Report Industry Investment Rating - The rating for the iron ore industry is a weak and volatile outlook [3] Core View of the Report - Currently, the overall valuation of iron ore is relatively high, with supply being relatively loose at high prices. However, as steel mills' profits shrink, the expectation of steel mill production cuts is increasing, and there are signs of weakening future demand for iron ore. Attention should be paid to the negative impact on iron ore prices from the shipments of the Simandou project and steel mill production cuts, as well as the pressure on iron ore caused by future steel mill production cuts [2] Summary by Related Catalogs Price and Spread - This week, iron ore prices trended weakly. As of Friday's close, the main iron ore contract 2601 closed at 771 yuan/ton, down 24 yuan/ton week-on-week, a decline of 3.02%. The Platts 62% iron ore index was reported at $105.3/ton on Friday, down $2.1/ton week-on-week, a decline of 1.96%. The spot price of PB fines at Qingdao Port was 781 yuan/ton, down 6 yuan/ton week-on-week [1][5] Supply - According to the latest data from Mysteel, the global iron ore shipments in this period were 32.075 million tons, a week-on-week decrease of 715,000 tons, with a significant decline in shipments from Australia and Brazil. The arrivals at 45 ports in this period were 30.458 million tons, a week-on-week increase of 4.371 million tons [1][8] Demand - A Mysteel survey of 247 steel mills showed that the blast furnace operating rate was 84.27%, basically flat week-on-week and up 2.59 percentage points year-on-year. The blast furnace ironmaking capacity utilization rate was 90.33%, down 0.22 percentage points week-on-week and up 2.34 percentage points year-on-year. The steel mill profitability rate was 55.41%, down 0.87 percentage points week-on-week and down 19.05 percentage points year-on-year. The daily average pig iron output was 2.4095 million tons, down 5,900 tons week-on-week and up 65,900 tons year-on-year [1][10][11] Inventory - According to Mysteel statistics, the total iron ore inventory at 45 ports nationwide was 142.7827 million tons, a week-on-week increase of 2.5377 million tons. The daily average port clearance volume at 45 ports was 3.1572 million tons, a week-on-week decrease of 1.128 million tons [2][13] Strategy - Unilateral: Weak and volatile - Inter - period: None - Inter - variety: None - Futures - spot: None - Options: None [3]

1. Report Industry Investment Rating - Unilateral: Cautiously bearish; Inter - period: None; Inter - variety: None; Spot - futures: None; Options: None [3] 2. Core Viewpoint - There is still a contradiction between supply and demand in the steel market, and steel prices are oscillating downward. After the holiday, the demand for building materials recovered well, with a significant increase in apparent demand and better de - stocking performance. The demand for plates recovered slowly after the holiday, and there is a risk of market pressure due to continuous inventory accumulation [1][2] 3. Summary by Related Content Market Analysis Price and Spread - As of the close this Friday, the rebar main contract 2601 closed at 3,037 yuan/ton, with a weekly decline of 2.13%. The hot - rolled coil main contract 2601 closed at 3,204 yuan/ton, with a weekly decline of 2.47% [1][5] Supply - The blast furnace operating rate of 247 steel mills was 84.27%, flat compared with last week and 2.59 percentage points higher than last year. The blast furnace iron - making capacity utilization rate was 90.33%, down 0.22 percentage points from last week and 2.34 percentage points higher than last year. The steel mill profitability rate was 55.41%, down 0.87 percentage points from last week and 19.05 percentage points lower than last year. The daily average pig iron output was 2.4095 million tons, down 0.59 million tons from last week and 6.59 million tons higher than last year [1] Consumption - This week, the supply of the five major steel products was 8.5695 million tons, a week - on - week decrease of 63,600 tons, a decline of 0.7%. The output of the five major steel products decreased week - on - week, mainly because the steel mill profits shrank, and some steel mills had short - term maintenance. The total apparent demand of the five major steel products this period was 7.0778 million tons, a week - on - week increase of 860,600 tons, an increase of 12.16% [1][28] Inventory - This week, the total inventory of the five major steel products was 15.8226 million tons, a week - on - week decrease of 184,600 tons, a decline of 1.2%. The total inventory of the five major products decreased week - on - week, with both factory and social inventories decreasing, and the decline mainly came from rebar [1] Strategy - Unilateral: Cautiously bearish; Inter - period: None; Inter - variety: None; Spot - futures: None; Options: None [3]

