冠通期货资讯早间报-20250911

Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents overnight market trends across various sectors, including energy, agriculture, metals, and financial markets. It also covers important macro - economic news, industry - specific developments, and upcoming events and data releases. Summary by Sections Overnight Night - Market Trends - Energy Futures: US crude oil and Brent crude oil rose by 1.79% and 1.78% respectively. Domestic crude oil futures rose 0.82% to 490.1 yuan/barrel. Low - sulfur fuel oil (LU) fell over 1% [3][4][5] - Agricultural Futures: CBOT agricultural futures closed lower, with soybean down 0.61%, corn down 0.66%, and wheat down 1.01% [3] - Metal Futures: LME base metals mostly rose, while domestic base metals had mixed results. Gold and silver futures in China also edged up [3][4][5] Important News Macro News - China maintains an objective and fair stance on the Ukraine crisis. The National Development and Reform Commission aims to manage over - capacity in key industries. A US judge blocked Trump from removing Fed governor Cook [7] - In August 2025, China's CPI fell 0.4% year - on - year, and PPI fell 2.9% year - on - year with a narrowing decline. The US Senate Committee supported Trump's nominee for Fed governor. US PPI unexpectedly dropped in August [7][10] Energy Futures - Domestic butadiene rubber inventory increased by 8.15% week - on - week. UAE's Fujeirah port's refined oil inventory rose. China achieved major oil and gas and uranium ore discoveries. EU plans more sanctions on Russia [13][15] - US commercial crude oil and strategic petroleum reserve inventories increased. Russian crude oil exports reached a three - month high [15][16] Metal Futures - Ningde Times' subsidiary aims to resume production at Jiaxiaowo by November. ANZ raised its year - end gold and silver price targets [18] Black - Series Futures - HeSteel's first - round silicon - manganese inquiry price in September was 5800 yuan/ton. A mine earthquake occurred in Heilongjiang. National building materials' production and inventory had mixed changes [21][22] Agricultural Futures - Malaysian palm oil exports from September 1 - 10 decreased. Malaysia's August palm oil inventory, production, and exports had different trends. A meeting on pig production capacity regulation is planned [24][25][25] - The US is considering a bio - fuel blending plan. Argentina's 2025/26 soybean planting area is expected to decline [27] Financial Markets Finance - A - shares rebounded with reduced volume. Hong Kong stocks rose. Some brokers adjusted margin trading limits. A number of public funds held autumn strategy meetings [29][31] - NIO completed a $1 billion equity financing. Zijin Gold International plans an IPO in Hong Kong [31][32] Industry - Six ministries launched a special campaign to rectify the automotive industry's online chaos. China found a large lithium - rich area. A meeting on pig production capacity regulation is planned [33][35] - The auto dealer inventory coefficient decreased in August. The e - commerce logistics index reached a new high [35][36] Overseas - Canada is reviewing tariffs on Chinese products. Trump pressured the Fed to cut interest rates. The US 8 - month PPI decline strengthened the case for a rate cut [37] - The US Supreme Court will review tariff legality. India and the US are working on a trade deal. South Korea will set up a large investment fund [39] International Stocks - US stocks had mixed results. European stocks also had mixed performance. Asian stocks in Japan and South Korea reached new highs [40][42] Commodities - Oil prices rose due to Middle - East tensions. Precious metals had mixed performance. Base metals mostly rose [43] Bonds - China's bond market weakened, and bond funds faced redemption pressure. US bond yields fell [44][46] Foreign Exchange - The on - shore RMB against the US dollar rose slightly. The US dollar index edged up, and non - US currencies had mixed performance [47] Upcoming Indicators and Events - Upcoming economic indicators include UK house price index, US CPI, and initial jobless claims. Key events involve central bank rate decisions and oil market reports [49][51]