终止不构成重大不利影响" }, "transmission_chain": "致尚科技终止以 11.48 亿元发行股份购买恒扬数据 99.86%股权，并撤回申请文件，这项重组因此退出审核管线。公司同时改为现金增资，拟取得恒扬数据 5%–10%股份；原证券发行规模明显缩小，对 SSE.512880 记为-1。", "invalidation_conditions": "公司重新申报重组、恢复发行股份购买资产方案或后续公告修订终止原因时，按最新公告更新。", "source_urls": [ "[https://www.[stcn.com/article/detail/4173654.html](https://www.stcn.com/article/detail/4173654.html)](https://stcn.com/article/detail/4173654.html](https://www.stcn.com/article/detail/4173654.html))", "https://www.cls.cn/detail/2474425", "http://static.cninfo.com.cn/finalpage/2026-09-04/1225548602.PDF" ], "source_tier": "B" }, { "event_id": "cninfo-cn-20260906-financial-refinancing-plans-batch", "title": "工行农行人保拟定增合计不超 2750 亿元", "event_time_utc": "2026-09-06T07:33:16Z", "event_time_quality": "exact", "published_at_utc": "2026-09-06T07:33:16Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 70, "horizon": "weeks", "raw_facts": { "publisher": "财联社（首条工行详情页）", "first_publish_beijing": "2026-09-06 15:33:16（工行）；农行 15:33:33、人保 16:15:24；证券时报/人民财讯 09-06 15:35–16:25；数据宝聚合稿 09-07 09:45", "official_batch_note": "三公司 A 股预案巨潮官方入网批次 2026-09-07 00:00；工行/农行 H 股“海外监管公告”09-06 21:44–21:50", "total_raise_cap": "合计不超过 2750 亿元（1000+1600+150）", "companies": [ { "name": "中国工商银行（601398.SH）", "raise_cap": "募集资金总额不超过 1000 亿元", "use": "扣除发行费用后全部用于补充核心一级资本", "subscription_parties": "财政部、中国烟草、上海烟草、云南中烟、湖南中烟和湖南烟草" }, { "name": "中国农业银行（601288.SH）", "raise_cap": "募集资金总额不超过 1600 亿元", "use": "用于补充核心一级资本", "subscription_parties": "财政部、中国烟草及其有关子公司江苏烟草、浙江烟草、湖北烟草、北京烟草和双维投资" }, { "name": "中国人民保险集团（601319.SH）", "raise_cap": "募集资金总额不超过 150 亿元（含本数）", "use": "扣除发行费用后全部用于充实公司资本金", "subscription_parties": "财政部（现金认购、不超过发行前总股本 10%）", "official_document": "官方预案 PDF（临 2026-026 号）核验一致" } ], "process_stage": "三家均为 A 股上市金融公司向特定对象发行（定增）预案，尚需股东大会、交易所审核及证监会注册", "event_note": "口径为向特定对象发行 A 股预案（再融资），非 IPO 首发；发行对象为财政部/烟草体系、认购方式为现金" }, "transmission_chain": "工商银行、农业银行和中国人保披露向特定对象发行 A 股预案，募资上限合计 2750 亿元。三项预案扩大再融资管线，但公告没有给出承销费率，二级市场资金分流也可能抵消承销收入影响，对 SSE.512880 方向记为 0。", "invalidation_conditions": "任一公司预案被否决、调整募资上限、发行对象变更或停止推进时，按最新公告更新。", "source_urls": [ "https://www.cls.cn/detail/2475123", "https://www.cls.cn/detail/2475124", "https://www.cls.cn/detail/2475142", "[https://www.[stcn.com/article/detail/4174295.html](https://www.stcn.com/article/detail/4174295.html)](https://stcn.com/article/detail/4174295.html](https://www.stcn.com/article/detail/4174295.html))", "http://static.cninfo.com.cn/finalpage/2026-09-07/1225550321.PDF" ], "source_tier": "B" }, { "event_id": "cninfo-cn-20260904-301266-control-change-watch", "title": "宇邦新材控制权变更落地，29.99%股份 8.61 亿转让", "event_time_utc": "2026-09-06T07:44:48Z", "event_time_quality": "exact", "published_at_utc": "2026-09-06T07:44:48Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 85, "horizon": "weeks", "raw_facts": { "issuer": "苏州宇邦新型材料股份有限公司", "stock_code": "301266.SZ", "related_bond": "宇邦转债", "revision_note": "此前披露状态为控制权变更仍在筹划；本次新增股份转让协议、转让价格、部分要约收购和复牌安排", "agreement": "控股股东聚信源及实控人肖锋、林敏与苏州德翎签署《股份转让协议》，苏州德翎拟受让聚信源持有的上市公司 