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The polyolefin market is under pressure due to the continued loose supply - demand situation. PE and PP prices have weakened recently, affected by factors such as cost - end weakness, supply increases, and insufficient downstream demand [1][2][3]. - For PE, the continuous decline in its price is due to loose supply - demand fundamentals, post - holiday inventory accumulation, and weakened cost support from falling crude oil prices. Although the demand for agricultural films has improved seasonally, overall demand remains limited [2]. - For PP, the weakening of the price is dragged down by the weakening of crude oil and propane prices, and the loose supply - demand pattern also fails to support it. The supply continues to increase, while the downstream demand recovery is slow, and the inventory removal pressure is large [3]. Summary by Directory 1. Market News and Important Data - **Price and Basis**: The closing price of the L main contract is 6,874 yuan/ton (-55), and that of the PP main contract is 6,551 yuan/ton (-67). The LL North China spot price is 6,850 yuan/ton (-50), and the LL East China spot price is 6,950 yuan/ton (+0). The PP East China spot price is 6,570 yuan/ton (-50). The LL North China basis is -24 yuan/ton (+5), the LL East China basis is 76 yuan/ton (+55), and the PP East China basis is 19 yuan/ton (+17) [1]. - **Upstream Supply**: The PE operating rate is 81.8% (-2.2%), and the PP operating rate is 78.2% (+0.5%) [1]. - **Production Profit**: The PE oil - based production profit is 492.1 yuan/ton (-17.4), the PP oil - based production profit is -127.9 yuan/ton (-17.4), and the PDH - based PP production profit is 131.8 yuan/ton (+66.9) [1]. - **Imports and Exports**: The LL import profit is -150.5 yuan/ton (+14.5), the PP import profit is -523.3 yuan/ton (+14.6), and the PP export profit is 25.2 US dollars/ton (-1.8) [1]. - **Downstream Demand**: The PE downstream agricultural film operating rate is 42.9% (+7.3%), the PE downstream packaging film operating rate is 52.2% (-0.7%), the PP downstream plastic weaving operating rate is 44.3% (+0.0%), and the PP downstream BOPP film operating rate is 61.2% (+0.5%) [1]. 2. Market Analysis - **PE**: The recent decline in PE is due to loose supply - demand, post - holiday inventory accumulation, and weakened cost support from falling crude oil prices. The supply is expected to increase, the downstream demand is limited except for the agricultural film sector, and the cost support is weakening [2]. - **PP**: The recent weakening of PP is dragged down by the weakening of crude oil and propane prices, and the loose supply - demand pattern. The supply continues to increase, the downstream demand recovery is slow, the inventory removal pressure is large, and the cost support is weakening [3]. 3. Strategy - **Single - side**: Adopt a wait - and - see approach. - **Inter - period**: Conduct reverse spreads for L01 - L05 and PP01 - PP05. - **Inter - variety**: Shrink the spread of PP01 - 3MA01 when it is high [4].

1. Report Industry Investment Rating - No specific industry investment rating is provided in the report. 2. Core Viewpoints of the Report - The supply of propylene continues to increase due to the restart and capacity increase of PDH units, while the overall downstream demand has declined, and the cost side continues to drag down the propylene market. The supply - demand pattern of propylene remains loose, with insufficient upward driving force, but the downward space is also limited at the current low price level. It is necessary to continue to pay attention to the impact of trade frictions on the supply of propane and the start - stop status of PDH units [2]. 