冠通期货早盘速递-20251022

Group 1: Hot News - European leaders issued a joint statement supporting a ceasefire in the Russia-Ukraine conflict through negotiations, endorsing Trump's proposal of an immediate ceasefire and using the current contact line as the starting point for talks, and reaffirming that international borders should not be changed by force [2] - From October 1 - 20, 2025, Malaysia's palm oil yield per unit area increased by 1.45% month-on-month, the oil extraction rate increased by 0.24% month-on-month, and production increased by 2.71% month-on-month [2] - In 2026, the total tariff-rate quota for fertilizer imports in China is 13.65 million tons, including 3.3 million tons of urea [2] - Rio Tinto has stockpiled about 2 million tons of high-grade iron ore at the Simandou project in Guinea and will ship it in mid - November. WCS, which operates another Simandou iron mine, started hoarding ore in September. Simandou is expected to produce 120 million tons of iron ore annually at full capacity [2] - The zinc market on the London Metal Exchange (LME) is facing its worst supply squeeze in decades, with the premium of spot zinc over three - month futures soaring to $323 per ton, the highest since at least 1997 [3] Group 2: Sector Performance - Key sectors to focus on are urea, lithium carbonate, silver, crude oil, and PP [4] - In the holiday overseas market, the night - session price changes of commodity futures main contracts show that non - metallic building materials rose 2.96%, precious metals 31.40%, oilseeds and oils 10.12%, soft commodities 2.71%, non - ferrous metals 20.62%, coal, coke, and steel ore 13.02%, energy 3.05%, chemicals 11.31%, grains 1.15%, and agricultural and sideline products 3.67% [4] Group 3: Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days, including Wind agricultural and sideline products, Wind grains, Wind chemicals, Wind energy, Wind coal, coke, and steel ore, Wind non - ferrous metals, Wind commodity composites, Wind soft commodities, Wind oilseeds and oils, Wind precious metals, and Wind non - metallic building materials [5] Group 4: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 1.36%, the SSE 50 rose 1.09%, the CSI 300 rose 1.53%, the CSI 500 rose 1.64%, the S&P 500 was flat, the Hang Seng Index rose 0.65%, the German DAX rose 0.29%, the Nikkei 225 rose 0.27%, and the UK FTSE 100 rose 0.25% [6] - In the fixed - income category, the 10 - year Treasury bond futures rose 0.05%, the 5 - year Treasury bond futures rose 0.05%, and the 2 - year Treasury bond futures rose 0.04% [6] - In the commodity category, the CRB commodity index fell 0.36%, WTI crude oil rose 0.96%, London spot gold fell 5.31%, LME copper fell 0.89%, and the Wind commodity index rose 1.99% [6] - In other categories, the US dollar index rose 0.35%, and the CBOE volatility index was flat [6]