After the collapse, how will lithium carbonate go next year?The container transportation index has risen nearly 100% for 10 trading days, and the holiday is approaching, and be wary of large fluctuations International *** will stand on $2,000 at the end of the year How to go in 2024?Central Bank**:The Monetary Policy Committee of the Central Bank held a regular meeting in the fourth quarter of 2023, and the meeting believed that it is necessary to intensify the implementation of the monetary policy that has been introduced. Maintain reasonable and abundant liquidity, guide the reasonable growth and balanced allocation of credit, and keep the scale of social financing and the amount of money in line with the expected targets of economic growth and the highest level. Enhance the guiding role of investment and policy incentives, improve the multiplier effect, and effectively stimulate more private investment. Promote the recovery of low prices and keep prices at a reasonable level. Improve the formation and transmission mechanism of market-oriented interest rates, give full play to the guiding role of the central bank's policy interest rate, release the effectiveness of the first-class interest rate reform in the loan market and the market-oriented adjustment mechanism of deposit interest rates, and promote the steady decline of corporate financing and household credit costs. Xinhua News Agency:The third report meeting of the series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" was held in Beijing on the 28th, and Lan Fo'an, secretary of the party group and minister of the Ministry of Finance, made a special report on "implementing a positive fiscal policy to provide financial guarantee for the comprehensive construction of a modern socialist country". Lan Foan said that it is necessary to strengthen confidence, lift spirits, and conscientiously do a good job in all aspects of next year's work. In accordance with the deployment of the ** Economic Work Conference,The proactive fiscal policy will be moderately strengthened, improve quality and efficiency, maintain appropriate expenditure intensity, and improve the precision and pertinence of policiesand promote the legalization, scientificization, standardization and standardization of financial management.
*Times: The Supreme People's Procuratorate issued the "Opinions on Giving Full Play to the Role of Procuratorial Functions and Serving and Ensuring High-quality Financial Development in accordance with the Law" on the 28th. In terms of criminal prosecution, the focus will be on intensifying the punishment of financial crimes in areas with a high incidence of financial risks, highlighting the crackdown on illegal financial activities under various names, continuing to increase the intensity of prosecution of money laundering and related crimes, and properly handling the risks of small and medium-sized banks and other financial institutions in accordance with the lawCrack down on financial fraud, market manipulation and other crimes, and resolutely punish financial corruptionBlack**
Steel:This week, the total inventory of the five major varieties of steel was 1338210,000 tonsMonth-on-month increase of 20040,000 tons。Among them, the inventory of steel mills is 451300,000 tons, a decrease of 2350,000 tons;Social inventory 886910,000 tons, an increase of 22390,000 tons, ending 12 consecutive weeks of month-on-month decline.
For the week ended Dec. 28,Rebar tables need to be reduced for the third week in a row, the factory warehouse increased for the fifth consecutive week, the social treasury increased for the third consecutive week, and the output changed from increasing to decreasing. （mysteel）
Iron ore:As of December 28, there were 213 steel mills in the countryThe average daily production of hot metal is 247700,000 tons, a slight decrease of 2 from the previous period830,000 tons；The operating rate of the blast furnace is 8084%, a decrease of 084%；The blast furnace capacity utilization rate is 8480%, a decrease of 097%。(Steel Valley Net).
The total number of iron ore mines in the main port of the country is 10990,000 tonsMonth-on-month **107%；This week's average daily turnover was 10620,000 tons, 61%；The average daily turnover for the month was 10520,000 tons, 185%。（mysteel）
Coal:The weather has warmed, the number of available days of coal storage in power plants has increased, coal prices have weakened and declined, the pace of downstream procurement and replenishment has slowed down, and the market capacity is sufficientCoastal coal freight rates continued to decline。(Shanghai Shipping Exchange).
Agricultural products**Hogs:In the 51st week of 2023 (i.e., December 18-December 22, 2023), the weekly average of the total index of lean white pork ex-works** in 16 provinces (municipalities directly under the central government) is20 per kilogram07 yuan, 60%, year-on-year **93%, 17% narrower than last week2 percentage points.
As of 14:00 on December 28, the average pork in the national agricultural products wholesale market was **20.47 yuan kg, up 08%。(Ministry of Agriculture and Rural Affairs).
Palm Oil:Monitoring shows that on December 27, Malaysia's January 2024 shipping schedule 24 degrees palm oil CNF** 860 US dollars ton,It is equivalent to 7488 yuan of duty-paid cost to Hong Kong(Tariff 9%, VAT 9%)Week-on-week increased by 21 yuan, 324 yuan ton higher than the contract price of palm oil 2401 of DCE, down 37 yuan ton week-on-week;It was 128 yuan tons higher than Tianjin, down 49 yuan tons week-on-week. (National Cereals and Oils Information Center).
