冠通期货早盘速递-20250910

Report Summary 1. Hot News - During the "14th Five - Year Plan" period, China's manufacturing added - value is expected to increase by 8 trillion yuan, accounting for nearly 30% of the global total, with the overall scale ranking first globally for 15 consecutive years. China has built the world's largest and most extensive network infrastructure, with 4.598 million 5G base stations and over 100 million devices connected to key industrial Internet platforms, and 35,000 basic - level and 230 excellent - level smart factories have been built [1] - The US government's preliminary benchmark revision data shows that the non - farm employment in the US was revised down by 911,000 in the year ending March this year, an average monthly reduction of nearly 76,000, the largest downward revision since 2000, which may lead to a series of interest rate cuts by the Fed starting next week [1] - The Shanghai Futures Exchange announced that the listing benchmark price for the OP2601 - OP2608 contracts of offset printing paper futures is 4,218 yuan/ton [1] - Hamas strongly condemned Israel's attempted assassination of the leader of the Hamas negotiation delegation in Doha, Qatar, but the chief negotiator Khalil al - Hayya was not assassinated [2] - As of the end of the 36th week of 2025, China's domestic soybean oil inventory was 1.443 million tons, a week - on - week increase of 23,000 tons (1.60%); domestic soybean meal inventory was 1.16 million tons, a week - on - week increase of 97,000 tons (9.09%); domestic imported rapeseed oil inventory was 708,000 tons, a week - on - week decrease of 29,000 tons (4.01%) [2] 2. Key Focus - The commodities to focus on are urea, Shanghai copper, apples, asphalt, and PP [3] 3. Night - session Performance - The night - session performance of different commodity sectors: Non - metallic building materials 2.79%, precious metals 30.03%, oilseeds and oils 10.92%, non - ferrous and soft commodities 2.38% and 20.65%, coal, coke, steel and minerals 14.41%, energy 2.72%, chemicals 12.04%, grains 1.08%, and agricultural and sideline products 2.98% [3] 4. Performance of Major Asset Classes | Category | Name | Daily Return (%) | Monthly Return (%) | Annual Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | - 0.51 | - 1.31 | 13.59 | | | SSE 50 | - 0.38 | - 1.61 | 9.08 | | | CSI 300 | - 0.70 | - 1.35 | 12.74 | | | CSI 500 | - 0.90 | - 1.63 | 21.01 | | | S&P 500 | 0.27 | 0.81 | 10.73 | | | Hang Seng Index | 1.19 | 3.43 | 29.30 | | | German DAX | - 0.37 | - 0.77 | 19.13 | | | Nikkei 225 | - 0.42 | 1.73 | 8.94 | | | FTSE 100 | 0.23 | 0.60 | 13.09 | | Fixed - income | 10 - year Treasury Bond Futures | - 0.06 | - 0.03 | - 1.06 | | | 5 - year Treasury Bond Futures | - 0.01 | 0.05 | - 0.91 | | | 2 - year Treasury Bond Futures | - 0.02 | - 0.04 | - 0.58 | | Commodity | CRB Commodity Index | 0.00 | - 0.98 | 0.90 | | | WTI Crude Oil | 0.84 | - 1.98 | - 12.71 | | | London Spot Gold | - 0.33 | 5.15 | 38.11 | | | LME Copper | - 0.01 | 0.12 | 12.90 | | | Wind Commodity Index | 1.17 | 6.69 | 23.36 | | Other | US Dollar Index | 0.33 | - 0.08 | - 9.88 | | | CBOE Volatility Index | 0.00 | - 1.63 | - 12.91 | [5]