Group 1: Commodity Market Overview - On September 26, the domestic commodity futures market experienced more declines than increases, with red dates and Shanghai silver contracts rising over 2% [1] - The China Securities Commodity Futures Price Index closed at 1463.07 points, down 2.19 points or 0.15% from the previous trading day [1] Group 2: Red Dates Market - Red date futures surged with a 2.97% increase, leading the commodity market, as prices returned above 11,000 yuan per ton [2] - Inventory levels for red dates decreased to 9,203 tons, a week-on-week reduction of 0.48%, although year-on-year levels remain high by 84.80% [2] - Concerns exist regarding the potential impact of weather on the new crop's quality and yield, particularly with the onset of the Mid-Autumn Festival [2] Group 3: Oilseed Market - The oilseed market showed mixed trends, with canola meal following soybean meal into a downward trend, while canola and vegetable oil continued to rise [3] - Canola oil prices increased by 1.29%, supported by a tightening supply outlook after Argentina reinstated export taxes [3] - Domestic canola seed inventories have reached low levels, and a potential reduction in processing capacity is expected post-National Day [3] Group 4: Black Metals Market - The black metals sector saw a general decline, with both coke and coking coal contracts dropping over 2% [4] - Steel mill operating rates increased to 84.45%, with daily iron output rising to 2.4236 million tons [4] - Despite increased production, market sentiment remains weak, leading to a decline in black metal prices [4] Group 5: Shipping Market - The shipping market, specifically the European freight index, turned downward with a 1.86% drop [5] - Market sentiment is shifting as the reality of price increases becomes uncertain, leading to a cautious approach among investors [5]
商品日报（9月26日）：红枣增仓大涨 黑色系全线回落
Xin Hua Cai Jing·2025-09-26 11:07