1. The Civil Aviation Administration of China optimized and adjusted the circuit breaker measures for international scheduled passenger flights on August 7. The adjusted circuit breaker measures are that for single-entry flights of airlines with 5 confirmed cases passengers, when the proportion of confirmed passengers reaches 4% of the number of inbound passengers on the flight, the operation will be suspended for 1 week; when the proportion of confirmed cases passengers reaches 8% of the entry of the number of passengers on the flight, the operation will be suspended for 2 weeks. The number of blown flights cannot be adjusted for other routes.
1、民航局于8月7日对国际定期客运航班熔断措施进行优化调整。调整后的熔断措施为，对确诊旅客人数达到5例的航空公司单一入境航班，当确诊旅客占比达到该航班入境旅客人数4%时，暂停运行1周；当确诊旅客占比达到该航班入境旅客人数8%时，暂停运行2周。熔断的航班量不得调整用于其他航线。
2. According to data released by the General Administration of Customs, in July, the total value of imports and exports was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, the export was 2.25 trillion yuan, an increase of 23.9%; the import was 1.56 trillion yuan, an increase of 7.4%; the trade surplus was 682.69 billion yuan, an increase of 90.9%. From January to July, the total value of imports and exports was 23.6 trillion yuan, a year-on-year increase of 10.4%. Among them, exports were 13.37 trillion yuan, a year-on-year increase of 14.7%; imports were 10.23 trillion yuan, a year-on-year increase of 5.3%; trade surplus was 3.14 trillion yuan, an increase of 62.1%. From January to July, ASEAN, the European Union, the United States and South Korea were my country's top four trading partners, with imports and exports of 3.53 trillion yuan, 3.23 trillion yuan, 2.93 trillion yuan and 1.39 trillion yuan respectively; an increase of 13.2%, 8.9%, 11.8% and 8.9%, respectively.
2、海关总署发布数据显示，7月，进出口总值3.81万亿元，同比增长16.6%。其中，出口2.25万亿元，增长23.9%；进口1.56万亿元，增长7.4%；贸易顺差6826.9亿元，扩大90.9%。1-7月，进出口总值23.6万亿元，同比增长10.4%。其中，出口13.37万亿元，同比增长14.7%；进口10.23万亿元，同比增长5.3%；贸易顺差3.14万亿元，扩大62.1%。1-7月，东盟、欧盟、美国和韩国为我国前四大贸易伙伴，分别进出口3.53万亿元、3.23万亿元、2.93万亿元和1.39万亿元；分别增长13.2%、8.9%、11.8%和8.9%。
3. According to the Feichangzhun App, on August 7, all outbound flights at Sanya Phoenix Airport have been cancelled. Air China, China Eastern Airlines, China Southern Airlines, Hainan Airlines and other airlines have all issued refund and correction measures for Sanya inbound and outbound flights.
3、据飞常准App显示，8月7日，三亚凤凰机场所有出港航班已全部取消。中国国航、东方航空、南方航空、海南航空等航空公司均发布了三亚进出港航班的退改措施。
4. According to the Shanghai Securities News, there are currently 12 products of 10 billion private equity companies appearing in the top ten tradable shares list of 20 listed companies. Last year’s tens of billions of private equity champions, Alluvial Assets, still love new energy, but some of the top private equity companies are becoming more cautious, and differences are gradually emerging. In the long run, the two tracks of new energy and new energy vehicles have a lot of room for growth, but the current valuation is on the high side, so beware of the risk of overcrowded transactions.
4、上证报消息，目前有12家百亿级私募旗下产品出现在20家上市公司前十大流通股名单。去年百亿级私募冠军冲积资产依旧钟爱新能源，但部分头部私募却愈发谨慎，分歧逐步显现。长期来看，新能源以及新能源汽车两个赛道具备非常大的成长空间，但当前估值偏高，要警惕交易过度拥挤的风险。
5. According to Henan Real Biotechnology Co., Ltd., at present, the price of azvudine tablets for the treatment of Covid-19 has been tentatively set, less than 300 yuan per bottle, 35 tablets per bottle, 1mg per tablet.