3. Summary According to the Directory 3.1 Market News and Important Data - **Propylene**: The closing price of the main propylene contract is 6007 yuan/ton (-99), the spot price in East China is 6165 yuan/ton (-25), and in North China is 6160 yuan/ton (-55). The basis in East China is 158 yuan/ton (+74), and in North China is 153 yuan/ton (+44). The operating rate is 74% (-1%), the spread between China's propylene CFR and Japan's naphtha CFR is 230 US dollars/ton (+4), the spread between propylene CFR and 1.2 propane CFR is 139 US dollars/ton (+7), the import profit is -411 yuan/ton (-11), and the in - plant inventory is 41,490 tons (-1900) [1]. - **Propylene Downstream**: The operating rate of PP powder is 39% (-1.03%), with a production profit of -30 yuan/ton (+55); for propylene oxide, the operating rate is 68% (-4%), and the production profit is -51 yuan/ton (-33); for n - butanol, the operating rate is 90% (+2%), and the production profit is 19 yuan/ton (-66); for octanol, the operating rate is 92% (-4%), and the production profit is 100 yuan/ton (-3); for acrylic acid, the operating rate is 75% (-8%), and the production profit is 1173 yuan/ton (-32); for acrylonitrile, the operating rate is 79% (+0%), and the production profit is -622 yuan/ton (+52); for phenol - acetone, the operating rate is 78% (+0%), and the production profit is -625 yuan/ton (-99) [1]. 3.2 Market Analysis - **Supply Side**: Newly added 600,000 - ton PDH of Bohua and 650,000 - ton cracking unit of Yulong Petrochemical are shut down, the 450,000 - ton PDH of Tianhong has restarted after a short - term shutdown, and the Haiwei PDH unit is expected to restart. Coupled with the capacity increase of the restarted PDH units, the supply of propylene continues to increase [2]. - **Demand Side**: The overall downstream operating rate has declined. The PO and acrylic acid units have undergone centralized shutdown and maintenance, with a significant decline in operating rate. The operating rate of PP powder has decreased slightly. The downstream cost pressure is still relatively high, and the demand is mainly supported by rigidity [2]. - **Cost Side**: International oil prices continue to decline under the pressure of weak demand and tariff disturbances. The price of external propane has rebounded slightly but is still weak. The cost side continues to drag down the propylene market [2]. 3.3 Strategy - **Unilateral**: Adopt a wait - and - see approach; the short - term trend remains weak. - **Inter - period Spread**: Consider a reverse spread for PL01 - 02 when the price is high. - **Inter - commodity Spread**: No specific strategy is provided [3]. 3.4 Directory - related Charts - **Propylene Basis Structure**: Includes charts such as the closing price of the main propylene contract, East China basis, North China basis, 01 - 05 contract, market prices in East China and Shandong [6][9][11]. - **Propylene Production Profit and Operating Rate**: Covers charts like the spread between China's propylene CFR and Japan's naphtha CFR, propylene capacity utilization rate, PDH production gross profit, PDH capacity utilization rate, MTO production gross profit, methanol - to - olefins capacity utilization rate, naphtha cracking production gross profit, and crude oil refinery capacity utilization rate [15][17][25]. - **Propylene Import and Export Profit**: Contains charts of the spreads between South Korea's FOB and China's CFR, Japan's CFR and China's CFR, Southeast Asia's CFR and China's CFR, and propylene import profit [32][34]. - **Propylene Downstream Profit and Operating Rate**: Comprises charts of the production profit and operating rate of PP powder, propylene oxide, n - butanol, octanol, acrylic acid, acrylonitrile, and phenol - acetone [41][43][46]. - **Propylene Inventory**: Includes charts of propylene in - plant inventory and PP powder in - plant inventory [65].

