Domestic commodities **morning**, most of the main contracts**. In terms of gains, European Line Container Transport rose nearly 16%, lithium carbonate rose by more than 3%, Beans rose by nearly 2%, palm oil, No. 20 rubber, and butadiene rubber rose by more than 1%.In terms of decline, ferrosilicon fell by more than 2%, jujube fell by nearly 2%, and manganese silicon, coke, LPG, and alumina fell by more than 1%. CCTV News:On December 25, it was reported that although the United States had previously announced that 20 countries had joined the so-called "Red Sea Escort Alliance", as of now, Spain, Italy and France have made it clear that they are unwilling to act under the leadership of the United States. Most of the remaining countries are willing to send only a symbolic small number of participants, and at least eight countries have requested anonymity.
Brokerage China: In addition to China Merchants Bank, which has announced a reduction in the listed interest rate of deposits two days ago, so far the national state-owned banks and 12 national joint-stock banks have announced a reduction in the listed interest rate of RMB deposits. This is the third largest reduction in deposit interest rates since 2023, after mainstream banks across the country cut RMB deposit rates twice in June and September. European Line Consolidation:In the context of Maersk's plan to resume Red Sea transportation, COSCO SHIPPING Co., Ltd.'s "Ship Vision" has launched a real-time monitoring application for the resumption of large container ships in the Red Sea. The reporter's inquiry saw that at present, 17 container ships have turned back (changed course in the direction of the Red Sea), and 12 container ships have not turned back (sailed to the Red Sea as originally planned, and no detour was considered on the way). Of the returnback vessels, 13 are operated by Maersk, 2 by MSC and 2 by CMA CGM. (Blue Whale Finance).Hogs:In the next step, the Ministry of Agriculture and Rural Affairs will adhere to the "two-pronged approach" of production regulation and market regulation, optimize and improve the "Implementation Plan for Pig Production Capacity Regulation", accurately carry out production early warning guidance, and promote the stabilization of pig production capacity at a reasonable level. Stabilize and improve long-term support policies, enhance the competitiveness of the whole industry chain, and further consolidate the foundation of pig production and market. (Ministry of Agriculture and Rural Affairs).
Soda ash:Yuanxing Energy (000683.)SZ) said on the investor interactive platform on December 26 that the commissioning of the third production line of the first phase of the Alxa trona project has been continuing, and the commissioning requires a process, and the production time cannot be accurately predicted. There is no subjective vacancy capacity in the company. (per warp net).Industrial Silicon:In the context of the "mud and sand" of photovoltaic products in all links, polysilicon giants have once again made a big move against the trend. On December 25, Tongwei Co., Ltd. announced that it would invest 28 billion yuan in two phases to build new production capacity, and expand production capacity in the two upstream links, including industrial silicon and high-purity crystalline silicon, which are the source of photovoltaics. (China ** Daily).Iron ore:The total inventory of imported iron ore in China's 45 ports is 11,894830,000 tons, an increase of 2.07 million tons from last Monday, and the total inventory of 47 ports was 12,482830,000 tons, an increase of 1.71 million tons month-on-month;During the period from December 18 to December 24, 2023, the total iron ore inventory in the seven major ports of Australia and Brazil was 139790,000 tons, a steady increase of 490,000 tons, the current absolute inventory is at a high level since the fourth quarter. （mysteel）
Coal:Taiyuan City, Shanxi Province, has put forward emission reduction requirements for key industrial enterprises such as TISCO, Yangmei Taihua, TISCO Dongshan Mine, and Meijin Iron and Steel. It is clear that the city's enterprises that have been suspended, and the production processes that have been suspended within the enterprises have been suspended to resume production. Industrial enterprises that need to implement shutdown and maintenance will arrange the shutdown and maintenance from December 25 to December 31 as much as possible. (Shanxi Evening News).
Rebar, hot coil:According to the reporter's investigation, this year's "winter storage" merchants are relatively rational, and the largest proportion of rebar ** in the "winter storage" willingness at 3700-3800 yuan tons is 3729%, * at 3600-3700 yuan tons of "winter storage" willingness accounted for 2712%, * at 3800-3900 yuan tons and above when there is a willingness to "winter storage" accounted for 161%, * at 3600 yuan tons and below the proportion of "winter storage" will be 969%。When the hot-rolled coil is 3800-3900 yuan tons, the proportion of "winter storage" is the highest, which is 3814%, * at 3700-3800 yuan tons willing to "winter storage" accounted for 2966%, * at 3900-4000 yuan tons willing to "winter storage" accounted for 1695%, * at 3700 yuan tons and below willing to "winter storage" accounted for 654%。（
Cotton:As of December 23, Brazil's cotton planting rate was 21, according to Conab, a national commodity company under the Brazilian Ministry of Agriculture8% compared to 14 last week7%, compared to 202%。(Xinhua Finance).
Soybeans:According to Conab, a national commodity ** company under the Brazilian Ministry of Agriculture, Brazil's soybean planting rate was 96 as of December 238%, compared to 94 last week5%, compared to 97 in the same period last year6%。(Xinhua Finance).
Corn:According to Conab, a national commodity company under the Brazilian Ministry of Agriculture, as of December 23, Brazil's corn planting rate was 755% compared to 73 last week5%, compared to 85 in the same period last year5%。(Xinhua Finance).
Article**: Oriental Wealth Research Center).