冠通期货早盘速递-20250710

Report Summary 1. Hot News - In June 2025, China's CPI rose 0.1% year-on-year, with urban areas up 0.1%, rural areas down 0.2%, food prices down 0.3%, non-food prices up 0.1%, consumer goods prices down 0.2%, and service prices up 0.5%. The CPI for the first half of the year was down 0.1% compared to the same period last year [2] - The vessel "Eternal C" flying the Liberian flag and operated by Greece sank after being attacked by Houthi rebels near Yemen, and five crew members have been rescued [2] - The US government will restrict Chinese citizens and other so - called "foreign adversaries" from buying farmland in the US, which China's spokesperson criticized as discriminatory and harmful to the US itself [2] - The General Office of the State Council issued a notice to increase support for stable employment policies, including supporting enterprises to stabilize jobs and expanding the scope of special loans for stable and expanded employment [2] - After including the tariffs announced by Trump on August 1 for 14 countries, the average US tariff rate will rise from 13.4% to 14.6% [3] - The Fed's June meeting minutes showed that most participants thought it might be appropriate to cut the federal funds rate this year, and the upward pressure on inflation from tariffs might be temporary or moderate [3] 2. Sector Performance - Key sectors to watch: caustic soda, pure benzene, coking coal, urea, and rapeseed oil [4] - Night - session performance: Non - metallic building materials rose 2.85%, precious metals 27.21%, oilseeds and oils 12.63%, non - ferrous metals 20.32%, soft commodities 2.88%, coal - coking - steel - ore 14.17%, energy 3.18%, chemicals 12.74%, grains 1.20%, and agricultural and sideline products 2.82% [4] 3. Sector Positions - The document shows the changes in commodity futures sector positions in the past five days, but specific data is presented in a chart and not detailed in text [5] 4. Performance of Major Asset Classes | Asset Class | Name | Daily Return (%) | Monthly Return (%) | Year - to - date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | - 0.13 | 1.41 | 4.22 | | | SSE 50 | - 0.26 | 1.03 | 2.05 | | | CSI 300 | - 0.18 | 1.41 | 1.44 | | | CSI 500 | - 0.41 | 0.64 | 3.98 | | | S&P 500 | 0.61 | 0.94 | 6.49 | | | Hang Seng Index | - 1.06 | - 0.75 | 19.10 | | | German DAX | 1.42 | 2.68 | 23.31 | | | Nikkei 225 | 0.33 | - 1.65 | - 0.18 | | | FTSE 100 | 0.15 | 1.21 | 8.49 | | Fixed - income | 10 - year Treasury futures | 0.05 | 0.14 | 0.11 | | | 5 - year Treasury futures | 0.03 | 0.00 | - 0.36 | | | 2 - year Treasury futures | - 0.00 | - 0.03 | - 0.50 | | Commodity | CRB Commodity Index | - 0.21 | 1.47 | 1.66 | | | WTI Crude Oil | - 0.06 | 5.06 | - 5.05 | | | London Spot Gold | 0.38 | 0.33 | 26.25 | | | LME Copper | - 1.33 | - 2.21 | 10.00 | | | Wind Commodity Index | - 1.01 | - 0.96 | 12.72 | | Other | US Dollar Index | 0.00 | 0.74 | - 10.13 | | | CBOE Volatility Index | 0.00 | 0.48 | - 3.11 | [6]