资讯早间报：隔夜夜盘市场走势-20260303

Report Industry Investment Rating - Not provided in the report Core Viewpoints - The escalation of the Middle - East situation, especially the US - Israel joint air strikes on Iran, has significantly impacted the global financial and commodity markets. Geopolitical risks have led to increased volatility in oil, precious metals, and other commodities, while also affecting the stock, bond, and foreign exchange markets [4][32][51] Summary by Directory Overnight Night - Market Trends - International oil prices rose across the board. The US crude oil main contract rose 5.98% to $71.03 per barrel, and Brent crude oil main contract rose 6.82% to $77.85 per barrel. Geopolitical risks led to concerns about shipping safety and supply [4] - International precious metal futures had mixed results. COMEX gold futures rose 1.68% to $5335.90 per ounce, while COMEX silver futures fell 3.95% to $89.61 per ounce. Geopolitical risks and Fed rate - hold expectations boosted gold [4] - Most London base metals declined. LME aluminum rose 1.43% to $3185 per ton, but other metals like lead, zinc, copper, nickel, and tin had different degrees of decline [4] - Domestic futures main contracts mostly rose. Fuel oil rose over 10%, while some products like soybeans and glass declined [6] Important Information Macroeconomic Information - Exchanges like SHFE and Zhengzhou Commodity Exchange reminded investors to prevent risks due to the complex Middle - East situation [8][9] - Germany may join the war with Iran, and Israel launched a new round of "large - scale" air strikes on Tehran [9] Energy and Chemical Futures - In 2026, global natural rubber production is expected to increase by 2.2% to 15.324 million tons, and consumption is expected to increase by 1.4% to around 15.602 million tons [11] - Exports through the Strait of Hormuz have dropped to 4 million barrels per day from the usual 16 million barrels per day [14] - Iran has closed the Strait of Hormuz, which may block one - fifth of global oil transportation and drive up oil prices [14] Metal Futures - Banks issued risk warnings for the precious metal market [16] - A bridge collapse in the Congo disrupted copper exports [16] - Saudi Arabia closed a refinery after an attack, and Thailand banned oil product exports [18] - The Wa State tin mines are gradually resuming production, and the ore output is expected to increase in March [18] Black - Series Futures - Anshan launched a heavy - pollution weather warning, and some steel enterprises implemented production cuts of up to 40% [20] - Iron ore arrivals and shipments in China showed different trends in the relevant period [20] Agricultural Product Futures - Indonesia confiscated 5 million hectares of palm oil plantations [23] - The inventory of domestic soybean oil and palm oil changed, and the price of pork decreased [23] - Malaysia's palm oil production and exports decreased, while India's sugar production increased [23][24][26] - Brazil's soybean production forecast was adjusted downwards, and the corn planting progress was slower [27][28] Financial Market Finance - The Shanghai Stock Exchange Composite Index rose 0.47%, while the Shenzhen Component Index and the ChiNext Index declined. A - share trading volume exceeded 3 trillion yuan [32] - Some crude oil - themed funds had a high premium rate, and some were suspended [32] - A - share resource sectors continued to strengthen, and the resource price - increase theme in March may continue [34] - The Hang Seng Index and related indices declined, but some sectors like gold and oil stocks rose [34] - Science and Technology Innovation Board companies' 2025 performance showed growth [35] - Institutions increased their participation in A - share research and the ETF market continued to develop [35][36] Industry - The tourism association in China took measures to ensure the safety of tourists in the Middle - East [39] - China's fertilizer industry associations called for stabilizing the phosphate fertilizer market [39] - The prices of some consumer products like mobile phones and real estate changed [40][41] Overseas - NATO will not participate in the US - Israel military actions in Iran [45] - Euro - zone traders almost ruled out the possibility of the ECB cutting interest rates in 2026 [46] - Fitch evaluated the impact of the Iran conflict on sovereign ratings [47] - Morgan Stanley adjusted Turkey's economic forecasts [47] - Singapore and South Korea will start FTA upgrade negotiations [47] International Stock Markets - US stock indices had mixed results, and European and most Asian - Pacific stock markets declined [48][49][50] - Toyota increased its acquisition offer for Toyota Industries [51] Commodities - European natural gas prices soared due to an attack on a Qatari facility [51] - International oil prices rose, and domestic gold stores adjusted their product sales strategies [51][53] - London base metals mostly declined [53] Bonds - The Chinese inter - bank bond market was strong, and the US bond yields rose [54][55] - The trading association optimized the issuance process of science and technology innovation bonds [54] Foreign Exchange - The on - shore and offshore RMB against the US dollar declined, and the US dollar index rose [57] - The RMB exchange - rate indices rose last week [57] - The Indonesian central bank intervened in the currency market [58] Upcoming Economic Data and Events - Multiple economic data from different countries will be released, including Japan's unemployment rate and the euro - zone's CPI [60] - There are various important meetings and speeches, such as the press conference of the 4th session of the 14th National Committee of the Chinese People's Political Consultative Conference [62] - The Indian stock exchange will be closed for a holiday [64]