20231020-冠通期货-早盘速递_3页_1mb

Real Estate: National data shows a strong recovery in first-tier cities, with Shanghai leading new home price increases at 0.4%, and Beijing at 0.5%.二手房 prices in mainline urban seven cities also rose for the first time in four months due to policy changes like "认房不认贷", boosting first-time and improvement demands.

Energy Policy: The National Development and Reform Commission held a discussion with key provinces to address delays in "十四五" energy intensity reduction goals. It emphasized strict new project reviews, limiting high-energy consumption projects and promoting renewable energy to meet targets.

Digital Infrastructure: Minister of Industry and Information Technology highlighted that China has the world's largest fiber and mobile network, with close to 30% annual growth in data center scale. This underscores China's advancements in connectivity for digital capabilities.

International Affairs: In the ongoing Middle East conflict, over 5,200 deaths have been reported. China's UN delegate clarified the country's opposition to a US-led resolution, stressing its principled stance on the issue in explanation notes.

Financial Markets: Short fiber, soda ash, manganese silicon, silicon iron, urea, and apple options listed on Shanghai's Exchange this week. Urea prices face volatility risks, prompting warnings from the exchange on compliancy.

Market Trends: Recent data shows mixed asset performances; commodities rose with increases in sectors like non-metallic, precious metals, and energy, while indices like the Shanghai Stock Index saw losses. Specific commodity prices fluctuate, with notifications focusing on prudent trading against external factors.