冠通期货资讯早间报-20250822

Market Trends - Overnight, U.S. oil rose 1.23% to $63.48/barrel, Brent crude rose 1.14% to $67.60/barrel due to inventory drop [3][49] - COMEX gold fell 0.15% to $3383.5/ounce, COMEX silver rose 0.87% to $38.1/ounce [4][49] - LME base metals mostly fell, LME copper rose 0.14% to $9734.50/ton [4][49] - Domestic futures were mixed,烧碱 rose over 2%,焦煤 fell over 1% [4] - U.S. agricultural products had mixed performance, soybeans rose 1.83%, soybean meal fell 0.52% [5] Macroeconomic News - Jan - Jul全社会用电量 reached 5863.3 billion kWh, up 4.5% year - on - year [8] - Chinese Ambassador to the U.S. met with CFR President to discuss Sino - U.S. relations [8] - Former St. Louis Fed President called for 100 - basis - point rate cut this year [8] - U.S. initial jobless claims rose by 11,000 to 235,000 [9] Energy and Chemical Futures - Singapore fuel oil inventory dropped 1.61 million barrels, middle distillates rose 371,000 barrels, light distillates rose 914,000 barrels [11] - National float glass production was flat week - on - week, down 5.16% year - on - year [13] - India will continue to buy Russian oil [13] - Domestic soda ash inventory rose 0.90% week - on - week [13] - East China port methanol inventory rose 0.93 tons week - on - week [14] Metal Futures - Tianjin restricted some galvanizing enterprises, impact on northern galvanizing industry was limited [16] - Logistics in Tianjin was tight, North China electrolytic copper supply was short [16] - Goldman Sachs said copper price forecasts for 2026/2027 had upside risks [18] - Industrial silicon social inventory decreased 0.2 tons week - on - week [18] Black - Series Futures - Tangshan and Xingtai steel mills raised coke prices [20] - Mongolia's coking coal auction had all lots unsold [20] - Rebar production decreased, demand increased, inventories rose [20] Agricultural Futures - China will conduct central frozen pork reserve purchases [22][25][37] - Indonesia's palm oil inventory dropped 13% in June, exports rose 35.4% [23][24] - Malaysia's palm oil production rose 0.3% in Aug 1 - 20 [25] - Brazil's sugar shipping waiting decreased [25] - Argentina's 2025/2026 corn planting area may increase 9.6% [26] - U.S. drought affected 9% of soybean and 5% of corn planting areas [26] - 2025/26 global soybean production may rise 1% [28] - India imported rapeseed oil [28] - U.S. soybean export sales were in line or exceeded expectations [28] Financial Markets Financial - A - shares rose slightly, small - cap stocks adjusted, turnover was 2.46 trillion yuan [30] - Hong Kong's Hang Seng Index fell 0.24%, turnover was HK$239.487 billion [30] - Goldman Sachs said Chinese small - and medium - cap stocks had room to rise [32] - 171 A - share companies planned to distribute 124.584 billion yuan in dividends [33] - South Korean investors bought Chinese assets [33] - Many companies announced share - reduction plans [33] - Kuaishou's Q2 revenue rose 13.1% to 35 billion yuan, adjusted profit was 5.6 billion yuan [34] - Bilibili's Q2 revenue rose 20% to 7.34 billion yuan, adjusted profit was 560 million yuan [35] - Miniso's Q2 revenue rose 23.1% to 4.966 billion yuan [36] - Alibaba will spin off Zebra Intelligence for independent listing [36] Industry - China will conduct central frozen pork reserve purchases [37] - Financial regulators are formulating health insurance guidelines [37] - 20 troubled real - estate enterprises' debt restructuring was approved [37] - A large shale gas field in China was confirmed [38] - Chengdu introduced housing provident fund policies [40] - 2025 Fortune China Tech 50 list was released [40] Overseas - Trump planned to patrol Washington D.C. streets [41] - Trump criticized renewable energy [41] - Trump created a new government position [41] - U.S. Aug manufacturing PMI was 53.3, service PMI was 55.4 [41] - U.S. initial jobless claims rose to 235,000 [42] - U.S. July second - hand home sales rose 2% [44] - Japan may invest 10 trillion yen in India in 10 years [45] - South Korea denied U.S. chip subsidy share - exchange rumor [45] - South Korea restricted foreign real - estate speculation [45] - Eurozone Aug PMI rose to 50.5 [45] International Stock Markets - U.S. stocks fell slightly, Chinese concept stocks mostly rose [46] - European stocks were mixed [46] - Walmart's Q2 revenue rose 4.8% to $177.4 billion [48] Commodities - Oil prices rose due to inventory drop [49] - Precious metals had mixed performance [49] - Base metals mostly fell [49] Bonds - Treasury futures mostly rose, Chinese central bank net - injected 124.3 billion yuan [50] - Beijing will prepay part of its government bonds [50] - Japanese long - term bond yields rose to multi - decade highs [52] - U.S. bond yields rose [52] Foreign Exchange - On - shore RMB rose 15 points against the U.S. dollar [53] - U.S. dollar index rose 0.41% [53]