冠通期货早盘速递-20251029

Group 1: Hot News - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China proposed suggestions for formulating the "15th Five-Year Plan", including boosting consumption and implementing more proactive macro policies [3] - Guinea's government signed shipping contracts for the Simandou iron ore project, paving the way for the first shipment by the end of 2025 [3] - GAPKI expects Indonesia's palm oil production to increase by 10% in 2025 due to favorable weather [3] - Citibank lowered short - term price targets for gold and silver, reducing the 0 - 3 month gold price forecast from $4000 per ounce to $3800 and silver from $55 to $42 [3] - Indonesia's mining ministry agreed to grant a copper concentrate export license to Amman Mineral, pending administrative procedures [3] Group 2: Sector Performance - Key sectors to focus on: iron ore, rebar, palm oil, Shanghai copper, and Shanghai gold [4] - Sector price changes during the holiday: night - session price changes and capital ratios of various commodity futures sectors are presented, with non - metallic building materials at 3.03%, precious metals at 29.49%, etc. [4] Group 3: Sector Positions - Changes in commodity futures sector positions in the past five days are shown for various sectors such as agricultural products, grains, and chemicals [5] Group 4: Performance of Major Asset Classes - Equity: different stock indices have different daily, monthly, and annual percentage changes, e.g., the Shanghai Composite Index has a daily change of - 0.22%, a monthly change of 2.72%, and an annual change of 18.99% [6] - Fixed - income: different - term treasury bond futures also have corresponding changes, like the 10 - year treasury bond futures with a daily change of 0.25%, a monthly change of 0.53%, and an annual change of - 0.47% [6] - Commodity: various commodities such as CRB commodity index, WTI crude oil, and London spot gold have their respective price changes [6] - Other: the US dollar index and CBOE volatility index also show certain percentage changes [6]