本レポート提供元 MacroTerms.com

データ基準日: 2026-11-01 · 決済基準: 取引所決済価格（北京時間15:00終値、前回決済比）
Generated: 2026-11-01 07:22:24 · Benchmark settle: 2026-10-30
本文・Best Trade・チャートは同一の決済スナップショットを使用。ザラ場の実勢価格は結論に含めません。

2026-11-01 China Futures Morning Report: Precious Metals Plunge Overnight, Black Commodities Add Short Positions, Chemicals Oscillate at High Levels

1. Safe-haven funds shift to US Treasuries amid a stronger dollar, causing significant overnight declines in gold and silver → Shanghai gold overnight close at 831.5, breaking the next pivot S1 at 850.61, targeting the 20-day low of 854.72; Shanghai silver overnight close at 11533, breaking S1 at 11894.33, targeting the 20-day low of 12057.
2. Black commodity demand expectations weaken, with short positions actively increasing → Main contract open interest for rebar increases by 31,542 hands and net short position expands by 9,052 hands → Rebar settlement at 3039, above the next pivot S1 at 3017.67; if broken, the trend continues, targeting the 20-day low of 3012.
3. The chemical sector rebounds strongly on cost support but shows clear reduction at high levels → Methanol overnight close up 3.87% at 3597, polypropylene overnight close up 3.56% at 10804 → Methanol settlement at 3463, below the next pivot R1 at 3560; a break above R1 targets the 20-day high of 3558; Polypropylene settlement at 10433, below R1 at 10691.33; a break below S1 at 10201.33 signals a weakening trend.