拒绝对特朗普有关日本关税的言论置评。 日本内阁官房副长官青木一彦：美日关税谈判仍在真诚、积极地进行。 ...

1. Report Industry Investment Ratings There is no information provided regarding the report's industry investment ratings in the given content. 2. Core Views of the Report - Gold: Short - term price trends are volatile, and market fluctuations increase. US economic data and policy decisions influence its short - term rise and fall [14][15]. - Stock Index Futures: A - shares continue to rise with increased trading volume, and the next stage of incremental policies will determine whether market risk appetite can be further enhanced [2]. - Treasury Bond Futures: Bullish in July, but the probability of a trending market is not high. It is recommended to use a grid strategy and continue to hold the curve - steepening strategy [29]. - Steel: Steel prices are oscillating. While spot fundamentals are not under significant pressure, there are still medium - and long - term risks in external demand, so caution is advised regarding the height of the steel price rebound [4]. - Copper: Macro factors support copper prices, and short - term prices are likely to oscillate strongly due to repeated tariff expectations and increased LME squeeze - out expectations [5]. - Crude Oil: Prices are oscillating strongly, waiting for the results of the OPEC+ weekend meeting [6]. 3. Summaries by Directory 3.1 Financial News and Reviews 3.1.1 Macro Strategy (Gold) - News: Trump will not extend the July 9 tariff negotiation deadline; the US June ISM manufacturing PMI is 49; Powell cannot determine if a July rate cut is too early [12][13][14]. - Review: Gold prices rebound due to the weakening of the US dollar index, but short - term upward momentum is insufficient. The decision on a July rate cut depends on the June non - farm payroll report and inflation data [14]. - Investment Advice: Short - term price trends are volatile, and market fluctuations increase [15]. 3.1.2 Macro Strategy (Foreign Exchange Futures - US Dollar Index) - News: Powell expects tariffs to affect inflation this summer; the US Senate passes Trump's tax reform bill; Trump denies extending the tariff deadline [16][17][19]. - Review: Market risk appetite cools, and the US dollar index remains low in the short term [19]. - Investment Advice: The US dollar remains weak in the short term [20]. 3.1.3 Macro Strategy (US Stock Index Futures) - News: US June manufacturing activity is slightly better than expected; the number of job vacancies unexpectedly rises; Powell says tariffs will affect prices this summer [21][22][23]. - Review: The US economy shows resilience, and the market continues to wait for non - farm data. There are signs of overheating in market sentiment [23]. - Investment Advice: Be aware of the risk of a market correction [23]. 3.1.4 Macro Strategy (Stock Index Futures) - News: The added value of above - scale electronic information manufacturing from January to May increases by 11.1% year - on - year; the Central Financial and Economic Commission meeting emphasizes regulating low - price and disorderly competition among enterprises [24][25]. - Review: A - shares continue to rise with increased trading volume, and the next stage of incremental policies will determine market risk appetite [26]. - Investment Advice: It is recommended to allocate evenly among stock indices [27]. 3.1.5 Macro Strategy (Treasury Bond Futures) - News: The Caixin PMI in June is 50.4; the central bank conducts 131 billion yuan of 7 - day reverse repurchase operations [28][29]. - Review: Bullish in July, but the probability of a trending market is not high. It is recommended to use a grid strategy and continue to hold the curve - steepening strategy [29]. - Investment Advice: Long positions can be held, and it is advisable to pay attention to the strategy of buying on dips [30]. 3.2 Commodity News and Reviews 3.2.1 Agricultural Products (Soybean Meal) - News: The US processed 203.7 million bushels of soybeans in May [31]. - Review: The market is calm. Brazilian exports are expected to decline in June, and domestic downstream transactions are dull [32]. - Investment Advice: Short - term futures prices continue to oscillate. Pay attention to weather in US soybean - growing areas and Sino - US relations [33]. 