美国总统特朗普：正在推动达成贸易协议。 ...

美国总统特朗普：希望与印度全面取消贸易壁垒，预计将与印度达成贸易协议。 ...

【导读】贸易利好，美股新高 中国基金报记者 泰勒 兄弟姐妹们啊，今晚，美股纳指、标普500指数，创新高。 6月27日晚间，美股三大指数高开高走，道指涨近500点，纳斯达克指数、标普500指数盘中创下历史新高，这标志着美国股市今年 经历了一场 几乎难以置信的逆转 ——在克服了贸易动荡和地缘政治压力后，终于收复了2月份创下的历史高点。 | 最高: 43868.78 | 今开:43505.60 | 52周最高: 45073.63 | 量比: 1.23 | | | --- | --- | --- | --- | --- | | 最低: 43505.60 | 昨收:43386.84 | 52周最低: 36611.78 | 振幅:0.84% | | | 成交量: 2.52亿股 | | | | | | 分胴 五日 日K 周K 目K 季K 年K 120分 60分 30分 15分 5分 1分 | | | 区间统计 全屏显示 | | | 最新:43871.80 +484.96 +1.12% | | | | | | 43872.67 | | | | 1.1 | | 43751.21 | | | | 0.8 | | 4362975 ...

金十数据6月27日讯，据熟悉内情的人士透露，欧盟和美国相信能在7月9日的最后期限之前达成某种形 式的贸易协议。欧盟委员会主席冯德莱恩在周四的峰会上闭门告诉欧盟领导人，她有信心在最后期限前 达成协议，避免对经济造成损害的冲突升级。冯德莱恩说，特朗普政府本周分享了一份新提案。在讨论 过程中，与会领导人的基调发生了转变，许多人表示愿意接受贸易协议中某种程度的不平衡，以避免贸 易升级。据有关人士称，周四的领导人辩论并没有揭示出集团各国准备承受的不平衡程度。欧盟一直在 寻求达成一项互利协议，但将对任何最终结果进行评估，并在此阶段决定愿意接受的不对称程度。 消息称欧盟和美国有信心在最后期限前达成关税协议 ...

美国财长贝森特：我认为我们可以在美国劳动节之前完成贸易协议。 ...

美国财长贝森特：预计将有10项贸易协议。完成10或12项协议后，还有20项重要的协议。 ...

美国财长贝森特：第899条是抵御不公平税收的"武器"。 "非常接近"就税收法案中的州和地方税问题达成协议。 很多国家在最后期限前都感到压力。 卢特尼克称预计将有10项贸易协议。 完成10或12项协议后，还有20项重要的协议。 ...

Core Viewpoint - The article discusses significant progress in U.S. trade negotiations, particularly with ten major trade partners, including a potential agreement with India that could open its market to U.S. businesses [2][6][7]. Group 1: Trade Agreements - U.S. Commerce Secretary Wilbur Ross announced plans to reach agreements with ten major trade partners soon [3]. - Trump is preparing to finalize a series of trade agreements within two weeks to align with the upcoming expiration of the "reciprocal tariffs" 90-day grace period [4]. - The first ten trade deals will be categorized, with other partners following suit [5]. Group 2: U.S.-India Trade Relations - Trump indicated that a "very large" trade agreement with India is imminent, which aims to resolve key issues and break recent deadlocks [6][7]. - Indian trade officials are scheduled to meet with U.S. representatives to address differences and find common ground [8]. Group 3: EU-U.S. Trade Negotiations - The European Commission has received the latest U.S. trade proposal, but specific demands have not been disclosed [9]. - EU leaders are preparing for the possibility of not reaching a satisfactory agreement, while also emphasizing the need to protect European interests [10]. - A deadline of July 9 is critical for the EU to reach an agreement with the U.S., or face increased tariffs on nearly all exports to the U.S. [11]. Group 4: Divergent EU Positions - German Chancellor Merz urged swift resolution to avoid threats to key industries, acknowledging the complexity of reaching a comprehensive trade agreement in a short timeframe [12]. - French President Macron expressed that France cannot accept an unequal tariff agreement and supports a "quick and pragmatic" solution [12]. - The core challenges in EU-U.S. negotiations revolve around market access and rules in key industries, with U.S. demands perceived as unbalanced by EU officials [13]. Group 5: Future Negotiation Prospects - EU officials hope to at least reach a consensus on principle issues by the July 9 deadline, allowing for continued negotiations afterward [14].

