冠通期货早盘速递-20250528

Group 1: Hot News - From January to April, the total profit of industrial enterprises above designated size in China reached 211.702 billion yuan, a year-on-year increase of 1.4%. However, the automobile manufacturing industry decreased by 5.1%, the oil and gas extraction industry decreased by 6.9%, the coal mining and washing industry decreased by 48.9%, the oil, coal and other fuel processing industry saw an increased loss year-on-year, and the ferrous metal smelting and rolling processing industry turned from loss to profit year-on-year [1] - Multiple car companies have recently launched price promotion activities, compressing the profit margins of upstream enterprises to 10% and extending the payment period to 120 days. Industry insiders believe the "price war" may lead to supplier losses and car quality and safety issues [1] - In May, US consumer confidence index rose significantly from 85.7 in April to 98, higher than all economists' expectations [1] - US President Trump expressed encouragement for the EU to accelerate trade negotiations. The EU is seeking to speed up trade talks with the US, focusing on key industries, tariffs, and non-tariff barriers. White House Economic Council Director Hasset said that tariffs of some countries may be reduced to 10% or lower, and a trade agreement with India is nearly completed [1] Group 2: Sector Performance Night - Market Performance - Non - metallic building materials rose 2.73%, precious metals rose 30.37%, oilseeds rose 12.05%, coal, coke, steel and minerals rose 13.49%, energy rose 2.50%, chemicals rose 13.10%, grains rose 1.62%, agricultural and sideline products rose 2.78%, soft commodities rose 2.46%, and non - ferrous metals rose 18.90% [2][3] Key Sectors to Watch - Rubber, caustic soda, glass, rapeseed meal, and urea [2] Group 3: Sector Positions - The document shows the five - day changes in commodity futures sector positions (in lots) for multiple sectors including agricultural and sideline products, grains, chemicals, energy, coal, coke, steel and minerals, non - ferrous metals, soft commodities, oilseeds, precious metals, and non - metallic building materials [4] Group 4: Performance of Major Asset Classes Equity - The Shanghai Composite Index fell 0.18%, the SSE 50 fell 0.52%, the CSI 300 fell 0.54%, the CSI 500 fell 0.31%, the S&P 500 rose 2.05%, the Hang Seng Index rose 0.43%, the German DAX rose 0.83%, the Nikkei 225 rose 0.51%, and the UK FTSE 100 rose 0.69% [5] Fixed - Income - The 10 - year Treasury bond futures fell 0.11%, the 5 - year Treasury bond futures fell 0.03%, and the 2 - year Treasury bond futures fell 0.02% [5] Commodities - The CRB commodity index fell 0.64%, WTI crude oil fell 0.65%, London spot gold fell 1.25%, LME copper fell 0.15%, and the Wind commodity index fell 1.27% [5] Others - The US dollar index rose 0.64%, and the CBOE volatility index remained unchanged [5]