冠通期货资讯早间报：隔夜夜盘市场走势-20250409

Report Summary 1. Overnight Market Trends - International oil prices dropped significantly, with the May contract of US crude falling 4.07% to $58.23 per barrel and the June contract of Brent crude falling 4.11% to $61.57 per barrel [2] - International precious metal futures generally rose, with COMEX gold futures up 0.83% at $2998.3 per ounce and COMEX silver futures up 0.49% at $29.75 per ounce [3] - London base metals all closed lower, with LME copper down 1.45% at $8588 per ton, LME zinc down 3.51% at $2553 per ton, etc [3] - CBOT agricultural futures contracts all closed higher, with soybean futures up 0.97% at 992.5 cents per bushel, corn futures up 0.97% at 469 cents per bushel, etc [3] - Most domestic commodity futures closed lower at night. Energy - chemicals, black - series, and base metals generally declined, while some agricultural products rose and some fell. Shanghai gold and silver rose [4][50][51] 2. Important News Macroeconomic News - China firmly opposes the US threat to impose an additional 50% tariff on China and will take counter - measures if the US tariff measures are implemented [6] - The US Chamber of Commerce is considering suing the Trump administration to block new tariffs [6] - Shanghai Stock Exchange held a symposium with 10 securities firms, and the firms are optimistic about the development of China's capital market [7] Energy and Chemical Futures - The cost of transporting diesel from the Rhine to inland Europe reached the highest seasonal level since at least 2009 [11] - As of April 7, domestic asphalt social and factory inventories increased slightly [11] - Goldman Sachs expects Brent and WTI crude oil prices to decline in December 2025 and December 2026 [12][53] - Russia's oil exports declined for the second consecutive week [14] Metal Futures - Some European investors are moving gold out of the US due to concerns about US trade policies [16] - In March 2025, China's lithium carbonate production increased, and the expected production in April decreased [16] - In March, global gold ETFs had significant inflows, and the total asset management scale reached a record high [16] Black - series Futures - A silicon - iron factory in Gansu stopped production for maintenance, reducing daily output [18] - Trump signed an executive order to promote the US coal industry [18] - China's 47 - port imported iron ore inventory decreased, while Australian and Brazilian port inventories increased [20] Agricultural Futures - Indonesia will adjust the export tax on crude palm oil to relieve the burden on exporters [22][54] - As of April 6, EU's imports of soybeans and rapeseeds increased, while palm oil imports decreased compared to the same period last year [22] - As of April 8, the port inventory of soybean oil decreased [23] 3. Financial Markets Finance - The Securities Association of China organized securities companies to conduct stress tests in 2025 [25] - In 2024, the securities industry's revenue and net profit increased, and self - operating business was the largest source of income [27] - Two new science - innovation board AI ETFs applied for registration, and the number of science - innovation board ETFs increased [27] - In March, the number of private securities fund products filed reached a new high [27] - Six companies' science - innovation comprehensive index ETF linked funds were established, bringing in incremental funds [27] - Some small and medium - sized banks and private banks in China adjusted deposit and large - deposit certificate interest rates [28] Real Estate - Multiple cities are researching and preparing real - estate market stabilization policies [29] - In March, the trading volume of new and second - hand houses in first - and second - tier cities increased significantly [31] - In the first quarter, the transfer fee of residential land in 300 cities increased, and the average premium rate rose [31] Industry - The "buy - now - get - refund" service for tax - free shopping will be promoted nationwide from April 8 [33] - The Ministry of Industry and Information Technology plans to accelerate the construction of a new information infrastructure standard system [33] - A new national standard for intelligent household appliances' voice interaction technology will be implemented on September 1, 2025 [34] - The scale of China's liquid - cooled server market is expected to grow rapidly from 2024 - 2029 [34] Overseas - Lawrence Summers believes that US tariff measures may lead to an economic recession and job losses [36] - Trump is promoting the US coal industry [36] - Canada will impose a 25% tariff on US cars [37] - Morgan Stanley lowered its forecast for US GDP growth in 2025 [37] - South Korea will hold early elections on June 3 and announce an additional budget plan [38] 4. International Stock Markets - Most Chinese concept stocks fell, while some rose [43] - Tariffs may cause a nearly 30% price increase for Apple's iPhone 16 Pro Max [44] - Micron Technology will charge additional fees related to tariffs from April 9 [45] - Leapmotor and Hesai Technology reached a strategic cooperation [46] - Porsche's global car deliveries decreased in Q1 2025 [47] - DHL Group will invest 2 billion euros in the life - science and healthcare logistics sector in the next five years [48] - Samsung Electronics' Q1 2025 operating profit slightly decreased, while sales increased [49] 5. Commodities - Most domestic commodity futures closed lower at night, with different trends in different sectors [4][50][51] - Shanghai plans to boost its commodity trade scale by 2027 [51] - The price of rice in Japanese supermarkets has been rising for 13 consecutive weeks [52] - US API crude oil inventory decreased last week [55] - The price of domestic battery - grade lithium carbonate reached a six - month low [56] - The Baltic Dry Index declined for 11 consecutive days [57] 6. Bonds - The bond market declined, and the central bank increased net investment [58] - The convertible bond index rose, with some bonds rising and some falling [59] - The Ministry of Finance will issue several types of treasury bonds [60] - Jiangsu encourages enterprises to issue innovation - related bonds with government subsidy [61] - Some bonds will be redeemed, and some companies' credit ratings were adjusted [61] 7. Foreign Exchange - The on - shore RMB against the US dollar declined on Tuesday [62] 8. Upcoming Events - Economic data releases include South Korea's March unemployment rate, Japan's March consumer confidence index, etc [65] - Policy - related events include China's central bank's open - market operations, New Zealand's and India's central bank interest - rate decisions, etc [67]