彭博谷物指数涨超1.7%，刷新日高、逼近30.70点关口。 CBOT玉米期货涨超1.7%刷新日高，小麦期货涨超2.0%，大豆期货涨约1.6%刷新日高之后回吐涨幅。 美国商务部长卢特尼克宣称，对美国农民而言，越南贸易协议意义重大。 ...

ICE阿拉比卡咖啡期货累跌10.70%，咖啡"C"期货累跌12.24%。罗布斯塔咖啡期货累跌17.82%。 纽约可可期货累跌2.30%，报8977美元/吨。伦敦可可期货累跌5.69%。 ICE棉花期货累涨0.34%。 周一（6月30日）纽约尾盘，彭博谷物分类指数跌0.32%，报30.0214点，6月份累计下跌2.26%，6月20日 美股开盘之前曾达到31.9429点。 CBOT玉米期货跌0.61%，报4.09美元/蒲式耳，6月份累跌3.37%。 CBOT小麦期货跌0.60%，报5.3750美元/蒲式耳，6月份累跌2.31%。 CBOT大豆期货涨0.27%，报10.2750美元/蒲式耳，月份累涨0.15%；豆粕期货涨0.35%、6月份累跌 6.28%，豆油期货涨0.27%、6月份累涨10.40%。 6月份，ICE原糖期货累跌11.99%，ICE白糖期货累跌1.42%。 ...

Core Viewpoint - The Bloomberg Grain Index declined by 1.71%, reaching a daily low of 29.9462 points, indicating a downward trend in grain prices [1] Grain Market Summary - CBOT corn futures fell by 1.46%, closing at $4.2275 per bushel, influenced by favorable crop growth conditions in Brazil and the United States [1] - CBOT wheat futures decreased by 1.40%, settling at $5.4425 per bushel [1] - CBOT soybean futures dropped by 1.82%, hitting a daily low of $10.17 per bushel, while soybean meal futures fell by 1.66% and soybean oil futures decreased by 0.30% [1]

投资咨询业务资格：证监许可【2012】669号 地缘冲突缓和，能源品表现偏弱 ——中信期货晨报20250625 中信期货研究所 仲鼎 从业资格号F03107932 投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 | | | | 本 2001 11 2017 11:50 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 1000 1000 1000 10 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 板块 | 品种 | 现价 | | | 日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 | | | | 股指 | 沪深300期货 | 3852.4 | 1 ...

CBOT小麦期货跌1.31%，报5.8275美元/蒲式耳，本周累涨4.20%。 CBOT大豆期货跌0.73%，报10.6050美元/蒲式耳，本周累涨0.55%；豆粕期货累跌1.62%，豆油期货累涨 7.52%。 周五（6月20日）纽约尾盘，彭博谷物分类指数跌0.90%，报31.5674点，本周（四个交易日）累计上涨 0.55%，整体持续震荡上行。 CBOT玉米期货跌0.45%，报4.42美元/蒲式耳，本周累跌0.23%。 ...

Core Viewpoint - The Bloomberg Grain Index increased by 1.24% to 31.3244 points, indicating a positive trend in grain prices as of June 17, with significant gains observed in various futures markets [1] Group 1: Grain Market Performance - CBOT corn futures rose by 0.86%, reaching $4.3875 per bushel, reflecting a stable demand in the corn market [1] - CBOT wheat futures experienced a notable increase of 2.44%, priced at $5.6575 per bushel, suggesting strong market conditions for wheat [1] - CBOT soybean futures increased by 0.71%, now at $10.68 per bushel, while soybean meal futures rose by 0.84%. However, soybean oil futures declined by 0.40% after a significant rise of 8.77% on the previous day, indicating volatility in the soybean complex [1]

Group 1 - CBOT wheat experienced an intraday increase of 3.0%, reaching 542.5 cents per bushel [1] - The Bloomberg Grain Index rose over 1.8%, hitting a new daily high and approaching 31.08 points [1] - The surge in the grain index was significantly influenced by Trump's biofuel policy proposals, which also led to a notable increase at the opening of the U.S. stock market [1]

Group 1 - The Bloomberg Commodity Index fell by 2.25% in May, closing at 30.72 points on May 30, after reaching a low of 30.25 points on May 13, indicating a period of low volatility [1] - CBOT corn futures decreased by 6.73%, settling at $4.43 per bushel [1] - CBOT wheat futures increased by 0.42%, reaching $5.33 per bushel [1] Group 2 - CBOT soybean futures declined by 0.22%, closing at $10.42 per bushel, with a peak of $10.82 on May 14 [1] - Soymeal futures fell by 0.80%, while soybean oil futures dropped by 2.07% [1] - ICE raw sugar futures decreased by 2.06%, and ICE white sugar futures fell by 3.08% [1] Group 3 - ICE Arabica coffee futures experienced a significant decline of 17.26%, while coffee "C" futures dropped by 14.61% [1] - Robusta coffee futures fell by 16.09% [1] - New York cocoa futures rose by 9.79%, closing at $9,757 per ton, after peaking at $11,280 on May 20 [1] Group 4 - London cocoa futures increased by 2.41% [1] - ICE cotton futures decreased by 1.41% [1]

CBOT小麦期货跌2.72%，报5.2850美元/蒲式耳。 CBOT大豆期货涨0.12%，报10.6175美元/蒲式耳，豆粕期货跌0.05%，豆油期货涨0.60%。 周二（5月27日）纽约尾盘，彭博谷物分类指数跌0.64%，报31.2029点。 CBOT玉米期货跌0.27%，报4.5825美元/蒲式耳。 ...

以下文章来源于CFC商品策略研究 ，作者CFC商品策略研究 CFC商品策略研究 . 好的研报应该提供打破经验，观念，陈规或惯例的视角，提供自我逻辑审查的意识自觉。阅读体验应该是一次历险，也许是一次漂流，它并不 把你带到任何一个安全的港湾去，但更像是提供一种类似在悬崖边临渊回眸，另做选择的逻辑启发，或自我反讽的邀请。 文 | 田亚雄 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 引言 最近不绝于耳的讨论是，达成什么样的条件才能形成抄底的安全边际？是价格优先（比如文华商品指数2019年3月的156左右的位置、 2020年9月146的位置）还是时间优先（比如美国遭遇CPI现实压力的2025年Q3末），但至少2025年4月解放日的低点并不牢靠的共 识正在形成。商品定价继续关注边际的力量，在5月12日后难觅新增的多头驱动，而在库存周期底部甚至进一步形成主动去库存的卖 压。 5月16日，国际三大信用评级机构之一的穆迪宣布将美国主权信用等级从最高级的3A（Aaa）下调至2A（Aa1）。从1917年穆 迪给予美国主权信用评级起，108年以来，这是其首次将美国的信用等级从最高级下调。 信用评级的下调直接 ...