Core Viewpoint - Manzhouli is transforming from a logistics hub into a vibrant economic corridor by optimizing customs processes, expanding trade channels, and enhancing open platforms, aiming to retain more resources rather than just facilitating transit [1][5]. Group 1: Customs and Trade Efficiency - Manzhouli is the only international port in China that integrates road, rail, and air transport, and it is the first border road port to operate 24-hour cargo customs clearance [1][2]. - In the first half of this year, the import and export cargo volume through Manzhouli's road port reached 1.167 million tons, a year-on-year increase of 6% [1]. - The customs have implemented a "green channel" for fruit and vegetable exports, allowing for immediate inspection and release, enhancing efficiency [2][4]. Group 2: Infrastructure and Technological Advancements - Manzhouli is upgrading its customs inspection channels and facilities, with projects like the intelligent container yard and the implementation of a digital port system to improve efficiency [3][4]. - The port is also enhancing its logistics network by integrating smart technologies and improving both hard and soft infrastructure [3][9]. Group 3: Economic Diversification and Industry Development - Manzhouli is focusing on transforming traditional industries, such as wood processing, to enhance value-added production and adapt to market changes [6][7]. - The city is developing a comprehensive agricultural import processing system, which has led to the establishment of multiple grain processing enterprises [7][9]. - New foreign trade models, such as cross-border e-commerce and second-hand car exports, are emerging, with the total foreign trade volume expected to reach 25.83 billion yuan in 2024 [7][8]. Group 4: Tourism and Cultural Exchange - The revival of outbound tourism has increased visitor traffic to Manzhouli, with the city enhancing its appeal as a travel destination through cultural and recreational offerings [10][11]. - Manzhouli is promoting cultural exchange programs, attracting Russian youth to experience Chinese culture, which fosters deeper connections and encourages longer stays [12][13]. - The tourism sector is projected to receive 8.4 million visitors in 2024, with total spending expected to reach 13.86 billion yuan, reflecting a growing interest in the region [11][12].

中新网长治8月7日电(记者杨静)记者7日从太原海关获悉，在该关所属长治海关帮扶下，24.7吨冷冻兔肉 顺利发往法国，这是山西冷冻兔肉时隔5年再次出口欧盟。 太原海关支持农食产品出口三年专项行动开展以来，该关专家组多举措帮助冷冻兔肉重返欧盟市场，研 究梳理欧盟最新法规标准，从养殖场管理、疫情疫病检测，到水源、微生物、药残检测等，全流程监管 确保产品质量。长治海关开设"绿色通道"，确保产品快速出口。 今年以来，长治海关在指导辖区出口企业加强自检自控能力，确保产品质量源头过关的同时，建立联系 机制，主动对接农业农村、商务等部门，共同推动辖区出口农食产品走出国门。今年前6个月，长治农 食产品出口再创新高，出口额107万元，同比增长13.67倍。 下一步，长治海关将不断优化服务举措，持续提升监管效能，推动农食产品出口稳量提质，助力更多农 食企业拓展国际市场。(完) （文章来源：中国新闻网） ...

跌幅居前的大华银行（UOB）和丰益国际（Wilmar Intl）分别下跌1.76%和0.67%。 （文章来源：新华财经） 成分股方面，扬子江船业（Yangzijiang Shipbuilding）和创业公司（Venture Corporation）涨幅居前，分 别上涨7.99%和3.15%。 新华财经新加坡8月7日电（记者刘春涛）新加坡海峡时报指数7日涨0.72%，收于4258.15点。 股市成交量达20.3亿股，总交易额达21.4亿新元。其中，320只股票上涨，201只股票下跌。 ...

证券日报网讯农产品8月7日在互动平台回答投资者提问时表示，公司本次向特定对象发行股票申请已于 2025年8月4日获得中国证券监督管理委员会同意注册的批复。 ...

