冠通期货早盘速递-20250522

Key Points Summary 1. Policy and Market News - China supports 33 least - developed African countries to fully utilize the 100% tariff - free policy for all tariff items, and from December 1st last year to March this year, China's imports from these countries reached $21.42 billion, a year - on - year increase of 15.2% [2] - Myanmar's Wa State was officially approved to fully resume tin ore production in late April and is gradually resuming production [2] - The Dalian Commodity Exchange announced the trading time arrangement for the 2025 Dragon Boat Festival. The market will be closed from May 31st (Saturday) to June 2nd (Monday), and resume trading on June 3rd (Tuesday). There will be no night trading on May 30th (Friday), and the night trading will resume on the evening of June 3rd (Tuesday) [2] - China and ASEAN completed the negotiation of the 3.0 version of the China - ASEAN Free Trade Area on May 20th [2] - As of the week ending May 16th, the US EIA strategic petroleum reserve inventory reached the highest level since the week ending October 21st, 2022; gasoline inventory increased by the largest amount since the week ending January 31st, 2025; commercial crude oil inventory excluding strategic reserves reached the highest level since the week ending July 5th, 2024. The US strategic petroleum reserve (SPR) inventory increased by 843,000 barrels to 400.5 million barrels, a 0.21% increase [3] 2. Focus Commodities and Market Performance - Commodities to focus on include urea, lithium carbonate, Shanghai copper, crude oil, and rebar [4] - Night - trading performance of commodity sectors: Non - metallic building materials rose 2.65%, precious metals rose 30.91%, oilseeds and fats rose 11.98%, soft commodities rose 2.46%, non - ferrous metals rose 18.92%, coal, coke, steel, and minerals rose 13.15%, energy rose 2.58%, chemicals rose 12.97%, grains rose 1.61%, and agricultural and sideline products rose 2.77% [4] 3. Position and Asset Performance - Shows the position changes of commodity futures sectors in the past five days [6] - Presents the performance of major asset classes including equities, fixed - income, commodities, and others, with details on daily, monthly, and annual percentage changes [7] 4. Major Commodity Trends - Displays the trends of major commodities such as stock market risk preferences, BDI, CRB spot index, WTI crude oil, London spot gold and silver, LME copper, CBOT soybeans and corn, as well as risk premiums of different stock indices [9]