Core Insights - U.S. corn futures have rebounded, while soybean and wheat futures have seen slight recoveries, indicating a mixed performance in the agricultural futures market [1] - The uncertainty surrounding agricultural futures is heightened by the escalation of Trump's trade policies, which may impact market dynamics [1] - An upcoming U.S. agricultural report is expected to provide insights into crop yield forecasts, which could significantly influence futures market trends [1] Group 1 - U.S. corn futures are experiencing a rebound [1] - Soybean and wheat futures have shown slight recoveries [1] - Trump's trade policies are adding uncertainty to the agricultural futures market [1] Group 2 - The upcoming U.S. agricultural report will likely affect crop yield expectations [1] - Crop yield forecasts are crucial for understanding potential impacts on the futures market [1]

期货热点追踪 美小麦期货跌至一周低点，俄罗斯小麦出口税归零，市场供应过剩了吗？美玉米、大豆同样下跌，独立 日假期后，美国农产品市场怎么了？ 相关链接 ...

北京时间2025年7月1日凌晨0点，美国农业部公布种植面积报告和季度库存报告，报告公布后，美豆、美玉米、美小麦价格大幅回落。 数据如下： | TradingHer0.com | | | --- | --- | | 06-30 22:05 | 06-30 23:25 | 预计美国2025年大豆种植面积为8340万英亩，市场预期为8365.5万英亩，3月种植意向报告为8349.5万英亩。截至2025年6月1日，美国旧作大豆库存总量为 10.08亿蒲式耳，市场预期为9.8亿蒲式耳，去年同期为9.7亿蒲式耳。 预计美国2025年玉米种植面积为9520万英亩，市场预期为9535万英亩，3月种植意向报告为9532.6万英亩。截至2025年6月1日，美国旧作玉米库存总量为 46.44亿蒲式耳，市场预期为46.41亿蒲式耳，去年同期为49.93亿蒲式耳。 预计美国2025年小麦种植面积为4550万英亩，市场预期为4543.8万英亩，3月种植意向报告为4535万英亩。截至2025年6月1日，美国旧作小麦库存总量为8.51 亿蒲式耳，市场预期为8.36亿蒲式耳，去年同期为7.02亿蒲式耳。 ②预测美国2025年玉米种植面积为95 ...

美豆、美玉米、美小麦直线下挫，USDA重磅报告带来"惊吓"？美国大豆种植面积的公布值连续11年低 于分析师平均预测，但季度库存高于市场预期！点击了解。 相关链接 期货热点追踪 ...

2. 国际原油期货强势上扬，美油主力合约收涨 4.97%，报 73.74 美元/桶；布伦 特原油主力合约涨 4.96%，报 76.86 美元/桶。 3. 国际贵金属期货收盘涨跌不一，COMEX 黄金期货跌 0.32%报 3406.50 美元/盎 司，COMEX 白银期货涨 2.01%报 37.18 美元/盎司。 地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 制作日期： 2025/06/18 隔夜夜盘市场走势 1. 周二夜盘收盘，国内期货主力合约涨多跌少，SC 原油收涨 6.13%，对二甲苯 （PX）、PTA 涨超 3%，短纤、液化石油气（LPG）、甲醇、燃料油、低硫燃料油 （LU）、瓶片涨超 2%。跌幅方面，焦煤、铁矿石小幅下跌。 4. 伦敦基本金属收盘多数下跌，LME 期铜跌 0.34%报 9670.00 美元/吨，LME 期 铅跌 1.57%报 1976.00 美元/吨。 5. 国际农产品期货涨跌不一，美大豆涨 0.40%，美玉米跌 0.92%，美豆油跌 0.76%，美豆粕涨 0.53%，美小麦涨 2.33%。 投资有风险，入市需谨慎 ...

