广发期货《金融》日报-20250730

1. Report Industry Investment Rating - No relevant information provided in the reports. 2. Core Views - The reports present the latest data and changes in various futures markets, including stock index futures, treasury bond futures, precious metal futures, and container shipping futures, as well as related economic indicators and market information. They provide a comprehensive view of the current market situation and price trends in different sectors [1][2][3][5]. 3. Summary by Related Catalogs Stock Index Futures - Price Differences: The reports detail the current values, historical quantiles, and daily changes of price differences in various stock index futures, such as IF, IC, IH, and IM, including spot-futures spreads, inter - delivery spreads, and cross - variety ratios [1]. - Examples: The IF spot - futures spread is 5.41, with a historical 1 - year quantile of 84.40% and a full - history quantile of 85.60%, showing a change of 2.38 compared to the previous day [1]. Treasury Bond Futures - Basis and Spreads: Information on basis (TF, T, TL) and inter - delivery spreads (TS, TF, T, TL) is provided, along with their values, changes, and historical quantiles [2]. - IRR and Percentiles: The internal rate of return (IRR) and its historical percentiles are also presented for different treasury bond futures contracts [2]. Precious Metal Futures - Prices and Changes: Domestic and foreign futures closing prices, spot prices, basis, ratios, interest rates, exchange rates, and inventory/holding data for gold and silver are reported, including their daily changes and historical quantiles [3]. - Examples: The AU2510 contract closed at 771.44 yuan/gram on July 29, down 0.43% from the previous day [3]. Container Shipping Futures - Spot and Index Prices: Spot quotes for Shanghai - Europe shipping rates, container shipping indices (SCFIS, SCFI), and their changes and percentage changes are provided [5]. - Futures Prices and Basis: Futures prices of different contracts (EC2602, EC2604, etc.) and the basis of the main contract are reported, along with their daily changes [5]. - Fundamentals: Data on shipping capacity supply, port - related indicators, export amounts, and overseas economic indicators are presented, showing their recent trends [5]. Data and Information Calendar - Overseas Data: Macro - economic data (GDP, employment, inflation, etc.) and energy - related data (crude oil inventories) from the eurozone and the US are scheduled to be released at specific times [8]. - Domestic Data: Economic indicators and industry - specific data (mine production, inventory, production rates) for black and non - ferrous metals, energy and chemicals, and special commodities in China are also included with their release times [8].