农产品周报 | 2025-10-19 国内供应宽松，豆粕价格弱势震荡 粕类市场要闻与重要数据 期货方面，上周末收盘豆粕2601合约2922元/吨，环比下跌54元，跌幅1.54%；上周末收盘菜粕2601合约2306元/吨， 环比下跌85元，跌幅3.55%。现货方面，天津地区豆粕现货价格2960元/吨，环比下跌30元/吨，现货基差M01+92 ， 环比上涨24；江苏地区豆粕现货价格2880元/吨，环比持平，现货基差M01+12，环比上涨54；广东地区豆粕现货价 格2890元/吨，环比持平，现货基差M01+22，环比上涨54。福建地区菜粕现货价格2540元/吨，环比下跌50元/吨， 现货基差M01+234，环比上涨35。 豆粕：南美方面，阿根廷农牧渔业国秘处公布的数据显示，截至10月8日当周，阿根廷农户销售128.24万吨2024/25 年度大豆，使累计销量达到3754.32万吨。当周，本土油厂采购120.62万吨，出口行业采购7.62万吨。10月14日，10 月14日，巴西全国谷物出口商协会表示，巴西10月大豆出口量料为731万吨，此前一周预估为712万吨。 国内方面，据Mysteel农产品调研显示，2025年第 ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Based on the Huatai Commodity Multi-Factor Model, this week it is recommended to overweight copper, silver, soybean oil, gold, and fresh apples, and underweight glass, alumina, soda ash, eggs, and styrene [4][51] Summary by Relevant Catalogs 1. Plate Liquidity - This week, the trading volume of the basic metals sector was 1784.354 billion yuan, a change of 104.21% from last week, with a margin of 50.724 billion yuan, a change of -3.33 billion yuan from last week [1] - The energy and chemical sector had a trading volume of 1641.153 billion yuan, a change of 148.50% from last week, and a margin of 36.5 billion yuan, a change of 0.198 billion yuan from last week [1] - The agricultural products sector had a trading volume of 1222.184 billion yuan, a change of 88.30% from last week, and a margin of 41.853 billion yuan, a change of 1.864 billion yuan from last week [1] - The precious metals sector had a trading volume of 5172.317 billion yuan, a change of 271.03% from last week, and a margin of 76.338 billion yuan, a change of 4.96 billion yuan from last week [1] - The black building materials sector had a trading volume of 1013.342 billion yuan, a change of 161.66% from last week, and a margin of 33.353 billion yuan, a change of 1.948 billion yuan from last week [1] - The stock index futures sector had a trading volume of 3921.85 billion yuan, a change of 133.22% from last week, and a margin of 154.917 billion yuan, a change of -10.672 billion yuan from last week [1] - The treasury bond futures sector had a trading volume of 1592.895 billion yuan, a change of 132.22% from last week, and a margin of 16.084 billion yuan, a change of 1.145 billion yuan from last week [1] 2. Market and Plate Style - Since the beginning of this year, the Wande Commodity Index has a change of 33.76%, the Non-ferrous Index has a change of 2.25%, the Energy Index has a change of -22.63%, the Chemical Index has a change of -17.92%, the Oilseeds Index has a change of 4.47%, the Precious Metals Index has a change of 48.17%, and the Coking Coal and Steel Ore Index has a change of 0.64% [2] - The Huatai Commodity Long-term Momentum Index has a change of 18.76%, the Short-term Momentum Index has a change of 0.20%, the Skewness Index has a change of 12.23%, and the Term Structure Index has a change of 3.39% [2] - The latest VIX indicators of stock index options are as follows: SSE 50 Index Option is 19.26%, CSI 300 Index Option is 20.98%, and CSI 1000 Index Option is 26.67% [2] 3. Plate Premium and Discount Structure - The latest basis of stock index futures: IH is 7.47 points, IF is -17.27 points, IC is -143.47 points, and IM is -159.17 points; the annualized basis rate: IH is 1.46%, IF is -2.22%, IC is -11.85%, and IM is -12.83% [3] - The latest basis of treasury bond futures: TS is -0.02 yuan, TF is -0.05 yuan, T is 0.10 yuan, and TL is -0.29 yuan; the latest net basis: TS is -0.01 yuan, TF is -0.04 yuan, T is -0.08 yuan, and TL is -0.51 yuan [3] 4. Strategy - According to the Huatai Commodity Multi-Factor Model, this week it is recommended to overweight copper, silver, soybean oil, gold, and fresh apples, and underweight glass, alumina, soda ash, eggs, and styrene [4][51]

1. Report Industry Investment Ratings - For the pig industry: Cautiously bearish [3] - For the egg industry: Cautiously bearish [6] 2. Core Views - Pig market: The short - term pig price is supported by the strong demand for secondary fattening, but in the long run, due to the unchanged supply - demand pattern, the pig price will remain weak [1][2][3] - Egg market: During the seasonal consumption off - season, the large supply pressure suppresses the spot price, and the market sentiment is pessimistic. The spot price is expected to fluctuate weakly [5][6] 3. Summary by Relevant Catalogs Pig Market News and Key Data - Futures: On October 17, 2025, the closing price of the live pig 2601 contract was 11,670 yuan/ton, down 470 yuan from last week [1] - Spot: In Henan, the price of ternary live pigs was 11.28 yuan/kg, up 0.09 yuan/kg from last week; in Jiangsu, it was 11.44 yuan/kg, up 0.17 yuan/kg; in Sichuan, it was 10.83 yuan/kg, down 0.13 yuan/kg [1] - Supply: In September, the inventory of reproductive sows was 5.0421 million heads, a month - on - month decrease of 0.28%; the culling volume was 106,603 heads, a month - on - month increase of 2.54%. In August, the inventory of commercial