Group 1 - The core viewpoint of the article indicates a weakening bullish trend in hot-rolled coil (热卷) commodities, with over 50 stock indices ceasing tracking [2][3] - The quantitative indicators for hot-rolled coil show a trend score of 1.15, with a market valuation of 1.02, historical low volatility at 32.39, and a turnover rate of 0.27 [4] - The supply of hot-rolled coil is at a weekly production of 3.19 million tons, which is higher than the same period in previous years, with total inventory at 4.01 million tons, significantly above historical levels [4] Group 2 - The People's Bank of China conducted a 156.3 billion yuan reverse repurchase operation today, achieving a net withdrawal of 145.8 billion yuan [7] - As of December 2, two steel mills have announced winter storage policies [8] - The inventory of imported iron ore at 47 ports nationwide increased by 1.5715 million tons to 15.91569 million tons compared to the previous week [9] Group 3 - The overall market sentiment is characterized by a fluctuating market with bullish emotions, showing a trend degree of 24% for bullish and 6% for bearish [20] - The top three commodities with the highest price increases include BR rubber at 3.99%, pulp at 2.62%, and silver at 2.46% [21] - The top three commodities with the largest increase in positions are asphalt with 14,100 contracts, lithium carbonate with 8,606 contracts, and silicon iron with 8,382 contracts [21]