December 22ndBlackThe overall fluctuation is small, fuel oil, low-sulfur fuel oil, liquefied petroleum gas rose by more than 1%, wire rod **103%。
Non-ferrous metalsplate, alumina **524%, Shanghai nickel, Shanghai tin ** more than 1%.
Chemical sector, soda ash and caustic soda ** more than 2%, urea and glass ** more than 1%.
Agricultural productsIn terms of rapeseed oil, corn and red dates** more than 1%.
International**: COMEX December *** settlement price closed up 097% at $2073 an ounce.
International**: WTI September*** settlement price closed up 06% at 73$49 barrels;Brent closed down 029% at 78$89 barrel.
International agricultural products: The main contract of agricultural products on the Chicago Exchange (CBOT) was mixed, and soybeans fell 011% at 1306 cents bushels;Corn ** fell 016% at 472 cents bushel, wheat ** fell 004% at 613 cents bushel.
International metals: Most of the base metals in London closed higher, and LME copper fell 042% at $8,570 tons, LME zinc rose 194% was reported at $2,602 tons, and LME nickel fell 169% at $16,550 tons, LME aluminum rose 338% at $2,324 tons, LME tin fell 084% at $24,775 tons, LME lead rose 039% at $2,071 tonnes.
The PaperOn the evening of December 14, Beijing and Shanghai simultaneously adjusted a number of property market policies, including the optimization of the identification standards for ordinary residences, the reduction of the down payment ratio for house purchases, and the adjustment of the lower limit of mortgage interest rates. In the second week of the implementation of the new deal, the transaction volume of some intermediary stores was 3 to 4 sets in the month before the new deal, and after the implementation of the new deal, 7 sets have been transacted this month**, and the transaction volume has increased by about 50%. According to the industry, judging from the online signing data, the data on the first day and the weekend after the implementation of the new policy are more than 600 sets, and the data on weekdays is maintained at around 500 sets.
**Meteorological ObservatorySince mid-December, the weather situation in China has been extremely complex, with various winter disastrous weather such as cold waves, rain and snow, low temperatures, and freezing. It is expected that in the next 10 days, precipitation will be scarce in most parts of the country, and the temperature will gradually rise to close to the same period of the year or higher, including 3-5 higher in northern Xinjiang, eastern Inner Mongolia, and central and northern Northeast China.
CCTV FinanceDue to the increasing tensions in the Red Sea region, merchant ships, including the Greek fleet, will not only increase costs but also face great risks to personnel if they continue to sail in the Red Sea and the Suez Canal waterways. And if a merchant ship between Asia and Europe chooses to circumnavigate the Cape of Good Hope in South Africa, the voyage will be at least 10 days longer, which will greatly increase the cost of transportation. For shipments to Europe, there is a 10% to 20% increase, depending on the item.
National Health CommissionRecently, the number of outpatient and emergency respiratory disease diagnosis and treatment in medical institutions across the country has continued to fluctuate and decline. On December 22, the total number of outpatient and emergency respiratory diseases in medical institutions above the second level decreased by 8 compared with the same period last week2%, down 30 from the peak02%。
China Disease Control and PreventionRecently, China has issued guidelines for the prevention of respiratory infectious diseases for the public to wear masks, which also focus on the common situations and scenarios closely related to the public's life, work, and study, and distinguish different periods such as high incidence and normalization of the epidemic. On the basis of ensuring the effectiveness of prevention and control, the corresponding classification suggestions minimize the impact on the public's production and life.
Lou Jiwei, former minister of the Ministry of Finance:At present, the real estate market policies adopted by various departments and localities still need to be adhered to and continuously optimized, focusing on avoiding major risks and improving market demand. When the population no longer distinguishes between urban and rural household registration, it can be converted to each other, and the urban and rural migrants can obtain the same public services and the right to enter the market, they will be able to buy houses in cities and towns with peace of mind, and consumer demand can increase by nearly 30%.
Rebar: After the research and decision of the Tangshan Heavy Pollution Weather Response Headquarters, the start time of the heavy pollution weather level emergency response will be adjusted from 12 o'clock on December 24, 2023 to 12 o'clock on December 26, 2023, and the specific lifting time will be notified separately. (Finance Associated Press).
In mid-December 2023, the key statistics of iron and steel enterprises produced a total of 1928 crude steel920,000 tons, pig iron 1814560,000 tons, steel 1961340,000 tons. Among them, the daily output of crude steel is 192890,000 tons, down 014%, a decrease of 1 compared with the same period last year78%, an increase of 2 compared with the same period last year03%;Pig iron Nissan 181460,000 tons, an increase of 001%, an increase of 2 compared with the same period last year37%, an increase of 10 percent over the same period last year89%;Steel Nissan 196130,000 tons, an increase of 255%, an increase of 2 compared with the same period last year39%, an increase of 7 compared with the same period last year15%。According to this estimate, the country's daily crude steel output is 249300,000 tons, down 008%。(China Iron and Steel Association).
