Group 1 - The recent announcement of a 50% tariff on imported copper by Trump has led to a significant surge in copper futures, with a nearly 10% increase marking the largest daily gain in 56 years [1][3] - The tariff has created a "siphon effect," causing traders to stockpile copper in the U.S., which has widened the price gap between COMEX and LME copper prices to $25 per ton [3] - The supply side is constrained, as it takes several years for new copper mines to come online, and major producers like Chile are facing production challenges due to water shortages [3] Group 2 - The long-term outlook for copper remains strong due to increasing demand from sectors such as electric vehicles and renewable energy, with a warning from PwC about potential supply disruptions affecting 32% of global semiconductor capacity by 2035 [3] - Investors are advised to consider the volatility caused by the tariff in the short term, but the fundamental demand for copper suggests significant upside potential in the medium to long term [4][5] - Companies with copper mining operations in the U.S., such as Freeport-McMoRan, have seen stock price increases, but competition from Canadian miners is expected to intensify as the market adjusts [5]

Group 1 - The core point of the articles indicates a significant reduction in U.S. soybean planting area, which is expected to tighten supply and potentially increase domestic soybean meal prices [1][4] - The USDA reported that the U.S. soybean planting area is 83.38 million acres, lower than both the intended planting area of 83.50 million acres and market expectations of 83.65 million acres, marking a five-year low [1] - The ending stocks for U.S. soybeans for the 2025/2026 season are projected to be only 8.03 million tons, with a stocks-to-use ratio of 6.68%, indicating a low inventory situation compared to previous years [1] Group 2 - Weather conditions during the soybean planting period in May and June were favorable for planting but require sufficient rainfall in July and August for crop growth, increasing sensitivity to weather-related speculation [2] - As of July 6, the soybean good-to-excellent rating was 66%, matching the previous week but lower than the 68% from the same time last year, indicating a need for attention to rainfall in August [2] - The EPA's proposed blending rules for 2026-2027 significantly exceed market expectations, which is expected to increase demand for soybean oil and indirectly support soybean prices [3] Group 3 - Domestic soybean meal market is currently characterized by a "weak reality strong expectation" state, with a supply surplus in the third quarter suppressing prices [4] - A potential supply gap for imported soybeans in the fourth quarter could lead to increased domestic soybean meal prices [4] - The forecast for domestic soybean imports is high, with June imports reaching 10.56 million tons and expected to rise to 11 million tons in July, indicating a supply surplus in the near term [3]

和讯投顾王健表示，看今天的盘面，一个是风光主这条主线，一个是科技这条主线，它们依然活跃。但 是在选股票的节奏上，大家要稍微的去注意一下，就是现在很多好的股票已经涨起来了，现在你去追可 能不一定合适。那么现阶段你要去找的，你要去选的是什么？第一，放量的，什么叫放量？最近一两周 每天的成交金额在三个亿或三个亿之上，5000个股票，一个股票3个亿1.5万亿，所以3个亿是一个及格 线，如果你这个股票它的成交金额还不到3个亿，那这个量就不太够了。还有一个就是日线图上，您的 股票有明确的启动上涨趋势，但是最近两三个星期不能有特别大的涨幅，你说最近两三个星期三四个星 期，它上涨了80% 百%了，那这里面获利盘很多，这个时候你就追高风险了。在最近一两周刚启动上 涨，而且量也不错，今天可能涨多了，但未来如果回落，如果横盘，或许它的时机和节奏就又来了。所 以整个市场还是关注以科技为代表的各种各样，包括风光储，包括消费里面的一些啊这种题材炒作。 （原标题：和讯投顾王健：周三有重要数据公布，此时怎么选股？） A股今天涨的很好，但是周三要去注意，因为重要的经济数据，像cpi ppi接下来会陆续的公布，那么这 些每个月都公布的经济数据， ...

期货热点追踪 美豆优良率原地踏步，美玉米优良率小幅走高，天气炒作何时再起？后市价格将如何演绎？ 相关链接 ...