Cotton:On December 27, China's cotton ** index (CC index) was 16,396 yuan tonsCompared with the previous trading day**14 yuan ton。(China Cotton Information Network).
Colored ***Lithium carbonate:According to data released by Shanghai Ganglian, battery-grade lithium carbonate was released on December 28**1500 yuan ton, the average price is reported at 10100,000 tons。(Finance Associated Press).Shanghai Zinc:On December 28, the inventory of zinc ingots in 6 places was 5370,000 tonsThis is an increase of 0240,000 tons, an increase of 0170,000 tons。Shanghai market zinc ingot inventory 2090,000 tons, an increase of 0020,000 tons, a decrease of 0170,000 tonsThe inventory of zinc ingots in the Guangdong market is 0480,000 tons, a decrease of 0040,000 tons, an increase of 0040,000 tonsTianjin market zinc ingot inventory 2050,000 tons, an increase of 0340,000 tons, an increase of 0380,000 tons. （mysteel）
Shanghai Aluminum:Mysteel statistics show that as of December 28, the inventory of electrolytic aluminum in China's main market was 4090,000 tonsThis is a decrease of 050,000 tons, a decrease of 0 from last Thursday's inventory20,000 tons。（mysteel）
Energizing**
Glass:This week, the daily weighted average production and sales rate of the sample enterprises increased by 8 compared with the previous period4 percentage points, of which the production and marketing of southern regions such as East China, Southwest and South China are acceptable, and most of the industries are in a state of de-stocking, and the northeast ** strategy is driven to de-stock. As of December 28, the national float glass sample enterprisesTotal inventory 320620,000 heavy boxes, down 2910,000 heavy boxes or 09%, down 51% year-on-year, the number of days of discounted inventory decreased by 01 day to 132 days. (Longzhong Information).
Fuel oil:Enterprise Singapore, Singapore fuel inventories for the week ended 27 DecemberAn increase of 5420,000 barrels to 2109A two-week high of 40,000 barrels。(Xinhua Finance).
Soda ash:Yuanxing Energy announced on the evening of December 28 that the company's holding subsidiary, Inner Mongolia Boyuan Yingen Mining Co., Ltd., according to the overall planning and construction progress of the Alxa Tamunin Soda Development and Utilization ProjectRecently, the construction of the second phase of the project was launched。According to the overall plan of the project, the planned construction capacity of Yingen Mining Alxa Tamunin Soda Alkali Development and Utilization Project is 7.8 million tons of soda ash and 800,000 tons of baking soda per yearAmong them, the second phase plans to build 2.8 million tons of soda ash and 400,000 tons of baking soda. The second phase of the project is planned to invest about 5.5 billion yuan and is scheduled to be completed in December 2025. As of December 28, 2023, the output of soda ash in the week was 65040,000 tonsMonth-on-month increase of 0340,000 tons, an increase of 053%。Light yield 27370,000 tons, heavy output of 37660,000 tons. The overall operating rate of soda ash during the week was 8354%, an increase of 044%。
As of December 28, the theoretical profit of China's soda ash method was 140960 yuan ton,-8650 yuan ton, down 578%, the raw salt was stable during the week, the coal was slightly reduced, and the soda ash was profitable. The theoretical profit of China's ammonia-alkali soda ash during the week was 110609 yuan tons,-8 compared to last week65 yuan ton, -078%。(Longzhong Information).
Methanol:As of the week of December 28, the operating rate of methanol enterprises was 7978%，Month-on-month, it decreased by 011%；Enterprise inventories were 41620,000 tonsMonth-on-month, it decreased by 3730,000 tons。(Longzhong Information).
Urea:December 28 domestic urea **Reduced by about 20-50 yuan tons。As the ** continues to fall, local transactions follow up appropriately. (Nong Shi Da Intelligence).
Beijing News:Due to the impact of the employee strike, the Eiffel Tower in Paris has been forced to close recently. The strike, which coincided with the 100th anniversary of the death of designer Eiffel, was aimed at "the way it is currently managed" and said that the Eiffel Tower Management Company (SETE) was "heading for disaster". It is reported that the Eiffel Tower is currently in poor condition, rusty, and in need of complete repairs.
German Ministry of Economy:The value of military equipment approved for export by Germany in 2023 will reach at least 117100 million euros, a new highMainly attributed to the provision of military support to Ukraine, the value amounted to 41500 million euros. From January 1 to December 12 this year, Germany** approved arms exports this year increased by 40% year-on-year.
South Korea:December 28th,Free agreement with the Cooperation Council for the Arab States of the Gulf. After this free trade agreement comes into force, South Korea and the GCC will each cancel 899% and 76Tariffs of 4% on tariff items, on which the GCC will also impose a tariff on 41% tariff concession on products.
Article**: Oriental Wealth Research Center).