资讯早间报：隔夜夜盘市场走势-20251223

1. Report Industry Investment Rating There is no information about the industry investment rating in the provided content. 2. Core View of the Report The report comprehensively presents the overnight performance of global financial and commodity markets, along with significant macro - economic, industrial, and policy news, offering a multi - faceted view of market trends and potential investment opportunities [3][7][35] 3. Summary by Relevant Catalogs Overnight Night - market Market Trends - International precious metal futures generally rose, with COMEX gold futures up 2.13% at $4480.60 per ounce and COMEX silver futures up 2.37% at $69.09 per ounce [4] - US oil and Brent crude oil futures both increased, with US oil up 2.53% at $57.95 per barrel and Brent crude up 2.45% at $61.52 per barrel [5] - London base metals showed mixed results, with some rising and some falling [5] - Most domestic futures contracts closed higher, with PVC, fuel oil, etc. rising, while ethylene glycol (EG) fell nearly 1% [5] Important News Macro News - Li Qiang emphasized planning major projects in the '15th Five - Year Plan' to boost future development and current economic stability [8] - The PBOC kept the one - year and five - year LPR unchanged for seven consecutive months [9] - Multiple futures exchanges will adjust fee policies from January 1, 2026 [9] - Fed Governor Milan said the need for a 50 - basis - point rate cut has weakened [10] - Trump will meet with national security officials, and Russia is evacuating diplomats' families from Venezuela [11] - The Shanghai Export Container Settlement Freight Index (European route) rose 5.2% [13] - LME plans to introduce option auto - expiration and e - option trading in 2026 [13] Energy and Chemical Futures - Domestic gasoline and diesel prices were cut on December 22 [15] - Jiangsu's styrene port inventory increased [15] - Domestic soda ash manufacturers' total inventory rose slightly [15] - Qingdao's natural rubber inventory increased [16] Metal Futures - The SHFE adjusted trading rules for silver futures [18] - The first - quarter long - term price of a large Guinean mine decreased [18] - Global and Chinese primary aluminum production data were released [20] - The non - ferrous metal industry maintained growth [20] - Australian lithium concentrate shipments to China decreased [20] - The GZEX adjusted the delivery rules for lithium carbonate and polysilicon futures [21] - The holdings of major gold and silver ETFs increased [21] Black - series Futures - Multiple departments launched inspections on illegal mining [23] - Global and Australian - Brazilian iron ore shipments decreased [25] - China's port arrival volume of iron ore decreased [25] - Coke purchase prices in Shandong and Hebei markets were cut [25] - A silicon - manganese alloy plant in Inner Mongolia plans to expand production [26] Agricultural Product Futures - US soybean export data showed growth [28] - Malaysia's palm oil market is expected to stabilize in 2026 [30] - Domestic soybean crushing volume increased [30] - Malaysian palm oil export and production data for December showed changes [31] - Sugar production data in Guangxi and India were reported [31] - Brazil's soybean production forecast was raised [33] - Brazil's soybean sowing rate and shipping data were updated [34] Financial Market Finance - A - shares rose with increased trading volume, and the HSI also increased [36] - The exchanges announced holidays for 2026 [37] - Shenzhen's M&A market and Shanghai's refinancing market showed good performance [38] - Goldman Sachs analysts expect Chinese stocks to continue rising [38] - But Bin is optimistic about the A - share AI industry [39] Industry - China and relevant parties negotiated on the semiconductor supply chain [40] - China imposed anti - subsidy measures on EU dairy products [40] - Guangzhou proposed plans for horse - racing and e - sports industries [42] - Many Sino - Japanese flights were cancelled [42] - Shenzhen expanded the housing voucher resettlement pilot [42] - Some land auctions in Guangzhou failed [42] - Domestic refined oil prices dropped for the third consecutive time [43] - A 70 - billion financial product of Jinyafu defaulted [43] - The market regulator reformed the CCC certification [43] Overseas - Ukraine and the US completed the initial draft of a 'peace plan' [45] - Trump will appoint a new Fed chair [45] - Fed Governor Milan warned of recession risks without rate cuts [45] - The Trump administration increased cash subsidies for illegal immigrants' voluntary departure [45] - The EU extended sanctions against Russia and introduced anti - circumvention measures [45] - India and New Zealand reached a free trade agreement [46] Commodity - The SHFE adjusted trading fees for silver futures to cool the market [50] - International precious metal futures rose due to policy expectations and geopolitical risks [50] - Crude oil futures prices rose due to supply concerns in Venezuela [51] - London base metals showed mixed trends [52] Bond - China's bond market weakened, and institutions adjusted their bond allocations [53] - Insurance companies accelerated bond issuance [53] - US bond yields rose [54] Foreign Exchange - The on - shore RMB rose against the US dollar, and the US dollar index fell [56] - Japan and South Korea warned against currency speculation [56] Upcoming Events - The RBA will release its December monetary policy meeting minutes [58] - The PBOC will have 1353 billion yuan of reverse repurchases due [58] - The State Council Information Office will hold a press conference [58] - Multiple conferences and events will take place [58] - New stocks will be listed and申购 [58] - The Bank of Canada will release its monetary policy meeting minutes [58]