中国期货每日简报

桂晨曦Gui Chenxi从业资格号Qualification No：F3023159投资咨询号Consulting No.：Z0013632 CITIC Futures International Service Platform：https://internationalservice.citicsf.com 摘要Abstract MacroNews:Office of the Customs Tariff Commission adjusted measures of imposingadditionaltariffs onimportsoriginating from the US. Futures Prices:OnNov5,mostequity indicesrosewhileCGB futuresfell.Morecommoditiesfell,withmetalscontinuing relatively weak performances. Commentary:Live Hog,Iron Ore,Steel Rebar Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观：国务院关税税则委员会调整对原产于美国的进口商品加征关税措施。 期货：11月5日，多数股指期货上涨，国债期货均下跌；略多商品期货下跌，金属延续弱势。 今日点评：生猪、铁矿石、螺纹钢 风险提示：宏观经济波动、地缘政治变化、政策趋向扭转。 Related Reports近期报告 【20251105】Silicon Metal, Poly-Silicon, Lithium Carbonate工业硅、多晶硅、碳酸锂 【20251104】Rapeseed Meal, Crude Oil, Aluminum菜粕、原油、铝 【20251101】Gold, Copper, TSR 20黄金、铜、20号胶 * Click on the hyperlink of report titles to read historical reports Content目录 1. China Futures期货异动.................................................................................................41.1 Overview行情概述.......................................................................................................41.2 Daily Drop下跌品种......................................................................................................51.2.1 Silicon Metal工业硅............................................................................................................................................51.2.2 Poly-Silicon多晶硅..............................................................................................................................................61.2.3 Lithium Carbonate碳酸锂...................................................................................................................................72. China News中国要闻.....................................................................................................82.1 Macro News宏观新闻...................................................................................................82.2 Industry News行业新闻...............................................................................................9 Charts图表 图表1：Commodity Futures Top Daily Rise..................................................................................4中国商品期货主力连续合约涨幅前十...............................................................................................4图表2：Commodity Futures Top Daily Drop.................................................................................4中国商品期货主力连续合约跌幅前十...............................................................................................4图表3：Recent Trend of Silicon Metal..........................................................................................67月中旬以来，工业硅震荡调整.......................................................................................................6图表4：11/4, Silicon Metal Fell By 2.3%.......................................................................................611月4日，工业硅下跌2.3%..........................................................................................................6图表5：Recent Trend of Poly-Silicon............................................................................................710月下旬以来，多晶硅冲高后震荡下行..........................................................................................7图表6：11/4, Poly-Silicon Fell By 3.9%........................................................................................711月4日，多晶硅下跌3.9%..........................................................................................................7图表7：Recent Trend of Lithium Carbonate.................................................................................810月下旬以来，碳酸锂冲高后震荡下行..........................................................................................8图表8：11/4, Lithium Carbonate Fell By 4.3%..............................................................................811月4日，碳酸锂下跌4.3%..........................................................................................................8图表9：The Change of Futures Prices and Open Interests........................................................10中国期货涨跌幅与持仓变化...........................................................................................................10图表10：China Futures Price.....................................................................................................11中国期货概览................................................................................................................................11 1.China Futures期货异动 1.1Overview行情概述 OnNovember5,most equity indices rose while CGB futures fell. More commodities fell, withmetals continuing relatively weak performances. 1.China's commodity futures: The top three gainers areSCFIS(Europe),egg, andrapeseedmeal:SCFIS(Europe)rose4.1%with open interestup10.2% month-on-month;eggrose1.9% with open interestup4.7% month-on-month;rapeseedmealrose1.6% with open interestup8.7% month-on