冠通期货早盘速递-20250805

Group 1: Hot News - The central bank, the financial regulatory administration, and the CSRC plan to further clarify the specific requirements for risk-based customer due diligence of financial institutions. For financial institutions and exchange service providers, when the amount of funds remitted abroad by customers is RMB 5,000 or more per transaction, or the foreign currency equivalent of $1,000 or more, they should verify the identity of the remitter to ensure the accuracy of the remitter's information. Payment institutions need to register when selling prepaid cards worth more than RMB 10,000 at one time [2] - In the first half of the year, China's total service imports and exports reached 3.88726 trillion yuan, a year-on-year increase of 8%. Among them, exports were 1.6883 trillion yuan, up 15%; imports were 2.19896 trillion yuan, up 3.2%. The service trade deficit was 510.66 billion yuan, a year-on-year decrease of 152.21 billion yuan [2] - According to the preliminary estimate of the Passenger Car Association, the wholesale sales of new energy passenger vehicles by manufacturers nationwide in July were 1.18 million, a year-on-year increase of 25% and a month-on-month decrease of 4%. Among them, Tesla China sold 67,900 vehicles in July, a month-on-month decrease of 5.2% [2] - US President Trump said that India is not only buying a large amount of Russian oil but also reselling a large part of it on the open market to make huge profits. Therefore, the US will significantly increase the tariffs paid by India to the US [2] - In July, imported soybeans arrived at ports in a concentrated manner, and the operating rate of oil mills remained high. The soybean crushing volume of major domestic oil mills was 10.1 million tons, basically flat month-on-month and a year-on-year increase of 14.59%. Last week, the soybean crushing volume of domestic oil mills remained at a high level. As of the week ending August 1, the soybean crushing volume of major domestic oil mills was 2.25 million tons, a week-on-week increase of 20,000 tons, a month-on-month decrease of 80,000 tons, a year-on-year increase of 180,000 tons, and an increase of 360,000 tons compared with the average of the same period in the past three years. It is expected that the operating rate of oil mills will remain high this week, with a crushing volume of about 2.2 million tons [3] Group 2: Key Focus - The sectors to focus on are urea, coking coal, plastic, Shanghai copper, and PVC [4] Group 3: Night Session Performance - The night session performance of different commodity sectors shows that non-metallic building materials rose 2.89%, precious metals rose 28.20%, oilseeds rose 12.31%, non-ferrous and soft commodities rose 2.53% and 21.15% respectively, coal, coke, steel and ore rose 14.26%, energy rose 3.09%, chemicals rose 11.61%, grains rose 1.18%, and agricultural and sideline products rose 2.78% [4] Group 4: Plate Position - The changes in the positions of commodity futures sectors in the past five days are presented, but specific data is not clearly described in text form [5] Group 5: Performance of Major Asset Classes - The daily, monthly, and annual percentage changes of different asset classes are provided. For example, among equities, the Shanghai Composite Index rose 0.66% daily, 0.28% monthly, and 6.91% annually; among fixed-income products, the 10-year Treasury bond futures rose 0.02% daily, -0.01% monthly, and -0.42% annually; among commodities, the CRB Commodity Index fell -0.55% daily, -1.50% monthly, and -0.49% annually [7] Group 6: Major Commodity Trends - The trends of major commodities are presented through various charts, including the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, LME copper, CBOT soybeans, and CBOT corn, as well as the risk premium of the stock market [8]