整理：每日期货市场要闻速递（7月1日）

Group 1 - China's steel exports remain high in the first five months of 2025, but future trends show significant uncertainty. Additionally, the export of steel billets has increased rapidly, potentially exceeding 10 million tons on an annualized basis [1] - The steel industry PMI for June 2025 is reported at 45.9%, reflecting a month-on-month decline of 0.5 percentage points, marking two consecutive months of decline [1] - As of June 27, 2025, commercial palm oil inventories in key regions of China reached 537,400 tons, an increase of 102,500 tons week-on-week, representing a 23.57% rise; compared to last year, this is a 25.67% increase [1] - Indonesia's Ministry of Trade announced an increase in the reference price for crude palm oil (CPO) to $877.89 per ton in July, up from $856.38 in June [1] - The USDA projects that the soybean planting area in the U.S. for 2025 will be 83.4 million acres, slightly below market expectations of 83.65 million acres. As of June 1, 2025, the total old soybean inventory in the U.S. is 1.008 billion bushels, exceeding market expectations of 980 million bushels and last year's figure of 970 million bushels [1] Group 2 - The USDA's weekly crop progress report indicates that the good-to-excellent rating for U.S. soybeans is at 66%, below market expectations of 67%, unchanged from the previous week, and down from 67% year-on-year. The soybean emergence rate is reported at 94%, up from 90% the previous week and matching the five-year average [2] - Despite regulatory crackdowns leading to major miners halting production, Guinea's bauxite exports surged by 39% year-on-year in the first quarter, reaching a record 48.6 million tons [2] - As of June 30, 2025, the total zinc ingot inventory in seven regions of China is 80,600 tons, an increase of 2,800 tons from June 23 and 1,100 tons from June 26, indicating a rise in domestic inventory [2]