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:Keidanren, Japanese Parliamentary Groupsubmit requests to visitChina. Futures Prices:On Dec 2nd, equity index futures and CGB fell. Commodity futures were mixed,with new energy metals leading the declines. Commentary:Coking Coal, Coke,Silicon Metal Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观：日本经团联、议员团接连请求访华。 期货：12月2日，股指和国债期货均下跌；商品期货涨跌不一，新能源金属跌幅靠前。 今日点评：焦煤、焦炭、工业硅 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 【20251202】Gold, Silver, Poly-Silicon黄金、白银、多晶硅【20251129】Crude Oil, Coking Coal, Coke原油、焦煤、焦炭【20251128】Gold, Silver, Tin黄金、白银、锡 * 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....................................................................................................51.2.1Coking Coal焦煤....................................................................................................................错误!未定义书签。1.2.2 Coke焦炭 ............................................................................................................................................................71.3Daily Drop下跌品种.....................................................................................................61.3.1Silicon Metal工业硅...........................................................................................................................................62. China News中国要闻.....................................................................................................82.1 Macro News宏观要闻...................................................................................................82.2 Industry News行业要闻...............................................................................................8 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 ofCoking Coal...............................................................错误!未定义书签。焦煤价格走势......................................................................................................错误!未定义书签。图表4：OnDecember2,Coking CoalRoseBy1.9%.......................................错误!未定义书签。12月2日，焦煤上涨1.9%.................................................................................错误!未定义书签。图表5：Recent Trend ofCoke......................................................................................................5焦炭价格走势..................................................................................................................................5图表6：OnDecember2,CokeRoseBy2.5%..............................................................................512月2日，焦炭上涨2.5%.............................................................................................................5图表7：Recent Trend ofSilicon Metal..........................................................................................6工业硅价格走势...............................................................................................................................6图表8：OnDecember2,Silicon MetalDropped By2.2%.............................................................612月2日，工业硅下跌2.2%..........................................................................................................6图表9：The Change of Futures Prices and Open Interests..........................................................9中国期货涨跌幅与持仓变化.............................................................................................................9图表10：China Futures Price.....................................................................................................10中国期货概览................................................................................................................................10 1.China Futures期货异动 1.1Overview行情概述 On December 2nd, both equity index futures and CGB fell. Commodity futures were mixed, withnew energy metals leading the declines. 1.China's financial futures:IC andIMbothfellby 0.6%, TLfellby 0.5%. 2.China's commodity futures: The top three gainers are butadiene rubber, pulp, and silver. Butadiene rubber rose 4.0% withpositions decreasing by 6.6% month-on-month. Pulp climbed 2.6% while its positions dropped 19.4%month-on-month. S