3.2.2 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - News: Malaysia's palm oil production in June decreased by 0.65% month - on - month; Indonesia's palm oil exports in May increased by 53% year - on - year [34][35]. - Review: The oil market continues to oscillate. Malaysian palm oil inventory is expected to decline slightly in June, and Indonesian exports are expected to remain high in June [35]. - Investment Advice: Pay attention to production growth in producing areas and restocking in consuming areas. Also, watch the results of the US July 8 hearing [35]. 3.2.3 Agricultural Products (Sugar) - News: Only 3 sugar mills of Guangxi Nanhua have not cleared their inventories; the expected delivery volume of ICE July raw sugar is the lowest since 2014; sugar production in central - southern Brazil in the first half of June decreased by 22% year - on - year [36][37][38]. - Review: Sugar production in central - southern Brazil decreased due to rain, and there are uncertainties in future sugar production [38]. - Investment Advice: The external market is weak, which will drag down the domestic market, but domestic spot prices are firm. Zhengzhou sugar is expected to remain oscillating in the short term [39]. 3.2.4 Agricultural Products (Corn Starch) - News: Starch sugar prices are stable, with different trends in different varieties [40]. - Review: Starch enterprises are still in the red, and starch production is expected to gradually reduce to reduce inventory. Downstream demand may increase the operating rate of starch sugar [40]. - Investment Advice: It is recommended to wait and see due to complex influencing factors on the CS - C spread [41]. 3.2.5 Black Metals (Rebar/Hot - Rolled Coil) - News: The total land acquisition amount of key real - estate enterprises in the first half of the year increased by 33.3% year - on - year; China's heavy - truck sales in June increased by 30% year - on - year [42][43]. - Review: Steel prices are oscillating, with no significant pressure on the spot market, but medium - and long - term external demand risks remain [44]. - Investment Advice: It is recommended to use a rebound - hedging strategy for the spot market [45]. 3.2.6 Agricultural Products (Corn) - News: The auction of imported corn starts, with a high成交 rate and premium [45]. - Review: The auction reflects a shortage of spot inventory. If the balance sheet is as expected, the auction volume may not reverse the supply - demand situation [45]. - Investment Advice: It is recommended to wait and see for old - crop contracts. When the new - crop production situation is clearer, consider shorting the November and January contracts [45]. 3.2.7 Black Metals (Steam Coal) - News: The price of steam coal in northern ports is temporarily stable, and terminal inventory is relatively abundant [46]. - Review: High - temperature power consumption eases coal prices in the short term, and prices are expected to remain stable [46]. - Investment Advice: Coal prices are expected to remain stable in the short term due to high - temperature power consumption [46]. 3.2.8 Black Metals (Iron Ore) - News: The mining plan of the Sino Iron project is unconditionally approved [47][48]. - Review: Iron ore prices continue to oscillate weakly, with seasonal pressure on the fundamentals but no prominent contradictions [48]. - Investment Advice: Iron ore prices are expected to continue weak oscillations in July [48]. 3.2.9 Non - Ferrous Metals (Polysilicon) - News: The government emphasizes governing low - price and disorderly competition among enterprises [49]. - Review: The polysilicon fundamentals are not optimistic, but there have been significant policy changes recently [50]. - Investment Advice: Before leading enterprises jointly cut production, the fundamentals are bearish. It is recommended to continue holding the PS2508 - 2509 long - spread position [50]. 3.2.10 Non - Ferrous Metals (Industrial Silicon) - News: The production schedule of silicone continues to strengthen [51]. - Review: There are production changes in different regions, and the upper space of the disk is limited [51][52]. - Investment Advice: It is recommended to pay attention to short - selling opportunities on rebounds and manage positions carefully [52]. 3.2.11 Non - Ferrous Metals (Lithium Carbonate) - News: Semi - solid batteries are mass - applied in electric light trucks, and the Guangzhou Futures Exchange will accelerate the research and development of related varieties [53][54]. - Review: The demand in July is better than expected, driving the price to rise [54]. - Investment Advice: Short - term lithium prices are expected to oscillate strongly. It is recommended to avoid short positions or move them to LC2511 and pay attention to buying on dips. Also, consider the LC2509 - LC2511 long - spread position [54]. 