冠通期货早盘速递-20260122

Group 1: Hot News - The Ministry of Housing and Urban - Rural Development will stabilize the real estate market this year, implement city - specific policies, and support reasonable financing needs of real estate enterprises and residents' rigid and improved housing needs [2] - Trump said the US won't take Greenland by force [2] - BHP's iron ore production in the fourth quarter of 2025 continued the seasonal growth trend, with the annual output of WAIO reaching 292 million tons, a year - on - year increase of 0.8% [2] - From January 1 - 20, 2026, Malaysia's palm oil yield per unit decreased by 16.49% month - on - month, the oil extraction rate increased by 0.08% month - on - month, and the output decreased by 16.06% month - on - month [2] - In January, many leading polysilicon companies will stop or reduce production as planned. The monthly average output in the first quarter is expected to drop to about 80,000 tons. The supply - demand relationship will gradually reach a weak balance, and the market will remain in a wait - and - see situation [3] Group 2: Plate Performance - Key focus: asphalt, coking coal, coke, glass, and soda ash [4] - Night - trading performance: Non - metallic building materials rose 1.98%, precious metals rose 38.08%, oilseeds rose 7.87%, non - ferrous metals rose 24.46%, coal - coking - steel - ore rose 9.34%, energy rose 2.13%, chemicals rose 9.52%, grains rose 1.11%, agricultural and sideline products rose 2.81%, and soft commodities rose 2.69% [4][5] Group 3: Plate Position - The document shows the position changes of commodity futures plates in the past five days, including Wind agricultural and sideline products, Wind grains, etc. [6] Group 4: Performance of Major Asset Classes - Equity: Shanghai Composite Index rose 0.08%, S&P 500 rose 1.16%, etc. [7] - Fixed - income: 10 - year treasury bond futures rose 0.03%, 5 - year treasury bond futures rose 0.01%, etc. [7] - Commodity: CRB commodity index rose 0.00%, WTI crude oil rose 0.43%, etc. [7] - Others: US dollar index rose 0.23%, CBOE volatility remained unchanged [7]