上一交易日，玉米淀粉主力合约收涨0.41%至2662元/吨；山东玉米淀粉价格2900元/吨，持平。 （8月7日）今日全国玉米淀粉价 格一览表 | 规格 | 品牌/产 | 报价 | 报价类 | 交货地 | 交易商 | | --- | --- | --- | --- | --- | --- | | | 地 | | 型 | | | | 用途分类:食品用 ;等级:一级 ;水 | 山东滨州 | 3100元/ | 市场价 | 山东省/济南 | 济南金昊化工有限公司VIP | | 分:≤14% ; | | 吨 | | 市 | | | 食用级 | 汇亿海 | 3000元/ | 出厂价 | 河南省 | 河南汇亿海环保科技有限公 | | | | 吨 | | | 司VIP | | 食用级 | 国产 | 3000元/ | 出厂价 | 河南省 | 河南汇亿海环保科技有限公 | | | | 吨 | | | 司VIP | | 食品级含量99 | 国产 | 2900元/ | 市场价 | 内蒙古 | 河南汇亿海环保科技有限公 | | | | 吨 | | | 司VIP | | 99% | 国产 | 2950元/ | 市场价 | 山东省 | 河南 ...

Report Industry Investment Rating No relevant information provided. Core Viewpoints The report presents a comprehensive overview of the futures market, including overnight and spot prices, important fundamental information on international and domestic supply - demand, macro - economic news, fund flows, and arbitrage tracking. It covers commodities such as palm oil, soybeans, crude oil, and financial instruments like stock index futures. Summary by Directory 01 Overnight行情 - Overnight closing prices and price changes of various futures are presented, including BMD palm oil, ICE Brent crude, NYMEX WTI crude, CBOT soybeans, soybean meal, and soybean oil. For example, BMD palm oil 10 closed at 4257.00 with a previous - day decline of 0.54% and an overnight decline of 0.23% [1]. - Price changes of major currencies are also given, such as the US dollar index, CNY/USD, MYR/USD, etc. The US dollar index was at 98.21 with a decline of 0.56% [1]. 02现货行情 - Spot prices, basis, and basis changes of DCE palm oil 2509, DCE soybean oil 2509, and DCE soybean meal 2509 in different regions are provided. For instance, the spot price of DCE palm oil 2509 in North China is 9100 with a basis of 120 and no change in basis from the previous day [2]. - CNF quotes and CNF premium/discounts for imported soybeans from different origins are presented, like the CNF premium for Brazilian soybeans is 315 cents per bushel and the CNF quote is 480 dollars per ton [2]. 03重要基本面信息 - 产区天气 - The future weather outlook (August 11 - 15) for US soybean - producing states shows generally high temperatures and precipitation close to or above the median. Most states will have above - normal temperatures (A) and above - median precipitation (A) [3][4]. - The weather in the US Midwest will see a temperature drop later this week, with good soil moisture in most areas. There will be sporadic showers in different parts at different times [5]. - 国际供需 - MPOA data shows that Malaysia's palm oil production in July 2025 is estimated to increase by 9.01% to 1.84 million tons, with different changes in different regions [7]. - SPPOMA data indicates that from August 1 - 5, 2025, Malaysia's palm oil yield decreased by 19.32% month - on - month, the oil extraction rate increased by 0.39%, and production decreased by 17.27% [7]. - Forecasts for palm oil production in different countries are given: Malaysia's 2024/25 production is estimated to be 19.2 million tons (up 1% from the previous forecast), Indonesia's is 48.8 million tons (unchanged), and Thailand's is 3.52 million tons (unchanged) [8]. - Nigeria plans to plant 100 million oil palm trees and revitalize the cocoa industry [8]. - Analysts expect US soybean export sales to increase by 30 - 80 thousand tons in the week ending July 31, 2025, with different projections for 2024/25 and 2025/26 [9]. - Brazil exported 12.25732536 million tons of soybeans in July 2025, with a 9% increase in daily average export volume compared to the same period last year [9]. - As of July 30, 2025, Argentine farmers sold 528.9 thousand tons of 2024/25 soybeans, with a cumulative sales volume of 27.9605 million tons [10]. - Wet weather has delayed the rapeseed harvest in the EU 27 and the UK, and the 2025/26 rapeseed production is expected to be 20.3 million tons (unchanged) [10]. - 国内供需 - On August 6, 2025, the total trading volume of soybean oil and palm oil was 52.8 thousand tons, a 185.41% increase from the previous trading day [12]. - On August 6, 2025, the trading volume of soybean meal in major domestic oil mills was 311.5 thousand tons, a decrease of 1.5959 million tons from the previous day. The national dynamic full - sample oil mill operating rate was 61.63%, a 1.18% increase from the previous day [12]. - From July 21 - 27, 2025, the average purchase price of live pigs in designated slaughtering enterprises was 15.84 yuan/kg, a 0.8% decrease from the previous week and an 18.7% decrease year - on - year [13]. - On August 6, 2025, the "Agricultural Product Wholesale Price 200 Index" was 113.78, a 0.26 - point increase from the previous day [13]. 04宏观要闻 - 国际要闻 - According to CME's "FedWatch", the probability of the Fed keeping interest rates unchanged in September 2025 is 6.4%, and the probability of a 25 - basis - point rate cut is 93.6% [15]. - The US MBA mortgage application activity index for the week ending August 1, 2025, was 253.4, with different values for purchase and refinancing indices [15]. - The US global supply - chain pressure index in July 2025 was 0.07, down from 0.14 in the previous month [15]. - Fed's Kashkari believes that the Fed should respond to the economic slowdown and that two rate cuts this year seem appropriate, but may pause or even raise rates if inflation rises due to tariffs [15]. - Trump plans to impose a 100% tariff on imported semiconductor - containing products, with exemptions for companies producing in the US [15]. - The US White House announced that Trump signed an executive order to impose an additional 25% tariff on Indian goods in response to India's continued purchase of Russian oil [15]. - As of August 1, 2025, the US EIA strategic petroleum reserve inventory was 235 thousand barrels, and the EIA crude oil inventory decreased by 3.029 million barrels [16]. - In June 2025, the euro - area retail trade volume increased by 0.3% month - on - month and 3.1% year - on - year [16]. - 国内要闻 - On August 6, 2025, the USD/CNY exchange rate was 7.1409, with a 43 - point increase (CNY depreciation) [18]. - On August 6, 2025, the People's Bank of China conducted 138.5 billion yuan of 7 - day reverse repurchase operations, with a net withdrawal of 170.5 billion yuan due to 309 billion yuan of reverse repurchase maturities [18]. 05资金流向 - On August 6, 2025, the futures market had a net capital inflow of 9.244 billion yuan, with commodity futures having a net inflow of 3.11 billion yuan (including 0.31 billion yuan in agricultural product futures, 1.543 billion yuan in chemical futures, 2.487 billion yuan in black - series futures, and a net outflow of 1.23 billion yuan in metal futures), and stock index futures having a net inflow of 6.134 billion yuan [22]. - Capital flow data for various futures products are presented, such as the net capital inflow for CSI 1000 stock index futures is 49.35 and for CSI 500 stock index futures is 19.77 [21]. 06套利跟踪 No specific content provided.

