Core Insights - The domestic commodity futures market showed a strong upward trend on September 15, with industrial products like coking coal and coke leading the gains, driven by favorable policy factors [1][3] - The China Securities Commodity Futures Price Index closed at 1456.83 points, up 8.88 points or 0.61% from the previous trading day, while the China Securities Commodity Futures Index closed at 2011.89 points, up 11.98 points or 0.60% [1] Group 1: Coking Coal and Coke - Coking coal and coke both saw significant increases of over 4% on September 15, influenced by supply-side factors and a recent mine closure in Shanxi Province [3] - The National Bureau of Statistics indicated a focus on expanding domestic demand and effective investment, which is expected to support price recovery in key industries [3] - Market sentiment remains volatile due to expectations around "anti-involution" policies and the potential for supply disruptions [3] Group 2: Egg Market - The main egg contract opened high and rose nearly 5% during the day, ultimately closing up 3.12%, driven by pre-holiday stocking demand despite high inventory levels of laying hens [4] - Analysts suggest that after the holiday season, supply pressures may weigh on prices, recommending a focus on short positions in future contracts as demand subsides [4] Group 3: Agricultural Products - The agricultural products sector mostly declined, with red dates dropping 2.9%, leading the market downturn, attributed to weak terminal demand despite the upcoming holiday season [5] - The red date market is facing pressure from high inventory levels and low transaction volumes, with prices hitting a one-month low of 10,770 yuan per ton [5] - The protein meal and oilseed markets are under pressure due to increased supply and a neutral-to-bearish report from the USDA, which raised soybean planting area and ending stock expectations [6]
焦煤焦炭携手鸡蛋大幅反弹走高 红枣双粕联袂下跌
Zhong Guo Jin Rong Xin Xi Wang·2025-09-15 23:39