冠通期货早盘速递-20260206

Group 1: Industry Information - China's PV industry is expected to see new installed capacity between 180GW and 240GW in 2026, with an average annual new installed capacity of 238GW to 287GW during the 15th Five - Year Plan period. The governance of the PV industry's involution will be a top priority this year [2] - The European Central Bank maintained its benchmark interest rate, the fifth consecutive suspension of rate cuts since June last year, without clear signals on the next policy direction [2] - The Shanghai Futures Exchange will adjust the daily price limit ranges and margin ratios for gold and silver futures contracts from February 9 [2] - As of the week ending February 5, rebar production decreased, factory inventories increased for three consecutive weeks, social inventories increased for five consecutive weeks, and apparent demand decreased for three consecutive weeks [2] - The National Development and Reform Commission issued a notice on ensuring the supply and price stability of fertilizers for spring plowing in 2026 [3] Group 2: Plate Performance - Key focus: Urea, lithium carbonate, alumina, asphalt, plastic [4] - Night - session performance: Non - metallic building materials rose 2.05%, precious metals rose 35.28%, oilseeds rose 8.43%, soft commodities rose 2.51%, non - ferrous metals rose 25.41%, coal, coke, steel and minerals rose 10.24%, energy rose 2.30%, chemicals rose 10.07%, grains rose 0.98%, and agricultural and sideline products rose 2.74% [4] Group 3: Plate Position - The document shows the changes in the positions of commodity futures plates in the past five days [5] Group 4: Performance of Major Asset Classes - Equity: The Shanghai Composite Index had a daily decline of 0.64%, a monthly decline of 1.02%, and an annual increase of 2.70%. Other indices such as the S&P 500, Hang Seng Index, etc. also had different performance [6] - Fixed - income: 10 - year, 5 - year, and 2 - year treasury bond futures had different daily, monthly, and annual performance [6] - Commodities: CRB commodity index, WTI crude oil, London spot gold, LME copper, and Wind commodity index had different performance [6] - Others: The US dollar index and CBOE volatility index had different performance [6] Group 5: Stock Market Risk Preference and Commodity Trends - The document shows the trends of major commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, London spot silver, LME copper, etc., as well as the risk premium of the stock market [7]