冠通期货早盘速递-20250605

Group 1: Hot News - The number of ADP employed people in the US in May increased by 37,000, lower than the expected 110,000 and the previous value of 62,000, with the slowest hiring rate since March 2023. After the data release, US President Trump called for a rate cut by Powell [2]. - The US ISM non - manufacturing PMI in May was 49.9, contracting for the first time in nearly a year, lower than the expected 52.0 and the previous value of 51.6 [2]. - Zhengzhou Commodity Exchange adjusted the application method for general - month hedging position limits for caustic soda, p - xylene, and bottle chips, and raised the combined limits for hedging and speculative positions of 14 varieties such as PTA [2]. - There was a rumor that Mongolia would raise the coal mineral resource tax to 20%, but as of now, there is no official decision on coal - related tax changes [2]. - Brazil's National Association of Grain Exporters (Anec) predicted that Brazil's soybean exports in June would be 12.55 million tons, lower than last year's 13.83 million tons and May's 14.2 million tons. It maintains the outlook of exporting 1.1 billion tons of soybeans in 2025, which would set a new record [2]. - Saudi Arabia hopes that OPEC+ will continue to accelerate oil production increases in the coming months, aiming to regain market share, and wants an increase of at least 411,000 barrels per day in August and possibly September [3]. Group 2: Commodity Market Capital Proportion - The capital proportions of different commodity sectors are: non - metallic building materials 2.57%, precious metals 29.99%, oilseeds 11.62%, soft commodities 2.45%, non - ferrous metals 20.38%, coal - coking - steel - ore 13.59%, energy 2.39%, chemicals 12.81%, grains 1.51%, and agricultural and sideline products 2.69% [4]. Key Attention - Key commodities to focus on are urea, rebar, Shanghai copper, and plastic [6]. Night - session Performance - Information about the night - session performance of commodity futures main contracts includes their price changes and position - increasing ratios [6]. Position Changes - Data shows the changes in commodity futures sector positions in the past five days [7]. Group 3: Performance of Major Asset Classes Equity - The daily, monthly, and annual percentage changes of various equity indices are presented, such as the Shanghai Composite Index with a daily increase of 0.42%, a monthly increase of 0.86%, and an annual increase of 0.73% [9]. Fixed - income - The daily, monthly, and annual percentage changes of different - term treasury bond futures are provided, for example, the 10 - year treasury bond futures had a daily increase of 0.09%, a monthly increase of 0.04%, and an annual decrease of 0.15% [9]. Commodity - The daily, monthly, and annual percentage changes of commodities are shown, like the CRB commodity index with a daily decrease of 0.09%, a monthly increase of 2.11%, and an annual decrease of 0.06% [9]. Others - The daily, monthly, and annual percentage changes of the US dollar index and CBOE volatility are given, with the US dollar index having a daily decrease of 0.47%, a monthly decrease of 0.63%, and an annual decrease of 8.91% [9].