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层 （100020） 资讯早间报 制作日期： 2025/06/17 隔夜夜盘市场走势 1. 周一夜盘收盘，国内期货主力合约涨跌互现，菜油、20 号胶、焦煤涨超 1%。 跌幅方面，低硫燃料油（LU）、苯乙烯跌超 2%，燃料油、甲醇、对二甲苯 （PX）、纸浆、沥青、PTA 跌超 1%。 2. 国际油价走弱，美油主力合约收跌 2.06%，报 71.48 美元/桶；布伦特原油主 力合约跌 1.68%，报 72.98 美元/桶。 3. 国际贵金属期货收盘涨跌不一，COMEX 黄金期货跌 1.40%报 3404.30 美元/盎 司，COMEX 白银期货涨 0.04%报 36.37 美元/盎司。 4. 伦敦基本金属多数上涨，LME 期锌涨 1.41%报 2660.00 美元/吨，LME 期铅涨 0.80%报 2006.50 美元/吨。 5. 国际农产品涨跌不一，美大豆涨 0.02%，美玉米跌 2.31%，美豆油涨 8.89%， 美豆粕跌 2.77%，美小麦跌 1.24%。 投资有风险，入市需谨慎。 本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 ...

Group 1 - U.S. wheat futures are rising due to escalating Russia-Ukraine conflict and drought conditions threatening supply [1] - Brazil's soybean exports for June are projected to decrease, raising concerns about potential supply shortages in the soybean market [1]

