冠通期货早盘速递-20250728

Group 1: Policy and Market News - The State Council executive meeting deployed measures to gradually implement free preschool education, requiring local governments to refine work plans and allocate subsidy funds [2] - In the first half of the year, the national fiscal revenue was 11.56 trillion yuan, and tax revenue increased year - on - year for three consecutive months. Fiscal expenditure was 14.13 trillion yuan, a 3.4% year - on - year increase. The third batch of 6.9 billion yuan in trade - in subsidy funds has been issued, and the remaining 6.9 billion yuan will be issued in October [2] - The CSRC approved the registration of linear low - density polyethylene, polyvinyl chloride, and polypropylene monthly average price futures on the DCE, which will be the first cash - settled futures on the DCE and the first monthly average price futures in the domestic commodity futures market [2] - The DCE restricted the daily opening positions of non - futures company members or clients in certain coking coal futures contracts from July 29, and the GIE restricted the daily opening positions in the lithium carbonate futures LC2509 contract from July 28 [2] - The GIE is promoting the R & D of photovoltaic module futures with a brand delivery system and is also working on the R & D and listing of platinum, palladium, and lithium hydroxide futures, which are expected to be listed this year [2] Group 2: Commodity Market Performance - Key commodities to focus on include urea, coking coal, PVC, asphalt, and soybean meal [2] - In the night session, different commodity futures had various price changes and position - increasing ratios [2] - In terms of sector performance, precious metals had a 28.07% increase, followed by non - ferrous metals (19.63%), coal - coking - steel - ore (15.62%), etc. [5] Group 3: Asset Performance - For major stock indices, the Shanghai Composite Index had a daily decline of 0.33%, a monthly increase of 4.33%, and an annual increase of 7.22%. Other indices like the S&P 500, Hang Seng Index, etc., also had different performance [7][8] - In the fixed - income category, 10 - year, 5 - year, and 2 - year treasury bond futures had different price changes [8] - In the commodity category, the CRB commodity index, WTI crude oil, London spot gold, etc., had their respective daily, monthly, and annual price changes [8] - Other assets such as the US dollar index and CBOE volatility also showed different trends [8]