Domestic commodities **morning**, most of the main contracts**. In terms of gains, ** rose by more than 5%, European line container transportation rose by nearly 4%, low-sulfur fuel oil rose by more than 3%, styrene rose by nearly 3%, apples, peanuts, Shanghai silver, beans.
Second, fuel rose by more than 2%, cotton yarn and soybean meal rose by nearly 2%, pulp, cotton, rubber, rapeseed meal, No. 20 rubber rose by more than 1%; In terms of decline, soda ash fell nearly 6%, coking coal and glass fell more than 4%, coke fell more than 3%, eggs fell more than 2%, Shanghai lead, starch, PVC, and beans.
1. Alumina fell by more than 1%. The Paper:Compared with the tourism boom and the box office of Spring Festival movies, the transaction of the new housing market during the Spring Festival holiday is relatively flat. According to the monitoring data of third-party research institutions, during the Spring Festival holiday, the average daily transaction area of new houses in key monitoring cities decreased by 27% compared with the previous year. However, unlike the performance of the new housing market, agency data shows that the transaction volume of the second-hand housing market in key cities during the Spring Festival this year is still significantly higher than last year.
China's ** newspaper: During the Spring Festival holiday, the international *** showed a strong operation, and WTI *** once approached 80 US dollars barrel. Affected by this, the domestic refined oil reference rate of change from negative to positive, but the corresponding increase did not reach the red line of 50 yuan ton price adjustment, so the agency believes that the probability of stranding the retail price limit of refined oil in this round is larger. Steel:On February 19, Shougang Changzhi building materials were adjusted as follows: 1. The ex-factory price of thread **30 yuan: 18-22mmHRB400E is 3830 yuan, 12mm plus 200 yuan, 14mm plus 180 yuan, 16mm plus 30 yuan, 25mm plus 30 yuan, 28-32mm plus 120 yuan. 2. The ex-factory price of wire rod is 30 yuan: 8-12mm3930 yuan. 3. The ex-factory price of coiled snail **30 yuan: 8-10mm 3920 yuan. (Nishimoto Shinkansen).
Hogs:As of February 7, 2024, the national pig out** is 1559 yuan kg, than January 31 **019%；The main wholesale market corn ** is 246 yuan kg, unchanged from January 31; The price of pig food is 634, than January 31 **016%。(Country***.)
Eggs:On February 19, the average price of eggs in Shandong, the main producing area, was 668 yuan kg, down 1 from before the holiday77；The average price of eggs in Hebei is 624 yuan kg, down 1 from before the holiday59；The average price of eggs in Guangdong is 783 yuan kg, down 1 from before the holiday11；The average price of eggs in Beijing is 661 yuan kg, down 1 from before the holiday90。(China Feed Industry Information Network).
Cotton:On February 19, China's cotton ** index (CC index) was 17,098 yuan, an increase of 9 yuan tons from the previous trading day. (China Cotton Information Network).
The national commercial inventory decreased month-on-month, and cotton entered the destocking cycle. As of February 9, the total commercial inventory of cotton was 459780,000 tons, a decrease of 3 from last week50,000 tons (down 0.).76%）。Among them, 369 commercial cotton in Xinjiang660,000 tons, a decrease of 5890,000 tons (down 1.).57%）。Commercial cotton in the mainland 39920,000 tons, an increase of 1 week-on-week910,000 tons (an increase of 5.).02%）。mysteel）
Glass:According to the data, as of February 18, the total inventory of float glass sample enterprises in China was 521400,000 heavy containers, a 7-month high, an increase of 1462 month-on-month50,000 heavy containers, an increase of 3899%, down 353%。The number of days of discounted inventory increased by 6 days from the previous period to 217 days.
During the Spring Festival, the production profits of float glass enterprises remained stable. Among them, the average weekly profit of float glass fueled by natural gas was 396 yuan tons, flat month-on-month; The average weekly profit of float glass fueled by coal-to-gas was 389 yuan, which was the same as that of the previous month; The average weekly profit of float glass fueled by petroleum coke was 671 yuan, flat month-on-month. (Longzhong Information).Legumes:Monitoring shows that from February 3 to 16, the total soybean crushing of domestic oil mills was 790,000 tons, of which the soybean crushing volume was 760,000 tons in the week of February 9 and about 30,000 tons in the week of February 16, mainly because the oil mills stopped production during the Spring Festival and the soybean crushing volume fell sharply. It is expected that the operating rate of domestic oil mills will rise sharply this week, and the soybean crushing volume of oil mills will be about 1.2 million tons. (National Cereals and Oils Information Center).
Shanghai Copper:On February 19, the domestic market electrolytic copper spot warehouse 26580,000 tons, an increase of 14 from the 5th210,000 tons, an increase of 10 from the 8th630,000 tons; Shanghai stock 17010,000 tons, an increase of 8 from the 5th440,000 tons, an increase of 5 from the 8th790,000 tons; Guangdong stock 4280,000 tons, an increase of 2 from the 5th420,000 tons, an increase of 1 from the 8th960,000 tons; Jiangsu stock 4630,000 tons, an increase of 3 over the 5th400,000 tons, an increase of 3 from the 8th00000000 tons. On the one hand, refineries did not stop production during the Spring Festival, and the volume of shipments to warehouses increased; On the other hand, the downstream has stopped production and holidays, and market consumption has fallen to the freezing point, so the inventory has increased significantly. （mysteel）
Shanghai Aluminum:On February 19, the inventory of aluminum ingots in Foshan increased by 0790,000 tons, now reported at 18460,000 tons, the inventory of aluminum rods increased by 0 compared with the previous trading day570,000 tons to 12310,000 tons. The inventory of aluminum ingots in Wuxi (excluding Hangzhou, Changzhou, Hai'an and other places) increased by 0650,000 tons to 18470,000 tons, aluminum rod inventory increased by 0140,000 tons to 5830,000 tons. Today, the inventory of aluminum ingots in Gongyi area is about 12380,000 tons, an increase of 0950,000 tons. (Shanghai Nonferrous Metals Network).
Palm Oil:Indonesia's palm oil exports rose 2% month-on-month in January, according to shipping survey agency ITS1% to 2.13 million tons. (Xinhua Finance).
Coke:Some steel mills in Shandong lowered the purchase price of coke by 110 yuan tons, and the adjusted situation is as follows: quasi-first-class dry quenching metallurgical coke: ash 13, sulfur 07, CSR 60, total water 05, after the adjustment of the implementation of 2363 yuan tons; The tax price at the factory spot exchange, the above ** is the benchmark of steel mills**, which will be implemented from 0:00 on February 19, 2024. (Nishimoto Shinkansen).
Article**: Oriental Wealth Research Center).