据伊朗媒体：霍尔木兹海峡仍在运行。 ...

其他船型的运价指数呈现分化态势。6月13日，巴拿马型船运价指数上涨1.89%报1401点。5月14日以来，该指 数累计上涨6.5%。巴拿马型船舶通常运载6万至7万吨的煤炭或谷物。 运价指数持续上涨！ 6月13日，波罗的海干散货指数（BDI指数）上涨3.36%，报1968点，创出去年10月初以来新高。最近一个月， BDI指数累计涨幅达到54%。 此外，德路里世界集装箱运价指数（WCI）本周（截至6月12日）环比上周保持稳定，约为3543美元/FEU。过 去四周，德路里世界集装箱运价指数飙升59%，这源于中美关税90天缓冲期的举措，使得跨太平洋东行货运量 得以迅速回升。 值得关注的是，"大杀器"或许还在后面，随着中东紧张局势加剧，市场担心伊朗可能封锁霍尔木兹海峡来报 复。有分析指出，如果以色列和伊朗的冲突持续升级导致霍尔木兹海峡航运中断，油价可能会被推至每桶120 美元。 BDI指数一个月上涨54% 6月13日，波罗的海干散货指数（BDI）涨3.36%，报1968点。本周，BDI指数累计上涨20.51%。最近一个月， BDI指数累计涨幅达54%。 海岬型船运价指数的上涨，成为推动BDI指数上行的主要因素。6月13 ...

文件显示：希腊船东被敦促提供通过霍尔木兹海峡船只的详细信息。 ...

Group 1 - Israel has launched a military operation named "Lion's Rise" targeting Iran's nuclear capabilities and military assets [1][3] - The operation includes airstrikes on key Iranian military bases, the assassination of high-ranking military officials, and attacks on nuclear research facilities [1][3] - The Israeli government has declared a state of emergency and closed its airspace, while also relocating key officials to secure locations [1][4] Group 2 - The U.S. has convened a national security meeting to discuss the situation, while also withdrawing some embassy personnel from Iraq and the Middle East [4] - Market reactions include a significant rise in oil prices, a spike in gold prices, and a drop in U.S. stock futures [4] - The potential for Iranian retaliation and its impact on global oil supply, particularly through the Strait of Hormuz, is a key concern for financial markets [4]

// 债市综述 // 央行公告称，6月12日以固定利率、数量招标方式开展了1193亿元7天期逆回购操作，操作利率1.40%，投标量1193亿元，中标量1193亿元。Wind数据显 示，当日1265亿元逆回购到期，据此计算，单日净回笼72亿元。 （*数据来源：Wind-央行动态PBOC） 2. 资金面 存款类机构隔夜质押式回购利率微幅上行，目前位于1.37%附近，七天质押式回购利率上行超1个bp。 （IMM） 1. 公开市场操作 海外方面，最新美国隔夜融资担保利率为4.28%。 （*数据来源：Wind-国际货币资金情绪指数、资金综合屏） 3. 同业存单 全国和主要股份制银行一年期同业存单最新成交在1.67%附近，较上日变化不大。 （*数据来源：Wind-同业存单-发行结果） 4. 银行间主要利率债收益率 | （*数据来源：Wind-成交统计BMW） | | --- | 5. 近期城投债（AAA）各期限利差走势及数据 （*数据来源：Wind-利差分析） 6. 国债期货收盘多数下跌 2年期主力合约跌0.01% （*数据来源：Wind-国债期货） // 要闻资讯 // 1、外交部就中美经贸磋商机制首次会议答记者问称， ...

为深化两岸金融领域融合发展，近日，中国人民银行、国家外汇局联合印发《关于金融支持福建探索海 峡两岸融合发展新路建设两岸融合发展示范区的若干措施》（下称《若干措施》）。其中提出，支持建 设多层次两岸金融市场，鼓励更多台资企业参与大陆金融市场发展。 《若干措施》要求，强化跨境金融风险监测与防控。加强外汇形势及跨境资金流动监测评估，密切关注 跨境资金流动边际变化、结构性变化及发展趋势，强化预期引导，防范风险跨区域、跨市场、跨境传递 共振。持续跟踪监测风险，综合运用现场核查、风险提示等多种方式，及时妥善处置相关风险。 下一步，中国人民银行、国家外汇局将推动《若干措施》各项政策措施落实落细，进一步加大金融支持 海峡两岸融合发展力度，为两岸融合发展示范区建设提供有力的金融支撑。 （文章来源：期货日报网） 《若干措施》提出，台资企业在福建开展再投资依法参照外商投资企业境内再投资免登记，外债、境外 上市外汇登记由银行直接办理。台资企业在福建开展境内股权再投资时，被投资企业或股权出让方无需 办理接收境内再投资登记。符合条件的非金融企业债务人外债签约（变更）登记，以及非金融企业境外 上市外汇登记及变更、注销登记由银行直接办理。 ...

