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China Commodities Daily Brief — 2026-09-29

As of 2026-09-29

On 2026-09-29, 57 of 443 commodities tracked on China's domestic spot market rose, 52 fell and 334 were unchanged. The strongest move was m-Toluidine (+12.12%), followed by Ethylene Glycol Diacetate (EGDA) (+7.39%). The weakest was Lithium Hydroxide (Battery Grade) (-6.50%).

Market pulse

Down

Unchanged

334

Items

443

Top gainers

Commodity	Sector	Last	Change
m-Toluidine	Chemicals	1,844.36	+12.12%
Ethylene Glycol Diacetate (EGDA)	Chemicals	1,086.68	+7.39%
Hydrochloric Acid	Chemicals	28.16	+2.73%
Calcium Carbide	Chemicals	408.25	+2.25%
Acetic Acid	Chemicals	717.81	+1.98%
Styrene	Chemicals	1,555.25	+1.76%
Bromine	Chemicals	6,056.49	+1.76%
EPS	Rubber & Plastics	1,779.03	+1.60%
Dibutyl Phthalate (DBP)	Chemicals	1,548.02	+1.47%
Toluene	Chemicals	1,293.55	+1.17%

Top decliners

Commodity	Sector	Last	Change
Lithium Hydroxide (Battery Grade)	Chemicals	17,197.45	-6.50%
Eggs	Agriculture & Byproducts	1.38	-2.95%
Silver	Non-ferrous Metals	2,211.64	-2.26%
Gold	Non-ferrous Metals	133.91	-2.18%
Natural Rubber	Rubber & Plastics	2,754.51	-1.99%
Sulfuric Acid	Chemicals	255.72	-1.58%
Diethylene Glycol (DEG)	Chemicals	1,025.62	-1.56%
Monoammonium Phosphate (MAP)	Chemicals	564.78	-1.56%
Polyamide 6 (Nylon 6)	Rubber & Plastics	2,182.67	-1.35%
Cobalt	Non-ferrous Metals	39,237.59	-1.24%

By sector

Sector	Items	Up	Down	Unchanged	Avg. change
Chemicals	293	33	22	238	+0.09%
Non-ferrous Metals	28	2	11	15	-0.30%
Rubber & Plastics	18	6	2	10	+0.07%
Steel	16	2	5	9	-0.06%
Textiles	16	4	0	12	+0.12%
Energy	13	5	2	6	+0.03%
Agriculture & Byproducts	11	1	6	4	-0.62%
Building Materials	6	1	1	4	-0.16%
Other	2	0	0	2	0.00%

Equity indices

Index	Last	Previous	Change
CSI 300	4,355.62	4,338.41	+0.40%
SSE COMP	3,840.49	3,822.15	+0.48%
SZSE COMP	12,941.96	12,854	+0.68%
HSI 항셍	24,560.56	24,642.51	-0.33%
HSCEI	8,196.16	8,216.84	-0.25%
KOSPI	6,864.96	6,889.74	-0.36%
KOSDAQ	849.21	846.58	+0.31%
CHINEXT	3,154.21	3,137.84	+0.52%
STAR 50	1,573.32	1,555.13	+1.17%

2026-09-29 15:45 KST

FX

Pair	Last	Previous	Change
USD/KRW	1,356.96	1,359.84	-0.21%
CNY/KRW	202.41	202.60	-0.10%
JPY/KRW (100엔)	859.60	861.60	-0.23%
EUR/KRW	1,540.90	1,545.60	-0.30%
USD/CNY	6.6964	6.7002	-0.06%

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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