3.2.12 Non - Ferrous Metals (Copper) - News: Russia's exports of basic metals to China have increased significantly; a new copper company is established; Chile's copper production in May increased month - on - month [55][57][58]. - Review: Macro factors support copper prices, and short - term prices are likely to oscillate strongly [58]. - Investment Advice: It is recommended to take a bullish approach unilaterally and wait and see for arbitrage [59]. 3.2.13 Non - Ferrous Metals (Lead) - News: Shanghai launches a subsidy program for electric bicycle trade - ins; battery prices are raised [60][61]. - Review: The short - term supply and demand are weak, but there is an expectation of strong supply and demand in the long term, and the price may rise [62][63]. - Investment Advice: Pay attention to buying on dips and potential Sell Put opportunities. Wait and see for the C - structure and consider external - internal reverse arbitrage [63]. 3.2.14 Non - Ferrous Metals (Zinc) - News: The LME zinc spread is at a discount; a zinc smelter strike ends; Peru's zinc concentrate production increased in April [63][64]. - Review: Zinc prices oscillate downward. Although the short - term macro sentiment is strong, the medium - term fundamentals are expected to be in surplus [64]. - Investment Advice: Wait and see unilaterally, consider positive arbitrage for spreads, and maintain the external - internal positive arbitrage idea in the medium term [64]. 3.2.15 Non - Ferrous Metals (Nickel) - News: Indonesia proposes an investment plan for nickel mines to the US [65]. - Review: LME and SHFE inventories decrease. The shortage of nickel ore eases, and raw material cost support weakens [66]. - Investment Advice: Pay attention to short - selling opportunities on rebounds as the medium - term fundamentals are bearish [67]. 3.2.16 Energy and Chemicals (Crude Oil) - News: API US crude oil inventories increase [68]. - Review: Oil prices oscillate strongly, waiting for the results of the OPEC+ meeting [68]. - Investment Advice: Short - term price oscillations are expected within a range [69]. 3.2.17 Energy and Chemicals (Styrene) - News: Sinopec lowers the listing price of pure benzene [70]. - Review: The short - term supply - demand structure of pure benzene is average, and the supply - demand of styrene is expected to weaken in the future [70][71]. - Investment Advice: Pay attention to the release rhythm of new pure benzene capacity, and price fluctuations depend on the oil end and supply disruptions [71]. 3.2.18 Energy and Chemicals (Caustic Soda) - News: The price of caustic soda in Shandong decreases, and the supply and demand situation is not optimistic [72][73]. - Review: The caustic soda market is oversupplied, and prices may continue to decline [73][74]. - Investment Advice: The rebound of the futures price is limited as the spot price decline has not ended [74]. 3.2.19 Energy and Chemicals (Bottle Chips) - News: Bottle chip factory export prices are mostly stable, and some are slightly lowered [75]. - Review: Bottle chip factories plan to cut production in July, and if implemented, inventory pressure will be relieved [77][78]. - Investment Advice: Pay attention to the opportunity of expanding the bottle chip processing margin by buying on dips [78]. 3.2.20 Energy and Chemicals (Pulp) - News: The price of imported wood pulp continues to decline [78]. - Review: The fundamentals of pulp are weak, and the market is expected to oscillate [78][79]. - Investment Advice: The market is expected to oscillate as the fundamentals remain weak despite the adjustment of deliverable pulp varieties [79]. 3.2.21 Energy and Chemicals (PVC) - News: The price of PVC powder in the domestic market decreases [80]. - Review: PVC futures oscillate after falling, and the short - term fundamentals change little [80]. - Investment Advice: The market is expected to oscillate as the short - term fundamentals change little [80]. 3.2.22 Energy and Chemicals (Carbon Emissions) - News: The closing price of CEA on July 1 decreases, and the carbon market enables one - way auction trading [81][82]. - Review: One - way auction trading improves market efficiency and liquidity [82]. - Investment Advice: It is recommended to wait and see due to large short - term fluctuations [82].

