证券日报网讯京基智农8月5日在互动平台回答投资者提问时表示，公司根据自身战略规划、各区域市场 情况合理安排生产计划，有关具体经营情况敬请关注公司对外披露的公告。 （文章来源：证券日报） ...

Core Viewpoint - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs and the Ministry of Water Resources, has allocated 1.015 billion yuan to support disaster relief efforts in agriculture and water management in response to recent floods and droughts [1] Group 1: Disaster Relief Funding - A total of 1.015 billion yuan has been designated for disaster relief, focusing on areas affected by floods and droughts [1] - The funding aims to assist regions such as Beijing, Hebei, Inner Mongolia, and Guangdong in post-flood recovery efforts, including crop replanting and repair of agricultural and water infrastructure [1] - For drought relief, support will be provided to Shandong, Henan, and Hubei, focusing on measures such as fertilization, irrigation, and drilling new wells [1]

证券日报网讯华英农业（002321）8月5日在互动平台回答投资者提问时表示，截至7月31日，公司股东 户数为44420户。 ...

Core Viewpoint - The central government has allocated 1.015 billion yuan for disaster relief in agriculture and water management to support affected regions in responding to floods and droughts, aiming to accelerate the recovery of agricultural production [1] Group 1: Disaster Relief Funding - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs and the Ministry of Water Resources, has issued a total of 1.015 billion yuan for disaster relief [1] - The funding will support disaster recovery efforts in regions such as Beijing, Hebei, Inner Mongolia, and Guangdong, focusing on crop replanting, drainage of waterlogged fields, and the repair of agricultural and water infrastructure [1] - In addition, the funding will assist Shandong, Henan, and Hubei in drought relief efforts, emphasizing measures like fertilization, irrigation, and the drilling of new wells [1]

贾伊斯瓦尔还表示，印度的进口旨在确保印度消费者能够负担得起产品，这是当前世界形势下的必然选 择。 据报道，美印双方近期举行多轮贸易谈判，但印度一直拒绝按美国要求的给予美方农业和乳业关税优 惠。根据美国7月31日公布的对69个贸易伙伴关税税率，印度输美商品将被征收25%关税。 （文章来源：新华社） 美国总统特朗普4日在社交媒体发文称，由于印度购买大量俄罗斯石油并借此获利，美国将大幅提高对 印度产品征收的进口关税。对此，贾伊斯瓦尔当天在一份声明中称，俄乌冲突爆发后，美国积极鼓励印 度与俄罗斯开展贸易，以"加强全球能源市场稳定"。声明说，美方针对印度的行动"不公正、不合理"， 印度"将采取一切必要措施维护国家利益和经济安全"。 新华财经新德里8月5日电印度外交部发言人贾伊斯瓦尔4日表示，美国针对印度的做法既不公正也不合 理，印度将采取一切必要措施维护国家利益和经济安全。 ...

凝心聚力启新程，奋楫笃行向未来。连日来，市委十三届九次全会精神在全市干部群众中持续引发 热烈反响。 如何在推进高质量发展中勇担使命？如何不折不扣抓好落实？全市广大干部群众思想统一、目标一 致：要牢牢扭住高质量发展建设共同富裕示范区这一核心任务，忠实践行"八八战略"，大力弘扬"六 干"作风，扎实推进"十项重大工程"，全力以赴完成全年经济社会发展目标任务，奋力打造高质量发展 建设共同富裕示范区城市范例。 抢抓机遇 乘势而上 在现代化建设新征程上赢得先机、进一步走在前列，靠的是前瞻布局的战略视野与锐意进取的创新 突破。 "本次全会的召开，明确了加快建设更高水平创新活力之城、因地制宜发展新质生产力的目标，为 全市社会工作发展提供了重要指引，令人倍感振奋。"市委社会工作部部长、两新工委书记陈建华表 示，今年以来，市委社会工作部紧扣省委"132"总体部署和市委中心大局，全力推进"小哥友好城市"建 设、健全完善"141"基层治理体系、打造"最暖杭州"志愿服务品牌等重点工作。接下来，将认真贯彻落 实全会精神，坚持大兴学习、大抓落实、大力创新，高质量履行工作职责，聚焦新质生产力发展、城市 治理体系和治理能力现代化，重点把握新经 ...

