冠通期货早盘速递-20250930

Group 1: Hot News - The Political Bureau of the CPC Central Committee held a meeting to study major issues in formulating the 15th Five - Year Plan for National Economic and Social Development. The Fourth Plenary Session of the 20th CPC Central Committee will be held from October 20 to 23 in Beijing. The meeting emphasized high - quality development, new development concepts, and other key points during the "15th Five - Year Plan" period [2] - The China Household Electrical Appliances Association issued an initiative to oppose unfair competition, including low - price dumping and false publicity [2] - US President Trump and Israeli Prime Minister Netanyahu held a bilateral meeting. Netanyahu accepted Trump's Gaza peace plan, which includes ending the war, troop withdrawal, and a temporary governance plan [2] - From September 22 to 28, 2025, the total arrival volume of iron ore at 47 ports in China was 2603.7 million tons, a decrease of 146.7 million tons compared with the previous period; at 45 ports, it was 2360.5 million tons, a decrease of 314.5 million tons; at the six northern ports, it was 1001.4 million tons, a decrease of 288.6 million tons [3] - In the fourth week of September 2025, Brazil shipped a total of 651.11 million tons of soybeans, with a daily average shipment of 32.56 million tons per day, an increase of 11.96% compared to September last year [3] Group 2: Key Focus and Night - Session Performance - Key commodities to focus on include urea, Shanghai tin, Shanghai copper, crude oil, and lithium carbonate [4] - Night - session performance of commodity sectors: Non - metallic building materials 2.60%, precious metals 32.65%, oilseeds 10.39%, soft commodities 2.46%, non - ferrous metals 20.18%, coal - coke - steel - ore 12.85%, energy 3.01%, chemicals 11.39%, grains 1.10%, and agricultural and sideline products 3.39% [4] Group 3: Plate Position and Holding Changes - The document shows the position changes of commodity futures plates in the past five days, but specific data is presented in a graphical form [5] Group 4: Performance of Major Asset Classes - Performance of equity assets: The Shanghai Composite Index had a daily increase of 0.90%, a monthly increase of 0.12%, and an annual increase of 15.24%. Different indices such as the SSE 50, CSI 300, and others also had their respective performance data [7] - Performance of fixed - income assets: 10 - year, 5 - year, and 2 - year treasury bond futures all had negative daily, monthly, and annual changes [7] - Performance of commodity assets: The CRB commodity index, WTI crude oil, London spot gold, LME copper, and other commodities had their respective daily, monthly, and annual performance data [7] - Performance of other assets: The US dollar index and CBOE volatility also had their respective performance data [7]