Intraday**,BlackFalling, among ferrous metals, iron ore fell 308%, ferrosilicon **235%, rebar, hot coil, stainless steel, manganese silicon, wire rod** more than 1%. * In the sector, liquefied gas fell 507%。Coking coal fell 419%, coke fell 358%。
Non-ferrous metal plates, lithium carbonate**236%, alumina, Shanghai nickel, industrial silicon** more than 1%.
Chemical sector, fiberboard**32%, urea, soda ash** more than 2%, PVC, glass** more than 1%.
Agricultural products sector, soybean oil, palm oil ** over 1%, soybean meal ** 156%。
National Bureau of Statistics:In January, the manufacturing purchasing managers' index (PMI) was 492%, up 02 percentage points, the level of manufacturing prosperity has rebounded. In terms of enterprise size, the PMI of large enterprises is 504%, up 04 percentage points, higher than the critical point; The PMI for medium-sized businesses is 489%, up 02 percentage points, below the critical point; The PMI for small businesses is 472%, down 01 percentage point, below the critical point.
China Construction NewsIn accordance with the requirements of the special deployment meeting of the Ministry of Housing and Urban-Rural Development, Chongqing has sorted out the first batch of 314 "white lists" of real estate projects through the real estate financing coordination mechanism, with a financing demand of about 83 billion yuan and involving 22 financing institutions.
Rebar: As of the week of January 31, the national building materials factory warehouse 267170,000 tons, down 9 percent week-on-week0000000 tons, down 326%, down 20. year-on-year740,000 tons, down 720%;Building Materials Social Library 431990,000 tons, an increase of 37 week-on-week390,000 tons, up 948%, an increase of 66 year-on-year690,000 tons, up 1826%。(Find the steel mesh).
Judging from the steel industry PMI surveyed and released by the China Federation of Iron and Steel Logistics Professional Committee, it will be 46% in January 2024, the same as the previous month. The changes in the sub-index show that the off-season effect of the steel industry continues to appear, the overall decline in steel market demand, the tightening of steel production, the accumulation of steel mill inventories, the slowdown in the upward momentum of raw materials, and the slight decline in steel. It is expected that in February, the demand side will continue to contract, the production of steel mills will decline further, raw materials will fall again, and steel will be slightly larger. Xinhua Finance).
Coal: This week, MySteel counted a sample of 110 coal washing plants across the country: the operating rate was 6961% increased by 1 from the previous period01%;The average daily output is 58750,000 tons, an increase of 0410,000 tons; Raw coal stocks 276760,000 tons down 6880,000 tons; Refined coal inventory 119170,000 tons, down 18080,000 tons. (mysteel)
Pigs: Muyuan shares said in the institutional research that the recent pig price has regional characteristics, and some provinces have a certain number of piglets and commercial pigs, mainly due to short-term supply and demand changes before the holiday. For the full year, the overall performance in 2024 is expected to be more optimistic than in 2023. (*Times.com).
White sugar: As of now, the number of sugar mills in Yunnan has reached 43 in the 23 24 crushing season, a year-on-year decrease of 1. The daily pressing capacity of the sugar mill is 1680,000 tons, an increase of 1 year-on-year70,000 tons. It is reported that 1-2 sugar factories will be crushed in late January. (Mutian Technology).
Soybeans: The 2023 24 soybean harvest rate in Paraná state reached 19%, the fastest pace since 2019, data released Tuesday by the Brazilian state of Paraná's Ministry of Rural Economy (DERAL). In the same period last year, the soybean harvest rate was only 1%. The current harvest is only 25% behind the record recorded in early February 2019. Edmar Gérvásio, an expert in the sector, said the soybean harvest was accelerated due to the high temperatures in late December and early January. Since the second week of January, the crop weather has improved, with enough precipitation to support crop development. Xinhua Finance).
Cotton: Last week (January 22-28), close to the Spring Festival, the purchase of domestic seed cotton decreased, and the purchase of ** declined. The average purchase price of seed cotton in the country is 736 yuan kg, 057 yuan kg; Among them, the average purchase price of seed cotton in Xinjiang is 736 yuan kg, 058 yuan kg, the average of mainland cotton ** is 759 yuan kg, 006 yuan kg. (China Cotton Association).
Hujin: According to the World ** Association, India's ** consumption in 2023 will drop by 3% from last year to 7475 tons, the lowest level in 3 years. India's ** consumption is expected to increase to 800-900 tonnes by 2024. (Finance Associated Press).
Nonferrous metals: **The survey shows that the nickel market is expected to have a surplus of 24 in 2024050,000 tons, 2025 **surplus 2040,000 tons; It is estimated that there will be a surplus of 300,000 tons in the zinc market in 2024 and a surplus of 300,000 tons in 2025; It is estimated that there will be a surplus of 300,000 tons in the aluminum market in 2024 and a surplus of 500 tons in 2025; It is expected that the copper market will have a shortage of 3 in 202450,000 tons, 2025 ** shortage of 1150,000 tons. (Finance Associated Press).
Lithium carbonate: According to data released by Shanghai Ganglian, today's battery-grade lithium carbonate** was flat compared with the last time, with an average price of 9750,000 tons. (Finance Associated Press).
*: Japan's commercial ** inventory fell by 980,000 kiloliters to 10.02 million kiloliters in the week ended January 27, according to the Japan Petroleum Association (PAJ); The average refinery run rate was 801%, compared to 81 on January 204%。Xinhua Finance).
In the United States, API inventories fell by 249 for the week to January 2630,000 barrels. (Finance Associated Press).
Glass: As of January 30, the weighted average price of float glass in China was 205112 yuan tons, flat month-on-month, year-on-year **1723%。Recently, the domestic glass market has stabilized, there is a certain differentiation between production and marketing in the north and south, and the production and sales in some markets in the north have maintained good. The southern market was affected by the shutdown of work and holidays in the middle and lower reaches, and the demand just declined significantly, with only a small amount of pre-holiday stocking, and the market transaction was flexible and maintained batch profits. (*net).
Urea: Urea in Shandong rose slightly, the mainstream ex-factory transaction was around 2140-2190 yuan, Linyi market first-hand merchant shipment reference **2190-2200 yuan ton, Heze market reference **2180-2190 yuan ton. (Longzhong Information).