Core Insights - The report highlights the recent increase in U.S. Treasury yields, with the 2-year yield rising by 1.04 basis points to 3.890% and the 5-year yield increasing by 2.45 basis points to 3.955% [1][2] - OPEC+ is expected to increase production by 550,000 barrels per day in September [1] - The People's Bank of China has been increasing its gold reserves for eight consecutive months, with foreign exchange reserves exceeding $3.3 trillion by the end of June [1] Economic Data - The Baltic Dry Index closed at 1436.00, up 0.14%, while the Nasdaq Index fell by 0.92% to 20412.52 [4] - The price of ICE Brent crude oil rose by 1.90% to $69.60, and the U.S. dollar index increased by 0.58% to 97.55 [4] - The Hang Seng Index closed at 23887.83, down 0.12%, and the Shanghai Composite Index closed at 3473.13, up 0.02% [4] Industry Developments - The report mentions that four departments aim to have over 100,000 high-power charging facilities nationwide by the end of 2027 [3] - Domestic sales of various excavators reached 18,804 units in June, marking a year-on-year increase of 13.3% [3] - Longxin Storage has initiated its IPO counseling [3]
国元证券晨会纪要-20250708
Guoyuan Securities2·2025-07-08 05:09