冠通期货早盘速递-20251028

Group 1: Hot News - China's Foreign Minister Wang Yi had a phone call with US Secretary of State Rubio, clarifying positions and reaching a framework consensus on resolving urgent economic and trade issues through the Kuala Lumpur economic and trade talks [2] - Tangshan plans a 4 - day 30% production limit on blast furnaces starting from the 27th due to environmental protection requirements [2] - The CSRC issued opinions on strengthening the protection of small and medium - sized investors in the capital market, cracking down on various illegal activities [2] - From October 1 - 25, 2025, Malaysia's palm oil yield, oil extraction rate, and production increased by 1.63%, 0.22%, and 2.78% respectively compared to the same period last month [2] - As of October 27, 2025, the Shanghai Export Container Settlement Freight Index (European route) rose 15.1% from the previous period [2] Group 2: Key Focus - Key commodities to focus on are iron ore, rebar, Shanghai silver, Shanghai copper, and Shanghai gold [3] Group 3: Holiday Performance of Overseas Markets - In the night session of commodity futures main contracts, the non - metallic building materials sector rose 3.02%, the precious metals sector 30.37%, the oilseeds and oils sector 9.45%, the non - ferrous metals and soft commodities sectors 2.62%, the coal, coke, steel, and ore sector 13.08%, the energy sector 2.98%, the chemical sector 10.64%, the grain sector 1.11%, and the agricultural and sideline products sector 3.67% [3] Group 4: Sector Positions - Data shows the position changes of commodity futures sectors in the past five days [4] Group 5: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 1.18% daily, 2.94% monthly, and 19.25% annually; the S&P 500 rose 1.23% daily, 2.79% monthly, and 16.89% annually; etc [5] - In the fixed - income category, the 10 - year Treasury bond futures rose 0.15% daily, 0.31% monthly, and - 0.69% annually; the 5 - year Treasury bond futures rose 0.12% daily, 0.11% monthly, and - 0.75% annually; etc [5] - In the commodity category, the CRB commodity index fell 0.48% daily, rose 0.31% monthly, and rose 1.62% annually; WTI crude oil fell 0.16% daily, 1.74% monthly, and 14.63% annually; etc [5] - In other categories, the US dollar index fell 0.12% daily, rose 1.02% monthly, and fell 8.91% annually; the CBOE volatility index remained unchanged daily, rose 0.55% monthly, and fell 5.65% annually [5] Group 6: Trends of Major Commodities - The report presents the trends of various commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, etc [6]