gtaxinstitute@essence.com.cn (原油) 隔夜国际油价回落，布伦特10合约跌1.21%。0PEC+9月进一步增产54.7万桶/天的指引令油市四季 度面临更大的供需宽松压力,但8月8日美国设定的俄乌协议截止日前俄油制裁风险、伊朗油制裁风 险以及仍处旺季的油品需求对油市构成支撑。本周油价回调后仍面临俄油二级制裁引发的上行风 险，另关注8月12日到期日前中美对等关税延期的落地情况。 (责金属) 隔夜贵金属保强震荡。上周非农引发美国数据真实性和经济前景担忧，利率市场预计9月美联储将重 启降息。美国经济的不断验证下市场情绪面临反复，责金属震荡趋势中维持回调买入思路。 【铜】 隔夜伦铜走高，智利涉事地下铜矿需提交四份文件方能复产，市场预计下半年供损率提升。沪铜夜 盘震荡在MA60日均线位置,周一社库增至13.59万吨。情绪上,市场继续评估关税风险。空单持 有。 (铝) 隔夜沪铝小幅回落。周一铝锭社库较上周四继续增加2万吨，现货维持贴水。铝锭连续两周顺畅累 库，淡季表观消费同比降幅明显，需求负反馈进一步显现。沪铝持仓从70万手回落至60万手以下， 短期或承压震荡,关注20200元附近支撑。 (铸造 ...

