Market Performance Summary Overnight Night Market - Crude oil prices declined with the WTI crude futures down 1.65% to $61.52 per barrel and Brent crude futures down 1.54% to $65.23 per barrel due to the Gaza cease - fire plan and the fading of geopolitical risk premiums in the Middle East [3][38] - International precious metal futures generally fell, with COMEX gold futures down 1.95% to $3991.10 per ounce and COMEX silver futures down 2.73% to $47.66 per ounce. The US government shutdown, Fed officials' divergent views on the economic outlook, and the ECB's decision to keep interest rates unchanged, along with the easing of the Middle East situation, reduced the safe - haven demand [3][38] - London base metals all rose, with LME tin up 1.16% to $36820.00 per ton, LME aluminum up 1.05% to $2782.50 per ton, LME copper up 1.01% to $10776.50 per ton, LME lead up 0.92% to $2020.50 per ton, and LME nickel up 0.91% to $15485.00 per ton, driven by factors such as the decline of the US dollar index, the rebound of global manufacturing PMI, and the increasing demand in the new energy sector [3][40] Financial Markets A - shares - On the first trading day after the holiday, A - shares traded at a high level. The Shanghai Composite Index rose 1.32% to 3933.97 points, hitting a more than ten - year high. The Shenzhen Component Index rose 1.47%, the ChiNext Index rose 0.73%, and the STAR 50 Index rose 2.93%. The total trading volume of A - shares was 2.67 trillion yuan [27] Hong Kong Stocks - The Hang Seng Index fell 0.29% to 26752.59 points, the Hang Seng Tech Index fell 0.66%, and the Hang Seng China Enterprises Index rose 0.07%. Pharmaceutical stocks declined significantly, the semiconductor industry chain pulled back in the afternoon, and the non - ferrous metal industry accelerated its upward trend [27] Stock ETFs - In September, the stock ETF market attracted over 110 billion yuan of funds. ETFs tracking the Hong Kong Stock Connect Internet Index and the Securities Index had monthly net inflows of over 10 billion yuan [27] International Stocks - US stocks fell slightly, with the Dow Jones Industrial Average down 0.52%, the S&P 500 down 0.28%, and the Nasdaq Composite down 0.08%. European stocks closed mixed, with the German DAX up 0.06%, the French CAC40 down 0.23%, and the UK FTSE 100 down 0.41%. The Japanese stock market hit a new high, with the Nikkei 225 Index up 1.77% to 48580.44 points [35][36] Important News Macroeconomic News - The National Development and Reform Commission issued an announcement on governing price disorderly competition and maintaining a good market price order. The first - phase Gaza cease - fire agreement came into effect. Hamas announced the end of the war and a permanent cease - fire. Fed official Williams supported further interest rate cuts this year [6] Energy and Chemical Futures - As of October 9, 2025, domestic soda ash manufacturers' total inventory increased by 3.74% to 1.6598 million tons compared to September 29. The total inventory of national float glass sample enterprises increased by 5.85% to 62.824 million heavy boxes, reaching a four - week high [8] Metal Futures - The Ministry of Commerce and the General Administration of Customs announced export controls on lithium batteries and artificial graphite anode materials. In September, China's mainstream polysilicon enterprises' output increased by 4.38% month - on - month, and the production capacity utilization rate rose to 47.24% [13] Black - series Futures - The utilization rate of coking coal mine production capacity decreased by 4.6% to 81.9%. The in - plant inventory of construction steel in major domestic steel mills increased by 9.8% to 3.431 million tons compared to the previous period [18] Agricultural Products Futures - The National Development and Reform Commission formulated the application and allocation rules for grain import tariff quotas in 2026. The global soybean supply remained loose. Indonesia will implement a mandatory B50 biodiesel plan in the second half of 2026 [22][23] Bonds - After the long - holiday, the bond market had a good start. The yields of major interest - rate bonds in the inter - bank market mostly declined, and treasury bond futures closed up across the board. The Ministry of Finance will issue 11 billion yuan of RMB treasury bonds in Hong Kong on October 15 [41][42] Foreign Exchange - The on - shore RMB against the US dollar closed at 7.1246 on Thursday, down 60 basis points from the previous trading day. The US Treasury intervened in the Argentine foreign - exchange market, and the US and Argentina reached a framework agreement for a $20 billion currency swap [44][45] Upcoming Events - A series of events are scheduled for October 10, including central bank open - market operations, speeches by Fed and ECB officials, and multiple industry conferences. New stocks are set to be listed, and company earnings reports are due [47]
资讯早间报-20251010
Guan Tong Qi Huo·2025-10-10 01:35