冠通期货早盘速递-20250822

Hot News - From January to July, the cumulative total electricity consumption of the whole society was 5,863.3 billion kWh, a year-on-year increase of 4.5%. Among them, the power generation of industrial enterprises above designated size was 5,470.3 billion kWh [1] - On August 18, 2025, Chinese Ambassador to the United States Xie Feng met with Richard N. Haass, President of the Council on Foreign Relations. They exchanged views on China-US relations and economic and trade cooperation. Ambassador Xie introduced China's efforts to build a new development pattern and promote high-level opening-up and stated China's principles and positions on developing China-US relations [1] - Former St. Louis Fed President James Bullard, a top candidate for the next Fed chair, called for a 100-basis-point interest rate cut this year and further cuts in 2026. He believes the current interest rate is a bit high and that a cut of about 100 basis points by 2026 could start at the September meeting, with further actions possible this year [1][4] - The number of initial jobless claims in the US last week recorded the largest increase in nearly three months, indicating an increase in layoffs and further signs of a weakening labor market. For the week ending August 16, the seasonally adjusted number of initial jobless claims increased by 11,000 to 235,000, the largest increase since the end of May [2] Key Concerns - The night - time trading performance focuses on coking coal, styrene, caustic soda, corn, and urea [3] - In terms of sector performance, non-metallic building materials rose 2.84%, precious metals 26.16%, oilseeds 12.70%, non - ferrous metals 21.82%, soft commodities 2.62%, coal, coke, steel and minerals 14.41%, energy 3.29%, chemicals 11.83%, grains 1.26%, and agricultural and sideline products 3.07% [3] Sector Positions - The chart shows the changes in the positions of commodity futures sectors in the past five days, including Wind agricultural and sideline products, Wind grains, Wind chemicals, Wind energy, Wind coal, coke, steel and minerals, Wind non - ferrous metals, Wind comprehensive commodities, Wind soft commodities, Wind oilseeds, Wind precious metals, and Wind non - metallic building materials [5] Performance of Major Asset Classes | Asset Class | Name | Daily Return (%) | Monthly Return (%) | Year - to - Date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | 0.13 | 5.54 | 12.51 | | | SSE 50 | 0.53 | 3.10 | 6.61 | | | CSI 300 | 0.39 | 5.21 | 8.98 | | | CSI 500 | - 0.36 | 7.67 | 17.09 | | | S&P 500 | - 0.40 | 0.49 | 8.31 | | | Hang Seng Index | - 0.24 | 1.34 | 25.15 | | | German DAX | 0.07 | 0.95 | 22.02 | | | Nikkei 225 | - 0.65 | 3.75 | 6.81 | | | UK FTSE 100 | 0.23 | 1.93 | 13.90 | | Fixed - Income | 10 - year Treasury Bond Futures | 0.06 | - 0.45 | - 0.85 | | | 5 - year Treasury Bond Futures | 0.06 | - 0.26 | - 1.02 | | | 2 - year Treasury Bond Futures | 0.00 | - 0.03 | - 0.63 | | Commodity | CRB Commodity Index | 0.00 | - 1.26 | - 0.24 | | | WTI Crude Oil | 1.26 | - 8.26 | - 11.71 | | | London Spot Gold | - 0.25 | 1.50 | 27.24 | | | LME Copper | 0.04 | 1.22 | 10.74 | | | Wind Commodity Index | - 0.93 | - 2.27 | 12.99 | | Other | US Dollar Index | 0.42 | - 1.40 | - 9.06 | | | CBOE Volatility Index | 0.00 | - 6.16 | - 9.57 | [6] Main Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index (BDI), CRB Spot Index, WTI crude oil, London spot gold, London spot silver, LME 3 - month copper, CBOT soybeans, and CBOT corn, as well as the ratios of gold to oil and copper to gold, and the risk premiums of stock indices [7]