冠通期货早盘速递-20250826

Group 1: Hot News - The General Offices of the CPC Central Committee and the State Council issued an opinion on promoting green - low - carbon transformation and strengthening the construction of the national carbon market, including supervision of pilot carbon markets, coordination between national and local markets, and expansion of the national market's coverage [2] - As of August 25, 2025, the Shanghai Export Container Settlement Freight Index (European route) reported 1990.20 points, down 8.7% from the previous period [2] - On August 25, NDRC Director Zheng Shanjie held a corporate symposium to listen to opinions on expanding domestic demand and stabilizing employment, and stated that the NDRC will improve policies, create a fair market environment, and support enterprises [2] - White House National Economic Council Director Hassett said it is appropriate for the Fed to consider a rate cut, and it will take months to decide on the successor to the Fed Chair [2] - Fed's Logan said there is still room to lower bank system reserves, and the standing repo facility may be re - enabled in September, and the optimal way to communicate the federal funds rate target should be explored [3] Group 2: Plate Performance - Key focus: Coking coal, coke, asphalt, glass, palm oil [4] - Night - session performance: Non - metallic building materials rose 2.81%, precious metals 27.14%, oilseeds 12.33%, non - ferrous metals 21.08%, soft commodities 2.58%, coal - coking - steel - ore 14.51%, energy 3.26%, chemicals 12.00%, grains 1.22%, and agricultural and sideline products 3.06% [4] Group 3: Plate Position - The document shows the position changes of commodity futures plates in the past five days, including Wind agricultural and sideline products, grains, chemicals, energy, coal - coking - steel - ore, non - ferrous metals, etc. [5] Group 4: Performance of Major Asset Classes - Equity: Shanghai Composite Index rose 1.51% daily, 8.69% monthly, and 15.87% annually; S&P 500 fell 0.43% daily, rose 1.58% monthly, and 9.48% annually; etc. [6] - Fixed - income: 10 - year Treasury bond futures rose 0.27% daily, fell 0.49% monthly, and 0.90% annually; 5 - year Treasury bond futures rose 0.15% daily, fell 0.18% monthly, and 0.95% annually; etc. [6] - Commodity: CRB Commodity Index rose 0.57% daily, 0.64% monthly, and 1.68% annually; WTI crude oil rose 1.73% daily, fell 6.44% monthly, and 9.96% annually; etc. [6] - Others: US Dollar Index rose 0.72% daily, fell 1.62% monthly, and 9.27% annually; CBOE Volatility Index was flat daily, fell 14.95% monthly, and 18.04% annually [6]