早盘速递-20260130

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Views - The State Council General Office issued a work plan to foster new growth points in service consumption, identifying key service - consumption areas such as transportation, household services, online audio - visual, sojourn, automotive aftermarket, and inbound consumption [2] - The Ministry of Industry and Information Technology emphasized that "anti - involution" is the main contradiction in the photovoltaic industry's governance and will use various means to promote its healthy development [2] - Trump stated that Putin agreed to a one - week suspension of air strikes on Ukraine, plans to announce the nomination for the next Fed Chair next week, and the US plans to reopen Venezuelan airspace [2] - As of the week ending January 29,螺纹产量 increased by 0.14% to 199.83 million tons, total inventory reached 475.53 million tons with a weekly increase of 23.43 million tons, and the apparent demand decreased by 4.92% to 176.40 million tons [2] - In 2025, global gold demand reached a record high of 5002 tons, with central banks net - buying 230 tons in Q4 (a 6% increase from the previous quarter) and 863 tons for the whole year [2] 3. Summary by Related Catalogs Hot News - The State Council General Office issued a work plan with 12 policy measures in three aspects to boost service consumption, targeting specific key areas [2] - The Ministry of Industry and Information Technology held a symposium on the photovoltaic industry, highlighting the need for "anti - involution" and using market - and law - based means for regulation [2] - Trump made statements about the Ukraine situation, Fed Chair nomination, and Venezuelan airspace [2] - Steel data shows changes in production, inventory, and demand for rebar as of January 29 [2] - The World Gold Council reported record - high global gold demand in 2025 and significant central - bank gold purchases [2] Key Focus - The report focuses on urea, synthetic rubber, polysilicon, crude oil, and PP [3] Night - session Performance - Different commodity sectors had various night - session performance, with the precious metals sector having a 39.21% increase, followed by the non - ferrous metals sector with 26.56%, and the coal - coke - steel - ore sector with 7.90% [3] Plate Position - The chart shows the changes in the positions of different commodity futures sectors in the past five days [4] Performance of Major Asset Classes - Different asset classes had different daily, monthly, and annual returns. For example, the Shanghai Composite Index had a daily increase of 0.16%, a monthly increase of 4.77%, and an annual increase of 4.77% [5] Main Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, LME copper, etc., as well as the risk premium of the stock market [6]