Group 1: Stock Index Futures Spread Daily Report Core View - Presents the latest values, changes from the previous day, and historical percentiles of various stock index futures spreads and cross - variety ratios [1] Summary by Directory - **Futures - Spot Spread**: IF is - 7.78 (41.80% 1 - year, 40.00% all - time), IH is - 11.23 (- 2.16 change, 25.40% 1 - year, 19.50% all - time), IC is - 11.24 (8.69 change, 77.00% 1 - year, 67.00% all - time), IM is - 21.81 (13.61 change, 90.00% 1 - year, 48.30% all - time) [1] - **Inter - Delivery Spread**: For different contracts like next - month vs. current - month, season - month vs. current - month, far - month vs. current - month, values and changes are provided for IF, IH, IC, and IM [1] - **Cross - Variety Ratio**: Such as CSI 500/CSI 300 = 1.4855 (- 0.0046 change, 60.20% 1 - year, 41.10% all - time), IC/IF = 1.4856 (- 0.0027 change, 64.70% 1 - year, 59.30% all - time), etc. [1] Group 2: Treasury Bond Futures Spread Daily Report Core View - Shows the latest values, changes from the previous trading day, and percentiles since listing of various treasury bond futures spreads and basis [4] Summary by Directory - **Basis**: TS basis has an IRR of 1.7719 (- 0.0506 change, 33.90% percentile), TF basis has an IRR of 1.8376 (- 0.0358 change, 51.80% percentile), etc. [4] - **Inter - Delivery Spread**: For different contracts like current - season vs. next - season, values and changes are provided for TS, TF, T, and TL [4] - **Cross - Variety Spread**: Such as TS - TF = - 3.7110 (- 0.0300 change, 2.00% percentile), TF - T = - 2.8450 (0.0250 change, 1.40% percentile), etc. [4] Group 3: Precious Metals Spot - Futures Daily Report Core View - Provides information on domestic and foreign futures closing prices, spot prices, basis, price ratios, interest rates, exchange rates, inventory, and positions of precious metals [7] Summary by Directory - **Futures Closing Prices**: Domestic AU2508 contract is 794.36 yuan/g (1.17% increase), AG2508 contract is 8791 yuan/kg (- 0.32% decrease); foreign COMEX gold is 3452.60 dollars/ounce (1.36% increase), COMEX silver is 36.37 dollars/ounce (- 0.11% decrease) [7] - **Spot Prices**: London gold is 3433.35 dollars/ounce (1.40% increase), London silver is 36.29 dollars/ounce (- 0.13% decrease), etc. [7] - **Basis**: Gold TD - Shanghai gold main contract is - 3.50 (1.30 change, 12.40% 1 - year percentile), silver TD - Shanghai silver main contract is 2 (- 49 previous, 91.10% 1 - year percentile) [7] - **Price Ratios**: COMEX gold/silver is 94.93 (1.37 change, 1.47% increase), Shanghai Futures Exchange gold/silver is 90.36 (1.33 change, 1.49% increase) [7] - **Interest Rates and Exchange Rates**: 10 - year US Treasury yield is 4.41% (1.1% increase), 2 - year US Treasury yield is 3.96% (1.5% increase), etc. [7] - **Inventory and Positions**: Shanghai Futures Exchange gold inventory is 18177 kg (1.85% increase), COMEX silver inventory is 498460011 (0.05% increase), etc. [7] Group 4: Container Shipping Industry Spot - Futures Daily Report Core View - Displays spot quotes, index changes, futures prices, basis, and fundamental data of the container shipping industry [11][12] Summary by Directory - **Spot Quotes**: Shanghai - Europe future 6 - week freight rates for MAERSK is 2796 dollars/FEU (- 2.03% decrease), CMA is 3857 dollars/FEU (1.88% increase), etc. [12] - **Index Changes**: SCFIS (European route) is 1622.81 points (29.53% increase), SCFI comprehensive index is 2088.24 (- 6.79% decrease) [11] - **Futures Prices and Basis**: EC2602 is 1472.8 (2.07% increase), EC2508 (main contract) is 2068.0 (4.20% increase), basis (main contract) is - 315.1 (374.1 change, - 54.28% change) [11] - **Fundamental Data**: Global container shipping capacity supply is 3247.12 million TEU (0.00% change), Shanghai port on - time rate is 42.50 (46.45% increase), etc. [11] Group 5: Trading Calendar Core View - Lists overseas and domestic data and information sources and corresponding economic indicators or financial events [13] Summary by Directory - **Overseas Data/Info**: In the agricultural product sector, includes Brazil Secex weekly report, USDA crop growth and export inspection in the US, NOPA soybean crushing [13] - **Domestic Data/Info**: For macro data, includes 70 - city housing price report, national economic operation press conference, etc.; for different commodities like iron ore, black and non - ferrous metals, energy chemicals, etc., specific data such as shipments, inventories are provided [13]

