The central bank governor made a heavy statement, and the amount of information was huge!The game intensifies!Can the coking enterprise plan to raise the price again?Since the listing of lithium carbonate, nearly 60% of listed companies have responded intensively to experts interpreting it this wayXinhua News Agency:Pan Gongsheng, secretary of the party committee and governor of the People's Bank of China, said that it is necessary to actively cooperate with the competent departments of the industry and local authoritiesDo a good job in financial support for the steady and healthy development of the real estate marketIt will provide medium and long-term low-cost financial support for the construction of the "three major projects" such as affordable housing, improve the housing rental financial policy system, and promote the construction of a new model of real estate development. Interface News:Li Yunze, director of the State Administration of Financial Supervision and Administration, said that in the next step, we will adhere to goal-oriented and problem-oriented, and resolutely fight a tough and protracted battleThe focus is to accelerate the reform of small and medium-sized financial institutions
Finance Associated Press:On Friday (December 1), local time, Federal Reserve Chairman Jerome Powell said that policymakers would be cautious about future monetary policy decisions, and he refuted speculation that the Fed would cut interest rates in the first half of next yearThe option of further rate hikes is retainedBlack**
Coal:Considering the continuous losses of coke enterprises under high costs,On December 1, coke companies took the lead in proposing the third round of price increases for metallurgical coke, requiring the secondary and ** coke to be raised by 100 yuan tons, requiring the implementation from 0:00 on December 2. At present, the mainstream market has not issued a relevant price adjustment policy, and most of them intend to raise metallurgical coke for the third time next Monday. （*
A senior executive of a large private coal company in Yulin, Shaanxi Province, said in an interview with a reporter from Jian NewsIn this year's heating season, local coal sales are "not prosperous in the peak season".Coal mines are generally unsalable, and the losses are serious. Interface News:
This year, with the continuous enhancement of China's coal capacity,The coal inventory of the whole society is also at a relatively high levelThe market supply is relatively sufficient, which has laid a good foundation for ensuring the stability of thermal coal this winter and next spring. (CCTV Finance).
Rebar:According to the national survey of the important steel wholesale market in the country, the steel wholesale market sales expectation index and purchase expectation index in December were respectively. 7%, down 6 percent from the previous month7 and 32 percentage points, all remained above the 50% cut-off line, reflecting the market's continued cautious optimism about steel in December, and the bullish expectations weakened slightly. In December, the sales volume expectation index and inventory expectation index of the steel wholesale market were respectively. 5%, down 26 and **158 percentage points,Reflecting the market's expectation that steel sales will continue to decline in December, inventories will increase。(Country***.)
Iron ore:According to data from the China Metallurgical and Mining Enterprise AssociationIn October, China's iron ore output increased year-on-year。In October, the national iron ore raw ore output was 864450,000 tons, an increase of 25%, a year-on-year increase of 298%。From January to October, the output of iron ore raw ore was 82,57580,000 tons, a year-on-year increase of 78%。Finance Associated Press:
Hot Roll:At present, there is no obvious pressure on steel mills to receive orders, and the wait-and-see mentality of market merchants is acceptable, which is relatively cautious for operation, and there is no obvious accumulation of contradictions. Judging from this week's data, the output has increased significantly through the resumption of productionIn the short term, it is expected to reach a new high of more than 5.75 million tonnes per week。（mysteel）
Agricultural products**Soybeans:The U.S. Department of Agriculture (USDA) released dataPrivate exporters reported export sales to China1320,000 tons of soybeans, export sales to unknown destinations 1980,000 tonnes of soybeans, all to be delivered in 2023 and 2024. (Xinhua Finance).
Soybean Oil:According to Mysteel Agricultural Products' survey of the country's major oil mills, the 48th week (November 25 to December 1).The actual soybean crush of 111 oil mills was 183310,000 tons, with an operating rate of 62%.。（mysteel）
Sugar:According to incomplete statistics,On the 1st, 16 new sugar factories in Guangxi started production。Up to now, 33 sugar factories in Guangxi have started production in the 2023 24 crushing season, a year-on-year decrease of 6;The daily cane crushing capacity is about 25950,000 tons, a year-on-year decrease of 680,000 tons. The supply of new sugar has accelerated, and sugar prices have come under pressure. (Pansaccharide Technology).