本期编辑 江佩佩 张嘉钰 特斯拉，一度狂泻超7%！美联储，释放降息新信号 商务部新闻发言人就美与有关国家关税谈判情况答记者问 SFC 21君荐读 特朗普表示，美方已经和日本打过交道，不确定是否会达成协议。特朗普表示，他可以对从 日本进口的商品征收"30%或35%或任何我们确定的数字"的关税，而这远高于他在4月2日宣布 的对日本商品的24%的关税税率。 来 源丨央视新闻 据央视新闻报道，当地时间7月1日，美国总统特朗普在"空军一号"总统专机上表示，他没有 考虑延长各国与美国谈判贸易协议的7月9日截止日期，并对与日本能否达成协议表示怀疑。 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普：不考虑延长7月9日关税谈判截止日期；怀疑能否与日本达成协议 万斯"一票破局"，美国参议院通过"大而美"法案 美联储主席鲍威尔：无法断言7月降息是否为时过早，不排除任何一次会议 特朗普：不想拥有电动汽车，因为可能会爆炸，"考虑驱逐"马斯克 美国财长贝森特：与印度的贸易协议"非常接近" 国家主席习近平主持召开中央财经委员会第六次会议 6月财新中国PMI重回临界点以上 市场盘点 周二，美元指数先跌后涨，盘中一度跌近96关口，随后在美盘前有所回升，但未能重回97上方，最终收跌0.14%，报96.64；基准的10年期美债收益率收报 4.2443%，2年期美债收益率收报3.785%。 因特朗普的"大而美法案"在参议院获得通过， 且7月9日的贸易关税暂停最后期限越来越近，市场避险需求上升。现货黄金日内涨超1%，盘中一度冲上3350 美元关口上方，最终收涨1.08%，收报3338.92美元/盎司；现货白银最终收跌0.2%，报36.01美元/盎司。 因投资者消化积极的需求 ...

Market Overview - The U.S. stock market showed mixed results with the Nasdaq down 0.82%, while the Dow Jones rose by 0.91% [5] - International gold prices increased, with spot gold rising by 1.06% to $3337.33 per ounce [7] - International oil prices also saw a slight increase, with WTI crude oil rising by 0.65% to $65.53 per barrel [8] Economic Policies and Developments - The Central Financial and Economic Committee of China emphasized the need to advance the construction of a unified national market, focusing on legal and regulatory measures to improve product quality and phase out outdated production capacity [10] - The U.S. Federal Reserve Chairman Jerome Powell acknowledged that the current tariff system creates uncertainty, which may delay interest rate cuts [6] Automotive Industry Performance - BYD reported a 17.5% year-on-year increase in June sales, totaling 382,600 new energy vehicles [22] - Leap Motor achieved a record high of 48,000 deliveries in June, marking a 138% year-on-year increase [22] - Xpeng Motors delivered 34,600 vehicles in June, a significant increase of 224% year-on-year [23] - NIO delivered 24,900 vehicles in June, reflecting a 17.5% year-on-year growth [26] Corporate Changes - Gree Group appointed "post-80s" Zhao Hui as the new chairman, succeeding "post-70s" Kang Hong, indicating a potential shift in corporate strategy [28] - Baidu announced the appointment of He Haijian as the new CFO, which may bring new perspectives to the company's financial management [30] Industry Trends - The photovoltaic glass industry is experiencing a collective production cut of 30% by major manufacturers, which is expected to help stabilize prices after a period of losses [15] - The competitive landscape in the new energy vehicle market is intensifying, with various companies adjusting strategies in response to sales fluctuations [27]

美国总统特朗普：不考虑延长7月9日关税谈判截止日期。 ...

