冠通期货早盘速递-20251215

Group 1: Hot News - Guangzhou Futures Exchange announced the revision of the "Detailed Rules for the Lithium Carbonate Futures and Options Business of Guangzhou Futures Exchange", with Article 4 applicable to contracts LC2612 and later, and Article 53 effective from December 12, 2025 [2] - The Ministry of Commerce, the People's Bank of China, and the National Financial Regulatory Administration issued a notice to boost consumption, including using digital RMB smart - contract red envelopes, promoting personal consumption loans, and exploring new business models [2] - The "Polysilicon Capacity Integration and Acquisition Platform" was launched, with the planned silicon material production capacity not exceeding 1.5 million tons, using a dual - track model to address industry competition [2] - China is accelerating the "aluminum replacing copper" in air - conditioners and related standard - setting, with one standard released and others in the process [3] - Ukraine and the US held a more than five - hour talk on the "peace plan" in Berlin, and the talk will continue on December 15 [3] Group 2: Key Commodities to Focus On - Key commodities to focus on are urea, Shanghai copper, coking coal, alumina, and PVC [4] Group 3: Night - session Performance - Night - session performance shows the following sector price changes: non - metallic building materials 2.63%, precious metals 32.00%, oilseeds and oils 8.68%, soft commodities 3.03%, non - ferrous metals 24.87%, coal, coke, steel and minerals 10.90%, energy 2.60%, chemicals 10.42%, grains 1.37%, and agricultural and sideline products 3.50% [4] Group 4: Sector Position - The chart shows the position changes of commodity futures sectors in the past five days [5] Group 5: Performance of Major Asset Classes - Equity: Shanghai Composite Index daily increase 0.41%, monthly increase 0.02%, annual increase 16.04%; S&P 500 daily decrease - 1.07%, monthly increase 0.12%, annual increase 16.59%; etc. [6] - Fixed - income: 10 - year Treasury bond futures daily decrease - 0.13%, monthly increase 0.04%, annual decrease - 0.86%; etc. [6] - Commodity: CRB commodity index daily decrease - 0.83%, monthly increase 0.81%, annual increase 2.43%; etc. [6] - Other: US dollar index daily increase 0.06%, monthly decrease - 0.38%, annual decrease - 8.68%; CBOE volatility daily increase 5.99%, monthly decrease - 1.65%, annual decrease - 7.32% [6] Group 6: Trends of Major Commodities - The report shows trends of various commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, etc., as well as ratios like the gold - oil ratio and copper - gold ratio [7]