冠通期货早盘速递-20260303

Group 1: Hot News - European natural gas market suffered the biggest single - day shock since March 2022 due to a drone attack on Qatar Energy's facility in Ras Laffan, which led to a halt in LNG production. Qatar Energy accounts for about 20% of the global LNG export market [2] - Maersk will suspend the import and export transportation of refrigerated, dangerous/special goods in UAE, Oman, Iraq, Kuwait, Qatar, Bahrain and Saudi Arabia until further notice [2] - On March 2, 2026, Anshan launched a yellow (Ⅲ - level) warning for heavy - pollution weather, and some steel enterprises in Anshan are implementing production cuts of 40% [2] - As of February 27, 2026, the national commercial inventory of soybean oil was 1096,800 tons, a decrease of 41,200 tons from last week. The commercial inventory of palm oil in key regions was 786,700 tons, an increase of 80,300 tons (11.37% week - on - week) and 372,100 tons (89.75% year - on - year) [2] - The Dalian Commodity Exchange announced that due to the complex international situation, commodities such as pure benzene, LPG, ethylene glycol, styrene, polypropylene, and LLDPE have large price fluctuations, and member units are required to strengthen risk management [2] Group 2: Key Focus - Key commodities to focus on are urea, Shanghai copper, Shanghai tin, crude oil, and plastic [3] Group 3: Night - session Performance - The night - session performance of different commodity sectors shows that the non - metallic building materials sector rose 2.02%, the precious metals sector rose 34.51%, the oilseeds and oils sector rose 7.39%, the soft commodities sector rose 2.69%, the non - ferrous metals sector rose 27.24%, the coal - coking and steel - mining sector rose 9.39%, the energy sector rose 2.99%, the chemical sector rose 10.16%, the grain sector rose 1.13%, and the agricultural and sideline products sector rose 2.48% [3] Group 4: Sector Positions - The chart shows the changes in the positions of commodity futures sectors in the past five days [4] Group 5: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index had a daily increase of 0.47%, a monthly increase of 0.47%, and a year - to - date increase of 5.39%. Other indices like the S&P 500, Hang Seng Index, etc. also had their respective performance [5] - In the fixed - income category, 10 - year, 5 - year, and 2 - year treasury bond futures had different daily, monthly, and year - to - date increases [5] - In the commodity category, the CRB commodity index, WTI crude oil, London spot gold, etc. had their respective performance [5] - In the other category, the US dollar index and CBOE volatility had their performance [5] Group 6: Main Commodity Trends - The report presents the trends of various 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 ratios like the gold - oil ratio and copper - gold ratio [6]