Report Industry Investment Rating There is no information provided regarding the report industry investment rating in the given content. Core Viewpoints The report presents a comprehensive overview of overnight market trends, important macro and industry - specific news, and financial market developments, covering various sectors such as commodities, stocks, bonds, and foreign exchange. It aims to provide investors with up - to - date information for investment decision - making. Summary by Catalog Overnight Night - market Market Trends - International precious metal futures generally closed down, with COMEX gold futures down 3.40% at $3997.00 per ounce and COMEX silver futures down 3.61% at $46.83 per ounce [3][46] - U.S. crude oil's main contract rose 0.08% to $61.55 per barrel, while Brent crude's main contract fell 0.25% to $65.04 per barrel [4][47] - Most London base metals rose, with LME zinc up 1.09% at $3058.5 per ton, LME tin up 0.8% at $36090 per ton, etc. [4][48] - U.S. agricultural products such as soybeans, corn, and wheat all rose, with U.S. soybeans up 2.19%, U.S. corn up 1.12%, etc. [5] - As of 23:00, domestic futures' main contracts showed mixed trends, with iron ore, soybean meal, and rebar rising over 1%, and butadiene rubber and palm oil falling over 1% [6] Important Information Macro Information - As of October 27, 2025, the Shanghai Export Container Settlement Freight Index (European route) was 1312.71 points, up 15.1% from the previous period [9] - Chinese and U.S. diplomatic and trade relations were discussed, with an agreement reached on resolving urgent trade issues [9] - The CSRC issued opinions on strengthening the protection of small and medium - sized investors in the capital market [9][32] - From January to September, the total profit of large - scale industrial enterprises in China was 53732.0 billion yuan, a year - on - year increase of 3.2% [10] Energy and Chemical Futures - Due to the fall in international oil prices, domestic gasoline and diesel prices were lowered on October 27 at 24:00, by 265 yuan and 255 yuan per ton respectively [12][38] - Iraq is negotiating its OPEC quota, aiming for a re - review within its daily capacity of 5.5 million barrels [14] - Inventories of various energy and chemical products such as styrene, pure benzene, and MEG in Jiangsu showed different trends of decline or change [15][16] Metal Futures - A Philippine central bank policy - maker suggested selling part of the "excessive" gold reserves as the gold price is expected to fall [18] - Lithium ore, zinc ingot inventories showed different trends, and the supply and demand situation of nickel and copper in the market was predicted [20] Black - series Futures - Tangshan planned a 30% blast furnace production limit for 4 days due to environmental protection requirements, which would affect iron - water production [22] - Iron ore arrivals at Chinese ports decreased, while global iron ore shipments increased [22] Agricultural Product Futures - A hearing on the anti - dumping case of pork and pork products was announced [25] - Argentina's soybean processing volume in September reached a new high in 11 months [26] - Palm oil and soybean oil inventories in key regions of China increased, and the production and export of Malaysian palm oil showed different trends [26][27] - Brazil's soybean and corn sowing progress was reported [28][29] Financial Market Finance - The CSRC issued work plans to optimize the QFII system and strengthen the protection of small and medium - sized investors [32] - A - shares, Hong Kong stocks rose, with specific sectors performing differently, and QFII's investment trends were analyzed [32][33] - New stocks were to be listed on the STAR Market, and the performance of listed securities firms was expected to grow [36][37] Industry - Domestic gasoline and diesel prices were lowered due to international oil price changes [38] - The government was planning to standardize the naming of semi - solid batteries, and Shandong issued a low - altitude information infrastructure plan [39] Overseas - The U.S. and Mexico extended a trade - related agreement deadline, and Argentina's ruling coalition won the mid - term elections [41] - The candidate range for the Fed chair was narrowed, and the U.S. government's debt burden was predicted to increase [41] - Germany's business climate index improved, but corporate satisfaction with the current business situation declined [42] International Stock Markets - U.S., European, and Asian stock markets showed different trends, with specific companies' stock price changes and market - influencing factors analyzed [43][44] - Buffett's Berkshire Hathaway received a "sell" rating [45] Commodities - Precious metal futures fell, oil prices showed mixed trends, and base metals mostly rose [46][47][48] - The LBMA considered changing the frequency of silver inventory announcements, and OPEC + was expected to increase production [48] Bonds - Domestic bond yields fell, and the central bank's open - market operations affected the money market [49] - Regulations on debt - financing tool funds were strengthened, and bond issuance information in different regions was reported [51] - Some companies proposed bond issuance plans [52] Foreign Exchange - The on - shore and offshore RMB against the U.S. dollar rose, and the U.S. dollar index fell [53] Upcoming Economic Data and Events - A series of economic data such as GDP, consumer confidence index, and housing price index from different countries are to be released [56] - There are various events including central bank operations, press conferences, and corporate speeches scheduled [58]
冠通期货资讯早间报-20251028
Guan Tong Qi Huo·2025-10-28 01:09