Group 1 - The Bloomberg Grain Index increased by 1.33%, reaching 28.8288 points, showing an upward trend throughout the day [1] - CBOT corn futures rose by 1.43%, priced at $4.07 per bushel [1] - CBOT wheat futures increased by 1.70%, priced at $5.1825 per bushel [1] - CBOT soybean futures gained 0.96%, priced at $9.9450 per bushel, while soybean meal futures rose by 1.47% and soybean oil futures decreased by 0.29% [1]

Report Summary 1. Hot News - The Political Bureau of the CPC Central Committee held a meeting on July 30, emphasizing the continuous prevention and resolution of risks in key areas, including resolving local government debt risks, implementing proactive fiscal and moderately loose monetary policies, and promoting reforms [2]. - The CPC Central Committee held a symposium for non - Communist Party personages, stressing the need to adhere to the general tone of making progress while maintaining stability, boost consumption, and promote economic circulation [2]. - Chinese Commerce Minister Wang Wentao mentioned that under the guidance of the two heads of state, China and the US have formed relevant consensuses and frameworks in the economic and trade field, and the two teams held talks in Stockholm [2]. - The Shanghai International Energy Exchange imposed a 5 - day trading ban on a client for exceeding the daily trading limit in the container shipping index (European line) futures contract on July 30 [3]. - The Federal Reserve maintained the interest rate at 4.25% - 4.50%, with some members opposing and advocating for a rate cut, and Powell avoiding guidance on a September rate cut [3] 2. Sector Performance - **Key Focus**: Glass, coking coal, soda ash, PVC, and synthetic rubber [4] - **Night Session Performance**: Non - metallic building materials rose 2.58%, precious metals 27.23%, oilseeds 11.99%, non - ferrous metals 21.40%, soft commodities 2.68%, coal - coke - steel - ore 15.03%, energy 3.39%, chemicals 11.71%, grains 1.11%, and agricultural and sideline products 2.87% [4] 3. Sector Position - The report shows the changes in the positions of commodity futures sectors in the past five days, including Wind agricultural and sideline products, Wind grains, etc [5] 4. Performance of Major Asset Classes | Asset Category | Name | Daily Return (%) | Monthly Return (%) | Year - to - Date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | 0.17 | 4.97 | 7.88 | | | SSE 50 | 0.38 | 3.96 | 5.01 | | | CSI 300 | - 0.02 | 5.47 | 5.50 | | | CSI 500 | - 0.65 | 6.75 | 10.29 | | | S&P 500 | - 0.12 | 2.55 | 8.18 | | | Hang Seng Index | - 1.36 | 4.59 | 25.51 | | | German DAX | 0.19 | 1.47 | 21.86 | | | Nikkei 225 | - 0.05 | 0.41 | 1.91 | | | FTSE 100 | 0.01 | 4.29 | 11.79 | | Fixed - Income | 10 - year Treasury Futures | 0.15 | - 0.55 | - 0.57 | | | 5 - year Treasury Futures | 0.08 | - 0.50 | - 0.85 | | | 2 - year Treasury Futures | 0.03 | - 0.16 | - 0.62 | | Commodity | CRB Commodity Index | 0.00 | 2.92 | 3.11 | | | WTI Crude Oil | 1.57 | 8.15 | - 2.25 | | | London Spot Gold | - 1.53 | - 0.82 | 24.80 | | | LME Copper | - 0.69 | - 1.50 | 10.80 | | | Wind Commodity Index | 0.56 | 2.17 | 16.29 | | Other | US Dollar Index | 1.06 | 3.30 | - 7.85 | | | CBOE Volatility Index | 0.00 | - 4.48 | - 7.90 | [6]

Group 1 - The Bloomberg Grain Index decreased by 0.89%, closing at 29.2156 points, with a daily low of 29.1174 points reached at 00:42 Beijing time before the decline narrowed [1] - CBOT corn futures fell by 0.79%, settling at $4.1075 per bushel [1] Group 2 - CBOT wheat futures dropped by 1.62%, closing at $5.2975 per bushel [2] - CBOT soybean futures decreased by 0.32%, ending at $10.0825 per bushel, with a daily low of $10.0425 reached at 00:40 before briefly turning positive [2] - Soymeal futures declined by 1.07%, while soybean oil futures increased by 1.32%, experiencing a significant rally after 01:00 [2]

