Recently, a series of important information has been released, which has had a profound impact on the market operation in June.
The following is a detailed interpretation of the four core messages for you.
The first piece of information is about the adjustment of Australian beef tariffs.
According to news on the evening of June 19, Australia’s 205,000 tons of national beef quota for China in 2026 has been fully used up on June 18.
Starting from midnight on June 20, newly imported beef from Australia that exceeds the quota will be subject to an additional 55% safeguard tariff on the basis of the original regular tariff.
This measure is not a temporary new policy. It has been announced in the safeguard measures announcement at the end of 2025. It is a normalized regulation to stabilize the operation of the domestic livestock industry.
From the consumer side, the original taxes and fees on the stock of Australian frozen beef that has entered the customs remain unchanged, and the retail price of imported beef has been stable recently.
In the long run, it will encourage companies to optimize their procurement structures and the total domestic beef supply will remain stable.
At the level of the A-share agricultural and animal husbandry consumption industry chain, it is beneficial to domestic beef cattle breeding and other enterprises, while enterprises mainly engaged in Australian beef imports are facing rising cost pressures.
The second piece of information is that China-Europe freight trains have been operating uniformly for ten years.
Data disclosed by China Railway Group in the evening of June showed that from 2016 to 2025, the total number of lines increased by 10.8 times, with an average annual growth rate of approximately 31.5%, and the transportation network basically covers the entire territory of Asia and Europe.
The categories of goods have expanded from basic raw materials to high value-added products, and the foreign trade circulation structure has continued to be optimized.
This is good for foreign trade circulation, infrastructure supporting and other related enterprises.
In the A-share layout in June, the fundamental incremental logic of subdivisions such as land cross-border logistics is highlighted, which is suitable for prudent investors.
The third piece of information is social consumption data in May.
Data released by the National Bureau of Statistics show that total retail sales in May fell by 0.6% year-on-year, but retail sales of daily basic consumer goods increased year-on-year after excluding automobile categories.
The cumulative total retail sales from January to May increased by 1.4% year-on-year, showing the characteristics of differentiated recovery of “stable rigid demand, slow bulk volume, sufficient service resilience, and weak durable goods”.
This shows that the direction of consumption improvement and upgrading has not changed, and the fundamentals of domestic demand have a solid foundation.
In the operation of A-shares in June, sectors close to daily rigid needs can receive fundamental support, while sectors such as bulk automobiles need to be treated rationally.
The fourth piece of information is the operation of funds on the market in June.
Entering mid-to-late June, market funds were running smoothly, allocation directions were concentrated towards targets with real and stable profits, and willingness to participate in high-level topics that were purely conceptual speculations was reduced.
This means that the market has returned to fundamental logic, and investors should adjust their position logic and reduce short-term follow-up operations.
Based on the four pieces of information, the A-share market in June is suitable for rational sorting out around the five main lines of “domestic demand is stably restored, foreign trade structure is upgraded and improved, high-quality manufacturing is steadily increasing efficiency, capital allocation is focused on performance, and safety is controlled.”
Ordinary investors can refer to three pragmatic ideas: first, optimize the position structure, increase domestic demand and high-quality physical manufacturing allocation; second, distinguish between short-term speculation and long-term benefits, pay attention to real data and operating logic; third, maintain a stable operating rhythm, reduce frequent transactions, and establish long-term planning.
In short, in the face of all kinds of evening information, investors must rationally integrate, make independent judgments, base themselves on fundamentals, adapt to market differentiation, and control the pace of participation in order to move forward steadily in the market.
