Key Points Summary 1. Report Industry Investment Ratings - Index futures: Long on dips [1] - Treasury bonds: Range-bound [1] - Gold and silver: Bullish with dips for buying or selling out-of-the-money put options [1] - Non-ferrous metals (copper): Range-bound [4] - Non-ferrous metals (aluminum and alumina): Range-bound for alumina, bearish for aluminum [4] - Non-ferrous metals (nickel): Range-bound, option strategies preferred [4] - Lithium carbonate: Bearish [4] - Silicon energy: Bearish [6] - Steel and ore: Bearish for rebar, hot-rolled coil, and iron ore [6] - Coking coal and coke: Bearish [8] - Soda ash and glass: Bearish [8] - Crude oil: Bearish with an eye on geopolitical resistance [8] - Methanol: Bearish [10] - Polyolefins: Bearish [10] - Cotton: Range-bound [10] - Rubber: Bearish [10] 2. Core Views - The A-share market is building a long-term investment environment, with limited downside risk and increasing allocation value, but short-term fundamentals and policies lack significant positives [1] - The bond market remains cautious due to uncertain domestic economic expectations and a lack of new positives [1] - Gold prices are bullish in the long term, with short-term fluctuations driven by risk aversion [1] - Non-ferrous metal prices are affected by US tariffs and policy uncertainties, with supply constraints and cautious demand [4] - The lithium carbonate market has a clear supply surplus and weak demand, with prices likely to remain low [4] - The silicon energy market has weak demand and potential inventory accumulation, with prices expected to be low [6] - The steel and ore market has poor demand expectations and slow supply reduction, with prices under pressure [6] - The coking coal and coke market has a supply surplus and weak demand, with prices likely to decline [8] - The soda ash and glass market has increasing supply and weak demand, with prices remaining bearish [8] - Crude oil prices are affected by geopolitical risks and OPEC+ production increases, with short-term focus on resistance [8] - Methanol prices are under pressure due to increasing supply and weak demand, despite potential port restrictions [10] - Polyolefin prices are likely to decline due to new capacity and weakening demand [10] - Cotton prices are range-bound, with attention on weather and macro changes [10] - Rubber prices are bearish due to increasing supply and weak demand [10] 3. Summary by Category Index Futures - Monday's A-share market opened low and closed high, with low trading volume and sector rotation [1] - Tariff policy uncertainties suppress market sentiment, but policy support and long-term investment environment construction limit downside risk [1] - Strategy: Long on dips [1] Treasury Bonds - Yesterday's bond futures were range-bound, with most contracts slightly down and some slightly up [1] - May's Caixin PMI was average, and the market remains cautious due to uncertain domestic economic expectations and a lack of new positives [1] - Strategy: Range-bound trading [1] Precious Metals - Gold prices are bullish in the long term, with short-term fluctuations driven by risk aversion [1] - Silver follows gold, with a high gold-silver ratio [1] - Strategy: Buy on dips or sell out-of-the-money put options [1] Non-Ferrous Metals - Copper prices are affected by US tariffs and policy uncertainties, with supply constraints and cautious demand [4] - Aluminum and alumina prices are affected by US tariffs and supply uncertainties, with prices expected to be low [4] - Nickel prices are range-bound, with weak fundamentals and policy uncertainties [4] - Strategy: Range-bound trading or option strategies [4] Lithium Carbonate - The lithium carbonate market has a clear supply surplus and weak demand, with prices likely to remain low [4] - Strategy: Bearish trading [4] Silicon Energy - The silicon energy market has weak demand and potential inventory accumulation, with prices expected to be low [6] - Strategy: Bearish trading [6] Steel and Ore - Rebar, hot-rolled coil, and iron ore prices are under pressure due to poor demand expectations and slow supply reduction [6] - Strategy: Bearish trading or option strategies [6] Coking Coal and Coke - The coking coal and coke market has a supply surplus and weak demand, with prices likely to decline [8] - Strategy: Bearish trading [8] Soda Ash and Glass - The soda ash and glass market has increasing supply and weak demand, with prices remaining bearish [8] - Strategy: Bearish trading or arbitrage strategies [8] Crude Oil - Crude oil prices are affected by geopolitical risks and OPEC+ production increases, with short-term focus on resistance [8] - Strategy: Range-bound trading [8] Methanol - Methanol prices are under pressure due to increasing supply and weak demand, despite potential port restrictions [10] - Strategy: Bearish trading [10] Polyolefins - Polyolefin prices are likely to decline due to new capacity and weakening demand [10] - Strategy: Bearish trading [10] Cotton - Cotton prices are range-bound, with attention on weather and macro changes [10] - Strategy: Range-bound trading [10] Rubber - Rubber prices are bearish due to increasing supply and weak demand [10] - Strategy: Bearish trading [10]

在排查现场，供电所员工李志明、闫磊时而手持望远镜仔细查看高处的警示牌，时而俯身检查地面标识 牌的稳固性。"这块警示牌都要'躺平'了，咱们得把它给扶正了。"李志明指着鱼公路边一块歪斜的电力 警示牌说道。由于常年经受风吹、日晒、雨淋等环境因素影响，部分标示牌出现倾倒、锈蚀、模糊、掉 落、皱裂等现象,有的电力警示标志已经失去应有的警示作用。 截至目前,该公司已添补维修警示标志22处，重新粉刷安全警示标志17处,消除安全隐患9处,发放安全用 电手册700余份。接下来，国网承德县供电公司将持续以安全生产月为契机，以 "绿色希冀"品牌服务 为引领，跟踪督办，限期整改，切实抓好安全警示标志管理工作，为迎峰度夏线路安全稳定运行保驾护 航。（尹玺娜） 同时，安全宣传工作同步推进。工作人员走村串户，将安全用电知识宣传单递到村民手中，在村口广 场、超市门口等人员密集处,开辟 "绿色希冀・安全同行" 安全生产月主题宣传栏，张贴色彩鲜艳的宣传 标语，用图文并茂、通俗易懂的方式，详细解说日常用电中应注意的安全事项。 在全国第24个 "安全生产月" 期间，围绕 "人人讲安全、个个会应急" 的活动主题，6月3日，国网承德 县供电公司头沟供电 ...

同时，该省将通过河南主流媒体开展重大事故隐患案例集中曝光，在微博开设"身边安全隐患我来找"互 动话题。各地要开设"隐患曝光台"专栏，集中曝光安全生产问题隐患和典型案例。 为鼓励广大群众积极参与安全生产监督，河南省应急管理厅、河南省交通运输厅、河南省消防救援总队 等六部门联合对《河南省安全生产领域举报奖励办法》进行了修订。 其中，详细列明了危化、非煤矿山、工贸、交通、特种设备、住房建设、消防等7个领域、150多种举报 情形，增强举报指引性，筑牢安全生产人民防线。 通报称，今年"安全生产月"期间，河南将开展安全隐患排查、隐患辨识科普、消除隐患演练、问题隐患 曝光等多项行动。将聚焦矿山、危化和群众身边潜在安全隐患，形成风险清单、建立隐患地图。安全生 产专业应急救援力量将指导基层单位开展模拟演练，学校、医院、社区、商超等重点单位场所组织相关 人员广泛开展应急演练。 在第24个全国"安全生产月"即将到来之际，河南省政府新闻办30日召开新闻发布会通报，该省将在"安 全生产月"期间开展"问题隐患曝光行动"，要求各地开设"隐患曝光台"专栏集中曝光典型案例。 今年6月是第24个全国"安全生产月"，主题为"人人讲安全、个个会应急 ...