冠通期货早盘速递-20250721

1. Hot News - The Ministry of Industry and Information Technology and three other departments have deployed work to further standardize the competition order in the new energy vehicle industry, including product price monitoring, product consistency supervision, and shortening the payment period for suppliers. The central fourth steering group also called for regulating the industry's competition order [2] - The Chief Engineer of the Ministry of Industry and Information Technology, Xie Shaofeng, pointed out that a new round of steady - growth work plans for ten key industries such as steel, non - ferrous metals, petrochemicals, and building materials have been released. Plans for industries like machinery, automobiles, and power equipment, as well as an implementation plan for the digital transformation of the automobile industry, will be issued [2] - EU member states have officially approved the 18th round of sanctions against Russia, including sanctions on the largest refinery of a Russian oil company in India, banning activities related to the "Nord Stream" gas pipeline, and lowering the oil price cap to $47.6 [2] - The construction ceremony of the hydropower project in the lower reaches of the Yarlung Zangbo River was held in Nyingchi, Tibet. The project involves building 5 cascade power stations with a total investment of about 1.2 trillion yuan. The China Yajiang Group Co., Ltd. was established [3] - The Dalian Commodity Exchange will optimize the option settlement price business from July 22, using the SVI volatility model to calculate the settlement price [3] 2. Sector Performance Key Focus - Urea, lithium carbonate, PVC, crude oil, and hot - rolled coils are the sectors to focus on [4] Night - session Performance - Non - metallic building materials rose 2.91%, precious metals 28.64%, energy 3.26%, chemicals 12.63%, grains 1.26%, and agricultural and sideline products 2.79% [4] Commodity Sector Funds - The data shows the percentage changes in commodity sector funds, but specific changes for each sector are not clearly described [4] Commodity Futures Position Changes - The position changes of commodity futures sectors in the past five days are presented, but specific data for each sector are not clearly described [6] 3. Performance of Major Asset Classes Equity - The Shanghai Composite Index rose 0.50% daily, 2.61% monthly, and 5.45% annually; the Hang Seng Index rose 1.33% daily, 3.13% monthly, and 23.76% annually. Other indices such as the S&P 500, German DAX, etc., also have corresponding performance data [8] Fixed - income - 10 - year treasury bond futures fell 0.08% daily, 0.10% monthly, and 0.12% annually; 5 - year treasury bond futures fell 0.05% daily, 0.16% monthly, and 0.52% annually [8] Commodity - The CRB commodity index rose 0.62% daily, 2.97% monthly, and 3.17% annually; WTI crude oil fell 0.31% daily, rose 3.58% monthly, and fell 6.38% annually [8] Others - The US dollar index fell 0.18% daily, rose 1.74% monthly, and fell 9.24% annually; the CBOE volatility index fell 0.67% daily, 1.91% monthly, and 5.42% annually [8]