冠通期货早盘速递-20251107

Group 1: Hot News - A major integration may be coming to the polysilicon industry. A "consortium" platform for polysilicon restructuring is being planned, with a fund of around 70 billion yuan expected to be established and a "debt - assumption" acquisition method using tens of billions to leverage 70 billion yuan under discussion [2] - Indonesia, the world's largest nickel producer, has stopped approving applications for nickel ore processing plants producing certain intermediate products to increase production value - added and solve the oversupply problem. Indonesia accounts for about 60% of global nickel production [2] - The US Geological Survey included copper in its 2025 critical minerals list for the first time, marking the most significant adjustment since 2018. Uranium, silver, metallurgical coal, potash, rhenium, silicon, and lead were also added [2] - As of the week ending November 6, the production and apparent demand of rebar decreased, while the factory and social inventories declined for four consecutive weeks. Rebar social inventory was 4.257 million tons, a decrease of 51,100 tons or 1.19% from the previous week; rebar apparent demand was 2.1852 million tons, a decrease of 136,600 tons or 5.88% [2] - ANEC predicts that Brazil's soybean exports in November are expected to reach 3.77 million tons, higher than 2.34 million tons in the same period last year; soybean meal exports are expected to be 2.23 million tons, higher than 1.73 million tons last year; and corn exports are expected to be 5.57 million tons, higher than 4.92 million tons last year [2] Group 2: Sector Performance - Key sectors to watch include urea, lithium carbonate, fuel oil, asphalt, and crude oil [3] - Night - session performance shows that the non - metallic building materials sector rose 3.13%, the precious metals sector rose 28.31%, the oilseeds and oils sector rose 9.66%, the non - ferrous and soft commodities sector rose 2.80% and had an increase in position ratio of 23.07%, the coal, coke, steel, and ore sector rose 13.56%, the energy sector rose 2.88%, the chemical sector rose 11.40%, the grain sector rose 1.21%, and the agricultural and sideline products sector rose 3.97% [3] Group 3: Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days for various sectors including agricultural and sideline products, grains, chemicals, energy, coal, coke, steel, and ore, non - ferrous metals, etc. [4] Group 4: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 0.97% daily, 1.34% monthly, and 19.57% year - to - date; the SSE 50 rose 1.22% daily, - 0.12% monthly, and 13.41% year - to - date; the CSI 300 rose 1.43% daily, - 0.29% monthly, and 19.28% year - to - date; the CSI 500 rose 1.61% daily, - 1.39% monthly, and 28.29% year - to - date; the S&P 500 fell 1.12% daily, - 0.64% monthly, and rose 14.26% year - to - date; the Hang Seng Index rose 2.12% daily, 0.11% monthly, and 32.03% year - to - date; the German DAX fell 1.29% daily, rose 0.38% monthly, and 19.24% year - to - date; the Nikkei 225 rose 1.34% daily, - 4.20% monthly, and 27.55% year - to - date; the UK FTSE 100 fell 0.42% daily, rose 0.62% monthly, and 19.12% year - to - date [5] - In the fixed - income category, the 10 - year Treasury bond futures fell 0.09% daily, - 0.13% monthly, and - 0.36% year - to - date; the 5 - year Treasury bond futures fell 0.03% daily, - 0.09% monthly, and - 0.54% year - to - date; the 2 - year Treasury bond futures rose 0.01% daily, - 0.05% monthly, and - 0.46% year - to - date [5] - In the commodity category, the CRB commodity index was flat daily, - 0.09% monthly, and rose 1.87% year - to - date; WTI crude oil fell 0.17% daily, - 2.09% monthly, and - 17.27% year - to - date; London spot gold fell 0.07% daily, - 0.57% monthly, and rose 51.55% year - to - date; LME copper was flat daily, - 2.23% monthly, and rose 22.22% year - to - date; the Wind commodity index rose 0.58% daily, - 2.67% monthly, and 27.89% year - to - date [5] - In other categories, the US dollar index fell 0.46% daily, rose 0.43% monthly, and - 8.10% year - to - date; the CBOE volatility index was flat daily, rose 8.94% monthly, and 3.80% year - to - date [5]