冠通期货资讯早间报-20251222

Report Industry Investment Rating No information provided. Core Viewpoints of the Report The report comprehensively presents the overnight market trends of various commodities, important macro - economic and industry - specific news, and the performance of financial markets both at home and abroad, offering a multi - dimensional perspective for investors to understand the current market situation. Summary by Relevant Catalogs Overnight Night - Market Market Trends - International precious metal futures generally rose. COMEX gold futures rose 0.1% to $4368.7 per ounce, with a weekly increase of 0.93%, and COMEX silver futures rose 3.34% to $67.395 per ounce, hitting a record high with a weekly increase of 8.69% [5]. - U.S. oil and Brent crude oil futures rose. The U.S. oil main contract rose 0.96% to $56.54 per barrel, with a weekly decline of 1.57%, and the Brent crude oil main contract rose 1.01% to $60.1 per barrel, with a weekly decline of 1.67% [6]. - London base metals all rose. LME nickel rose 1.85% to $14900 per ton, with a weekly increase of 2.15%; LME aluminum rose 1.32% to $2955.5 per ton, with a weekly increase of 3.03%; LME lead rose 1.25% to $1984.5 per ton, with a weekly increase of 0.84%; LME copper rose 1.22% to $11870.5 per ton, with a weekly increase of 3.09%; LME zinc rose 0.65% to $3078 per ton, with a weekly decline of 1.50%; LME tin rose 0.13% to $42975 per ton, with a weekly increase of 3.96% [6]. Important Information Macroeconomic Information - China sued India's information and communication product tariff measures and photovoltaic subsidy measures at the WTO, stating that India's measures violated WTO rules and damaged China's interests [9]. - Maersk considered gradually resuming east - west route voyages through the Suez Canal and the Red Sea [9]. - Shanghai export container freight index and China export container freight composite index rose [9]. - China's Internet and securities regulators cracked down on false information in the capital market [10]. - The State Council emphasized implementing the decisions of the Central Economic Work Conference [10]. - Israel was concerned about Iran's expansion of its ballistic missile production plan [11]. - China's Ministry of Commerce planned to boost consumption in 2026 [11]. - A Fed official thought there was no need to adjust interest rates in the next few months [11]. Energy and Chemical Futures - China continued anti - dumping duties on imported EPDM rubber from the U.S., South Korea, and the EU, and the anti - dumping measures on imported EPDM rubber from the UK expired [13]. - The rubber inventory in Osaka Exchange - designated warehouses decreased [13]. - The U.S. intercepted an oil tanker off the coast of Venezuela [15]. Metal Futures - Ningde Times' Yichun Jianxiawo lithium mine made progress in resuming production, and an environmental assessment was in progress [17]. - Tianqi Lithium's third - phase chemical - grade lithium concentrate expansion project was completed and put into trial operation [17]. - The Guangzhou Futures Exchange restricted the daily opening positions of non - futures company members or clients in lithium carbonate futures contracts [18]. Black - Series Futures - The Dalian Commodity Exchange adjusted the premium and discount of the designated delivery warehouses for coking coal futures in Tangshan and Tianjin [20]. - Manganese - silicon enterprises' inventory increased, while silicon - iron enterprises' inventory decreased [22]. - The blast furnace operating rate, capacity utilization rate, and daily hot metal output of 247 steel mills decreased [23]. - The inventory of imported iron ore at ports increased, and the daily clearance volume decreased [23]. - Tangshan lifted the heavy - pollution weather emergency response [23]. - The total inventory of steel in cities decreased [24]. Agricultural Product Futures - The average purchase price of pigs by designated slaughtering enterprises increased slightly, while the average ex - factory price of白条 meat remained flat [27]. - Indonesia started the road test of B50 biodiesel, with a mandatory use policy likely to be implemented in the second half of 2026 [27]. - The auction of imported soybeans had a certain transaction volume and proportion [27]. - Argentina's soybean planting area decreased slightly [28]. - The losses of pig farming decreased [28]. - The U.S. exported soybeans to China [29]. Financial Markets Financial - The A - share market was in a high - level shock, and the spring market was expected [32]. - The net inflow of funds into the CSI A500 index exceeded 460 billion yuan [32]. - Stock - type funds became the focus of the public fund issuance market [32]. - Institutions actively investigated listed companies, with a focus on the hard - tech track [33]. - MiniMax was expected to become the AI company with the shortest time from establishment to IPO [34]. - Guizhou Bailing was fined for financial fraud [34]. Other Industries - Some Chinese cities' real estate markets showed positive trends [36]. - China's pension industry was expected to grow significantly [36]. - China's aviation freight volume increased [36]. - China's trust industry assets exceeded 30 trillion yuan [37]. - Bohai Oilfield's annual production of oil and gas equivalent exceeded 4000 tons [38]. - China's animation movie box office reached a record high in 2025 [38]. - Shanxi abolished the fireworks ban [40]. Overseas - U.S. officials believed there was room for interest - rate cuts, and a housing plan was expected [41]. - A Fed official thought interest rates should be stable before spring [41]. - Over 70% of Japanese respondents thought the price situation had worsened [41]. - Brazil advocated accelerating other trade negotiations for Mercosur [41]. International Stock Markets - Japan was experiencing a merger and acquisition boom [42]. - Indian stock market regulators promoted the participation of banks and insurance companies in the commodity derivatives market [44]. - The scale of India's mutual funds expanded, and a stock's price soared [44]. - SK Telecom was required to compensate users for information leakage [44]. Commodities - The Philippines extended the sugar import ban until December 2026 [45]. Bonds - The volatility of U.S. Treasury bonds reached a four - year low, and foreign central banks' holdings decreased slightly [46]. Foreign Exchange - It was believed that factors promoting the appreciation of the RMB were increasing [47]. - South Korea was ready to take preemptive measures to stabilize the financial market [49].