Domestic commodities **morning**, the main contract is green in a large area. In terms of decline, European line container transportation fell by more than 10%, low-sulfur fuel oil fell by nearly 4%, fuel oil fell by more than 3%, ethylene glycol, ** pigs, iron ore fell by more than 2%, pulp fell by nearly 2%, glass, butadiene rubber, Shanghai zinc, No. 20 rubber, paraxylene, etc. fell by more than 1%; In terms of gains, lithium carbonate rose by more than 1%, and industrial silicon, urea, apples, rapeseed meal, corn, etc. Shanghai ** Daily: Vice Minister of Finance Wang Dongwei said at a press conference of the State Council Information Office on February 1 that in 2024, the basic trend of China's economic recovery and long-term improvement has not changed. From the perspective of fiscal expenditure, the necessary intensity will continue to be maintained, and transfer payments to local governments will also maintain a certain scale. In addition, in 2024, the financial department will take more powerful and effective measures to promote the construction of a modern industrial system led by scientific and technological innovation, and vigorously develop new quality productivity. Brokerage China: Following the deployment meeting of the urban real estate financing coordination mechanism held by the Ministry of Housing and Urban-Rural Development and the State Administration of Financial Regulation, many places actively pushed the first batch of "white lists" of real estate projects. Up to now, Nanning has pushed 107 projects, Chongqing has pushed 314 projects, Chengdu has declared 227 projects, Qingdao has sorted out 84 projects, and Kunming has sorted out 212 projects. Industry insiders believe that the first batch of project "white list" declaration landing, which means that the real estate financing support policy has made substantial progress. Finance Associated Press:The central bank carried out a 14-day reverse repurchase operation of 14 billion yuan today, and the winning interest rate was 195%, the same as before; A 7-day reverse repurchase operation of 83 billion yuan was carried out, and the winning interest rate was 180%, the same as before. European Line Consolidation:On February 1, local time, Qatar's spokesman Al-Ansari said in Washington, D.C., that an agreement on a ceasefire in the Gaza Strip and the release of detainees had been approved by Israel, and Hamas had also responded positively to the overall framework of the agreement. At the same time, Ansari said that there are still many details in the current agreement that need to be further discussed, but he is optimistic that the agreement will be finally reached. (CCTV News).Hogs:The General Administration of Customs issued an announcement that from February 1, the import of Irish breeding pigs that meet the relevant quarantine and health conditions will be allowed. Finance Associated Press:Eggs:Today's eggs** continue to be stable for the time being. At present, the number of laying hens in the herd is basically stable and slightly increasing, the overall performance of eggs continues to be loose, some market inventories continue to be under pressure, and some egg merchants are actively shipping and reducing inventory based on risk control before the holiday, which has a negative impact on egg prices. However, although the current egg price continues to be weak and stable, it is still above the comprehensive cost line, and there are still small profits at the breeding end. (China Feed Industry Information Network).
Sugar:23 As of the end of January, Guangxi's industrial inventory is estimated to be about 1.9 million tons, the lowest level in the past five seasons; The production and sales rate may reach nearly 50%, the highest level since the 17-18 season. At present, Guangxi Group about 6,500 yuan of spot **, basically sugar factories have a certain profit, strong willingness to sell, the demand side is also relatively acceptable price, in the spot and point price and other sales means of support, Guangxi sugar to inventory progress is faster. (Mutian Technology).
Copper:According to SMM research, near the end of the year, Henan Province and heavy snowfall, resulting in production stagnation, some refined copper rod enterprises said that they will choose to stop production after the festival, and change the finished product to the raw material warehouse. (Shanghai Nonferrous Metals Network).Bifocal:According to My Iron and Steel Network, as of the week of February 2, the capacity utilization rate of the whole sample of independent coke enterprises was 7110%, minus 098%；The average daily output of coke is 64950,000 tons, minus 0020,000 tons; Coke stocks 92230,000 tons, an increase of 4550,000 tons; The total inventory of coking coal is 1415830,000 tons, an increase of 129460,000 tons; Coking coal available for 16 days4 days, increase by 15 days. （mysteel）
Steel:According to my steel network, as of February 2, the blast furnace operating rate of 247 steel mills in the country was 7652%, a decrease of 030%, a decrease of 089%；The capacity utilization rate of blast furnace ironmaking is 8357%, an increase of 007%, a year-on-year decrease of 075%；Profitability 2597%, a decrease of 044%, a year-on-year decrease of 823%；The average daily output of molten iron is 223480,000 tons, an increase of 0190,000 tons, a year-on-year decrease of 3560,000 tons. （mysteel）
Iron ore:As of February 2, the total inventory of imported iron ore in 47 ports across the country was 13,496220,000 tons, an increase of 163 from the previous month820,000 tons, 47 ports with an average daily port volume of 320600,000 tons, an increase of 0650,000 tons. （mysteel）
Soybeans:Argentina's Buenos Aires Grain Exchange's 2023 24 Soybean Report shows that Argentina's soybean crop condition rating was 14% as of January 31 (8% last week and 42% last year); Generally 50% (48% last week, 44% last year); Excellent at 36% (44% last week, 14% last year). Xinhua Finance).
OPEC oil production fell by 490,000 barrels per day in January to 26.57 million barrels per day, according to the survey results. Finance Associated Press:
Article**: Oriental Wealth Research Center).