5、河南真实生物科技有限公司消息，目前，治疗新冠肺炎的阿兹夫定片价格初定，每瓶不到300元，每瓶35片，每片1mg。
6. According to the Shanghai Securities News, China's functional sunshade industry has developed steadily in recent years. There are three types of functional sunshade fabrics developed by leading companies that contain more than 100 patents. Some products have gained pricing power in the global market. However, in terms of penetration rate, it is still less than 5% in China, while it has exceeded 70% overseas. According to the industry, there is huge room for improvement in the penetration rate, civil demand and concentration of the domestic functional sunshade industry.
6、上证报消息，近几年我国功能性遮阳行业稳步发展，有龙头企业研发的三大类功能性遮阳面料总计含100余项专利，部分产品在全球市场已获得定价权优势。但渗透率来看，国内尚不足5%，而海外已超过70%。业内称，国内功能性遮阳行业渗透率、民用需求和集中度提升空间巨大。
7. The research report of CICC pointed out that after the index has continued to adjust since the beginning of July, the expected price-earnings ratios of the Shanghai Composite Index and the CSI 300 Index in 2022 have dropped to 10.8 times and 10.5 times, and the overall market valuation has returned to a relatively low level in history. The mid-line value is gradually available again. The allocation is still dominated by areas with low valuations, low macro-correlation or policy support. After the recent continuous rebound of growth style, the price/performance ratio is weakening, and it is necessary to comprehensively pay attention to the prosperity and valuation for structural allocation. As the interim report is approaching the intensive disclosure period, pay attention to industries whose interim report performance may exceed expectations.
7、中金公司研报指出，经历7月初至今指数持续回调后，上证指数和沪深300指数的2022年预期市盈率回落到10.8倍和10.5倍，整体市场估值重新回到历史相对低位水平，中线价值再度逐步具备。配置上依然以低估值、与宏观关联度不高或有政策支持的领域为主。成长风格在近期连续反弹后，性价比在减弱，需要综合关注景气度与估值做结构性配置。临近中报密集披露期，关注中报业绩可能超出预期的行业。
8. The Economic Daily issued an article stating that after the epidemic eased, some local governments launched policy packages to revive the cultural tourism market, releasing a positive signal for the development of cultural tourism. Many cultural and tourism investment companies also want to seize the opportunity period of bargain hunting for cultural tourism projects and launch new projects. Judging from the cultural and tourism investment projects disclosed by local governments, most of them are concentrated in popular areas such as health care towns, cultural and tourism complexes, and cultural tourism blocks. In this regard, it is necessary to remind relevant practitioners and developers that for large-scale scenic spot construction projects, measures should be taken according to local conditions, scientific planning, comprehensive consideration, and beware of problems such as blind launching and homogeneous construction.
8、经济日报发文表示，疫情缓和后，有的地方政府推出重振文旅市场政策礼包，对文旅开发释放利好信号。不少文旅投资企业也想抓住文旅项目抄底的机遇期，上马新项目。从目前地方披露的文旅投资项目看，大多集中在康养小镇、文旅综合体、文化旅游街区等热门领域。对此，有必要提醒相关从业者和开发商，对于大型景区建设项目，应因地制宜，科学规划，全面考量，谨防盲目上马、同质化建设等问题。
9. The British brand evaluation agency released the 2022 global alcohol brand value list. China's Moutai tops the list of spirits brands. The total value of the "Top 50 Spirits Brands" is 142.6 billion US dollars, and 10 Chinese brands are on the list, with a value of 97.6 billion US dollars, accounting for 68.4%. Moutai, Wuliangye, Luzhou Laojiao and Yanghe took the top four.
9、英国品牌评估机构发布2022全球酒类品牌价值榜。中国的茅台在烈酒品牌榜上名列第一。“50大烈酒品牌”总价值1426亿美元，中国10个品牌上榜，价值976亿美元，占比68.4%。茅台、五粮液、泸州老窖、洋河包揽前四名。
10. According to SensorTower data, in the second quarter, the online shopping platform Shein surpassed Amazon in US mobile installations. Shein's downloads were about 6.8 million, up 13% month-on-month; Amazon's downloads were 6.3 million, down 7%. While Amazon's App adoption in the U.S. may have slowed, its average monthly active users in the second quarter of 2022 were three times that of Shein's.
10、SensorTower数据显示，二季度，在线购物平台Shein的美国移动安装量超过亚马逊。Shein的下载量约为680万次，环比增长13%；亚马逊下载量则为630万次，下降7%。尽管亚马逊App在美国的普及速度可能有所放缓，但其2022年第二季度的平均月活跃用户是Shein的三倍。
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