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Guangxi faced its most severe flooding in decades, with 14 rivers at 20 hydrological stations surpassing warning levels by 0.37 to 7.69 meters. The Mingjiang River recorded its highest flood peak since records began in 1953, surging 6.69 meters above the warning level, while the Zuojiang River saw its highest levels since 1986, the Xinhua News Agency reported on Tuesday.
According to a report from China News Service, the flood which hit the Zuojiang River brought the peak water level to 123.54 meters, 7.34 meters above the warning level.
A total of 15,535 people in Longzhou county have been evacuated and relocated, while rescue teams are carrying out relief operations for affected residents, China News reported on Tuesday.
Longzhou county lies along the China-Vietnam border, where the Ping'er River, an upstream tributary of the Zuojiang River, flows across the border. Flood conditions in Longzhou therefore depend not only on local rainfall but also on water flowing in from Vietnam. The Chinese side remains in daily contact with the Vietnamese side to keep track of inflows along the Ping'er River, China News Service reported.
An earlier report from Xinhua said that, as of Sunday, the typhoon had affected 61,000 people across Guangxi, with 54,000 people relocated due to the disaster and 8,087 placed in emergency shelters.
Since forming on August 21, Typhoon Narra has barely moved, lingering over the Beibu Gulf. As of 1 pm Tuesday, its center was located over the Beibu Gulf about 55 kilometers west-northwest of Dongfang city in South China's Hainan Province, maintaining tropical storm intensity, China Central Television (CCTV) News reported on Tuesday.
The Guangxi water resources authority on Tuesday upgraded its flood-control emergency response for Guigang, while maintaining higher-level responses in several other cities, including Chongzuo, Fangchenggang and Nanning, CCTV reported.
China's National Meteorological Center (NMC) said Typhoon Narra would make landfall or brush past Hainan, making landfall in Guangdong and Guangxi coastal areas on Tuesday night or Wednesday morning. It was packing winds of up to 20 meters per second near its center, with gale-force winds extending 100 to 150 kilometers outward — roughly comparable to the distance between New York City and Philadelphia. Narra is expected to weaken rapidly after making landfall.
Global Times
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B | 本文来自微信公众号:财联社 (ID:cailianpress),作者:史正丞 当地时间周一,越南股市在收盘前最后时刻突然跳水大跌,最终基准胡志明指数接近5.5%的大跌,也创下今年4月初关税事件冲击后的最大单日跌幅。

C | (胡志明指数分时图、日线图,来源:TradingView) 由于4月以来累计的涨幅,周一也是越南股市历史上最大单日点数跌幅纪录(-94.76点)。此前在4月初,当美国宣布对越南进口商品征收高达46%的“对等关税”后,胡志明指数曾在4月8日下跌88点(-6.68%)。作为背景,胡志明证券交易所涨跌停限制为±7%。 据统计,周一越南市场有接近150只股票跌停。房地产、证券、银行板块是遭遇投资者抛售的主要阵地,VN30指数(越南市值最大的30家上市公司)成分股中的14只银行股有8只跌停。 综合各方分析,越南市场周一的大幅下跌主要有两层因素:短期显著上涨后面临获利盘踩踏兑现的压力,此外越南债券市场的违规募资问题也在此时被放大。 回顾周一的走势,周一开盘后跌幅并不大,但在下午1700点整数关口被击破后出现恐慌性抛售。据最新统计,今日仅跌停板股票交易额就占胡志明市交易所总成交额的73%,充分体现了恐慌性抛售的行为。

D | 就在上周一,得益于富时罗素宣布将于2026年9月21日起将越南股市从前沿市场类别升级至次级新兴市场类别,胡志明指数刚创出1794点的历史新高。而从4月关税冲击低点算起,近半年的区间最大涨幅达到67%。

E | (胡志明指数日线图,来源:TradingView) 而从越南股市的历史走势来看,2018年、2021年和2022年创新高后都出现过显著的回调,而今日1700点心理关口被短时间击破,足以引发市场抛压急剧放大。 另外也有分析指出,越南房地产部门的违规债券发行问题,也对周一尾盘的急挫形成了影响。 据悉,越南政府监察总署上周五公布了有关企业债券发行的检查情况,覆盖2015年1月1日至2023年6月期间发行的债券。监察结果显示共有67家债券发行人存在违规行为,其中包括5家银行。

F | 违规情形包括资金挪用、信息披露不充分、资本管理不善、本息兑付逾期以及项目提前销售。

G | 其中最受关注的是越南第二大地产商Novaland及其子公司被指存在违规发行债券,通过复杂交易输送给关联公司使用。

H | 政府监察总署同时将涉嫌违规挪用资金的线索移交公安部门,由后者依法审查处理。

I | 随着政府公告发布,Novaland也在上周五发表新闻稿称,已主动核查整改存在的问题,将积极推进剩余债务处理路线图,依法保障投资者权益。

J | 自2022年越南政府整顿资本市场以来,当地房地产开发商持续面临流动性紧缩的压力。同时由于违法犯罪行为,多名商界巨头遭到逮捕。去年房地产大亨张美兰因涉及巨额欺诈案被判处死刑,直到今年越南国会修改法律减少死刑适用范围,方才捡回了一条命。
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