冠通期货早盘速递-20250924

Group 1: Economic Data - In August, the total social electricity consumption reached 1015.4 billion kWh, a year-on-year increase of 5%. The national manufacturing electricity consumption in the same month increased by 5.5% year-on-year, the highest this year [2] - The OECD's mid-term outlook report predicts that the global economic growth rate in 2025 will be 3.2%, an upward revision of 0.3 percentage points from the June forecast, and the 2026 forecast remains at 2.9%. The economic growth forecasts of the US, Eurozone, Japan, and the UK for this year have been slightly raised [2] - The preliminary value of the US S&P Global Manufacturing PMI in September was 52, in line with expectations, and the final value in August was 53. The preliminary value of the Services PMI was 53.9, and the preliminary value of the Composite PMI was 53.6, both lower than expected and at a three-month low [2] - In September, the arrival volume of imported soybeans in China remained high. The soybean crushing volume of major oil mills in the country has remained above 2.3 million tons for four consecutive weeks, and this week's crushing volume is expected to be around 2.4 million tons. As of September 19, the soybean meal inventory of major oil mills has exceeded 1.2 million tons, and it is expected to rise above 1.25 million tons by the end of September [2] Group 2: Project News - The first-phase lithium carbonate project of Luopu Xihai New Energy Materials Co., Ltd. was put into operation. The total investment of the project is 4.6 billion yuan. After the first phase reaches full production, it can process 300,000 tons of lithium concentrate annually and produce 30,000 tons of battery-grade lithium carbonate [3] Group 3: Plate Performance - Key focus: urea, Shanghai copper, soybean meal, crude oil, plastic [4] - Night trading performance: non-metallic building materials 2.58%, precious metals 32.68%, oilseeds 10.34%, soft commodities 2.53%, non-ferrous metals 18.74%, coal, coke, steel, and minerals 13.97%, energy 3.01%, chemicals 11.88%, grains 1.05%, agricultural and sideline products 3.23% [4] Group 4: Plate Position - The chart shows the position changes of commodity futures plates in the past five days [6] Group 5: Performance of Major Asset Classes | Category | Name | Daily Change (%) | Monthly Change (%) | Year-to-Date Change (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index, SSE 50 | -0.18, -0.09 | -0.94, -1.91 | 14.02, 8.74 | | | CSI 300 | -0.06 | 0.51 | 14.86 | | | CSI 500 | -0.61 | 1.94 | 25.41 | | | S&P 500 | -0.55 | 3.04 | 13.18 | | | Hang Seng Index | -0.70 | 4.31 | 30.40 | | | German DAX | 0.36 | -1.22 | 18.60 | | | Nikkei 225 | 0.00 | 6.50 | 14.03 | | | UK FTSE 100 | -0.04 | 0.39 | 12.85 | | Fixed Income | 10-year Treasury Bond Futures | -0.21 | -0.09 | -1.11 | | | 5-year Treasury Bond Futures | -0.13 | 0.10 | -0.86 | | | 2-year Treasury Bond Futures | -0.05 | -0.07 | -0.61 | | Commodity | CRB Commodity Index | 0.00 | -1.52 | 0.35 | | | WTI Crude Oil | 2.22 | -0.61 | -11.48 | | | London Spot Gold | 0.46 | 9.17 | 43.40 | | | LME Copper | 0.21 | 0.92 | 13.80 | | | Wind Commodity Index | 0.94 | 11.20 | 28.57 | | Other | US Dollar Index | -0.08 | -0.63 | -10.37 | | | CBOE Volatility Index | 0.00 | 4.82 | -7.20 | [8]