Summary of Key Points - The core viewpoint of the article highlights the expected weather conditions in Beijing over the next three days, emphasizing frequent thunderstorms and high humidity levels [1] Weather Forecast - From August 18 to 20, Beijing is expected to experience frequent thunderstorms, with rain starting tonight and continuing into the following days [1] - The maximum rainfall recorded yesterday was 15.2 millimeters in Huairou [1] - The highest temperature is projected to be around 32°C, with a minimum of 24°C at night [1] - The weather will remain hot and humid, with the highest temperatures maintaining around 30°C in the coming days [1] Public Advisory - The meteorological department advises the public to carry rain gear and seek shelter indoors during thunderstorms [1] - Continuous precautions against heat are recommended due to the persistent humidity and high temperatures [1]

明天白天，北京多云转阴，西部和北部有分散性雷阵雨，偏南风3级左右，阵风5级，最高气温31℃；夜 间阴转多云，南转北风1至2级，最低气温24℃。 气象部门提醒，今明两天北京有分散性雷阵雨来扰，建议公众外出随身携带雨具，注意防雷避雨。同 时，天气持续闷热，建议大家尽量减少在中午时段户外活动，及时补充水分，注意防暑。 央视网消息：据中国天气网，今天（8月10日）白天，北京晴朗在线，西部山区有雷阵雨出没，最高气 温在32℃左右。明天，北京天空云量有所增多，西部和北部有分散性雷阵雨，闷热感持续。 昨天白天，北京晴朗天气唱主调，紫外线强烈，大部地区最高气温在33至34℃，炎热在线。 今明两天，北京多弱短波槽活动，有分散性雷阵雨。北京市气象台预计，今天白天晴转多云，西部山区 有雷阵雨，北转南风2至3级，最高气温32℃；夜间多云间阴，有分散性雷阵雨，南风2级左右，局地阵 风7级左右，最低气温23℃。 ...

Group 1 - The first rain of autumn in Beijing occurred on August 8, with an average rainfall of 25.1 millimeters across the city and a maximum of 102.4 millimeters in Huairou [1][2] - Following the rain, Beijing experienced clear weather with strong ultraviolet rays and a maximum temperature of 32°C [2] - The weather forecast indicates that scattered thunderstorms are expected in the next two days, with temperatures remaining around 32°C and a humid feel [2][1] Group 2 - The meteorological department advises the public to take precautions against heat and sun exposure due to strong UV rays today [2] - The forecast includes light fog in the morning, transitioning to mostly sunny conditions during the day, with variable winds [2] - The public is encouraged to stay updated on weather alerts regarding the upcoming thunderstorms [2]

Group 1 - The overall weather last week was mainly sunny to partly cloudy, with possible rain [1] - The temperature ranged from a minimum of 24 to 28°C and a maximum of 31 to 34°C, with good air quality reported almost every day [1] - The specific temperature changes were illustrated in a provided chart [1] Group 2 - For the week of August 4 to August 10, the forecast predicts more rainy days, along with some sunny and partly cloudy weather [3] - The average maximum temperature for the week is expected to be 32°C, with an average minimum of 24°C and an overall average temperature of 28°C [3] - The highest temperature of 35°C is anticipated on Tuesday, while the lowest temperature of 21°C is expected on Friday [3]

Group 1 - The core viewpoint of the articles highlights the impact of Typhoon "Zhu Jie Cao" on the East China region, leading to continuous heavy rainfall and high temperatures in various areas [1][2][6] - The Central Meteorological Administration predicts that from July 29 to 31, regions such as Zhejiang, Shanghai, Jiangsu, and Anhui will experience strong rainfall due to the typhoon [1][2] - The northern rain belt is expected to shift eastward, with heavy rainfall anticipated in Inner Mongolia and Northeast China, while the East China region will face persistent rain [2][3] Group 2 - The articles indicate that high temperatures around 40°C are expected in Shaanxi, Sichuan, and Chongqing, with the public advised to take precautions against heat [7] - The humidity levels in the central and eastern regions will contribute to a feeling of discomfort, even in areas without extreme heat [7] - The public is urged to stay informed about weather forecasts and take necessary measures to prevent heat-related illnesses [6][7]

