冠通期货早盘速递-20251105

Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - The China Logistics Prosperity Index in October was 50.7%, down 0.5 percentage points month-on-month, with business volume, new orders, and capital turnover indexes in the prosperity range [2] - The Shanghai Futures Exchange will adjust the daily price limit of alumina futures contracts to 7% and the margin ratios for hedging and general positions to 8% and 9% respectively from the settlement on November 7 [2] - The Dalian Commodity Exchange plans to adjust the coking coal delivery quality standards for new listed contracts after the rule release [2] - The Zhengzhou Commodity Exchange will adjust the centralized cancellation date of ferrosilicon and urea varieties in February 2026 to the last trading day of the month [2] - Palm oil inventory is expected to surge 3.5% in October to 2.44 million tons, the highest since October 2023, with production estimated at 1.94 million tons (up 5.6% from the previous month) and exports expected to grow 3.8% to 1.48 million tons [2] Group 3: Summary by Related Catalogs Hot News - The China Logistics Prosperity Index in October was 50.7%, down 0.5 percentage points month-on-month [2] - The Shanghai Futures Exchange will adjust the daily price limit and margin ratios of alumina futures contracts [2] - The Dalian Commodity Exchange plans to adjust the coking coal delivery quality standards [2] - The Zhengzhou Commodity Exchange will adjust the centralized cancellation date of ferrosilicon and urea varieties in February 2026 [2] - Palm oil inventory, production, and exports are expected to change in October [2] Sector Performance - Key sectors to focus on include urea, lithium carbonate, red dates, PP, and asphalt [3] - Night trading price changes and capital proportions of various commodity futures sectors are presented, with precious metals having a 28.70% increase, followed by non-ferrous metals at 23.34% [3] Sector Positions - The changes in positions of various commodity futures sectors in the past five days are shown [4] Performance of Major Asset Classes - The daily, monthly, and annual price changes of various asset classes, including stocks, bonds, commodities, and others, are presented. For example, the Shanghai Composite Index had a daily decline of 0.41% and an annual increase of 18.15% [5] Stock Market Risk Preference and Major Commodity Trends - Charts show the trends of major commodities such as the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, LME copper, etc., as well as the risk premiums of the stock market [6]