pigs was 36.8499 million heads, a month - on - month increase of 1.44%. In September, the slaughter volume of commercial pigs was 10.2173 million heads, a month - on - month decrease of 4.54%. This week, the average slaughter weight of ternary live pigs nationwide was 123.43 kg, down 0.05 kg from last week [1] - Demand: This week, the slaughter enterprise start - up rate was 32.38%, down 2.15 percentage points from last week [1] - Inventory: This week, the frozen product storage capacity rate of domestic key slaughter enterprises was 17.84%, up 0.09% [1] Market Analysis - Supply side: This week, the supply pressure continued to rise, with group farms and individual farmers actively slaughtering. Future pig slaughter is expected to remain at a high level [2] - Demand side: After the double festivals, consumption was sluggish, but the current strong demand for secondary fattening supported the spot price in the short term. However, secondary fattening will lead to an increase in pig supply in a few months, and the problem of supply shift is prominent [2] Strategy - Cautiously bearish. In the short term, the pig price will fluctuate at the bottom, and in the long run, it may continue to decline [3] Egg Market News and Key Data - Futures: Last week, the closing price of the main egg futures 2511 contract was 2,805 yuan/500 kg, down 1 yuan from the previous week, a decrease of 0.04% [3] - Spot: In Liaoning, the egg spot price was 3.02 yuan/jin, up 0.12 yuan/jin from the previous week; in Hebei, it was 2.94 yuan/jin, up 0.11 yuan/jin; in Shandong, it was 2.92 yuan/jin, up 0.05 yuan/jin [3] - Supply: In September, the inventory of laying hens in the country was about 1.313 billion, a month - on - month decrease of 0.30% and a year - on - year increase of 8.87%. Last week, the slaughter volume of culled hens was 600,100, a month - on - month increase of 2.81%, and the average slaughter age was 497 days, down 1 day from the previous week [3] - Demand: Last week, 92 trucks of eggs arrived in the Beijing market, an increase of 6 trucks from the previous week; 453 trucks arrived in the Guangdong market, a decrease of 20 trucks [3] - Inventory: Last week, the production - link inventory in key national regions was 1.32 days, a month - on - month decrease of 30.53%; the circulation - link inventory was 1.40 days, a month - on - month decrease of 29.29% [3] Market Analysis - Supply side: Last week, the price of culled hens continued to decline, and the slaughter volume increased slightly. It is expected that the slaughter volume will change little this week. The number of newly - opened laying hens in October decreased, but due to the high inventory of laying hens and the recovery of the egg - laying rate, the supply pressure is large [5] - Demand side: Last week, traders replenished their stocks actively, and this week, the consumer demand is weak, mainly focusing on digesting the previous inventory [5] Strategy - In the seasonal consumption off - season, the large supply pressure suppresses the spot price. The market sentiment is pessimistic, and the spot price is expected to fluctuate weakly. Unilateral operation: Cautiously bearish [6]

Report Industry Investment Rating - The overall rating for commodities and stock index futures is neutral [5] Core Viewpoints - The gap between strong expectations and weak reality in the domestic market has widened. In August, China's economic data showed signs of weakness, and external tariff pressure has increased. The government has proposed policies to stabilize growth, and attention should be paid to policy expectations and the potential correction of the current off - peak season situation [1] - Sino - US tariff frictions have intensified, and before the APEC Summit in South Korea from October 28th to November 1st, the risk impact of tariff escalation on the market should be vigilant [2] - The US government shutdown has affected the release of economic data. The market has under - priced the severity of the shutdown, and the subsequent development of the event should be monitored [3] - For commodity sectors, a wait - and - see approach is recommended in the near term. Different sectors have different characteristics and risks, and attention should be paid to specific factors such as downstream demand, supply constraints, and policy impacts [4] Summary by Related