期货热点追踪 美国农业部数据引发疑虑，美小麦期货价格能否持续回升？美大豆期货价格下跌，农产品市场未来走势 如何？ 相关链接 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight market trends, important macro - economic news, and developments in various financial and commodity sectors, including futures, stocks, bonds, and foreign exchange. It also provides upcoming economic data releases and events. Summary by Directory Overnight Night - Market Trends - Domestic futures主力合约涨跌互现，烧碱、纸浆等涨超0.4%，SC原油、氧化铝等跌超1% [2] - International precious metal futures普遍收跌，COMEX黄金期货跌0.56%，COMEX白银期货跌1.39% [3] - International oil prices走弱，美油主力合约收跌1.23%，布伦特原油主力合约跌1.29% [4] - London basic metals收盘多数下跌，LME期锡、期镍、期铜均有不同程度跌幅 [5] - International agricultural product futures涨跌不一，美大豆、美玉米等有涨有跌 [6] Important Information Macro - Information - China's central bank will conduct 500 billion yuan of MLF operations on May 23, 2025 [9] - CFFEX is promoting the dual functions of financial futures [9] - SHFE will improve its product system and promote the R & D and listing of new varieties [9] - US initial jobless claims for the week ending May 17 were 227,000, a four - week low [10] - Iran vows a "devastating response" to any Israeli attack [11] - Trump's tax reform bill passed the House and is sent to the Senate, and the Senate passed a bill to end California's ban on fuel - powered vehicles [12] - Fed Governor Waller expects a rate cut in the second half of 2025 if tariffs decline [13] Energy and Chemical Futures - OPEC + is discussing a possible large - scale production increase in July [16] - China's urea production increased, and domestic soda ash inventory decreased [16] - Singapore's fuel oil, light distillate, and middle distillate inventories all rose [16] - SHFE adjusted the trading fees of natural rubber futures RU2509 contract [17] - US natural gas inventory increased, with a year - on - year decrease of 12.3% [17] - The US was not persuaded to lower the oil price cap at the G7 meeting [18] Metal Futures - Freeport Indonesia's Manyar smelter will resume production in June and reach full capacity in December [20] - CBA expects gold prices to reach $3,750 per ounce in Q4 due to rising safe - haven demand and a weakening dollar [22] - SHFE adjusted the trading fees of alumina futures AO2509 contract [22] - The global lead market had a supply shortage in March 2025 [22] Black - Series Futures - Rebar production increased, factory inventory rose, social inventory decreased, and apparent demand declined [24] - China's cumulative power generation installed capacity increased by 15.9% year - on - year as of the end of April [24] - Steel social inventory in 21 cities decreased in mid - May, with a narrowing decline [24] - Global crude steel production in April 2025 decreased by 0.3% year - on - year [25] - The average profit per ton of coke in independent coking plants varied by region [26] Agricultural Product Futures - Malaysia's palm oil production and exports are expected to increase in May [28] - Nigeria's palm oil prices may rise due to Indonesia's export tax increase [28] - Market rumors suggest the US government may grant small refinery exemptions, reducing biodiesel production and oil consumption [29] - IGC maintains the 2025/26 global soybean production forecast, with increased trade and consumption [29] - US soybean export net sales data for different periods [30] - Canada's rapeseed exports increased, and commercial inventory was reported [30] - The proportion of US soybean and corn planting areas affected by drought [30] - US cotton ON - call unpriced orders data [31] - Argentina's soybean sales accelerated in the first two weeks of May [31] Financial Market Finance - The CSRC will optimize the listing environment for technology companies and implement a more flexible IPO adjustment mechanism [33] - A - shares closed lower on Thursday, with some sectors rising and others falling [35] - Hong Kong stocks declined, but two new stocks had a strong performance in the dark - market trading [35] - CATL's H - shares will be included in MSCI indices [36] - Lenovo Group's Q4 revenue and profit increased [36] Industry - China's cumulative power generation installed capacity increased, with significant growth in solar and wind power [37] - The Cyberspace Administration of China will launch a special campaign to rectify online "black - mouth" against enterprises [37] - The world's first "Intelligent Grading of Humanoid Robots" standard was released [39] - Shanghai introduced measures to promote the high - quality development of the technology service industry [39] - A group standard for all - solid - state batteries was released [39] - TOP100 real - estate enterprises' land reserves decreased in 2024 [39] - China's narrow - sense passenger car retail sales are expected to increase in May [40] - The "JD Takeaway" platform was interviewed by the market supervision department [40] Overseas - Fed Governor Waller suggests a possible rate cut in the second half of 2025 if tariffs stabilize [41] - US manufacturing and service PMI data in May [43] - Harvard University's international student enrollment qualification was revoked [43] - US existing - home sales decreased in April, with a rising median price [43] - US initial jobless claims decreased to a four - week low [43] - Eurozone's May PMI data, with a decline in the composite PMI [44] - European Central Bank's meeting minutes and market expectations for a rate cut [44] - Japan's core machinery orders increased significantly in March [44] - Thailand's court ruled that Yingluck Shinawatra should pay compensation [46] International Stocks - US stocks closed mixed, with the S&P 500 and Nasdaq recording three - day losses [47] - European stocks closed lower due to concerns about bond yields and tax reform [47] - Berkshire Hathaway's Greg Abel met with Japanese trading company executives [48] - Kraken plans to allow non - US customers to trade stocks in token form [48] Commodity - International precious metal futures declined, affected by the US fiscal deficit, inflation, and the dollar [50] - International oil prices weakened, pressured by OPEC + production increase expectations and US inventory [50] - London basic metals mostly fell, with supply - chain changes [50] - OPEC + is discussing a production increase in July [51] - SHFE adjusted the trading fees of alumina and natural rubber futures contracts [51] Bond - China's bond market continued to fluctuate, with the central bank conducting reverse - repurchase operations [52] - A member of the Bank of Japan's council believes no intervention in the bond market is necessary [54] - US Treasury yields declined across the board [54] - European bond yields showed mixed trends [54] Foreign Exchange - The on - shore RMB against the US dollar rose, and the central parity rate was adjusted up [55] - The RMB ranked fifth in global payment currency in April [55] - Japan's foreign - exchange official stated that exchange rates should be determined by the market [55] - The US dollar index rose, and most non - US currencies fell [57] Upcoming Economic Data and Events - Economic data release schedule including UK consumer confidence, Japan's CPI, etc. [59] - Event schedule including Trump's dinner invitation, central bank operations, and corporate earnings reports [61]

美小麦期货过山车行情，美玉米和美豆期货也出现下跌，美元、天气与供需的多面夹击，后续价格走势 如何？ 相关链接 期货热点追踪 ...