Core Viewpoint - Guangxi agricultural cooperative institutions are focusing on the agricultural season, providing financial support to ensure a successful harvest and promote the entire agricultural industry chain [1][5] Group 1: Financial Support and Agricultural Loans - As of the end of June, the agricultural loan balance of Guangxi's cooperative institutions reached 425.8 billion yuan, an increase of 10.8 billion yuan since the beginning of the year, with specialty industry loans amounting to 110.3 billion yuan [1] - The cooperative institutions have supported new agricultural operating entities, with loans to family farms and farmers' cooperatives totaling 28.5 billion yuan [5] - The Guangxi agricultural cooperative institutions have issued over 100 innovative "Xiao Ling Tu" credit products tailored to local specialty industries [5] Group 2: Case Studies of Successful Financial Support - A local grape grower received a 200,000 yuan loan from Pingguo Agricultural Cooperative Bank, resulting in a 10% increase in yield and an increase in sugar content from 15% to 18% [2] - Ling Shan Agricultural Credit Union provided a loan of over 400 yuan, which helped a food company expand its production and establish a complete industry chain for lychee, benefiting over 1,700 enterprises and farmers [3] - The Guizhou Agricultural Cooperative Bank has customized credit solutions like "vegetable loans" and "taro loans," with a total agricultural loan balance of 7.336 billion yuan, increasing by 197 million yuan since the beginning of the year [4] Group 3: Overall Impact on Agricultural Development - The financial support from Guangxi agricultural cooperative institutions is contributing to the revitalization of rural areas, enhancing local agricultural brands, and ensuring a bountiful harvest during the critical agricultural season [5] - The cooperative institutions are optimizing a comprehensive service network covering all levels from province to village, providing strong support for deepening agricultural development [5]