Summary of Key Points Core Viewpoint - The weather forecast indicates an increase in rainfall across Hainan Island in the coming week, with specific warnings for outdoor activities and agricultural management due to potential severe weather conditions [1][2]. Weather Forecast - From June 28 to July 2, Hainan Island will primarily experience cloudy to sunny weather, with afternoon thunderstorms in the northwest region and possible short-term heavy rainfall and strong winds in some towns [1] - From July 3 to July 4, the island will see more rain, with localized heavy rain and thunderstorms expected, particularly in the eastern part, where moderate to heavy rain and localized torrential rain may occur [1] Public Safety and Precautions - The public is advised to monitor weather warnings and take necessary precautions for outdoor activities, as well as ensure safety for maritime operations due to strong winds during thunderstorms [2] - Agricultural practices should be adjusted, including timely drainage of late rice fields to prevent flooding and managing pest control effectively [2] Forest Fire Risk - From June 28 to July 1, certain areas in Hainan, including Chengmai, Dongfang, and others, may reach a forest fire risk level of 3 (flammable), prompting relevant departments to enhance forest fire inspections [2]

Report Industry Investment Ratings - Cotton: ★★★ [1] - Pulp: ★★★ [1] - Sugar: ★★★ [1] - Apple: ★☆☆ [1] - Timber: ★★★ [1] - Natural Rubber: ★☆☆ [1] - 20 - rubber: ★☆☆ [1] - Butadiene Rubber: ★☆☆ [1] Core Views - The overall market of soft commodities is complex with different trends in each sector. Most sectors suggest a wait - and - see approach due to various influencing factors such as trade negotiations, weather, supply - demand relationships, and inventory changes [2][3][4] Summary by Commodity Cotton & Cotton Yarn - Zhengzhou cotton rose slightly. Spot cotton trading was fair with positive trader purchases and a firm basis. Cotton yarn enterprises sold at market prices, but market confidence was low with decreasing downstream operation and rising inventory. As of end - May, commercial cotton inventory was 345.87 million tons, down 69.39 million tons month - on - month and 31.54 million tons year - on - year. Suggested to wait and see or go long at low prices [2] Sugar - Overnight, US sugar oscillated. In Brazil, May 1 - 15 production data was mixed with lower cane crushing and sugar output but higher sugar - making ratio. In the Northern Hemisphere, expected above - average rainfall in Q3 in India and Thailand is beneficial for cane growth. In China, as of end - May, cumulative sugar sales were 811.38 million tons, up 152.1 million tons year - on - year; sales ratio was 72.69%, 6.52 percentage points faster; industrial inventory was 304.83 million tons, down 32.21 million tons year - on - year. US sugar trend is downward, so Zhengzhou sugar's upside is limited. Expected short - term oscillation and suggested to wait and see [3] Apple - Futures prices were weak. Spot prices were stable. Demand entered the off - season with lower apple demand due to more seasonal fruits and hot weather. Market focus shifted to new - season production estimates. Cold snaps and winds in the western产区 may affect fruit - setting and quality, but overall low - temperature impact on yield was small, mainly increasing fruit rust risk. Flower quantity was sufficient, so production estimate was bearish. Suggested to wait and see [4] 20 - rubber, Natural Rubber, and Synthetic Rubber - RU&WR rose, BR fell slightly. Domestic natural rubber prices were stable to rising, synthetic rubber prices were stable, and upstream butadiene port prices were stable. Global natural rubber supply entered the growth period. Last week, domestic butadiene rubber plant operating rate dropped significantly, while upstream butadiene plant operating rate rose slightly. Domestic full - steel tire operating rate fell slightly, semi - steel tire operating rate dropped significantly, and tire inventory decreased. Qingdao natural rubber inventory fell to 60.55 million tons, Chinese butadiene port inventory fell to 2.7 million tons, and Chinese cis - butadiene rubber social inventory fell to 1.35 million tons. Suggested to wait and see [6] Pulp - Pulp futures fell slightly. Spot prices were stable. As of June 5, 2025, Chinese pulp port inventory was 215.7 million tons, down 0.4 million tons from the previous period. May imports were 301.6 million tons, and January - May cumulative imports were 1,554.7 million tons, up 2.1% year - on - year. Macro - level Sino - US trade showed positive signals. Domestic port inventory was high, demand was weak, and supply was ample. Pulp valuation was low with strong support near the previous low. Suggested to wait and see for long - entry opportunities on significant pullbacks [7] Logs - Futures prices oscillated. Spot prices were stable. In June, New Zealand log prices stopped falling and stabilized, with a $2 month - on - month increase in 4 - meter medium - A radiata pine CFR price. After the increase in foreign quotes, the spot price bottom rose, supporting futures prices. In the off - season, port daily outbound volume was over 60,000 cubic meters. As of May 30, national port log inventory was 3.41 million cubic meters, down 20,000 cubic meters month - on - month. New Zealand log shipments will remain low due to poor profits, but domestic demand is in the off - season, so price rebound momentum is weak. Suggested to wait and see [8]

