冠通期货早盘速递-20251027

Group 1: Hot News - China's President Xi Jinping will visit South Korea from October 30 to November 1 to attend the 32nd APEC Economic Leaders' Meeting and conduct a state visit [2] - The Ministry of Industry and Information Technology is seeking opinions on iron - making and steel - making capacity replacement ratios, with a minimum of 1.5:1 in most cases and equal - volume replacement in three scenarios [2] - US CPI in September increased slightly less than expected, which may pave the way for the Fed to cut interest rates next week. The CPI rose 0.3% month - on - month in September and 3.0% year - on - year, while core CPI rose 0.2% month - on - month and 3.0% year - on - year [2] - China and the US held economic and trade consultations in Kuala Lumpur from October 25 - 26, and reached preliminary consensus on multiple important economic and trade issues [2] - The People's Bank of China will conduct 900 billion yuan of MLF operations on October 27, 2025 [2] Group 2: Key Focus - Key commodities to focus on include coking coal, coke, soybean meal, Shanghai copper, and Shanghai gold [3] Group 3: Holiday Overseas Market Performance - Commodity futures sector performance: Non - metallic building materials rose 2.95%, precious metals 30.89%, oilseeds and oils 9.67%, soft commodities 2.65%, non - ferrous metals 22.02%, coal - coking - steel - ore 13.28%, energy 3.00%, chemicals 10.74%, grains 1.13%, and agricultural and sideline products 3.66% [3] Group 4: Sector Position - The document shows the position changes of commodity futures sectors in the past five days, but specific data is presented graphically [4] Group 5: Performance of Major Asset Classes - Equity: Shanghai Composite Index rose 0.71% daily, 1.74% monthly, and 17.86% annually; other indices like S&P 500, Hang Seng Index also have corresponding performance data [5] - Fixed - income: 10 - year, 5 - year, and 2 - year treasury bond futures have different daily, monthly, and annual performance [5] - Commodity: CRB Commodity Index, WTI crude oil, London spot gold, LME copper, and Wind Commodity Index have their respective performance data [5] - Other: US Dollar Index and CBOE Volatility Index have corresponding performance [5] Group 6: Trends of Major Commodities - The document presents the trends of various commodities such as BDI, CRB spot index, WTI crude oil, London spot gold, LME copper, etc., through graphs [7]