冠通期货早盘速递-20250829

Group 1: Hot News - The "Opinions of the Central Committee of the Communist Party of China and the State Council on Promoting High - quality Urban Development" was released, aiming to make important progress in building modern people - centered cities by 2030 and basically complete the construction by 2035 [3] - The Indian government extended the exemption period for cotton import tariffs from September 30, 2025, to December 31, 2025 [3] - As of the week ending August 28, rebar production increased, factory inventory decreased, social inventory increased for the seventh consecutive week, and apparent demand increased for the second consecutive week. Rebar social inventory was 453.77 million tons, up 21.26 million tons (4.92% increase), and apparent demand was 204.21 million tons, up 9.41 million tons (4.83% increase) [3] - The Dalian Commodity Exchange added Siyang Dekang Agriculture and Animal Husbandry Co., Ltd. as a sub - warehouse of Sichuan Dekang Agriculture and Animal Husbandry Food Group Co., Ltd. and Guangxi Nongken Yongxin Animal Husbandry Group Shengtang Animal Husbandry Co., Ltd. as a non - group delivery warehouse for live pigs [3] - As of August 28, the total inventory of domestic soda ash manufacturers was 186.75 million tons, down 4.33 million tons (2.27% decrease) from last Thursday. Light soda ash inventory was 74.53 million tons, down 2.78 million tons, and heavy soda ash inventory was 112.22 million tons, down 1.55 million tons. It was also down 2.06 million tons (1.09% decrease) from Monday. Soda ash supply slightly decreased this week, and manufacturer inventory decreased slightly, but it was still at a historically high level [4] Group 2: Plate Performance - Key focus: Urea, apple, crude oil, lithium carbonate, PP [5] - Night - session performance: Non - metallic building materials rose 2.82%, precious metals rose 26.83%, chemicals rose 12.19%, grains rose 1.22%, and agricultural and sideline products rose 3.29%. Other plate performances include: oilseeds and fats rose 12.07%, coal, coke, steel, and minerals rose 14.81%, and energy rose 3.13% [5][6] Group 3: Plate Position - The chart shows the changes in commodity futures plate positions in the past five days, including positions in agricultural and sideline products, grains, chemicals, energy, coal, coke, steel, and minerals, non - ferrous metals, etc. [7] Group 4: Performance of Major Asset Classes | Asset Class | Name | Daily Return (%) | Monthly Return (%) | Year - to - Date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | 1.14 | 7.57 | 14.67 | | | SSE 50 | 1.45 | 6.65 | 10.28 | | | CSI 300 | 1.77 | 9.52 | 13.44 | | | CSI 500 | 2.17 | 12.60 | 22.45 | | | S&P 500 | 0.32 | 2.56 | 10.55 | | | Hang Seng Index | - 0.81 | 0.91 | 24.62 | | | German DAX | - 0.03 | - 0.11 | 20.75 | | | Nikkei 225 | 0.73 | 4.28 | 7.36 | | | FTSE 100 | - 0.42 | 0.92 | 12.77 | | Fixed - Income | 10 - year Treasury bond futures | - 0.19 | - 0.64 | - 1.04 | | | 5 - year Treasury bond futures | - 0.09 | - 0.25 | - 1.01 | | | 2 - year Treasury bond futures | - 0.03 | 0.02 | - 0.59 | | Commodity | CRB Commodity Index | 0.00 | 0.32 | 1.35 | | | WTI Crude Oil | 0.19 | - 7.15 | - 10.64 | | | London Spot Gold | 0.57 | 3.83 | 30.17 | | | LME Copper | 0.64 | 2.20 | 11.80 | | | Wind Commodity Index | - 0.18 | - 0.30 | 15.27 | | Other | US Dollar Index | - 0.33 | - 2.18 | - 9.78 | | | CBOE Volatility Index | 0.00 | - 11.18 | - 14.41 | [9]