Container shipping European lineUp limit, intraday **999%, affected by the situation in the Red Sea, international conventional shipping lines are blocked.
BlackIron ore, asphalt, coking coal, coke** more than 1%, *low sulphur fuel oil** more than 1%.
Non-ferrous metalsplate, lithium carbonate fluctuated sharply, and finally ***228%。
Chemical sector, Glass **389%, soda ash, fiberboard**more than 2%, urea**135%, styrene, pulp, PTA, glycol** more than 1%.
Agricultural Products Sector,Soybean meal, corn, rapeseed meal, hogs, eggs** more than 1%.
CCTV News:This year, the government will issue an additional 1 trillion yuan of treasury bonds, which will be used to support post-disaster recovery and reconstruction and improve disaster prevention and mitigation capabilities. Not long ago, the first batch of projects has been determined by the implementation mechanism of the Ministry of Finance in conjunction with relevant departments. The reporter learned from the Ministry of Finance that the first batch of treasury bond funds budget of 237.9 billion yuan has been issued.
Interface News:According to the report of the China Index Research Institute, the overall property market rose by 8 percent last week (December 10-December 16).83%, down 1199%。All tiers of cities as a whole increased month-on-month, with first-tier cities seeing the largest increase. Inventories as a whole rose slightly month-on-month. The overall supply and demand of land fell month-on-month, the transaction volume of residential land increased by nearly 80%, the overall average price increased compared with last week, and the average price of residential land increased by nearly half. The total amount of transfer money increased, and Shanghai received nearly 22.2 billion yuan to continue to top the list. Transactions in second-tier cities are active, and Chongqing has launched 6 new residential land parcels of nearly 1 billion yuan. The financing types of real estate enterprises are mainly ultra-short-term financing bonds, and the cities where real estate enterprises acquire land are concentrated in Hangzhou, Nanjing, Changsha, Wenzhou, Jinhua and other cities.
Recently, Beijing and Shanghai have adjusted and optimized a number of real estate policies. The reporter learned from banks in Beijing and Shanghai that many banks have begun to implement the latest housing loan standards. The interviewed industry insiders believe that the policy adjustment in Beijing and Shanghai is relatively large, which not only reduces the burden on home buyers, but also boosts market confidenceIt has also revitalized the market and stimulated consumption, especially for rigid demand and improved demand.
Iron ore: From December 11th to December 17th, Mysteel shipped a total of 2687 iron ore from Australia and Brazil30,000 tons, a decrease of 5760,000 tons. Australia shipment volume 190040,000 tons, a decrease of 110 from the previous month20,000 tons, of which 1,544 were sent from Australia to China20,000 tons, a decrease of 167 from the previous month40,000 tons. Brazil shipments were 78700,000 tons, an increase of 52 from the previous month60,000 tons. The total amount of global iron ore shipments in this period was 329580,000 tons, an increase of 580,000 tons.
From December 11th to December 17th, the total amount of iron ore arriving in 47 ports in China was 261550,000 tons, an increase of 8140,000 tons. The total amount of iron ore arrivals in China's 45 ports was 2,58340,000 tons, an increase of 129 from the previous month70,000 tons;The total amount of iron ore arriving in the six northern ports was 13.57 million tons, a decrease of 77 from the previous month80,000 tons. (mysteel)
Rebar: According to data released by steel and silver e-commerce on the 18th, as of the week of December 18, the total steel inventory of 149 warehouses in 39 cities across the country was 736560,000 tons, a decrease of 32 from the previous week800,000 tons, a decrease of 426%。(Steel and silver e-commerce).
On December 18, the ex-factory price of building materials in Hefei was adjusted as follows: 1. Thread: reduced by 70 yuan, and the current 18mm seismic thread is 4000 yuan ton2. Screw: down 70 yuan, now 8mm seismic snail ** is 4220 yuan ton;The above adjustments are all tax included and will be implemented from December 18, 2023. (Nishimoto Shinkansen).
Coal: On December 17, a transportation accident occurred in a coal mine in Changzhi County, Changzhi. According to the investigation, the group's other coal mines are in normal production except for the suspension of production of the accident mine, with an approved production capacity of 7.5 million tons and a main output of low-sulfur lean coal A105、s0.4. V15, G15, Y4, MT8, the specific recovery time is not clear, and there is no impact on the production of the surrounding coal mines of the same type at present, but there have been frequent accidents in Shanxi recently, and safety supervision is expected to be further strengthened. (mysteel)
Hogs: As of December 13, the national hog out** was 1453 yuan kg, than December 6**068%;The main wholesale market corn ** is 266 yuan kg, the same as December 6;The price of pig grain is 546, than December 6**073%。(Country***.)
Cotton: As of December 15, the total commercial inventory of cotton was 416390,000 tons, an increase of 42 from last week210,000 tons, an increase of 1128%。Among them, 342 commercial cotton in Xinjiang040,000 tons, a weekly increase of 35630,000 tons, an increase of 1163%。(mysteel)
Eggs: As of the week of December 13, the national egg feed price ratio was 286, down 403%。According to the current ** and cost projection, the future profit of laying hens is 34 per hen02 yuan. Eggs are relatively sufficient, while the market demand is not good, the inventory of each link is gradually increasing, and the eggs are under pressure. (Country***.)
Lithium carbonate: Lithium producers have recently been negotiating contracts with customers, mostly in Asia, for 2024. According to people familiar with the matter, who did not want to be named, while lithium sales have risen in previous years, driven by the electric vehicle boom, this time it seems to be only flat. The ** discount currently being discussed is also bigger than last year. (Finance Associated Press).
Shanghai zinc: As of December 18, the total inventory of zinc ingots in seven places was 7560,000 tons, down 0240,000 tons, down 0150,000 tons, domestic inventories were recorded. (smm)
Shanghai Gold: Alliance Financial's Frank McGhee believes that the recent gold price has come to an end, and in the short term it will see the end of this time, and the interest rate rally has been ahead of the curve, and the market has exceeded expectations for the Fed's rate cuts. In the short term, gold prices will fall back below $2,000. (Xinhua Finance).
*: Goldman Sachs lowered the 2024 Brent*** range by $10 to $70-$90 barrels, as only a modest shortage is now expected, and the long-term range will be slightly lower. In view of factors such as increased spare capacity and lower cost inflation, the 36-month cloth oil was lowered by $2 to $72 per barrel, which is not at the disposal of OPEC. (Southern Finance and Economics Network).
Asphalt: At present, asphalt has entered the off-season of consumption, the start of construction has declined, and consumption is weak, but with the end of the U.S. export sanctions on Venezuela, the uncertainty of domestic asphalt raw materials has increased, and the issue of the construction of the "three major projects" has improved the asphalt consumption expectations, and the asphalt will show the characteristics of the off-season. (*
European Line Container Transportation: On December 18, the reporter learned from the freight forwarder that due to the international situation, COSCO Shipping, Orient Overseas (OOCL) and Evergreen Shipping (EMC) have verbally notified the suspension of cargo on the Red Sea route. ONE Marine Network Shipping has also given verbal notice to suspend cargo handling on the Red Sea route. Maersk and CMA CGM informed earlier in the morning of December 18 that the cargo pick-up situation in the Red Sea direction will wait for the notification of the headquarters, and it is expected to get the news later today. In addition, some freight forwarders said that the Mediterranean Shipping (MSC) has only notified the Cape of Good Hope to detour the southern tip of Africa at present, and has not suspended cargo pick-up in relevant directions. (The Paper).