1. Report Industry Investment Ratings - No specific industry investment ratings are provided in the report. 2. Core Views of the Report - **Financial Futures**: The domestic economy is under downward pressure and has entered a policy observation period. Overseas, it's an inflation observation period, and the Fed's interest - rate cut expectations are volatile. The RMB exchange rate is expected to be supported in the 7.15 - 7.23 range. The stock market is expected to be volatile, and it's recommended to wait and see. The bond market is suitable for band - trading. The EC in the shipping market is expected to be volatile and decline [1][2][3][4][6]. - **Commodities**: Precious metals are expected to stop falling and rise, and it's recommended to buy on dips. Copper is recommended to hold cash and wait. Aluminum is expected to be under pressure and fluctuate, alumina is expected to be weak, and cast aluminum alloy is expected to fluctuate. Nickel and stainless steel are expected to be volatile in the short term. Tin is expected to decline slightly, and it's recommended to hedge inventory. Lithium carbonate is expected to be in a wide - range shock. Industrial silicon and polysilicon are expected to enter a shock range. Rebar and hot - rolled coils have limited upward and downward space. Iron ore is expected to be strong. Coking coal and coke have short - term callback pressure but are not pessimistic in the long term. Ferrosilicon and ferromanganese are recommended not to be overly pessimistic [11][12][14][15][16][18][19][22][24][26][28]. - **Energy and Chemicals**: Crude oil is under supply - surplus risk and has limited upward space. LPG supply and demand remain loose. It's recommended to expand the TA processing fee at low levels. MEG and bottle chips are expected to fluctuate in a range. Methanol's short - term fundamentals are weak. PP is expected to return to a weak and volatile pattern. PE is expected to be volatile in the short term and wait for demand recovery. Pure benzene and styrene are recommended to narrow the price difference. Fuel oil is weak, and low - sulfur fuel oil is affected by crude oil and falls. Urea's 09 contract is expected to be volatile and weak. Soda ash has a pattern of strong supply and weak demand. Glass is in a weak - balance state and will move towards the delivery logic. Caustic soda needs to pay attention to the delivery logic and supply - side pressure [32][34][35][38][39][40][42][43][44][45][46][47][49][50][53][54][55][56][57][58][60]. - **Agricultural Products**: For oilseeds, it's recommended to go long on the far - month contracts. Vegetable oils are expected to be weak and adjust, with soybean oil being relatively stronger. Corn and starch are expected to be in a narrow - range shock and decline slightly [67][68][69][70][71][72]. 3. Summaries by Relevant Catalogs Financial Futures - **Macro**: Domestically, the manufacturing PMI has declined, and the economy is under downward pressure. Overseas, the Fed's interest - rate cut expectations are affected by non - farm data and inflation [1][2]. - **RMB Exchange Rate**: The RMB exchange rate is affected by the weakening of the US dollar and the central bank's guidance, and it's expected to be supported in the 7.15 - 7.23 range [3][4]. - **Stock Index**: The stock market is expected to be volatile due to the lack of a continuous leading sector and short - term positive factors [5][6]. - **Treasury Bonds**: The decline of treasury bond futures in the afternoon is affected by the A - share market and false news. It's recommended for band - trading [6][7]. - **Shipping (EC)**: Affected by US tariffs and spot quotes, the EC is expected to be volatile and decline [9][10]. Commodities - **Precious Metals**: Gold and silver prices rose due to the recovery of the Fed's interest - rate cut expectations, and they are expected to stop falling and rise [11]. - **Copper**: Copper prices are affected by the US dollar index, and it's recommended to hold cash and wait [12][13]. - **Aluminum Industry Chain**: Aluminum is under pressure and fluctuates, alumina is weak, and cast aluminum alloy is in a shock state [14][15]. - **Nickel and Stainless Steel**: They are expected to be volatile in the short term [15][16]. - **Tin**: Tin prices are expected to decline slightly due to the weakening of the US dollar index [17][18]. - **Lithium Carbonate**: It's expected to be in a wide - range shock due to supply - side disturbances [18][19]. - **Industrial Silicon and Polysilicon**: They are expected to enter a shock range, and it's recommended to pay attention to the callback buying opportunity for industrial silicon [19][20]. - **Rebar and Hot - Rolled Coils**: They have limited upward and downward space due to unclear driving factors [22][23]. - **Iron Ore**: It's expected to be strong due to good fundamentals and high demand [24][26]. - **Coking Coal and Coke**: They have short - term callback pressure but are not pessimistic in the long term [27][28]. - **Ferrosilicon and Ferromanganese**: They are recommended not to be overly pessimistic as the market sentiment has cooled but the fundamentals are supported [29][30]. Energy and Chemicals - **Crude Oil**: It's under supply - surplus risk and has limited upward space due to weakening seasonal demand [32][34]. - **LPG**: Supply and demand remain loose [35][37]. - **PX - PTA**: It's recommended to expand the TA processing fee at low levels as the TA processing fee is at a historical low [38][39]. - **MEG - Bottle Chips**: They are expected to fluctuate in a range as the "anti - involution" premium is squeezed out [40][42]. - **Methanol**: The short - term fundamentals are weak, and it's necessary to pay attention to downstream resistance and port - inland price differences [43][44]. - **PP**: It's expected to return to a weak and volatile pattern due to supply - demand imbalance [45][46]. - **PE**: It's expected to be volatile in the short term and wait for demand recovery [47][49]. - **Pure Benzene and Styrene**: It's recommended to narrow the price difference between them, and styrene is recommended to be shorted on rallies [50][53]. - **Fuel Oil**: It's weak due to sufficient supply and low demand [54]. - **Low - Sulfur Fuel Oil**: It's affected by crude oil and falls, and it's recommended to be short - configured [55]. - **Urea**: The 09 contract is expected to be volatile and weak due to the pressure on the spot market and the weakening of agricultural demand [56]. - **Glass, Soda Ash, and Caustic Soda**: Soda ash has a pattern of strong supply and weak demand. Glass is in a weak - balance state and will move towards the delivery logic. Caustic soda needs to pay attention to the delivery logic and supply - side pressure [57][58][60]. Agricultural Products - **Oilseeds**: It's recommended to go long on the far - month contracts as the domestic far - month has a supply - demand gap [67][68][69]. - **Vegetable Oils**: They are expected to be weak and adjust, with soybean oil being relatively stronger [69][70]. - **Corn and Starch**: They are expected to be in a narrow - range shock and decline slightly due to weak demand [71][72]. Others - **Paper Pulp**: It's expected to be in a shock state after the price decline, and it's recommended to wait and see [61]. - **Log**: It's recommended for non - industrial customers to operate in a range and for industrial customers to hedge. The price fluctuates around the warehouse - receipt cost [62][63][64]. - **Propylene**: The spot price is weak, and the cost is disturbed. The supply is loose, and the demand changes little [64][65][66].