Core Viewpoint - The new measures introduced by the People's Bank of China and the State Administration of Foreign Exchange aim to provide financial support for Taiwanese enterprises in Fujian, enhancing their high-quality development and facilitating cross-strait integration [1][2]. Group 1: Financial Support Measures - The measures include 12 policy initiatives focused on optimizing the financial ecosystem for cross-strait interactions, supporting Taiwanese businesses in mainland China, and enhancing cross-border trade and investment facilitation [1]. - Key areas of focus are improving financial regulation, preventing financial risks, and promoting high-level openness in cross-border trade in cities like Fuzhou, Xiamen, and Quanzhou [1]. Group 2: Capital Market Opportunities - The upgrade of the "Taiwan-funded Board" at the Straits Equity Exchange Center is expected to provide a more diverse and efficient financing platform for Taiwanese enterprises, enhancing their ability to list on the mainland [1]. - This initiative aims to align the capital market rules of Taiwanese enterprises with international standards, significantly improving the feasibility and transparency of their listings [1]. Group 3: Call to Action for Taiwanese Enterprises - Taiwanese enterprises are encouraged to seize this policy opportunity by preparing for listings, improving corporate governance, and enhancing compliance and information disclosure [2]. - There is an expectation for local financial regulatory bodies in Fujian to streamline processes and strengthen services to support the upgraded "Taiwan-funded Board" [2].

Group 1 - Chinese Premier Li Qiang expressed willingness to strengthen cooperation with the European Central Bank on international monetary system reforms, emphasizing China's proactive macro policies to boost domestic demand and consumption [1] - The Chinese government is committed to expanding openness and sharing development opportunities with other countries [1] Group 2 - The Chinese Foreign Ministry and Ministry of Commerce responded to claims by Trump regarding an agreement on rare earth exports, emphasizing the importance of mutual compliance with the consensus reached by the leaders of both nations [2] - China is reviewing export license applications for rare earths and has approved a certain number of compliant applications, indicating a responsible approach to international trade [2] Group 3 - The People's Bank of China and the State Administration of Foreign Exchange announced measures to enhance financial support for cross-strait integration development, including pilot programs for cross-border trade and investment facilitation [3] - The measures aim to innovate social capital cooperation and encourage Taiwanese enterprises to participate in the mainland's financial market [3] Group 4 - Ant Group's international division plans to apply for a stablecoin issuer license in Hong Kong, indicating a growing interest in the stablecoin market [4] - The company is accelerating investments and collaborations in global treasury management, focusing on AI, blockchain, and stablecoin innovations [4] Group 5 - The banking sector saw significant activity, with several banks reaching historical highs, indicating strong investor interest [7] - The pharmaceutical sector also emerged as a key area for new high stocks, with a notable percentage of stocks achieving record highs [7] Group 6 - The U.S. stock market experienced a decline, with Boeing shares dropping over 4% following a tragic incident involving an Indian Airlines aircraft [8][9] - The UK economy reported its most severe contraction in 18 months, leading to increased expectations for interest rate cuts by the Bank of England [10][11] Group 7 - The Guangxi government announced a plan to support the replacement of old vehicles and home appliances, expanding the scope of subsidies for various consumer goods [13] - Investment opportunities are identified in the white goods sector, with companies like Haier, Midea, and Gree being highlighted for their growth potential [14]

中国人民银行 国家外汇局联合印发《关于金融支持福建探索海峡两岸融合发展新路 建设两岸融合发展 示范区的若干措施》 为贯彻落实中共中央、国务院《关于支持福建探索海峡两岸融合发展新路 建设两岸融合发展示范区的 意见》，深化两岸金融领域融合发展，近日，中国人民银行、国家外汇局联合印发《关于金融支持福建 探索海峡两岸融合发展新路 建设两岸融合发展示范区的若干措施》（以下简称《若干措施》）。 《若干措施》着眼两岸融合发展示范区建设，支持福建探索海峡两岸融合发展新路，助力两岸交流交往 交融。《若干措施》从优化两岸共同"生活圈"金融生态、服务台胞台资企业登陆第一家园建设，支持在 福州、厦门、泉州开展跨境贸易高水平开放试点，支持资本项下跨境投融资便利化，全面加强金融监 管、有效防范化解金融风险等四方面提出12条政策措施，对持续深化两岸融合发展示范区建设、推进 金融高水平开放具有重要意义。 下一步，中国人民银行、国家外汇局将推动《若干措施》各项政策措施落实落细，进一步加大金融支持 海峡两岸融合发展力度，为两岸融合发展示范区建设提供有力的金融支撑。 附件： 中国人民银行 国家外汇局关于金融支持福建探索海峡两岸融合发展新路 建设两 ...

为加大金融支持海峡两岸融合发展力度，中国人民银行、国家外汇局近日联合印发《关于金融支持福建探索海峡两岸融合发展新路建设两岸融合发展示范 区的若干措施》(下称《若干措施》)。 《若干措施》鼓励审慎合规银行自主办理试点优质企业真实合规的新型跨境贸易外汇收支业务；允许审慎合规银行直接为试点优质企业办理货物贸易特殊 退汇业务，企业无须事前在所在地外汇管理部门登记。 着眼两岸融合发展示范区建设，《若干措施》提出四方面12条政策措施，包括提升境外来闽人员支付服务水平，进一步便利经常项目外汇资金收付，支持 银行优化新型跨境贸易结算等。《若干措施》还提出将推动更多符合条件的在闽优质台资企业在大陆上市，鼓励更多台资企业参与大陆金融市场发展。两 部门强调，将进一步加大金融支持海峡两岸融合发展力度，为两岸融合发展示范区建设提供有力的金融支撑。 为优化两岸共同"生活圈"金融生态，服务台胞台资企业登陆第一家园建设，《若干措施》允许福建省内银行为台胞在闽合法合规商品房交易相关款项办理 跨境人民币收付业务，福建省内银行可在"展业三原则"基础上，为台胞办理商品房交易相关的跨境人民币收付款及境内支付业务。 《若干措施》支持在福建开展境外人员境 ...