Report Investment Rating - The report does not provide an overall investment rating for the rapeseed meal industry [8] Core Viewpoints - Rapeseed meal is affected by factors such as low imported rapeseed inventory and the additional tariff on Canadian oil cake imports, leading to a short - term rise and then a fall. Along with the influence of soybean meal, its price will return to a range - bound oscillation in the short term [8] - The short - term supply - demand fundamentals of rapeseed meal enter a pattern of strong supply and demand in June, and the RM2509 contract may return to a range - bound pattern in the short term [44] Summary by Directory 1. Weekly Prompt - Rapeseed meal's fundamentals are neutral; the basis is bearish; inventory is bullish; the price is bullish on the chart; the main position is bullish; it is expected to be range - bound in the short term [8] 2. Recent News - Domestic aquaculture is recovering from the off - season, with tight supply and rising demand in the spot market [10] - Canada's annual rapeseed production has slightly decreased, and China has imposed additional tariffs on Canadian rapeseed oil and oil cake, while the anti - dumping investigation on Canadian rapeseed imports is still ongoing [10] - Global rapeseed production has slightly decreased this year, mainly due to reduced production in the EU and lower - than - expected production in Canada [10] - The Russia - Ukraine conflict continues, and the increase in Russian rapeseed production offsets the decrease in Ukrainian production to some extent. Geopolitical conflicts support commodity prices [10] 3. Bullish and Bearish Factors - Bullish factors include China's additional tariffs on Canadian rapeseed oil and oil cake, and low inventory pressure on rapeseed meal in oil mills [11] - Bearish factors include the upcoming listing of domestic rapeseed in June and uncertainties in the anti - dumping investigation on Canadian rapeseed imports [11] 4. Fundamental Data - Rapeseed import arrivals in June are lower than expected, and import costs are strongly oscillating [18] - Oil mill rapeseed inventory has stopped falling and rebounded, while rapeseed meal inventory has slightly declined [21] - Oil mill rapeseed crushing volume has slightly increased [23] - Aquatic fish prices are slightly fluctuating, while shrimp and shellfish prices are stable [31] - The rapeseed meal market is oscillating and rising, with spot prices firming up, and the spot discount remaining at a relatively high level [33] - The spot price difference between soybean meal and rapeseed meal continues to narrow, and the price difference of the 2509 contract remains oscillating [37] 5. Position Data - The main long positions in rapeseed meal have increased, but the funds have flowed out [8] 6. Technical Analysis - Rapeseed meal is oscillating and rising, and is expected to maintain a range - bound pattern in the short and medium term. Future changes in China - Canada trade relations and the follow - up impact of the Sino - US tariff war will affect the market [42] - The KDJ indicator is oscillating near a high level, and the short - term market is strongly oscillating, but the upward space may be limited [42] - The MACD is oscillating and rising at a low level, but the red energy is narrowing, and the short - term market is strongly oscillating. The follow - up trend depends on rapeseed import policies and the influence of soybean meal [42] 7. Next Week's Focus - The most important factors are the planting weather in US soybean - producing areas, Canadian rapeseed exports and domestic crushing demand, and the arrivals and operation of imported soybeans and rapeseed in China [45] - The second - most important factors are domestic soybean meal and aquaculture demand, and the rapeseed meal inventory in domestic oil mills and downstream purchasing [46] - Other important factors include macro - factors and the Israel - Palestine conflict [46]

记录一下 OPAIUM 的时间线，昨晚到现在盘面发生了比较大的变化，不构成投资建议，风险很高。1. 昨晚OPAIUM推特账户时隔十几天发了一个新帖子：https://t.co/dVSctcLXCD（这里的背景是他们的三个账号：zerebro十几天前复用账号持续2天然后停用至今，jeffy 个人号销号，对外只有 opaium 的账号可以访问）2. 我点进opaium 的 ca，发现在他发帖前5min，发生了一笔666s 的买单，是全新小号做的，我意识到不对劲，于是上了头仓，因为在4月末的opaium 的拉升中，买入也是以666这样的数字进行的，我意识到大概率是他自己做的。3. 接下来我追查买入地址的资金流向，发现几个大额买单地址将币转入了目前的榜一：3wWUwvMkJG7Lwza7uuEWAQjf7QxSzxrnwVdwZXy4zpnW当时的持仓是20%，市值是1m 左右。4.大约20分钟以后，opaium 的 dev 进行了 devbuy，数量很小，加强了我认为666s 买单和直接相关的心证，于是继续加仓。5. 持续追踪地址集群，发现某一转币关联地址被转入676s，我意识到可能会进行下一次的买入，于是继续加仓 ...