Core Viewpoint - The stock price of Jiangxi Mubang High-Tech Co., Ltd. (*ST Mubang) has experienced significant volatility, with a notable increase followed by a sharp decline, reflecting speculative trading rather than solid business fundamentals [2][3]. Group 1: Stock Performance - From June 17 to July 2, 2025, *ST Mubang's stock price rose from 4.35 CNY to 5.87 CNY, achieving a cumulative increase of over 30% with seven trading days hitting the daily limit [2]. - On July 3, 2025, the stock price began to decline, falling over 4% during intraday trading, and closed at 5.35 CNY, a drop of 4.97%, resulting in a total market capitalization of 2.32 billion CNY [2]. Group 2: Financial Health and Debt - *ST Mubang is facing severe financial difficulties, with a total external guarantee amounting to 1.608 billion CNY, which is 163.40% of the company's latest audited net assets [3]. - The company reported a total debt of 2.728 billion CNY against cash reserves of only 267 million CNY, leading to a debt-to-asset ratio of 76.6% [5]. Group 3: Operational Performance - The core subsidiary, Inner Mongolia Haohan Energy Technology Co., Ltd., reported a revenue of 241.71 million CNY in 2024 but incurred a net loss of 324.55 million CNY [4]. - For the first quarter of 2025, Inner Mongolia Haohan continued to show poor performance with a revenue of 53.43 million CNY and a net loss of 46.65 million CNY [4]. Group 4: Regulatory Issues - *ST Mubang and its executives faced public reprimand from the Shanghai Stock Exchange for violations in performance disclosures, including significant discrepancies in profit forecasts [6][7]. - The company initially projected a net loss of 520 million to 420 million CNY for 2024 but later revised this to a loss of 1.2 billion to 1.1 billion CNY, leading to a risk warning for delisting [6][7]. Group 5: Company Name Change - On April 30, 2025, *ST Mubang's stock was suspended, and from May 6, 2025, the stock name was officially changed from "Mubang High-Tech" to "*ST Mubang" [8].

2. 例：PNUT，AP&TAPPNUT 时期我从5m 全程围观，一路直到 pump 历史最高市值。我记得人声鼎沸使其许多人的光鲜亮丽，当然更多人也是捶胸顿足，复盘操作上的不足，但是回到那段特定的时期，我们不能忘记的是：1. PNUT炒作初期，特朗普是否上任存在极大不确定性。2. PNUT发酵过程中，马斯克的几句非常直接的奶点燃了最初的情绪，甚至说出“这只松鼠拯救了美国”类似的话。但在他说之前，没人意料得到他会如此来说。3. 成为直通bn 现货的首批2个 pump 代币之一。三环缺一不可，但三环的不确定性，也是PNUT 一直被人围观但少有人上车的原因。同样，TAP AP也有不确定性。参考我之前的推文：https://t.co/fcp9jfzHP5总结来说不确定性有：1. 马斯克到底是嘴炮还是真要建党，真建党会是什么时候？2. 选TAP 还是 AP？3. 马斯克和特朗普会不会明天继续和好？会不会后天继续吵架。这也是造成同样的盘子，曝光度传播度很高的情况下，前期在低市值横盘的原因。因为角度所有人都知道，真正建党的规模可以类比去年的 PAC，党派的持续性会强于 PAC，作为相对估值的标的会是不错的参考，底部肯定会有 ...

在A股市场持续强势震荡的背景下，可转债市场也再次见证历史。 7月3日，惠城转债在正股惠城环保冲高带动下，价格突破2000元关口，成为史上第二只2000元以上的可转债。 业内人士指出，惠城转债的"小盘"特性可能是其价格持续走高的原因。投资者在关注可转债市场供需失衡下结构性机会的同时，更需警惕高价转债的泡沫风 险，深入分析企业基本面，避免盲目跟风。 转债价格超过2000元 今年以来，随着惠城环保股价的攀升，惠城转债的价格也接连走高，并不断刷新上市以来新高。 7月3日，惠城环保上涨超4%，惠城转债则上涨近12%，一举突破2000元关口，成为史上第二只价格在2000元以上的可转债。7月4日，惠城环保股价继续攀 升，惠城转债的价格最高达到2239元/张。 公开资料显示，惠城环保是一家专业从事石油化工行业危险废弃物处置服务，并将危险废弃物进行有效循环再利用的高新技术企业。公司总部位于山东青 岛，成立于2006年，目前业务主要包括石化废弃物资源化综合利用产品、危险废物处理处置服务、三废治理等业务。 2024年，公司营业收入为11.49亿元，同比上升7.33%；归母净利润为0.43亿元，同比下降69.25%。公司在2024年 ...