Core Insights - The palm oil production forecasts for Indonesia, Malaysia, and Thailand remain unchanged, indicating stability in output levels [1] - Weather conditions and trade policy changes are identified as critical factors influencing market supply and demand, as well as future price trends [1] Group 1 - The palm oil production estimates for the three major producing countries are stable, suggesting no immediate changes in supply dynamics [1] - The report emphasizes the importance of external factors such as weather and trade policies in shaping the palm oil market [1]

央视网消息：据中国天气网，今明两天（6月4日至5日），全国大部晴多雨少，后天起，江汉、江淮、 江南、华南等地将先后迎来大范围降雨，局地雨势猛烈，并伴有强对流天气。降雨间歇期间，南方大部 气温升高，多地有望迎来今年首个高温日，闷热难耐。北方则以干热暴晒为主，华北、黄淮等地高温天 气将发展增多。 全国大部晴多雨少 后天起江汉江淮等地降雨来袭 昨天，我国较强降雨主要出现在华南沿海等地。监测显示，昨天8时至今天6时，台湾岛出现暴雨到大暴 雨，云南中部出现中到大雨，局地暴雨。 今明两天，全国大部晴朗天气居多，降雨主要出现在华南沿海、东北地区和云南等地。随着副热带高压 加强北抬，引导大量暖湿气流北上，后天起江汉、江淮、江南、华南等地将先后迎来降雨。 中央气象台预计，今天，黑龙江西北部、西藏东南部、青海南部、云南东南部、台湾岛等地部分地区有 中到大雨，其中，台湾岛中南部等地部分地区有暴雨或大暴雨。 华北黄淮等地干热暴晒 江南华南等地闷热难耐 本周中后段，北方大部升温是主旋律，华北、黄淮和新疆等地干热暴晒模式持续，35℃及以上的高温天 气将逐渐增多增强。以吐鲁番盆地为核心的新疆高温区，高温强度更大，且持续时间长，吐鲁番、托克 ...

央视网消息：据中国天气网，端午假期（5月31日至6月1日），中东部较大范围降雨过程持续，长江中 下游等地将现强降雨，部分地区有大暴雨伴强对流，需警惕山体滑坡、泥石流等次生灾害。同时，东北 地区受冷空气影响迎降温，而华南多地高温冒头，需注意防暑。 端午假期中东部较大范围降雨过程继续 长江中下游部分地区有大暴雨 昨天，中东部新一轮较大范围降雨过程启程，甘肃南部、陕西中北部、山西北部和西部、河北西北部、 四川北部、云南西部和南部、西藏东南部等地部分地区出现中到大雨，云南贡山和大理，海南临高、琼 中和昌江等局地暴雨或大暴雨。 端午假期前两日，本轮降雨过程将进入核心影响时段，长江中下游局地有大暴雨伴强对流天气。今天， 西藏东南部、云南西部、重庆大部、贵州北部、湖北大部、湖南北部、江西北部、安徽中部和南部、江 苏西南部、浙江中北部等地部分地区有大到暴雨，其中，西藏东南部、云南西北部、安徽中南部、湖北 南部等地部分地区有大暴雨。 明天，西藏东南部、云南西部、四川南部、贵州南部和东部、广西北部、湖南大部、湖北南部和东部、 江西北部、安徽中部和南部、江苏南部、上海、浙江中部和北部、台湾岛等地部分地区有大到暴雨，其 中，西藏东南 ...