冠通期货早盘速递-20251231

Group 1: Hot News - The 2026 national subsidy program is officially released, with the first batch of 62.5 billion yuan in funds for consumer goods trade - in. New subsidy objects include smart products, and home decoration and electric bicycles are removed. Car purchase subsidies remain at 2025 caps, and home appliance subsidy scope and rates are reduced [2] - From 2026, the VAT levy rate for individuals selling homes bought less than 2 years ago drops to 3%, and those bought 2 or more years ago are exempt. This will boost second - hand housing trading activity but increase supply [2] - Indonesia plans to cut production in 2026 to balance supply and demand, controlling nearly 70% of global nickel output [2] - In December 2025, the coking coal long - term agreement coal - steel linkage floating value drops 55 yuan/ton, a 3.6% decline [3] - Last week, domestic oil mills had high operating rates, and soybean meal inventory continued to accumulate. During the New Year's Day holiday, soybean crushing is expected to fall to about 1.8 million tons, but inventory may remain high at around 1 million tons [3] Group 2: Sector Performance - Key sectors to focus on are urea, coking coal, Shanghai silver, PVC, and plastic [4] - Night - session performance shows different percentage changes for various commodity futures sectors, with precious metals at 32.77%, non - metallic building materials at 2.20%, etc. [4] Group 3: Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days [5] Group 4: Performance of Major Asset Classes - Different asset classes have various daily, monthly, and annual percentage changes. For example, the Shanghai Composite Index has a 0.00% daily change, 1.97% monthly change, and 18.30% annual change [6] Group 5: Stock Market Risk Preference and Commodity Trends - The document shows the trends of major commodities, including the Baltic Dry Index, CRB Spot Index, WTI crude oil, etc. [8]