如今的邮币市场，曾经的辉煌似乎已经消失得无影无踪。 曾经的"邮票一夜暴涨"现象似乎成了历史，眼下的市场不仅人气低迷，连不少新邮和纪念币也都跌破了面值。 新蛇钞价格从45元一路下跌至25元，诸如东北虎豹币、京剧旦角币等纪念币同样面临价格回落。 邮币市场的萧条，不仅仅是价格的暴跌，更是深层次问题的表现。 市场过度炒作的后遗症 过去的邮币市场，曾因投机热潮一度进入了过度炒作的怪圈。 很多邮币的价格并非基于其文化或收藏价值，而是被人为抬高，只是一个"击鼓传花"的游戏。 投资者看似赚得盆满钵满，然而泡沫终究破裂，很多人因此遭受了惨痛的损失。 随着市场信心崩塌，投资者不再敢轻易涉足邮币，市场需求急剧减少，萎靡不振。 如今，邮币市场仍未能从这一阶段的伤痛中恢复。 电子盘的乱象与整顿 邮币电子盘本是为了便捷交易，借力互联网来提升市场流动性，但实际却成了监管缺失的重灾区。 操纵价格、虚假交易等问题屡见不鲜，很多平台存在自买自卖的行为，导致假象繁荣，吸引了大量投资者。 另外，欢迎大家点击下方的名片，关注【邮票收藏家】公众号，我们会在上面提供更聚焦的集邮信息。 然而随着监管的加强，很多平台被关闭或限制，市场的活跃度一落千丈，投资者 ...

来源：e公司 继6月30日晚间发布股票交易严重异常波动公告后，长城军工（601606）7月1日晚间再度提示 风险。 盘面上，7月1日该公司股价午后再度冲至涨停，报收31.96元/股，单日涨幅10.02%。这已是该公 司股价近10个交易日来收获的第8个涨停板。 7月1日晚间公告中长城军工表示，截至当日收盘，公司股票连续10个交易日内（2025年6月18日至 7月1日）4次出现《上海证券交易所交易规则》规定的同向异常波动情形，根据有关规定，属于股票 交易严重异常波动情况。 目前，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非理 性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期大幅下跌的风险。敬请广大投资 者理性投资，注意投资风险。 经测试，长城军工股票近10个交易日累计涨幅达131.76%，同期国防军工（申万）行业指数累计涨 幅为9.25%，同期上证指数累计上涨1.68%；公司股票短期涨幅严重高于同期行业指数及上证指数 涨幅，但公司基本面没有重大变化，也不存在应披露而未披露的重大信息。截至2025年7月1日收 盘，公司股票收盘价处于历史高位；当日成交额46.94亿元，成交量较大。 此外，根据 ...

油料产业风险管理日报 2025/07/01 边舒扬（投资咨询证号：Z0012647） 靳晚冬（期货从业证号：F03118199） 投资咨询业务资格：证监许可【2011】1290号 油料价格区间预测 | 价格区间预测（月度） | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | | 豆粕：2800-3300 | 12.6% | 19.8% | | 菜粕：2450-2750 | 0.1852 | 0.385 | source： 南华研究,同花顺 油料套保策略表 | 行为导向 | 情景分析 | 现货敞 | 策略推荐 | 套保工 | 买卖方 | 套保比例 | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 口 | | 具 | 向 | （%） | 区间 | | 贸易商库存 | 蛋白库存偏高，担心粕类价格下跌 | 多 | 为了防止存货叠加损失，可以根据在企业库存情况，做空豆粕期货来锁定利 | M250 | 卖出 | 25% | 3300-340 | | 管理 | | | 润，弥补企业的生产成 ...