Group 1 - The recent trade agreement between South Korea and the United States has not alleviated concerns in South Korea regarding its implementation and potential impacts [1][6] - South Korea's Minister of Trade, Industry and Energy expressed worries about the 15% tariff rate affecting exporters' profitability, despite the agreement avoiding the worst-case scenario [1][3] - The "MASGA" project, aimed at enhancing U.S. shipbuilding capabilities, is seen as a significant overseas expansion for South Korea's manufacturing sector, but it faces numerous challenges [2][3] Group 2 - The shipbuilding cooperation between South Korea and the U.S. involves a $150 billion investment, but the project is complicated by the need to establish or upgrade local shipyards and develop skilled labor [2][3] - Concerns have been raised about the potential transfer of high-end technical talent and production capacity from South Korea to the U.S. as a result of the agreement [3][4] - The automotive industry is also affected, with South Korean cars now subject to a 15% tariff, raising concerns about the competitiveness of South Korean exports compared to Japanese vehicles [3][4] Group 3 - The $3.5 billion investment figure mentioned in the agreement is seen as excessively large, prompting calls for government support to help domestic industries adapt [4] - The upcoming summit between South Korean and U.S. leaders is expected to address unresolved economic issues, including non-tariff barriers that could pressure South Korea for further concessions [5][6] - Experts warn that the trade agreement merely outlines a broad framework, with key issues in agriculture, digital services, and other sectors remaining unresolved [6]

Group 1 - The core issue revolves around the U.S. imposing a 25% tariff on Indian imports starting August 1, 2025, due to India's high tariffs on U.S. goods and its continued purchase of oil and weapons from Russia [2][3] - Trump's actions are seen as a balancing act, simultaneously pressuring India while courting Pakistan through a new energy partnership [2][8] - The U.S. trade deficit with India has reached $45.7 billion, prompting Trump to seek reciprocal tariffs to reduce this gap [2][3] Group 2 - India is the fifth-largest trading partner of the U.S., but Trump's dissatisfaction stems from India's significant oil imports from Russia, which accounted for 35% of its total imports in 2024, totaling $51.5 billion [3][5] - The Indian government has responded firmly, stating that agriculture and dairy are non-negotiable sectors, while also seeking to diversify trade partnerships with Europe and the UK [5][10] - Pakistan is optimistic about the new trade agreement with the U.S., which is expected to enhance cooperation in energy and minerals, with the potential to save $11.3 billion annually on oil imports [5][6] Group 3 - The agreement with Pakistan includes a reduction of tariffs from 29% to 19%, making it more favorable than India's 25% tariff [6][8] - Trump's strategy appears to shift U.S. focus from India to Pakistan, as he aims to counter China's influence in the region through economic partnerships [8][12] - The geopolitical landscape in South Asia is changing, with potential implications for energy markets and international relations, as both India and Pakistan navigate their positions between the U.S. and China [10][12]