期货午评：集运主连延续强势 盘中再度涨超11%！沪金一度跌超3%

Market Performance - The shipping index continued its strong performance, rising over 11% during the morning session [1] - The main shipping contract saw a significant increase, reaching a peak of 1548 points, following a previous day of limit-up trading [6] - Chemical products such as styrene and synthetic rubber also experienced gains, with increases of over 2% [1] Commodity Inventory - Domestic commercial inventory of three major oils reached 1.82 million tons, with a week-on-week increase of 40,000 tons [3] - The inventory of soybean and soybean meal also saw a slight increase, with major oil factories reporting a soybean inventory of 5.89 million tons, up 660,000 tons week-on-week [4] Industry Developments - The photovoltaic silicon material sector saw a significant rise, with rumors of major manufacturers proposing production cuts to stabilize prices [3] - There is speculation that leading silicon material manufacturers are planning to acquire remaining production capacity, although the feasibility of these plans remains uncertain [3] Economic Indicators - The U.S. budget surplus for April was reported at $258.4 billion, an increase from $209.5 billion year-on-year, with customs tariff revenue reaching a historic high [8] - The recent U.S.-China trade negotiations have led to the cancellation of 91% of additional tariffs, boosting market sentiment and leading to a rebound in U.S. stocks [8]