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China Commodities Daily Brief — 2026-09-04

As of 2026-09-04

On 2026-09-04, 84 of 445 commodities tracked on China's domestic spot market rose, 50 fell and 311 were unchanged. The strongest move was Methyl Isobutyl Ketone (MIBK) (+7.12%), followed by Carbon Black (+5.31%). The weakest was Lithium Hydroxide (Battery Grade) (-2.29%).

Market pulse

Down

Unchanged

311

Items

445

Top gainers

Commodity	Sector	Last	Change
Methyl Isobutyl Ketone (MIBK)	Chemicals	11,048.78	+7.12%
Carbon Black	Chemicals	9,642.05	+5.31%
Dimethyl Carbonate (DMC)	Chemicals	5,691.29	+5.25%
Ethylene Oxide (EO)	Chemicals	8,311.62	+5.06%
Ferrosilicon	Steel	6,102.44	+3.77%
Coal	Energy	933.68	+3.32%
PVC	Rubber & Plastics	4,840.32	+3.20%
Bisphenol A (BPA)	Chemicals	9,833.75	+3.15%
n-Butanol	Chemicals	7,877.68	+3.06%
Isopropanol (IPA)	Chemicals	7,977.82	+2.80%

Top decliners

Commodity	Sector	Last	Change
Lithium Hydroxide (Battery Grade)	Chemicals	128,179.20	-2.29%
Sodium Thiocyanate	Chemicals	8,678.80	-1.89%
Monoammonium Phosphate (MAP)	Chemicals	4,215.89	-1.56%
Propylene	Chemicals	9,380.78	-1.40%
Liquid Ammonia	Chemicals	2,767.20	-0.96%
Acrylonitrile	Textiles	11,339	-0.87%
Trisodium Phosphate (TSP)	Chemicals	3,116.86	-0.80%
HDPE	Rubber & Plastics	10,861.94	-0.80%
MTBE	Chemicals	7,437	-0.80%
Butadiene	Chemicals	14,019.60	-0.71%

By sector

Sector	Items	Up	Down	Unchanged	Avg. change
Chemicals	295	37	20	238	+0.16%
Non-ferrous Metals	28	13	3	12	+0.26%
Rubber & Plastics	18	7	3	8	+0.29%
Steel	16	8	5	3	+0.45%
Textiles	16	6	4	6	+0.35%
Energy	13	5	3	5	+0.31%
Agriculture & Byproducts	11	4	4	3	+0.10%
Building Materials	6	2	1	3	+0.19%
Other	2	0	0	2	0.00%

Equity indices

Index	Last	Previous	Change
CSI 300	4,548.05	4,552.10	-0.09%
SSE COMP	3,930.12	3,941.49	-0.29%
SZSE COMP	13,516.97	13,626.13	-0.80%
HSI 항셍	25,650.87	25,213.31	+1.74%
HSCEI	8,555.03	8,385.24	+2.02%
KOSPI	6,687.21	6,579.48	+1.64%
KOSDAQ	813.50	790.21	+2.95%
CHINEXT	3,286.55	3,312.86	-0.79%
STAR 50	1,577.36	1,611.91	-2.14%

2026-09-06 23:30 KST

FX

Pair	Last	Previous	Change
USD/KRW	1,351.10	1,356.35	-0.39%
CNY/KRW	201.35	201.74	-0.19%
JPY/KRW (100엔)	859.20	866.40	-0.83%
EUR/KRW	1,562.40	1,575.50	-0.83%
USD/CNY	6.7108	6.7097	+0.02%

China macro indicators

Indicator	Value	Previous	Period
Manufacturing PMI	51.5	50.9	2026-08
Non-Mfg PMI	49.0	49.0	2026-08
Caixin Services PMI	50.4	54.1	2026-07
GDP Growth (YoY)	4.3%	5.0	2026 Q2
CPI (YoY)	0.5%	1.0	2026-07
PPI (YoY)	+3.5%	4.1	2026-07
Urban Unemployment	5.2%	5.0	2026-07
LPR 1Y	3.00%	3.0	2026-08
Reserve Ratio (RRR)	7.50%	7.5	2026-08
Trade Balance	+$112.0B	126.0	2026-07
Retail Sales (MoM)	+0.06%	0.35	2026-07
USD/CNY	6.72	6.75	2026-09
SSE Composite	3,941	3832	2026-09

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