Industry Investment Rating - The trend rating for coke is "sideways", and for coking coal is also "sideways" [1] Core Viewpoints - The end of the Iran-Israel conflict and the potential for a further Sino-US trade agreement in the near future are releasing external disturbance risks. Coking coal will return to its own logic. The short - term recommendation is to hold a light long position in J09 and gradually increase the position [5] - For coking coal, the spot price is stabilizing, and trading volume is gradually picking up. The start - up of mines and coal washing plants is increasing. For coke, the fourth round of spot price cuts has been implemented, and there is little room for further cuts. With the strengthening of coking coal, the cost support is gradually transmitted to coke, and the supply - demand margin of coke is improving [5] Summary by Directory Coking Coal Related Information - On June 26, White House officials stated that the US and China had reached an understanding on how to speed up the transportation of rare earths to the US [1] Spot and Futures - The price of Mongolian 5 main coking coal is reported at 868 yuan/ton (unchanged), the active contract is reported at 804.5 yuan/ton (+20.5), the basis is 83.5 yuan/ton (-20.5), and the 9 - 1 month spread is - 43 yuan/ton (+0.5) [1] Supply and Demand - The resumption of production at the mine end and the reduction of the capacity utilization rate of coking enterprises. The starting rate of 523 mines is reported at 84.49% (+0.78), the starting rate of 110 coal washing plants is reported at 61.34% (+3.2), and the productivity of 230 independent coking enterprises is reported at 73.42% (-0.54) [2] Inventory - Upstream inventory accumulates, and downstream inventory decreases. The clean coal inventory of 523 mines is reported at 499.15 million tons (+13.11), the clean coal inventory of coal washing plants is 237.39 million tons (-14.08), the inventory of 247 steel mills is 774.66 million tons (+0.68), the inventory of 230 coking enterprises is 665.65 million tons (-3.88), and the port inventory is 303.31 million tons (-8.71) [2] Coke Spot and Futures - The fourth round of spot price cuts has been implemented. The price of quasi - first - class coke at Tianjin Port is reported at 1220 yuan/ton (unchanged), the active contract is reported at 1387.5 yuan/ton (+36), the basis is - 76 yuan/ton (-36), and the 9 - 1 month spread is - 40.5 yuan/ton (+7.5) [3] Supply and Demand - Supply decreases, and demand slightly rebounds. The productivity of 230 independent coking enterprises is reported at 73.42% (-0.54), the capacity utilization rate of 247 steel mills is reported at 90.79% (+0.21), and the daily average pig iron output is 242.18 million tons (+0.57) [3] Inventory - Both upstream and downstream continue to reduce inventory, and the port inventory remains flat. The inventory of 230 coking enterprises is 80.93 million tons (-6.38), the inventory of 247 steel mills is 634.2 million tons (-8.64), and the port inventory is 203.11 million tons (+0.02) [3] Strategy Suggestion - The end of the Iran - Israel conflict and the potential for a Sino - US trade agreement in the near future are releasing external risks. Coking coal has shown a relatively strong trend. The short - term suggestion is to hold a light long position in J09 and gradually increase the position. In addition to the capital side, on the fundamental side, it is necessary to pay attention to whether there is any active production reduction behavior at the mine end [5]

Group 1 - Dow futures rose by 0.2%, while S&P and Nasdaq futures increased by 0.1% [1] - Kevin Hassett, Director of the White House National Economic Council, stated that a large number of trade agreements are pending [1] - The U.S. is very close to reaching a trade agreement with India [1]