20251111-国泰期货-期指_整体或仍偏多_4页_660kb

报告摘要

Futures Research Summary

Date

2025年11月10日

Market Performance

All four major Chinese index futures contracts—IF (up 0.28%), IH (up 0.45%), IC (up 0.14%), and IM (up 0.22%)—showed positive gains.

Trading Data

Trading activity increased, with higher volumes and position changes. For instance, IF, IH, and IC saw net increases in holding positions, while IM's holdings decreased slightly.

Key Drivers

Government actions: Paused US-China trade measures, including final anti-dumping duties and specific port fees affecting vessels.
Renewable energy policy: Released guidelines aiming for broad implementation of hydrogen-based economies and offshore wind power by 2035.

Stock Market Context

Broader Chinese stock indices: Shanghai Composite rose 0.53%, Shenzhen Component increased 0.18%, and创业板 declined 0.92%. Total A-share trading reached 2.19 trillion yuan.

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