Group 1 - The film "Lychee of Chang'an" highlights the transformation of lychee from a luxury item to a common fruit available to the public, showcasing the efficiency of modern logistics [1] - Postal Savings Bank leverages its integrated resources of logistics, finance, and e-commerce to support the lychee industry and related private enterprises, contributing to rural revitalization [1] - In Guangdong's Maoming, which produces 20% of the world's lychee, the cultivation area is approximately 1.4 million acres, with local companies like Bojian Agriculture selling around 75,000 pounds of lychee daily during peak season [1] Group 2 - Bojian Agriculture employs a meticulous packing method to preserve the freshness of lychee, shipping around 30,000 orders and 150,000 pounds daily, while facing financial pressures for operational upgrades [2] - Postal Savings Bank's Maoming branch has provided financial support that has increased Bojian Agriculture's revenue by over 1.5 million yuan and created over 300 jobs [2] - The bank has formed a specialized team to understand the financial needs of lychee farmers, offering comprehensive financial service packages and training programs for new farmers [2] Group 3 - The Yurun wholesale market in Northwest China is bustling with activity, where fresh lychee is sold within a day of harvest, thanks to financial support from Postal Savings Bank [3] - The bank's financial services team has increased visits to the wholesale market to provide tailored financial solutions, addressing the unique challenges of the lychee industry [3] - Postal Savings Bank has introduced innovative credit products like "Fruit Loan" to assist clients in overcoming funding challenges, with over 120 customers receiving financial support by mid-2025 [3]

资讯早班车 资讯早班车-2025-08-07 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250715 | 2025/06 | GDP:不变价:当季同比 | % | 5.20 | 5.40 | 4.70 | | 20250731 | 2025/07 | 制造业 PMI | % | 49.30 | 49.70 | 49.40 | | 20250731 | 2025/07 | 非制造业 PMI:商务活 动 | % | 50.10 | 50.50 | 50.20 | | 20250714 | 2025/06 | 社会融资规模增量:当 | 亿元 | | 41993.00 22899.00 | 32985.00 | | | | 月值 | | | | | | 20250714 | 2025/06 | M0(流通中的现金):同 比 | % | 12.00 | 12.10 | 11.70 | | 20250714 | 2025/06 | M1(货币):同比 | ...

投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20250807 联系人 李婷、黄蕾、高慧、王工建、赵凯熙 电子邮箱 jytzzx@jyqh.com.cn 电话 021-68555105 主要品种观点 宏观：美联储官员经济担忧升温，美元指数承压走弱 海外方面，降息预期与关税主导市场，多位美联储官员转向担忧就业与经济放缓，卡什 卡利预计年内将降息两次，戴利认为劳动力市场走弱将迫使美联储尽快降息，库克称就业数 据"令人担忧"，市场目前定价 9 月降息概率为 94%、年内降息 3 次。特朗普宣布对进口半 导体征收约 100%关税，仅在美生产可豁免；对印度因持续进口俄油额外加征 25%关税，部 分商品税率将升至 50%，美印关系恶化中；美日贸易协议现分歧，美国拟在原税率基础上再 加征 15%关税，日方强调提高后总税率应为 15%。美元指数回落至 98.2，美债利率震荡上 行，美股上涨超 1%，金价震荡收跌、铜价收涨，特朗普称与俄会谈取得进展引发制裁不确 定性，油价跌至八周低点。 国内方面，A 股再度低开高走，上证指数站稳 3600 关口，中证 2000、北证 50 等小票 风格占优，军工、机器人板块领涨， ...