29.99%股份", "transfer_shares": "42,878,053 股（占 29.99%）", "transfer_price_per_share": "20.08 元", "transfer_total_tender": "总价款 860,991,304 元（约 8.61 亿元）", "tender_offer": "苏州德翎须发出部分要约收购 7,148,725 股（占总股本 5.00%）、要约价每股 20.08 元（官方公告增补事实，财联社正文未披露）", "after_change": "完成后控股股东变更为苏州德翎、实控人变更为江文全", "resumption": "股票及可转债自 2026 年 9 月 7 日开市起复牌", "publisher": "财联社（2026-09-06 15:44:48）及巨潮官方公告（2026-060 号复牌公告、2026-059 号提示性公告等，官方入网批次 2026-09-07 00:00）", "official_document": "《苏州宇邦新型材料股份有限公司关于筹划控制权变更事项进展暨复牌的公告》（2026-060 号）" }, "transmission_chain": "宇邦新材控制权变更从筹划推进到协议签署：42,878,053 股以每股 20.08 元转让，总价款 860,991,304 元，并附带 7,148,725 股部分要约；股票及可转债 9 月 7 日复牌。公告没有提供对证券板块的可量化净影响，对 SSE.512880 方向记为 0。", "invalidation_conditions": "股份转让终止、要约未获批准、实际控制人变更完成或交易条款经后续公告修订时，按最新公告更新。", "source_urls": [ "http://static.cninfo.com.cn/finalpage/2026-09-07/1225550040.PDF", "https://www.cls.cn/detail/2475129" ], "source_tier": "B" }, { "event_id": "cninfo-cn-20260906-601091-ipo-pricing-offer", "title": "沈鼓集团 IPO 定价 4.39 元，9 月 8 日申购", "event_time_utc": "2026-09-06T09:09:52Z", "event_time_quality": "exact", "published_at_utc": "2026-09-06T09:09:52Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 75, "horizon": "days", "raw_facts": { "publisher": "财联社（正文以证券时报与巨潮官方发行公告交叉核验）", "published_time_beijing": "2026-09-06 17:09:52", "official_batch_time": "发行公告官方入网批次 2026-09-07 00:00（含《沈鼓集团首次公开发行股票并在主板上市发行公告》等 12 份文件）", "issuer": "沈鼓集团（主板）", "offer_price": "4.39 元/股", "shares": "3.11 亿股（官方 31,100.0259 万股的约数口径）", "expected_raise": "预计募集资金总额 13.65 亿元、扣除发行费用后净额 12.61 亿元", "offer_dates": "网上与网下申购日为 9 月 8 日（T 日）；网上申购代码 780091、网下申购代码 601091", "official_document_crosscheck": "官方发行公告 PDF（601091）：发行价格 4.39 元/股、发行数量 31,100.0259 万股、预计募集资金总额 136,529.11 万元、净额 126,096.42 万元、T 日 2026 年 9 月 8 日、保荐人（联席主承销商）中国国际金融股份有限公司、联席主承销商国泰海通证券股份有限公司", "supplement": "证券时报 09-06 20:51 稿：该发行数量为今年以来沪市主板新股第 1 位（全市场第 4 位），发行后总股本占比约 10%" }, "transmission_chain": "沈鼓集团主板 IPO 定价 4.39 元，发行 31,100.0259 万股，预计募集资金总额 136,529.11 万元，并于 9 月 8 日申购。发行推进增加 IPO 承销项目量，但公告没有披露券商承销收入，股票供给也可能影响二级市场资金，对 SSE.512880 方向记为 0。", "invalidation_conditions": "发行价格、发行数量、募集资金或申购日期经后续公告修订时，按最新发行公告更新。", "source_urls": [ "https://www.cls.cn/detail/2475161", "[https://www.[stcn.com/article/detail/4174022.html](https://www.stcn.com/article/detail/4174022.html)](https://stcn.com/article/detail/4174022.html](https://www.stcn.com/article/detail/4174022.html))", "http://static.cninfo.com.cn/finalpage/2026-09-07/1225550255.PDF" ], "source_tier": "B" }, { "event_id": "hkex-hk-20260906-bilibili-convertible-pricing", "title": "B 站 7 亿美元可转债初始转股价 155.79 港元", "event_time_utc": "2026-09-06T10:06:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-06T10:06:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 85, "horizon": "days", "raw_facts": { "publisher": "HKEXnews（原生 PDF）", "published_time_hkt": "2026-09-06 18:06", "issuer": "Bilibili Inc.