Industry Investment Rating - No information provided Core Viewpoints - The U.S. President Trump signed an executive order to impose an additional 25% tariff on goods from India, making the total tariff rate reach 50%, and will impose about 100% tariff on chips and semiconductors [1] - By 2027, China will complete the new construction and reconstruction of 300,000 kilometers of rural roads, and the rate of bus service in administrative villages will reach over 55% [1] - In July, the retail sales of the national passenger car market reached 1.834 million units, a year - on - year increase of 7%, among which the new energy market had retail sales of 1.003 million units, a year - on - year increase of 14%, and the retail penetration rate of the new energy market was 54.7% [1] - The gold inventory in relevant warehouses of the Shanghai Futures Exchange has reached a record high, with more than 36 tons of gold bars registered for futures contract delivery, almost doubling in the past month [2] Summary by Directory Hot News - The U.S. President Trump signed an executive order to impose an additional 25% tariff on Indian goods, and the new tariff will take effect in 21 days, while the first - round 25% tariff will take effect this Thursday. He also plans to impose about 100% tariff on chips and semiconductors, but companies building factories in the U.S. are exempted [1] - Three Chinese ministries issued a plan to complete 300,000 kilometers of new and reconstructed rural roads by 2027 and achieve a bus service rate of over 55% in administrative villages [1] - The China Photovoltaic Industry Association solicited opinions on the draft amendment of the Price Law [1] - In July, the national passenger car market retail sales and new energy market retail sales increased year - on - year, and the new energy market retail penetration rate was 54.7% [1] - The gold inventory in Shanghai Futures Exchange warehouses reached a record high due to strong futures demand and arbitrage trading [2] Key Focus - Key commodities to focus on are urea,焦煤, silicon iron, crude oil, and PVC [3] Night - session Performance - Non - metallic building materials rose 2.83%, precious metals 27.74%, oilseeds 12.68%, non - ferrous metals 20.74%, soft commodities 2.51%, coal - coking - steel - ore 14.98%, energy 3.15%, chemicals 11.45%, grains 1.18%, and agricultural and sideline products 2.74% [3] Asset Performance - In the equity category, the Shanghai Composite Index rose 0.45% daily, 1.70% monthly, and 8.42% in the past year; in the fixed - income category, the 10 - year treasury bond futures had a daily change of 0.00%, monthly change of 0.06%, and a - 0.34% change in the past year; in the commodity category, the CRB commodity index had a daily change of - 0.07%, monthly change of - 2.22%, and - 1.21% change in the past year; other assets like the U.S. dollar index had a daily change of - 0.54%, monthly change of - 1.83%, and - 9.46% change in the past year [6]
冠通期货早盘速递-20250807
Guan Tong Qi Huo·2025-08-07 02:29