冠通期货早盘速递-20250929

Report Summary - The report does not provide an investment rating for the industry. - The core view of the report is to present the latest market information and trends, including power industry statistics, monetary policy, international news, and the performance of various asset classes. Hot News - As of the end of August, the cumulative installed power generation capacity in China reached 3.69 billion kilowatts, a year-on-year increase of 18%. Among them, solar power installed capacity was 1.12 billion kilowatts, a year-on-year increase of 48.5%, and wind power installed capacity was 0.58 billion kilowatts, a year-on-year increase of 22.1%. From January to August, the cumulative average utilization hours of power generation equipment in China were 2,105 hours, a decrease of 223 hours compared with the same period last year [2]. - The third - quarter (110th) regular meeting of the Monetary Policy Committee of the People's Bank of China in 2025 was held on September 23. The meeting mentioned implementing a moderately loose monetary policy, strengthening counter - cyclical adjustment, and promoting economic growth and price stability [2]. - In the United States, consumer spending adjusted for inflation increased by 0.4% for the second consecutive month in August. The Fed's preferred core PCE price index rose 0.2% month - on - month and remained stubbornly at 2.9% year - on - year, indicating economic robustness this quarter [2]. - On September 28 (local time), Hamas stated that it had not received new proposals from mediators, and the negotiations with Israel had been at a stalemate since the assassination of its leader in Doha. Hamas said it was ready to study any proposals [3]. Market Performance Stock Market - The Shanghai Composite Index had a daily decline of 0.65%, a monthly decline of 0.77%, and an annual increase of 14.21%. The S&P 500 had a daily increase of 0.59%, a monthly increase of 2.84%, and an annual increase of 12.96%. The Hang Seng Index had a daily decline of 1.35%, a monthly increase of 4.19%, and an annual increase of 30.25% [7]. Commodity Market - In terms of commodity plate price increases, precious metals increased by 32.15%, non - metallic building materials by 2.73%, and energy by 2.96% [4][5]. - Key commodities to focus on include Shanghai silver, coke, pulp, fuel oil, and Shanghai gold [6]. Other Asset Classes - The 10 - year Treasury bond futures had a daily increase of 0.13%, a monthly decline of 0.12%, and an annual decline of 1.14%. London spot gold had a daily increase of 0.28%, a monthly increase of 9.05%, and an annual increase of 43.24% [8].