（WVR，开曼）；股份代号 9626", "joint_bookrunners": "Goldman Sachs、Morgan Stanley", "convertible_notes": "2031 年到期零息可转换优先票据合计本金 US$700 百万（“The Notes will not bear regular interest, and the principal amount of the Notes will not accrete”）；其中 Marketed Notes Offering US$500 百万（按本金 98.35%的价格购买）、Tencent Notes Subscription US$200 百万（腾讯通过 Huang River 认购）；到期日 2031-09-15；预计交割日 2026-09-09", "conversion_terms": "初始转换价约 HK$155.79/Class Z 股（较 2026-09-03 Nasdaq ADS 收市 US$15.50 溢价约 28.2%；较港股收市溢价约 28.3%；较 20 日均价溢价约 26.2%；较同步配售价 HK$115.38 溢价约 35.0%）；初始转换率 50.3374 股/US$1,000；可换股数约 35,236,180 股（市场价值约 US$545,572,749）；公司估计票据净所得款项约 US$690.4 百万", "concurrent_share_offering": "公司不发行新股、不获配售所得；Concurrent Delta Offering 6,976,760 股（HK$115.38/股）+ Tencent Secondary Placement 26,374,900 股；参考价 HK$115.38", "concurrent_repurchase": "Concurrent Delta Repurchase 6,795,540 股（约占可换股数的 19.3%、占 Delta 配售股数的 97.4%），金额 HK$784 百万（约 US$100 百万）；另腾讯 ADS 回购 US$200 百万", "announcement_note": "公告称相关交易最早于 2026-09-04 港股收盘后公布；定价公告正文日期 2026-09-06", "initial_announcement": "HKEXnews 2026-09-04 16:37 HKT 初始公告：拟发行 2031 年到期可转换优先票据合计本金 US$700 百万，其中腾讯认购 US$200 百万；同步二级配售约 US$400 百万现有 Class Z 普通股；同步回购约 US$100 百万借入股份及 US$200 百万腾讯持有股份" }, "transmission_chain": "B 站在 9 月 4 日披露 US$700 百万可转债、同步配售与回购安排，9 月 6 日把初始转换价定为约 HK$155.79。该融资由 Goldman Sachs 和 Morgan Stanley 担任联席账簿管理人，对 A 股券商收入没有直接贡献，对 SSE.512880 方向记为 0。", "invalidation_conditions": "HKEXnews 更正定价、转换价、配额规模、交割日，或公司后续公告修订发行安排时，按最新公告更新。", "source_urls": [ "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0904/2026090400738.pdf", "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0906/2026090600017.pdf" ], "source_tier": "A" }, { "event_id": "stcn-cn-20260907-920201-bairuiji-subscription", "title": "北交所新股百瑞吉今日申购，发行价 16.77 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-06T23:11:00Z", "event_type": "ipo_pipeline", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 85, "horizon": "days", "raw_facts": { "publisher": "证券时报网·人民财讯（数据宝详稿补充）", "subscription_date": "2026-09-07（今日申购，北京证券交易所新股）", "subscription_code": "920201", "offer_price": "16.77 元", "pe_ratio": "14.99 倍", "single_account_limit": "37.01 万股", "public_issue_shares": "公开发行数量 822.58 万股，发行后总股本 6,822.58 万股，网上发行量 740.32 万股", "strategic_placement": "战略配售 82.26 万股、占初始发行规模 10.00%", "expected_proceeds": "预计募集资金总额 1.38 亿元，投向可吸收可降解生物医用材料产业基地建设项目", "media_publish_time": "2026-09-07 07:11（北京）；数据宝详稿 09-07 09:47", "context_note": "该日申购系 09-06 20:51 证券时报综述稿已预告的“本周 3 只新股”之一（另含 09-08 沈鼓、09-10 中塑股份 301686）" }, "transmission_chain": "北交所新股百瑞吉 9 月 7 日申购，发行价 16.77 元、预计募资 1.38 亿元，属北交所单只小额新股申购，对 A 股证券板块影响可忽略，对 SSE.512880 记为 0。", "invalidation_conditions": "发行价格、申购数量、募资规模或申购日期经后续公告修订时，按最新发行安排更新。", "source_urls": [ "[https://www.[stcn.com/article/detail/4174139.html](https://www.stcn.com/article/detail/4174139.html)](https://stcn.com/article/detail/4174139.html](https://www.stcn.com/article/detail/4174139.html))", "[https://www.