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 Macro News:FrenchpresidentMacron will pay a state visit to China from Dec 3rd to 5th. Futures Prices:On Dec 1st, equity index futures and CGB futures rallied; most commoditiesadvanced, with metals leading the gains while agricultural products remained weak. Commentary:Gold,Silver,Poly-Silicon Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观：法国总统马克龙将于12月3日至5日对中国进行国事访问。 期货：12月1日，股指和国债期货上涨；商品多数上涨，金属涨幅居前，农产品偏弱。 今日点评：黄金、白银、多晶硅 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 【20251128】Gold, Silver, Tin黄金、白银、锡 【20251127】Lithium Carbonate, Gold, Silver碳酸锂、黄金&白银 * 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.......................................................................................................41.2Daily Raise上涨品种....................................................................................................51.2.1Gold&Silver黄金&白银........................................................................................................................................51.2.2Poly-Silicon多晶硅.............................................................................................................................................62. China News中国要闻.....................................................................................................72.1 Macro News宏观要闻...................................................................................................72.2 Industry News行业要闻...............................................................................................7 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 ofGold.......................................................................................................5黄金价格走势..................................................................................................................................5图表4：OnDecember 1st,GoldRoseBy1.3%............................................................................512月1日，黄金上涨1.3%.............................................................................................................5图表5：Recent Trend ofPoly-Silicon............................................................................................6多晶硅价格走势...............................................................................................................................6图表6：OnDecember 1st,Poly-SiliconRoseBy3.3%.................................................................612月1日，多晶硅上涨3.3%..........................................................................................................6图表7：The Change of Futures Prices and Open Interests..........................................................8中国期货涨跌幅与持仓变化.............................................................................................................8图表8：China Futures Price.........................................................................................................9中国期货概览..................................................................................................................................9 1.China Futures期货异动 1.1Overview行情概述 On December 1st, equity index futures and CGB futures rallied; most commodities advanced,with metals leading the gains while agricultural products remained weak. 1.China's financial futures:IHroseby 0.76%, IMroseby1.08%, TLfellby 0.08%. 2.China's commodity futures: Topping the gainers were silver, platinum, and polysilicon: silver rose 5.9% with position volumeup 1.2% month-on-month; platinum climbed 4.0% as positions increased 32.0% month-on-month;polysilicon advanced 3.3% while its position volume fell 1.8% month-on-month. Leading the decliners were egg futures, glass futures, and alumina: egg futures dropped 2.5%with positions down 0.3% month-on-month; glass futures fell 1.5% as position volume decreased3.9% month-on-month; alumina declined 1.5% while positions edged down0.1% month-on-month. 12月1日，股指和国债期货上涨；商品多数上涨，金属涨幅居前，农产品偏弱。 金融期货：IH上涨0.76%，IM上涨1.08%，TL下跌0.08%。 商品期货：涨幅前三的是白银、铂和多晶硅，其中白银上涨5.9%，持仓环比增加1.2%；铂上涨4.0%，持仓环比增加32.0%；多晶硅上涨3.3%，持仓环比减少1.8%。 跌幅前三的是鸡蛋、玻璃和氧化铝，其中鸡蛋下跌2.5%，持仓环比减少0.3%；玻璃下跌1.5%，持仓环比减少3.9%；氧化铝下跌1.5%，持仓环比减少0.1%。 1.2Daily Raise上涨品种 1.2.1GoldSilver黄金&白银 OnDecember