冠通期货早盘速递-20250731

Report Summary 1. Hot News - The Political Bureau of the CPC Central Committee held a meeting on July 30, emphasizing the continuous prevention and resolution of risks in key areas, including resolving local government debt risks, implementing proactive fiscal and moderately loose monetary policies, and promoting reforms [2]. - The CPC Central Committee held a symposium for non - Communist Party personages, stressing the need to adhere to the general tone of making progress while maintaining stability, boost consumption, and promote economic circulation [2]. - Chinese Commerce Minister Wang Wentao mentioned that under the guidance of the two heads of state, China and the US have formed relevant consensuses and frameworks in the economic and trade field, and the two teams held talks in Stockholm [2]. - The Shanghai International Energy Exchange imposed a 5 - day trading ban on a client for exceeding the daily trading limit in the container shipping index (European line) futures contract on July 30 [3]. - The Federal Reserve maintained the interest rate at 4.25% - 4.50%, with some members opposing and advocating for a rate cut, and Powell avoiding guidance on a September rate cut [3] 2. Sector Performance - Key Focus: Glass, coking coal, soda ash, PVC, and synthetic rubber [4] - Night Session Performance: Non - metallic building materials rose 2.58%, precious metals 27.23%, oilseeds 11.99%, non - ferrous metals 21.40%, soft commodities 2.68%, coal - coke - steel - ore 15.03%, energy 3.39%, chemicals 11.71%, grains 1.11%, and agricultural and sideline products 2.87% [4] 3. Sector Position - The report shows the changes in the positions of commodity futures sectors in the past five days, including Wind agricultural and sideline products, Wind grains, etc [5] 4. Performance of Major Asset Classes | Asset Category | Name | Daily Return (%) | Monthly Return (%) | Year - to - Date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | 0.17 | 4.97 | 7.88 | | | SSE 50 | 0.38 | 3.96 | 5.01 | | | CSI 300 | - 0.02 | 5.47 | 5.50 | | | CSI 500 | - 0.65 | 6.75 | 10.29 | | | S&P 500 | - 0.12 | 2.55 | 8.18 | | | Hang Seng Index | - 1.36 | 4.59 | 25.51 | | | German DAX | 0.19 | 1.47 | 21.86 | | | Nikkei 225 | - 0.05 | 0.41 | 1.91 | | | FTSE 100 | 0.01 | 4.29 | 11.79 | | Fixed - Income | 10 - year Treasury Futures | 0.15 | - 0.55 | - 0.57 | | | 5 - year Treasury Futures | 0.08 | - 0.50 | - 0.85 | | | 2 - year Treasury Futures | 0.03 | - 0.16 | - 0.62 | | Commodity | CRB Commodity Index | 0.00 | 2.92 | 3.11 | | | WTI Crude Oil | 1.57 | 8.15 | - 2.25 | | | London Spot Gold | - 1.53 | - 0.82 | 24.80 | | | LME Copper | - 0.69 | - 1.50 | 10.80 | | | Wind Commodity Index | 0.56 | 2.17 | 16.29 | | Other | US Dollar Index | 1.06 | 3.30 | - 7.85 | | | CBOE Volatility Index | 0.00 | - 4.48 | - 7.90 | [6]