Catalogs Market Analysis - In China, the economic pressure increased marginally in August, with characteristics of "slow industry, weak investment, and sluggish consumption". In September, exports were resilient, and the M2 - M1 gap reached a new low for the year. To cope with external pressure, the government proposed policies to stabilize growth, with a new policy - based financial instrument scale of 500 billion yuan [1] - Sino - US tariff frictions have escalated. The US has taken a series of measures such as including Chinese enterprises in the entity list and imposing additional tariffs, and China has responded with counter - measures. The risk impact of tariff escalation on the market should be vigilant before the APEC Summit [2] - The US government shutdown has affected the release of economic data. The market has under - priced the severity of the shutdown. In September, the US Markit manufacturing and services PMI declined slightly, and in August, new home sales increased unexpectedly [3] Commodity Analysis - For commodities, a wait - and - see approach is recommended in the near term. The black sector is affected by downstream demand expectations, the non - ferrous sector has long - term supply constraints, the energy sector has a relatively loose supply in the medium - term, the chemical sector has "anti - involution" space, agricultural products are driven by tariff and inflation expectations, and precious metals have high short - term price fluctuation risks [4] Strategy - The overall rating for commodities and stock index futures is neutral [5] Important News - In the first three quarters of this year, China's total goods trade imports and exports were 33.61 trillion yuan, a year - on - year increase of 4%. In September, exports and imports increased, and the trade surplus decreased [6] - China has taken counter - measures against South Korea's Hanwha Ocean's five US - related subsidiaries for their support of the US government's investigation against China [6] - China's September monetary supply, social financing scale, and credit data have changed, and the decline in CPI and PPI has narrowed [6] - The Fed Chairman may stop reducing the balance sheet in the next few months. The US Treasury Secretary plans to submit candidates for the next Fed Chairman to Trump after Thanksgiving [6] - The US Senate failed to advance the Republican's temporary appropriation bill, and a judge blocked the government's plan to lay off employees during the shutdown. US API crude oil and refined oil inventory data have changed [3][6] Economic Heat Maps - **US Economic Heat Map**: In September, the US Markit manufacturing PMI was 52.0, and the services PMI was 54.2. Investment, consumption, and other aspects showed different trends, and the contribution rates of various factors to GDP were different [8] - **European Economic Heat Map**: In September, the European manufacturing PMI was 49.8, and the services PMI was 51.3. Inflation, trade, and other aspects also had corresponding changes [9] - **Chinese Economic Heat Map**: In September, China's GDP grew steadily. Investment, consumption, and other fields showed different trends, and the contribution rates of consumption, investment, and net exports to GDP were 44.5%, 25.2% + 30.3%, and the rest respectively [10]

甲醇周报 | 2025-10-19 伊朗制裁带动港口基差周内走高 甲醇观点 市场要闻与重要数据 港口供应方面：海外甲醇开工率73.58%（+2.40%）；中国进口甲醇周频到港量28.38万吨（-17.67），其中华东到港 量20.90万吨（-19.82），华南到港量7.48万吨（+2.15）。 内地供应方面：中国甲醇开工率87.42%（-2.11%），其中煤制甲醇开工率82.15%（-2.01%）、天然气甲醇开工率50.79% （+0.00%）、焦炉气甲醇开工率61.66%（+0.87%）；西北开工率92.05%（-1.85%），华北开工率65.10%（-5.82%）， 华中开工率88.64%（+7.17%），华东开工率79.92%（-4.92%），西南开工率82.49%（-2.12%）。 港口需求方面：太仓周均提货量3843吨/天（+454），华东MTO企业周度采购量127000吨（-187700），外采甲醇MTO 企业开工率86.28%（+0.00%）。 内地需求方面：甲醇企业待发订单量228910吨（+113670）。传统下游样本企业原料采购量23800吨（+5080），甲醛 开工率41.34%（+6. ...

FICC周报 | 2025-10-19 高位板块调整，权重托底大盘 市场分析 中美高层通话。宏观方面，北京时间10月18日上午，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、 美国财政部长贝森特和贸易代表格里尔举行视频通话，双方围绕落实今年以来两国元首历次通话重要共识，就双 边经贸关系中的重要问题进行了坦诚、深入、建设性的交流，同意尽快举行新一轮中美经贸磋商。海外方面，特 朗普访谈中承认以高关税威胁中国的策略不可持续，并可能会冲击美国经济。此前，特朗普也曾在社交媒体平台 上发帖表示，美国"无意伤害中国"，暗示愿在一定条件下缓和紧张局势。目前特朗普已签署行政令，自11月1日起 对进口中型和重型卡车及零部件征收25%的新关税。还称还将对进口客车征收10%的关税。 股指调整。现货市场，A股三大指数本周调整，上证指数收盘跌1.47%收于3839.76点，创业板指跌5.71%。行业方 面，板块指数跌多涨少，银行、煤炭行业涨幅超4%，电子、传媒、汽车、通信行业跌幅居前。日均成交额约为2.3 万亿元。央行行长潘功胜在出席G20财长和央行行长会议时表示，将继续实施适度宽松的货币政策，综合运用多种 货币政策工具，保证流动 ...