Group 1 - The Bloomberg Grain Index decreased by 0.82%, closing at 29.4785 points [1] - CBOT corn futures fell by 1.37%, settling at $4.1325 per bushel [1] - CBOT wheat futures remained relatively stable, priced at $5.3825 per bushel [1] Group 2 - CBOT soybean futures dropped by 0.93%, ending at $10.1150 per bushel [1] - Soymeal futures decreased by 0.78%, while soybean oil futures increased by 0.07% [1]

Core Viewpoint - The article highlights the recent performance of CBOT corn, wheat, and soybean futures, indicating a general upward trend in commodity prices, with specific percentage increases noted for each crop [1]. Group 1: Commodity Performance - CBOT corn futures increased by 3.82%, closing at $4.28 per bushel, showing a sustained upward movement [1]. - CBOT wheat futures rose by 0.37%, ending at $5.47 per bushel, demonstrating a U-shaped reversal pattern [1]. - CBOT soybean futures saw a rise of 2.76%, closing at $10.35 per bushel, with a notable increase from Wednesday to Friday [1]. Group 2: Related Futures - Soymeal futures increased by 1.83%, reflecting a positive trend in the soybean market [1]. - Soybean oil futures experienced a rise of 3.60%, contributing to the overall bullish sentiment in the agricultural commodities sector [1].

Group 1 - CBOT corn futures increased by 1.52%, reaching $4.18 per bushel, before dropping to a low of $4.08 and then fluctuating upwards [1] - CBOT wheat futures decreased by 0.55%, settling at $5.42 per bushel, after hitting a daily high of $5.51 [1] - CBOT soybean futures remained relatively stable, reported at $10.07 per bushel, dipped to a low of $9.98, then peaked at $10.14 before declining [1] Group 2 - Soybean meal futures fell by 0.74%, while soybean oil futures rose by 0.71% [1]

Group 1 - The Bloomberg Grain Index increased by 0.16%, reaching 29.5845 points, with a peak of 29.8546 points earlier in the day [1] - CBOT corn futures rose by 1.52%, closing at $4.1850 per bushel, after hitting a low of $4.0750 [1] - CBOT wheat futures fell by 0.55%, settling at $5.42 per bushel, moving away from a daily high of $5.5150 [1] Group 2 - CBOT soybean futures remained relatively stable, closing at $10.0725 per bushel, after dropping to a low of $9.9825 and later reaching a high of $10.1450 [1] - Soybean meal futures decreased by 0.74%, while soybean oil futures increased by 0.71% [1]

Group 1 - The core viewpoint of the article indicates that favorable weather conditions in the Midwest are positively impacting soybean growth, leading to a decline in CBOT soybean futures [1] - Analysts from StoneX predict an expectation of high yields for soybeans in the future, which could further influence soybean futures prices [1]

Core Insights - The Bloomberg Grain Index increased by over 1.7%, reaching a daily high and approaching the 30.70 points mark [1] - CBOT corn futures rose by more than 1.7%, hitting a daily high, while wheat futures increased by over 2.0% [1] - Soybean futures saw a rise of approximately 1.6% before retracting some gains [1] - U.S. Secretary of Commerce Gina Raimondo stated that the trade agreement with Vietnam is significant for American farmers [1]

Group 1 - The Bloomberg Grain Index decreased by 0.32% to 30.0214 points, with a cumulative decline of 2.26% in June, having reached 31.9429 points before the opening of the US stock market on June 20 [1] - CBOT corn futures fell by 0.61% to $4.09 per bushel, with a cumulative decline of 3.37% in June [1] - CBOT wheat futures dropped by 0.60% to $5.3750 per bushel, with a cumulative decline of 2.31% in June [1] Group 2 - CBOT soybean futures increased by 0.27% to $10.2750 per bushel, with a cumulative increase of 0.15% in June; soybean meal futures rose by 0.35% but saw a cumulative decline of 6.28%, while soybean oil futures increased by 0.27% with a cumulative rise of 10.40% [1] - In June, ICE raw sugar futures fell by 11.99%, and ICE white sugar futures decreased by 1.42% [1] - ICE Arabica coffee futures declined by 10.70%, while coffee "C" futures dropped by 12.24%, and Robusta coffee futures fell by 17.82% [1] Group 3 - New York cocoa futures decreased by 2.30% to $8,977 per ton, while London cocoa futures fell by 5.69% [1] - ICE cotton futures saw a cumulative increase of 0.34% [1]