According to the results of global steel demand in 2024 released by China Metallurgical Industry Planning and Research Institute on the 22nd, global steel consumption in 2023 is expected to be 17700 million tons, down 1 percent year-on-year3%;Global steel demand is expected to be 17800 million tons, a year-on-year increase of 08%。(
Ferrosilicon: Last week, statistics showed that the operating rate of 136 independent ferrosilicon enterprises in the country was 3827%, down 038%;The average daily output was 16,263 tons, down 150 tons from the previous period. At present, the operating rate and output of ferrosilicon have declined for four consecutive weeks, but the overall ** is still at a relatively high level. (mysteel)
As of December 21, the sample inventory of 63 independent silicon-manganese enterprises in the country was 196,500 tons, an increase of 7,270 tons month-on-month. (mysteel)
Iron ore: According to the Nishimoto Shinkansen, the domestic iron ore port stock was 11,587 in the week ended December 21000000 tons, a decrease of 229 from last week00,000 tons, a decrease of 1.94%。(Xinhua Finance).
Hogs: In mid-December 2023 compared to early December, hogs (outer ternary)** were 145 yuan kg, an increase of 3 from the previous month6%。(Finance Associated Press).
Soybeans: Oilseed crush data released by the Canadian Oilseed Processors Association (COPA) shows that soybean crush in Canada was 153144 in November 20230 tons, down 921%;The soybean oil production was 267730 tons, down 12 from the previous month14%;The production of soybean meal was 1175970 tons, down 941%。The Canadian oilseed crush crop year is August, July of the following year. (Xinhua Finance).
Soybean meal: A survey of the country's major oil mills showed that the actual soybean crush from 111 oil mills in week 51 (December 16 to December 22) was 161250,000 tons, with an operating rate of 54%. (mysteel)
Canola meal: Canola crush data released by the Canadian Oilseed Processors Association (COPA) shows that canola crush in Canada was 908261 in November 20230 tons, down 679%;Rapeseed oil production was 3868670 tons, down 602%;The yield of rapeseed meal was 5264480 tons, down 70%。The Canadian oilseed crush crop year is August, July of the following year. (Xinhua Finance).
Alumina: Market analysis believes that the strong upward trend of alumina futures prices for several days is mainly due to the increasing market worries, and the recent concentrated fermentation of many first-end news, which has added upward momentum to the alumina futures price. (*
Shanghai Copper: According to SMM, due to the continuous snowfall in Yantai from Wednesday to Thursday, the weather was relatively bad, resulting in the blockade of highways and the inability to transport, but by Friday, logistics and transportation in Yantai have returned to normal, and electrolytic copper refineries said that they can deliver goods normally. (smm)
Shanghai aluminum: 4 electrolytic aluminum enterprises in Baotou area have a small amount of peak staggered load reduction requirements, from 17:00 on December 22 to 00:00 on the 23rd, the total response, peak load 1850,000 kilowatts According to the survey, at present, the electrolyzers of the enterprise are in normal production, and the load is only appropriately reduced during a certain peak period, which has little impact on the output of the enterprise. (smm)
*: Russia plans to reduce oil exports from its ports by 100,000-200,000 b/d in January compared to December, as its refineries increase output, according to a new Reuters report. According to one of the sources, the export plan for the first quarter of 2024 will be lower than the plan for October-December this year. (*
Styrene: In the week ended December 21, the overall output of styrene plants in China was 28750,000 tons, up 0020,000 tons, an increase of 007%。(Longzhong Information).
PVC: As of the week of December 22, the domestic PVC social inventory was 42240,000 tons, a decrease of 356%, an increase of 67 year-on-year85%。(Longzhong Information).
European Line Consolidation: According to a report released by the Ningbo Shipping Exchange on December 22, 85% of the container ships have been notified to suspend the pick-up of cargo on the Red Sea route. Affected by this, a small number of flights are difficult to find, the market booking freight rate has jumped sharply, and the Red Sea route index released by the Ningbo Shipping Exchange is also higher than last week**1619% to 36495 points. (Finance Associated Press).
According to foreign media news, the world's third largest container shipping company, the French CMA-CGM, announced the addition of surcharges for several global routes of the Panama Canal. (Finance Associated Press).
In order to avoid the dangerous waters of the Red Sea, a number of international shipping companies have announced the suspension of the Red Sea route. According to the latest data, as of the 21st, 105 billion US dollars (about 750 billion yuan) worth of goods have been transferred out of this route. Experts believe that if tensions persist in the Red Sea, coupled with the drought in the Panama Canal, it will have a negative impact on the world. CCTV Finance
CCTV News:A commander of Iran's Islamic Revolutionary Guard Corps said that if the United States and its allies continue to commit crimes in the Gaza Strip, it could prompt the emergence of new resistance forces. "The Mediterranean, the Strait of Gibraltar and other waterways" may be closed.
Tokyo Electric Power Company (TEPCO) of JapanThe fourth round of discharge of nuclear-contaminated water, which will be carried out in February next year, will omit the step of confirming the concentration of tritium in radioactive material before discharge. The fourth round of discharge will be different from the previous three rounds in that the actual tritium concentration of the contaminated water flowing through the pipeline will be confirmed during the discharge period.
CCTV News:: Turkey became the largest importer of Russian energy in the Western Hemisphere after many European countries stopped importing most of their oil and gas from Russia. As a member of NATO, Turkey did not choose to oppose Russia because of the conflict between Russia and Ukraine, but deepened bilateral economic and trade cooperation.
CBN: Since Fed Chair Jerome Powell first mentioned that interest rate cuts are under consideration, the MSCI ASEAN index, which tracks major stock indices in ASEAN countries, has risen more than 3%, outpacing the Asia-Pacific and global indexes, which track broader stock indices. Laos' benchmark stock index has risen more than 45% this year, making it one of the biggest gainers in the entire Asia-Pacific region this year.