冠通期货早盘速递-20250424

Group 1: Hot News - China's Ministry of Foreign Affairs responded to the US President's statement about potentially significantly reducing tariffs on China and the White House's claim of progress in China-US trade agreement negotiations, stating that China is reluctant but not afraid of a tariff war, and the US should stop threats and engage in dialogue on an equal, respectful, and reciprocal basis [2] - After a 17% increase over 9 trading days, the gold market underwent a major adjustment. On April 23, the Shanghai spot gold price dropped nearly 5%, and the gold near - month call option contract that soared nearly 10 - fold the previous day tumbled over 90%. The sharp fluctuations in gold prices drove the trading volumes of gold futures and options markets to record highs [2] - The International Monetary Fund predicts that tariff hikes in 2025 will cause the global public debt - to - GDP ratio to rise by 2.8 percentage points to 95.1% of GDP. If the decline in revenue and output due to tariffs exceeds current forecasts, the global debt level could exceed 117% of GDP by 2027 [2] - The Shanghai Futures Exchange announced that starting from the trading on April 25 (i.e., the night session on April 24), the trading fee for the gold futures AU2506 contract will be adjusted to 20 yuan per lot, and the intraday flat - today trading fee will also be 20 yuan per lot [2] - Last week, US EIA crude oil inventories increased by 244,000 barrels, contrary to the expected decrease of 770,000 barrels. US crude oil exports decreased by 1.551 million barrels per day to 3.549 million barrels per day, domestic crude oil production decreased by 200 barrels to 13.46 million barrels per day, and the Strategic Petroleum Reserve (SPR) inventory increased by 468,000 barrels to 397.5 million barrels, a 0.12% increase [3] Group 2: Key Focus - The commodities to focus on are urea, coke, lithium carbonate, crude oil, and plastic [4] Group 3: Night - Session Performance - The night - session performance of different commodity sectors shows that the non - metallic building materials sector rose 2.79%, the precious metals sector rose 29.87%, the oilseeds and fats sector rose 12.55%, the soft commodities sector rose 2.93%, the non - ferrous metals sector rose 18.57%, the coal, coke, and steel ore sector rose 13.63%, the energy sector rose 2.47%, the chemical sector rose 12.43%, the grain sector rose 1.91%, and the agricultural and sideline products sector rose 2.86% [4] Group 4: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index dropped 0.10%, the SSE 50 dropped 0.29%, the CSI 300 rose 0.08%, the CSI 500 rose 0.19%, the S&P 500 rose 1.67%, the Hang Seng Index rose 2.37%, the German DAX rose 3.14%, the Nikkei 225 rose 1.89%, and the UK FTSE 100 rose 0.90% [7] - In the fixed - income category, the 10 - year Treasury bond futures dropped 0.17%, the 5 - year Treasury bond futures dropped 0.13%, and the 2 - year Treasury bond futures dropped 0.04% [7] - In the commodity category, the CRB Commodity Index remained unchanged, WTI crude oil dropped 2.14%, London spot gold dropped 2.71%, LME copper remained unchanged, and the Wind Commodity Index dropped 3.59% [7] - In the other category, the US Dollar Index rose 0.94%, and the CBOE Volatility Index remained unchanged [7]