据上观新闻报道，日本最新显示，石破内阁支持率为24%，与上一次调查结果基本持平。而对日本而 言，支持低于20 %意味着已进入"下台水域"，现在，石破茂的支持率正处于"危险水域"。距离"下台水 域"也就只有一步之遥了。对此，有日媒断言：如果执政联盟在7月举行的国会参议院选举中无法获得过 半数议席，那么石破茂可能失去首相职位。 有日媒在报道中指出，由于石破茂所属的自由民主党已沦为少数派执政党，其内阁运转遭遇诸多牵制。 此外，石破内阁还面临与美国关税谈判、抑制国内物价上涨等多重压力。而随着最新民调结果公开，意 味着石破茂已经面临下台危机。而就在石破茂面临绝境之际，美国却"恰到好处"地从他的背后来一刀。 美国总统日前表示，由于日本不进口美国汽车，日本汽车在美国应该被征收25%的汽车关税。 对此，《日经亚洲》作出报道形容，此话粉碎了日本想依靠"美国的可信赖盟友"这一关系而获得关税豁 免的希望。 显然，美国此举，无异于就是给本来就已"奄奄一息"的石破茂政治生涯"再来一刀"。要知道，日本当前 的军费还不及GDP的2%，国内各界就已经怨声载道了。在这一背景下，如果石破茂按照美国的要求将 军费达到"全球标准"，日本民众会饶得了 ...

Group 1 - The core viewpoint of the articles highlights the rising value of gold due to a weakening dollar, increasing uncertainty around U.S. trade agreements, and heightened expectations for interest rate cuts by the Federal Reserve [1][3] - Gold prices reached a three-day high of 3357.88, driven by global economic uncertainties and the market's anticipation of at least two rate cuts by 2025 [1] - The upcoming U.S. employment report is expected to influence U.S. Treasury yields, with potential implications for gold prices [1] Group 2 - Technical analysis indicates a bullish short-term trend for gold, with MACD showing a bottom divergence and prices moving above previous resistance levels [3] - The suggested trading strategy includes buying gold on dips around the 3330-3335 range, with a stop loss at 3327 and a target of 3350-3360 [4] - Market participants are advised to monitor geopolitical risks that may drive safe-haven demand for gold [3]

特朗普设定的7月9日关税大限临近，特朗普向日本施压，试图在截止日期前快速达成协议，日本谨慎的 贸易谈判策略正面临严峻考验。依赖美国提供贸易和安全保障的日本选择温和路线，但这一策略迄今未 能取得突破性进展。 据媒体周二报道，日本首席贸易谈判代表赤泽亮正最新一轮访美未能与财政部长贝森特会面，仅与商务 部长卢特尼克进行了有限接触。新华社此前报道称，特朗普6月29日在接受美国福克斯新闻频道采访时 指出，美日贸易"不公平"，可能会向日本发函，"日本将不得不支付25%的汽车关税"。 据新华社，美国政府目前对进口汽车加征25%关税，日本在日美关税谈判中呼吁取消，但美方并不情 愿，谈判举步维艰。分析人士指出，随着7月20日日本参议院选举临近，日本方面在农产品关税等敏感 议题上让步空间有限。日本政府陷入美国期待与国内选举压力的两难境地。 谈判陷入僵局 日方频繁访美收效甚微 赤泽亮正近几个月已七次访问华盛顿，但最新一轮谈判成果有限。据媒体报道，他在6月27日与卢特尼 克磋商约一小时，次日再次电话交流，但未能与关键谈判负责人贝森特及美国贸易代表格里尔会面，便 于29日返回日本。 "大多数时候我从羽田机场起飞时都没有确定的会议安排， ...

若就业数据呈现超预期韧性，金价或维持震荡偏弱走势。中长期而言，美国大型减税法案导致的财政赤字 抬高以及美元信用受损仍利多金价，联储官员发言基调转鸽，提振白银工业属性，银价或具备更强的韧性 免责声明 。短期注意回调风险，沪金2508合约关注区间：760-790元/克；沪银2508合约关注区间：8700-9000元/千 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 贵金属产业日报 2025-07-01 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪金主力合约收盘价(日,元/克) | 776.1 | 8.52 沪银主力合约收盘价(日,元/千克) | 8810 | 48 | | | 主力合约持仓量:沪金(日,手) | 167465 | 11644 主力合约持仓量:沪银(日,手) | 264724 | -12978 | | | 沪金主力前20名净持仓(日,手) | 140014 | 4967 沪银主力前20名净持仓(日,手) | ...