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Edition of record · 2026-10-04 · 当日完整版

MOFCOM Issues Sugar Quota Reallocation Notice

中国快照：商务部发布食糖配额再分配通知；美国完成三聚氰胺反倾销日落复审终裁

The Ministry of Commerce published a notice on the proposed allocation of enterprises for the 2026 sugar import tariff quota reallocation [1]. The announcement lists companies proposed to receive reallocated quotas under the tariff-rate quota system [1]. Separately, MOFCOM and four other departments adjusted the catalog for precursor chemicals exported to specific countries, adding two substances to Part 1 of Annex 1 [2]. Exports of listed chemicals to the United States, Mexico, and Canada now require a permit [2]. The US Federal Register published the final results of the expedited second sunset review of the antidumping duty order on melamine from China [4]. The review determined that revocation of the order would likely lead to continuation or recurrence of dumping [4]. In domestic policy, eight departments issued an action plan to promote smart home consumption, including support for subsidies and financial measures [3].

商务部发布关于2026年食糖进口关税配额再分配拟分配企业名单的公示通知 [1]。 该公告列出了拟获得关税配额再分配的企业名单 [1]。 另外，商务部等五部门调整了向特定国家出口易制毒化学品管理目录，在附件1第一部分新增两种物质 [2]。 向美国、墨西哥、加拿大出口所列化学品现需申请许可 [2]。 美国联邦公报公布了对华三聚氰胺反倾销税令加速第二次日落复审的最终结果 [4]。 复审认定撤销该税令可能导致倾销继续或再度发生 [4]。 在国内政策方面，八部门印发促进智能家居消费行动方案，包括支持补贴和金融措施 [3]。

· 5 signals · 5 with a reading · Frozen at the evening edition.

What changed since the prior edition

Against the Evening Snapshot of 18:52 Beijing time, this edition adds 5 new signals and carries 0 forward. New on the board: MOFCOM publicizes proposed sugar import quota reallocation for 2026; MOFCOM adds two precursor chemicals to export control list for North America; Eight departments issue action plan to promote smart home consumption.

Economy & Markets 经济与市场

0 new · 4 carried
Still on the board4 carried from earlier days

U.S.–China & Geopolitics 中美关系与地缘政治

1 new · 0 carried
Deviation watchAgainst our own 30/90-day archive baselines

  • SGX Iron Ore 62% Fe Front Month

    SGX Iron Ore 62% Fe Front Month at 91.16 is 3.0σ below its 30-day mean (97.04, -6.06%) (flagged 3 days running, a level rather than a move)

    2.01

  • SGX Iron Ore 62% Fe M+6

    SGX Iron Ore 62% Fe M+6 at 91.94 is 2.5σ below its 30-day mean (96.58, -4.80%) (flagged 3 days running, a level rather than a move)

    1.67

  • SGX Iron Ore 62% Fe M+3

    SGX Iron Ore 62% Fe M+3 at 91.85 is 2.5σ below its 30-day mean (96.9, -5.21%) (flagged 3 days running, a level rather than a move)

    1.64

  • CFETS FR007

    CFETS FR007 at 1.38 is 2.4σ below its 30-day mean (1.43, -3.35%) (flagged 5 days running, a level rather than a move)

    1.21

  • CFETS FR014

    CFETS FR014 at 1.41 is 2.2σ below its 30-day mean (1.44, -2.25%) (flagged 5 days running, a level rather than a move)

    1.12

  • CNY Fix vs CNH Spread

    CNY Fix vs CNH Spread at -0.438 is 2.1σ above its 30-day mean (-0.834, +47.50%) (flagged 5 days running, a level rather than a move)

    1.07
Market snapshot2026-10-03 · prior session

Last completed session (2026-10-03) · SSE Composite 3842.1946 ▲0.49% · Shenzhen Component 12887.62 ▲0.22% · ChiNext 3135.277 ▼0.23% · USD/CNY 6.7048 ▲0.09% · USD/CNH 6.7044 ▼0.14%

Dossiers revised this day5 public readings
Scheduled official releasesPublisher-stated dates; NBS calls this a plan
  • 2026-10-14

    Monthly Report on Consumer Price Index

    居民消费价格指数月度报告

  • 2026-10-14

    Monthly Report on Producer Price Index for Industrial Products

    工业生产者价格指数月度报告

  • 2026-10-19

    Monthly Report on Sales Price Index of Commercial Residential Buildings

    商品住宅销售价格指数月度报告

  • 2026-10-19

    Quarterly Report on National Industrial Capacity Utilization

    全国工业产能利用率季度报告

  • 2026-10-19

    Monthly Report on Energy Production

    能源生产情况月度报告

  • 2026-10-19

    Monthly Report on Fixed Asset Investment (Excluding Rural Households)

    固定资产投资（不含农户）月度报告

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