冠通期货早盘速递-20250515

Group 1: Hot News - China's countermeasures against US fentanyl tariffs remain effective [2] - China suspends the inclusion of 28 US entities in the export control list and 17 US entities in the unreliable entity list for 90 days [2] - The US adjusts tariffs on Chinese goods, revoking 91% of the tariffs and implementing a 34% reciprocal tariff measure, with 24% of the tariffs suspended for 90 days and 10% retained [2] - The US lowers the ad - valorem tax rate on small Chinese parcels and cancels the planned increase in the specific tax [2] - China's social financing scale stock increased by 8.7% year - on - year in April, and the M2 balance increased by 8% year - on - year [3] - Newly issued corporate loans in April had an average interest rate of about 3.2%, 4 basis points lower than the previous month [3] - OPEC+ oil production in April increased by only 25,000 barrels per day, far below the target of 138,000 barrels per day [3] - OPEC maintains its forecast for global oil demand growth for this year and next [3] Group 2: Key Focus - Key commodities to focus on are urea, lithium carbonate, PVC, asphalt, and soybean oil [4] Group 3: Night - session Performance - Non - metallic building materials had a 2.64% increase; precious metals had a 29.98% increase; oilseeds and fats had an 11.78% increase; soft commodities had a 2.64% increase; non - ferrous metals had a 19.50% increase; coal, coke, and steel ore had a 13.21% increase; energy had a 2.58% increase; chemicals had a 13.35% increase; grains had a 1.68% increase; and agricultural and sideline products had a 2.64% increase [4] Group 4: Commodity Futures Plate Holdings - The document shows the changes in commodity futures plate holdings in the past five days [5] Group 5: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index had a daily increase of 0.86%, a monthly increase of 3.81%, and a year - to - date increase of 1.56%; the S&P 500 had a daily increase of 0.10%, a monthly increase of 5.81%, and a year - to - date increase of 0.19%; the Hang Seng Index had a daily increase of 2.30%, a monthly increase of 6.88%, and a year - to - date increase of 17.85% etc. [6] - In the fixed - income category, the 10 - year Treasury bond futures had a daily decrease of 0.12%, a monthly decrease of 0.43%, and a year - to - date decrease of 0.36%; the 5 - year Treasury bond futures had a daily decrease of 0.13%, a monthly decrease of 0.27%, and a year - to - date decrease of 0.69% etc. [6] - In the commodity category, the CRB commodity index had a daily decrease of 0.71%, a monthly increase of 3.34%, and a year - to - date increase of 0.57%; WTI crude oil had a daily decrease of 1.23%, a monthly increase of 8.08%, and a year - to - date decrease of 12.56% etc. [6] - In the other category, the US dollar index had a daily increase of 0.08%, a monthly increase of 1.43%, and a year - to - date decrease of 6.84%; the CBOE volatility index had no daily change, a monthly decrease of 26.23%, and a year - to - date increase of 5.01% [6]