冠通期货早盘速递-20250813

Hot News - From 12:01 on August 12, 2025, the additional tariff measures stipulated in the "Announcement of the Tariff Commission of the State Council on Imposing Additional Tariffs on Imported Goods Originating from the United States" (Tariff Commission Announcement No. 4 in 2025) will be adjusted. The 24% additional tariff rate on US goods will continue to be suspended for 90 days, while the 10% additional tariff rate will be retained [1] - The People's Government of Guangzhou and other departments issued the "Implementation Plan on Implementing the Opinions on Financial Support for the In - depth All - around Cooperation of Guangdong, Hong Kong and Macao in Nansha, Guangzhou Facing the World", proposing to support the Guangzhou Futures Exchange to actively study power futures and strive for the support of the National Development and Reform Commission, the China Securities Regulatory Commission and other departments to explore the timely launch of power futures [1] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Administration issued the "Implementation Plan for the Fiscal Interest Subsidy Policy for Personal Consumption Loans". The annual interest subsidy ratio is 1 percentage point, with a maximum of 50% of the loan contract interest rate. The central and provincial finances will bear 90% and 10% of the interest subsidy funds respectively [1] - On August 12, Foreign Ministry Spokesperson Lin Jian was asked by a AFP reporter about US President Trump's post on the "Truth Social" platform, expressing the hope that China would triple its soybean orders as a way to significantly reduce the US - China trade deficit. Lin Jian said that specific issues should be referred to the competent authorities, and China's stance on US - China economic and trade issues is consistent and clear [1] - Federal Reserve's Barkin said that the uncertainty about the direction of the US economic development is decreasing, but it is still unclear whether the central bank should focus more on controlling inflation or supporting the job market [2] Key Focus - The commodities to focus on are coking coal, rapeseed meal, crude oil, soda ash, and fuel oil [3] Night - Session Performance Sector Performance - Non - metallic building materials had a 2.94% increase, precious metals 26.15%, oilseeds and fats 12.70%, non - ferrous metals 21.79%, soft commodities 2.41%, coal, coke, steel and minerals 15.48%, energy 3.36%, chemicals 11.22%, grains 1.15%, and agricultural and sideline products 2.80% [3] Sector Positions - The document shows the changes in commodity futures sector positions in the past five days, covering various sectors such as agricultural and sideline products, grains, chemicals, energy, coal, coke, steel and minerals, non - ferrous metals, etc. [4] Performance of Major Asset Classes Equity - The Shanghai Composite Index had a daily increase of 0.50%, a monthly increase of 2.59%, and a year - to - date increase of 9.37%; the SSE 50 had a daily increase of 0.61%, a monthly increase of 1.12%, and a year - to - date increase of 4.55%; the CSI 300 had a daily increase of 0.52%, a monthly increase of 1.67%, and a year - to - date increase of 5.31%; the CSI 500 had a daily increase of 0.41%, a monthly increase of 3.08%, and a year - to - date increase of 12.09%; the S&P 500 had a daily increase of 1.13%, a monthly increase of 1.68%, and a year - to - date increase of 9.59%; the Hang Seng Index had a daily increase of 0.25%, a monthly increase of 0.79%, and a year - to - date increase of 24.48%; the German DAX had a daily decrease of 0.23%, a monthly decrease of 0.17%, and a year - to - date increase of 20.67%; the Nikkei 225 had a daily increase of 2.15%, a monthly increase of 4.01%, and a year - to - date increase of 7.08%; the UK FTSE 100 had a daily increase of 0.20%, a monthly increase of 0.16%, and a year - to - date increase of 11.93% [5] Fixed - Income - The 10 - year Treasury bond futures had a daily decrease of 0.04%, a monthly decrease of 0.06%, and a year - to - date decrease of 0.46%; the 5 - year Treasury bond futures had a daily decrease of 0.00%, a monthly decrease of 0.01%, and a year - to - date decrease of 0.77%; the 2 - year Treasury bond futures had a daily decrease of 0.02%, a monthly decrease of 0.01%, and a year - to - date decrease of 0.62% [5] Commodities - The CRB Commodity Index had a daily decrease of 0.11%, a monthly decrease of 1.47%, and a year - to - date decrease of 0.46%; WTI crude oil had no daily change, a monthly decrease of 7.56%, and a year - to - date decrease of 11.03%; London spot gold had a daily increase of 0.18%, a monthly increase of 1.76%, and a year - to - date increase of 27.57%; LME copper had no daily change, a monthly increase of 1.24%, and a year - to - date increase of 10.76%; the Wind Commodity Index had a daily decrease of 0.87%, a monthly decrease of 0.47%, and a year - to - date increase of 15.07% [5] Others - The US dollar index had a daily decrease of 0.44%, a monthly decrease of 1.98%, and a year - to - date decrease of 9.60%; the CBOE Volatility Index had no daily change, a monthly decrease of 2.81%, and a year - to - date decrease of 6.34% [5] Main Commodity Trends - The document presents the trends of various commodities, including the Baltic Dry Index (BDI), CRB spot index, WTI crude oil, London spot gold and silver, LME 3 - month copper, CBOT soybeans and corn, etc., as well as the risk premium of the stock market [6]