[stcn.com/article/detail/4174365.html](https://www.stcn.com/article/detail/4174365.html)](https://stcn.com/article/detail/4174365.html](https://www.stcn.com/article/detail/4174365.html))", "[https://www.[stcn.com/article/detail/4174022.html](https://www.stcn.com/article/detail/4174022.html)](https://stcn.com/article/detail/4174022.html](https://www.stcn.com/article/detail/4174022.html))" ], "source_tier": "B" }, { "event_id": "pbc-cn-20260907-omo-7d", "title": "央行开展 5 亿元 7 天期逆回购，利率 1.40%", "event_time_utc": "2026-09-07T01:20:30Z", "event_time_quality": "exact", "published_at_utc": "2026-09-07T01:20:30Z", "event_type": "liquidity_flow", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 95, "horizon": "days", "raw_facts": { "publisher": "中国人民银行公开市场业务操作室", "announcement_number": "公开市场业务交易公告[2026]第 174 号", "operation_date": "2026 年 9 月 7 日", "operation_method": "以固定利率、数量招标方式开展 5 亿元 7 天期逆回购操作，全额满足一级交易商需求", "rate": "1.40%", "bid_amount": "5 亿元", "successful_amount": "5 亿元", "maturity_crosscheck": "8 月 31 日公告第 169 号当日开展 50 亿元 7 天期逆回购（利率 1.40%）+4470 亿元隔夜逆回购（隔夜部分次日到期，不计入今日到期）；9 月 4 日公告第 173 号显示当日 7 天期逆回购操作量为零（0 亿/0 亿），故 9 月 7 日无 9 月 4 日隔夜到期口径项", "derived_net_contraction_7d": "7 天期口径净回笼=5-50=-45 亿元（表述为净回笼 45 亿元）", "source_note": "事件时间与发布时间均为公告正文可见时间；窗口内无其他央行公开市场/降准公告（栏目列表 2026-09-05、09-06 为空，09-07 仅此一条）" }, "transmission_chain": "央行 9 月 7 日开展 5 亿元 7 天期逆回购，利率 1.40%；8 月 31 日同期限 50 亿元到期后，7 天期口径净回笼 45 亿元。该规模相对市场流动性较小，没有形成可量化的证券板块方向影响，对 SSE.512880 记为 0。", "invalidation_conditions": "央行更正操作金额、利率、到期口径或公告序号，或后续公告修订当日操作时，按最新公告更新。", "source_urls": [ "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090709060799588/index.html", "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026083108481886588/index.html", "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/index.html" ], "source_tier": "A" }, { "event_id": "market-cn-20260907-turnover-1trillion", "title": "沪深指数口径成交额 10:39 突破 1 万亿元", "event_time_utc": "2026-09-07T02:39:00Z", "event_time_quality": "exact", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": 0 }, "confidence": 96, "horizon": "intraday", "raw_facts": { "statistics_date": "2026-09-07", "calculation_scope": "上证指数 000001 逐分钟成交额 + 深证综指 399106 逐分钟成交额（Decimal 逐行精确求和；不含北交所，非交易所单一官方两市全市场口径）", "amount_unit": "人民币元", "threshold": "1000000000000 元（1 万亿元）", "first_reached_beijing": "10:39 分钟 bar", "cumulative_at_10_38": "996,799,675,235.69 元", "cumulative_at_10_39": "1,004,022,296,387.36 元", "derived_increment_this_minute": "7,222,621,151.67 元（由 10:39 减 10:38 计算，非单一官方口径）", "earlier_milestone": "09:47 累计跨过 5000 亿元（482,972,297,334.10 → 500,330,395,709.98）", "cumulative_at_11_00": { "sse": "521,902,537,713 元", "szse": "597,420,736,360.28 元", "total": "1,119,323,274,073.28 元（11,193.2327407328 亿元）" }, "published_at_note": "官方逐分钟行情接口无独立稿件发布时间，因此 published_at_utc 为 null" }, "transmission_chain": "沪深指数口径成交额 10:39 突破 1 万亿元、09:47 已跨过 5000 亿元，上午成交放量，但量能未伴随证券板块走强，仅为活跃度信号，对 SSE.512880 记为 0。", "invalidation_conditions": "交易所更正分钟成交额、统计范围或时间序列时，重算首达时点与累计值。", "source_urls": [ "https://yunhq.sse.com.cn:32042/v1/sh1/line/000001?begin=0&end=-1&select=time,price,change,change_pct,volume,amount", "http://www.szse.cn/api/market/ssjjhq/getTimeData?marketId=1&code=399106" ], "source_tier": "A" }, { "event_id": "exchanges-cn-20260907-morning-market-snapshot", "title": "11 点证券 ETF 报 1.094 元，沪深成交超 1 万亿元", "event_time_utc": "2026-09-07T03:00:00Z", "event_time_quality": "exact", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": [ "SECURITIES" ], "direction_score": { "SECURITIES": -2 }, "confidence": 96, "horizon": "intraday", "raw_facts": { "statistics_date": "2026-09-07", "snapshot_time_beijing": "11:00（截断至 11:00 分钟 bar）", "calculation_scope": "上证指数 000001 逐分钟 + 深证综指 399106 逐分钟 + 证券 ETF 512880 逐分钟；不含北交所，非交易所单一官方两市全市场口径", "recomputed_confirmed_values": { "sse_amount": "521,902,537,713 元（沪市）", "szse_amount": "597,420,736,360.28 元（深市）", "combined_total_amount": "1,119,323,274,073.28 元（合计，=521,902,537,713+597,420,736,360.28）", "etf_512880_amount": "839,716,034 元" }, "sse_index_000001": { "instrument": "上证指数", "price_at_11_00": "3919.2448 点", "previous_close": "3930.1164 点（2026-09-04 收盘）", "change_raw": "-10.8716 点", "change_percent": "=-0.2766228501527333897794986428%（由(3919.2448-3930.1164)/3930.1164×100%计算）", "open_bar": "09:30 开盘 bar 3942.5093 点（较前收+12.393）", "window_high_low": "高 3947.8114（09:34bar）、低 3919.2448（11:00bar）" }, "szse_index_399106": { "instrument": "深证综指", "price_at_11_00": "2515.30 点", "previous_close": "2492.96 点（深交所接口 close 字段）", "change_raw": "+22.34（接口该 bar 涨跌）", "change_percent_raw": "0.90%（接口显示）", "change_percent_precise_derived": "=+0.8961234837301841987035491945%（由(2515.30-2492.96)/2492.96×100%计算）", "open_bar": "09:30 开盘 bar 2504.59 点；窗口高 2525.84（10:40bar）、低 2500.49（09:44bar）" }, "etf_512880": { "instrument": "证券 ETF（SSE.512880）", "price_at_11_00": "1.094 元", "previous_close": "1.1050 元（2026-09-04 收盘）", "change_raw": "-0.011 元", "change_percent": "=-0.9954751131221719457013574661%（由(1.094-1.1050)/1.1050×100%计算）", "open_bar": "09:30 开盘 bar 1.106 元；窗口高 1.109（09:31bar）、低 1.094（10:22 及 11:00）" }, "published_at_note": "官方逐分钟/快照行情接口无独立稿件发布时间，因此 published_at_utc 为 null" }, "transmission_chain": "截至 11:00，上证指数报 3919.2448 点，深证综指报 2515.30 点，SSE.512880 证券 ETF 报 1.094 元，低于前收 1.1050 元；沪深指数口径成交额为 1,119,323,274,073.28 元。证券 ETF 相对两大指数偏弱，对 SSE.512880 记为-2。", "invalidation_conditions": "交易所更正分钟点位、涨跌、成交额或统计范围时，重算 11:00 累计值与涨跌幅。", "source_urls": [ "https://yunhq.sse.com.cn:32042/v1/sh1/line/000001?begin=0&end=-1&select=time,price,change,change_pct,volume,amount", "http://www.szse.cn/api/market/ssjjhq/getTimeData?marketId=1&code=399106", "https://yunhq.sse.com.cn:32042/v1/sh1/line/512880?begin=0&end=-1&select=time,price,change,change_pct,volume,amount", "https://yunhq.sse.com.cn:32042/v1/sh1/snap/000001?select=no,name,last,change,change_pct,amount,volume", "https://yunhq.sse.com.cn:32042/v1/sh1/snap/512880?select=no,name,last,change,change_pct,amount,volume" ], "source_tier": "A" } ]