ColoredHujin:Everett Millman, chief market analyst at Gainesville Coins, said, "After a Santa Claus experience, I expect this to continue until the end of the year. There is certainly a possibility that the (spot) gold price will retest its all-time highs。(Per the network) 3rd, from the ** jewelry brands Chow Tai Fook, Luk Fook Jewelry, Chao Hongji, Chow Sang ShengOn that day, the gold price of its pure gold jewelry reached 625 yuan, reaching a high level in the year. Compared with 10 days ago, the gold price of pure gold jewelry of Chow Tai Fook, Luk Fook Jewellery and Chao Hongji brand (606 yuan on November 23)**314%, Chow Sang Sang pure gold jewelry gold price (609 yuan gram on November 23)**263%。Shanghai Securities News).Shanghai Copper:According to the Chilean Copper Commission (Cochilco).Chile's National Copper Company (CODELCO) produced 1280,000 tonnes of copper, the best monthly performance this year;However, it is still down year-on-year. In November, BHP's Escondida mine, the world's largest copper mine, produced 8840,000 tons, a sharp decline both month-on-month and year-on-year. Finance Associated Press:
According to Mysteel's survey feedback, on December 1, 2023, China's copper smelters represented Jiangtong, Tongling, China Copper and FreeportThe 2024 copper concentrate long-term agreement TC RC is 80$0 per dry ton as well as $80 cents lb。The 2023 copper concentrate long-term benchmark is $88 per dry ton and $88 cents lb. （mysteel）Lithium carbonate:Industry insiders said that as a cyclical industry, lithium products will definitely experience the process of overcapacity and enterprise clearance in the future. However, with the current cost support, this round of lithium carbonate** may not fall to the initial 4-50,000 tons of the cycle, however**The sharp drop still brought a lot of pressure to the lithium salt plant。(China Times).
Energizing**
The U.S. Department of Energy saidThe U.S. is seeking to buy up to 3 million more barrels of oil as a special strategic reserve for delivery in February。(Finance Associated Press) survey shows thatOPEC output fell by 140,000 b/d in Novemberto 28 million barrels per day. Finance Associated Press:
Soda ash:Starting from the night trading on December 4, 2023, soda ash** and 2408 contract trading ordersThe minimum order size for each opening position is adjusted to 4 lots。(Zheng Shang Firm).
Yuanxing Energy (000683.)SZ) said on the investor interactive platform on December 1 that the first issue.
3. The products of the fourth production line are mainly heavy soda ash, and the company can appropriately adjust the proportion of light and heavy alkaliAt present, the third line has just been put into production, and the production time can not be accurately predicted, and the products are mainly heavy soda ashThe company's soda ash products are on the marketThe company's soda ash products are currently balanced in production and sales。(per warp net).Glass:During the interview, the reporter learnedThe variables of the glass market in the later stage are mainly concentrated on the demand side and the policy side。**Under increasing pressure, whether glass can continue to remain strong depends on the market's expectations for future demand. （*
pvc：As of December 1,Domestic PVC social inventory is at 43690,000 tons, an increase of 184%, an increase of 67 year-on-year27%；Among them, East China is in 39210,000 tons, an increase of 142%, an increase of 85 year-on-year65%；South China is in 448 tons, an increase of 566%, a year-on-year decrease of 1040%。Overall, the inventory of PVC social warehouses increased slightly, increasing by 1 month-on-month84%。(Longzhong Information).
Huanqiu.com: The United States issued proposed new rules for electric vehicle tax breaks, restricting Chinese companies. According to a number of foreign media reports, the United States issued a proposed new rule on tax deductions for electric vehicles, clarifying what kind of electric vehicles are eligible for tax relief and restricting electric vehicle manufacturers from China or other rival countries to purchase battery materials. *Times: Thursday local timeA federal judge in Montana has halted the state's first state ban on TikTok. The judge found that the ban "most likely violates the First Amendment" and violates users' right to free speech. The First Amendment guarantees freedom of speech and freedom of the press, and TikTok, as a social platform, is closely related to the press and freedom of speech. Therefore, it is important to carefully consider whether restricting social platforms such as TikTok is constitutional. National Business Daily:In the early morning of December 1, Beijing time, Tesla's electric pickup Cybertruck delivery event was held at the Texas Gigafactory in the United States, and the delivery of the model officially began in North America. The model is available in three versions, with a rear-wheel drive version, all-wheel drive version, and cyberbeast version, with a starting price of US$60,990 (about RMB 435242 US dollars (about RMB 570833 US dollars (about 713558 yuan). 
Article**: Oriental Wealth Research Center).