The container transport European line 4 boards, the day again **10% reported 12368 points to a new high.
BlackUp across the board, among the ferrous metals, rebar and hot coil ** exceeded 1%, and iron ore rose by 353%;* Sector, liquefied petroleum gas and fuel oil rose more than 1%;Coking coal**268%。
Non-ferrous metal plates, lithium carbonate fell 422%, Shanghai nickel**127%, alumina**238%。
Chemical industry, glass rose 447%, rubber, PTA, staple fiber, PVC, ethylene glycol, soda ash, polypropylene rose more than 1%, paraxylene, styrene, pulp rose more than 2%.
Agricultural products sector, rapeseed meal**141%, peanuts**108%。
CCTV NewsOn the evening of December 20 local time, IDF spokesman Hagari issued a statement saying that as the Israeli army's military operation in the northern Gaza Strip is "nearing its end", the Israeli army has begun to fight against the Palestinian Islamic Resistance Movement (Hamas) forces in the new area of Gaza City. Hamas has not responded to this for the time being.
**Times:Recently, the China Securities Regulatory Commission (CSRC) has researched and deployed the key points of capital market reform in 2024, proposing to vigorously promote the reform of the investment side, promote and improve the policy environment conducive to the entry of medium and long-term funds into the market, and guide investment institutions to strengthen the counter-cyclical layout and strengthen "patient capital".
Coal: According to the Shanxi Provincial Bureau of Statistics, from January to November this year, Shanxi's raw coal output was 12460990,000 tons, an increase of 38%, the output ranks first in the country;In addition, the production of unconventional natural gas increased by 97%, and electricity generation increased by 43%, of which the amount of electricity delivered increased by 79%。(Finance Associated Press).
Iron ore: On December 21, Australian mining explorer GWR Group entered into a legally binding agreement with Gold Valley West Wiluna Pty** for its remaining interest in the Wiluna West iron ore project. The consideration includes $30 million and $2$00 DMT. (Interface).
As of December 21, the total inventory of imported sintered powder of 114 steel mills of new caliber was 2,545850,000 tons, down 55560,000 tons;The total daily consumption of sintered powder is 112320,000 tons, down 0570,000 tons;Inventory-to-consumption ratio of 2267, down 038;After excluding the samples that have been out of production for a long time, the cost of molten iron excluding tax was 2,974 yuan tons, an increase of 18 yuan tons. (mysteel)
Rebar: Tangshan billet steel mill received a notice that it will stop and limit production at 0:00 on December 23, and the production limit is expected to last until January 4. According to the data, on December 20, the operating rate of 35 billet steel mills in Tangshan was 383%, it is expected that the operating rate of this production restriction will drop to about 15%, and the daily output will be affected by about 30,000 tons. At present, the inventory in the billet rolling mill is at a high level, and the production restriction will alleviate the current contradiction between supply and demand, digest the existing inventory in the plant, and maintain the current toughness. (mysteel)
Hot coil: This week, SMM counted 69 warehouses (large samples) of the national hot coil social inventory of 327770,000 tons, a decrease of 18 from last week430,000 tons, a decrease of 532%, maintaining the pace of destocking for 11 consecutive weeks. (smm)
Palm oil: Malaysia's export tax on crude palm oil in January 2024 was maintained at 8%, but the reference price for January 2024 was increased from 3,589 in December 2023, according to the Malaysian Palm Oil Board (MPOB).09 ringgit tonnes raised to 3,67950 MYR tons. (Xinhua Finance).
Cotton: The reporter learned that the industry was facing the dilemma of almost no payment in the early stage, and cotton prices continued to fall. With the recovery of the downstream, cotton prices have rebounded, and whether the recovery of demand in the later period can continue is more critical to the trend of cotton. (*
Soybeans: According to the 20th local time in Brazil, about 10,000 farmers in the city of San Esteouán in the state of Bahia in northeastern Brazil have suffered losses due to drought recently. Local farmers say the area is suffering from the worst drought in 40 years, with crops such as corn and soybeans severely reduced, and some animals dying due to lack of drinking water and food. CCTV News
White sugar: On December 20, 2023, the price of ICE raw sugar** is 2088 cents pound, the exchange rate of the yuan is 71382。It is estimated that the estimated cost of Brazilian sugar processing within the quota is 5,445 yuan, and the estimated cost of Brazilian sugar processing is 6,981 yuanThe estimated dutiable cost of Thai sugar processing within the quota is 5,531 yuan, and the estimated dutiable cost of Thai sugar processing is 7,092 yuan. (Pansaccharide Technology).
