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中美继续推动贸易关系缓和:申万期货早间评论-20250730
申银万国期货研究·2025-07-30 00:34

Group 1: Trade Relations - The core viewpoint of the article highlights the ongoing efforts by China and the U.S. to ease trade tensions, with recent discussions in Stockholm focusing on economic policies and trade agreements [1] - The consensus reached during the talks includes extending the suspension of U.S. tariffs and China's countermeasures for an additional 90 days [1] Group 2: Market Performance - U.S. stock indices experienced a decline, with significant trading activity noted at 1.83 trillion yuan, while financing balances increased by 19.26 billion yuan [2][8] - The banking sector has shown strong performance since 2025, benefiting from a low-risk interest rate environment, which is expected to attract more long-term capital into the market [2] Group 3: Commodity Insights - Lithium carbonate prices have seen fluctuations due to mining qualification issues in Jiangxi, with weekly production slightly increasing [3][19] - Oil prices rose by 2.49% following Trump's statements regarding potential tariffs on Russia if progress is not made in resolving the Ukraine conflict [3][10] Group 4: Economic Indicators - The U.S. trade deficit narrowed by 10.8% in June, with imports decreasing by 4.2% and exports declining by 0.6% [4] - China's state-owned enterprises reported a slight decline in revenue and profit for the first half of the year, with a debt ratio increase to 65.2% [5]