本报特约记者 李 好 本报记者 李迅典 日本政府在21日的内阁会议上批准了一项规模达21.3万亿日元（100日元约合4.7元人民币）的全面经济 方案，以提振该国放缓的经济，并为受通胀影响的消费者提供支持。据日媒报道，这是疫情暴发以来日 本政府规模最大的经济刺激措施。 应对持续43个月的通胀 这项以应对物价上涨为核心的一揽子经济政策整体规模达21.3万亿日元，其中包 括17.7万亿日元的一般账户支出（较去年同期的13.9万亿日元大幅增长27%）、2.7万亿日元的减税措施 以及9000亿日元的专项账户支出。 为应对不断上涨的通胀，该计划提出，编制2万亿日元预算用于扩大地方优先支援补助金，各地方政府 可自主规划这笔资金的使用。其中4000亿日元以大米兑换券、优质购物券等形式为每人提供约3000日元 的补贴。并拨款5000亿日元，用于补贴居民明年头三个月的电费和燃气费。 鉴于日本本已沉重的债务负担——据国际货币基金组织预测，今年日本政府债务总额预计将达到其经济 总量的230%，多位专家指出，日本已几乎没有继续实施财政扩张的空间，此时推出大规模举债支出计 划，时机并不恰当。 德意志银行全球外汇研究主管乔治·萨拉维洛斯警 ...

Group 1: Commodity Market Overview - The domestic commodity market showed significant differentiation on July 1, with the shipping index for European routes rising over 7%, while industrial silicon fell over 4% [1][3] - The China Securities Commodity Futures Price Index closed at 1379.05 points, up 2.58 points or 0.19% from the previous trading day [1] - The shipping index for European routes reported a 9.6% increase, reaching 2123.24 points, supported by airlines adjusting freight rates and positive market expectations for July [3] Group 2: Precious Metals - The market's increased expectations for a Federal Reserve rate cut led to a weaker dollar, resulting in a continuous rebound in spot gold prices, with both Shanghai gold and silver rising over 1% [4] - The ongoing concerns regarding Trump's tariff policies are providing additional support for gold prices, as global public debt continues to expand [4] Group 3: Industrial Silicon and Related Commodities - Industrial silicon prices fell over 4%, with production cuts from major northern manufacturers and a potential decrease in electricity prices in southern regions [5] - The supply side remains under pressure despite some production cuts, as smaller furnaces in southern regions are resuming operations, maintaining high inventory levels [5] - Focus on coal futures also showed a decline of over 3%, with expectations of increased production from various coal mines in Shanxi as environmental inspections conclude [5] Group 4: Glass Market - Glass prices dropped over 3%, with production resuming at several facilities, including a significant plant in Shandong [6] - Despite slight inventory reductions in some regions, overall demand remains weak, keeping glass prices under pressure [6]