**Times:**Huijin fully recognizes the value of the current A** market allocation, and has recently expanded the scope of exchange-traded open-end index (ETF) holdings, and will continue to increase its holdings and expand the scale of its holdings, and resolutely maintain the smooth operation of the capital market. SFC:After research, it was decided that the Commission would put forward three measures to further strengthen the supervision of the securities lending business: first, suspend the scale of new refinancing securities, with the balance of existing refinancing securities as the upper limit, suspend the scale of refinancing securities of new ** companies in accordance with the law, and gradually close the stock; The second is to require the company to strengthen the management of customer trading behavior, and strictly prohibit the provision of securities lending to investors who use securities lending to implement intraday rotation trading (disguised T+0 trading); Third, we will continue to strengthen supervision and law enforcement, and we will crack down on illegal activities such as improper arbitrage through the use of securities lending and borrowing transactions in accordance with the law to ensure the smooth operation of securities lending and borrowing business.
Black**
Steel:In late January 2024, the steel inventory of iron and steel enterprises will be 1219920,000 tons, a decrease of 315 from the previous decade (that is, mid-January).530,000 tons, down 2055%；This is a decrease of 16 from the same month last month030,000 tons, down 103%；This is a decrease of 428 from the same month last year780,000 tons, down 2601%；This is an increase of 148 over the same period of the previous year340,000 tons, down 1084%。(China Iron and Steel Association).
Thermal Coal:As of February 4, 2024, thermal coal inventories in 55 sample ports fell month-on-month to 5,466900,000 tons, down 77%。Among them, the port inventory in the Bohai Rim region increased to 2452 month-on-month30,000 tons, down 127%, and in other regions, inventories were lower than last week. （mysteel）
Agricultural products**Hogs:As of 14:00 on February 6, the average pork in the national agricultural products wholesale market was 2279 yuan kg, up 15%。(Ministry of Agriculture and Rural Affairs).
Corn:According to Conab, a national commodity ** company under the Brazilian Ministry of Agriculture, Brazil's corn crop was planted at 95 percent in the week ended Feb. 33%, compared to 92 last week4%, compared to 98 in the same period last year5%；The harvest rate of corn in Brazil was 1383%, compared to 10 last week4 percent, compared to 9 in the same period last year1%。The sowing rate of the second crop of maize in Brazil is 198% compared to 10 last week3%, compared to 107%。(Xinhua Finance).
Sugar:On February 5, it was estimated that the estimated dutiable cost of Brazilian sugar processing within the quota was 6,097 yuan, and the estimated dutiable cost of Brazilian sugar processing was 7,831 yuan. The estimated dutiable cost of Thai sugar processing within the quota is 6,307 yuan, and the estimated dutiable cost of Thai sugar processing is 8,105 yuan. (Pansaccharide Technology).
Soybeans:Brazil's soybean planting rate was 99 percent in the week ended Feb. 3, according to Conab, a national commodity ** company under the Brazilian Ministry of Agriculture6%, compared to 99 last week4%, compared to 998%；Brazil's soybean harvest rate is 140%, compared to 8 last week6%, compared to 89%。(Xinhua Finance).
Colored ***Lithium carbonate:According to data released by Shanghai Ganglian, on February 6, battery-grade lithium carbonate ** was flat compared with the last time, with an average price of 9750,000 tons. (Finance Associated Press).Shanghai Copper:China's electrolytic copper output in January was 96980,000 tons, down 2960,000 tons, a decrease of 296%, an increase of 13 year-on-year65% in increments of 11650,000 tons; and higher than expected 95360,000 tons, an increase of 1620,000 tons. (Shanghai Nonferrous Metals Network).
Shanghai lead:In January 2024, the domestic primary lead production was 26230,000 tons, a decrease of 845%, a year-on-year decrease of 430%。In February 2024, the domestic primary lead production is expected to be 26880,000 tons. （mysteel）
Shanghai Nickel:In January 2024, the total domestic refined nickel output was 22,729 tons, a decrease of 688%, an increase of 50 year-on-year32%。At present, the equipment production capacity of domestic refined nickel enterprises is 31,467 tons, the operating capacity is 29,467 tons, and the operating rate is 9364%, capacity utilization rate 7223%。Domestic refined nickel production in February 2024 is expected to be 24,250 tons, an increase of 669%, an increase of 41 year-on-year56%。（mysteel）
Energizing**
Saudi Aramco has set the official selling price of Arabian Light** to Asia in March at a premium of 1 percent to the average price in Dubai, Oman$50. (Finance Associated Press).
At 01:00 the next day, EIA released its monthly short-term energy outlook report
At 01:00 the next day, 2024 FOMC member and Cleveland Fed President Mester speaks on the economic outlook
05:30 the next dayapi**Weekly report
Article**: Oriental Wealth Research Center).