冠通期货早盘速递-20250526

Report Summary 1. Industry Investment Rating - No information about the industry investment rating is provided in the report. 2. Core Viewpoints - The Shanghai Futures Exchange is actively promoting the listing of green - low - carbon and recycled metal futures and options such as cast aluminum alloy to serve the risk management and circular development needs of the aluminum industry [2]. - In the first four months of this year, the national actual use of foreign capital decreased by 10.9% year - on - year, while Japan, Switzerland, the UK, ASEAN, South Korea, and Germany had year - on - year growth in actual investment in China [2]. - The EU is considering removing 20 banks from the SWIFT system, lowering the price cap of Russian oil to about $45 per barrel, and banning the construction of the Nord Stream gas pipeline [2]. - Malaysia's palm oil production from May 1 - 20, 2025, is estimated to increase by 3.51%, with different trends in different regions [3]. 3. Summary by Relevant Content Hot News - The Shanghai Futures Exchange will strengthen the coordination between futures and spot markets and promote the listing of new futures and options [2]. - The national actual use of foreign capital in the first four months of this year was 320.78 billion yuan, a 10.9% year - on - year decrease, with some countries showing growth [2]. - The EU is planning new sanctions against Russia in the financial and energy sectors [2]. - The inventory of imported iron ore in Chinese ports decreased, and the daily port clearance volume increased [2]. - Malaysia's palm oil production in May 1 - 20 had an overall increase [3]. Plate Performance - Key commodities to focus on include urea, lithium carbonate, Shanghai copper, crude oil, and hot - rolled coils [4]. - Night - session performance: Non - metallic building materials rose 2.76%, precious metals 30.83%, oilseeds 11.75%, soft commodities 2.46%, non - ferrous metals 18.77%, coal - coking - steel - ore 13.34%, energy 2.67%, chemicals 13.05%, grains 1.63%, and agricultural and sideline products 2.73% [4]. Plate Position - The report shows the position changes of commodity futures plates in the past five days [5]. Performance of Major Asset Classes - Equity: The Shanghai Composite Index fell 0.94%, the S&P 500 fell 0.67%, and the Hang Seng Index rose 0.24% [6]. - Fixed - income: 10 - year Treasury bond futures rose 0.04%, 5 - year Treasury bond futures rose 0.07%, and 2 - year Treasury bond futures rose 0.04% [6]. - Commodities: The CRB commodity index rose 0.13%, WTI crude oil rose 1.27%, and London spot gold rose 1.91% [6]. - Others: The US dollar index fell 0.82%, and the CBOE volatility index rose 9.91% [6].