Shanghai Bank: The Shanghai ** Exchange issued an announcement to continue to waive the delivery fee, the shipping premium, the lease registration fee, the over-the-counter physical clearing and transfer fee of the vault, and the inventory swap transfer fee in 2024. (Xinhua Finance).
Non-ferrous metals: The UK's year-on-year CPI growth slowed more than expected to the lowest level in more than two years in November, and investors increased bets that the Bank of England will accelerate its shift to interest rate cuts. Meanwhile, data from the National Association of Realtors (NAR) showed that existing home sales in the United States unexpectedly increased in November, falling off a 13-year low. (Xinhua Finance).
Industrial silicon: According to data released by the Silicon Branch of the China Nonferrous Metals Industry Association, this week's ** encountered irrationality**, P-type M10 silicon wafer inventories suffered a concentrated sell-off, and N-type silicon wafers were relatively supported. The average transaction price of M10 mono-Si wafers (182 mm 150 m) fell to 192 yuan piece, a week-on-week decrease of 769%;The average transaction price of n-type monocrystalline wafers (182 mm 130 m) fell to 2.218 yuan film, a week-on-week decrease of 439%;The average transaction price of G12 mono-Si wafers (210 mm 150 m) fell to 3.02 yuan film, a week-on-week decrease of 736%。(Finance Associated Press).
Soda ash: As of December 21, the total inventory of domestic soda ash manufacturers this week was 35390,000 tons, an increase of 1290,000 tons, an increase of 378%。Among them, 21 are lightweight stocks710,000 tons, heavy inventory 13680,000 tons. This week, soda ash inventories stopped declining and increased, increasing by 23 year-on-year14%, the soda ash inventory increased slightly during the week, but the overall inventory is still at a record low. (Longzhong Information).
Asphalt: The latest data shows that the capacity utilization rate of asphalt refineries in China was 32 in the week ended December 202%, down 05%, the weekly output of asphalt is 5520,000 tons, down 05%;The weekly shipments of 54 sample enterprises and manufacturers of domestic asphalt totaled 3850,000 tons, a decrease of 9 from the previous month90,000 tons or 205%。(Longzhong Information).
Pulp: As of December 21, 2023, the sample inventory of China's mainstream pulp ports is 17280,000 tons, compared with the previous period**080,000 tons, 05%, the inventory in the past three consecutive cycles after showing a destocking, this cycle turned into a trend of accumulation. (Longzhong Information).
Paraxylene: From January 1, 2024, the application of the agreed tax rates of the Cross-Strait Economic Cooperation Framework Agreement will be suspended for imported products of 12 tariff items such as propylene and paraxylene originating in Taiwan, and will be implemented in accordance with the current relevant regulations. (Ministry of Finance).
European line consolidation: According to the data provided by the German logistics company Dexun, as of the morning of December 20, 121 container ships have abandoned entering the Red Sea and the Suez Canal and chose to detour the Cape of Good Hope in Africa, resulting in an increase of about 6,000 nautical miles in their voyage and a possible extension of 1 to 2 weeks. The company expects more vessels to join the detour route in the future. According to a new report by the U.S. Consumer News & Business Channel, the cargo of these ships transferred from the Red Sea route is worth more than $80 billion. (Interface News).
The relevant person in charge of the Shanghai Futures Exchange said that it will continue to track and analyze the market operation situation of the varieties, do a good job in monitoring, position monitoring, and behavior supervision, increase the supervision of accounts that fail to truthfully declare the actual control, prevent the impact of illegal transactions on the market, strictly investigate the clues of violations of laws and regulations that undermine the formation mechanism and infringe on the legitimate rights and interests of all parties, severely crack down on violations of laws and regulations in accordance with the law, and maintain the stable operation of the market. (Blue Whale Finance).