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商品日报(10月29日):集运欧线、焦煤领涨 三大油脂全线下挫
Xin Hua Cai Jing·2025-10-29 09:35

Group 1: Commodity Price Movements - Coking coal rose by over 3.5%, while coke increased by 1.90%, both reaching nearly two and a half month highs [2] - The overall commodity market showed a positive trend, with the China Securities Commodity Futures Price Index closing at 1481.24 points, up 6.01 points or 0.41% [1] - Egg prices continued to rebound, increasing by over 2% and hitting a one-month high [3] Group 2: Oilseed Market Dynamics - Three major oils led the decline, with rapeseed oil dropping over 2%, palm oil nearly 2%, and soybean oil down nearly 1% [4] - Canadian Prime Minister Carney indicated potential easing of investment restrictions on Chinese investments, which could negatively impact rapeseed oil prices as Canada is a major supplier to China [4] - Weak demand is dragging down palm oil prices, with expectations of reduced consumption as winter approaches [4] Group 3: Shipping and Freight Market - The shipping market saw a significant increase, with the European shipping line futures rising by over 5%, driven by improved trade conditions and seasonal demand [2] - Despite the positive sentiment in the shipping market, actual freight rates may not see substantial increases until late November when cargo volumes are expected to return [2]