Group 1 - Iron ore futures experienced a rapid increase, reaching a peak of 825.5 yuan, with a current price of 824.0 yuan, reflecting a rise of 3.58% [1] - Institutions have varying views on the future of iron ore prices, with East Wu Futures recommending light positions, citing stable fundamentals but high port inventories that may suppress price increases [2] - Shenwan Hongyuan Futures expects short-term iron ore prices to continue fluctuating slightly higher, driven by increased shipments from Brazil and a slight recovery in domestic high furnace operating rates [3] Group 2 - Donghai Futures anticipates a short-term outlook of fluctuating prices, influenced by significant increases in other metals and a slight recovery in steel mill profitability, leading to improved demand for iron ore [3] - The global iron ore shipment volume decreased by 4.634 million tons week-on-week, while port inventories continued to rise, indicating a complex supply-demand dynamic [3] - Key factors influencing iron ore prices include the pace of declining pig iron production and the timing of price bottoms, with expectations of a slightly stronger market in the short term [3]

今日周三(1月7日)欧盘时段，白银期货目前交投于18899一线上方，今日开盘于19460元/千克，截至发 稿，白银期货暂报19350元/千克，上涨2.39%，最高触及20235元/千克，最低下探19060元/千克，目前来 看，白银期货盘内短线偏向看涨走势。 此外，白宫周二表示，特朗普正在讨论收购格林兰的选项，包括可能使用美国军方，重燃他控制这一战 略岛屿的雄心。 【要闻速递】 投资者似乎对周末美国对委内瑞拉的攻击表示不以为然，标准普尔500指数和道琼斯工业平均指数在周 二创下新高。 与此同时，美国总统唐纳德.特朗普公开表示，哥伦比亚和墨西哥也可能面临美国军事行动，作为对抗 犯罪网络和地区不稳定的扩大行动的一部分。 【最新白银期货行情解析】 沪银等待本周数据后的调整再顺势做多。沪银溢价扩大至1670元/克，国内情绪强劲。银价再度大幅回 升，情绪依旧强劲，沪银主力合约参考运行区间19400-20200区间。 这还加上俄罗斯与乌克兰和平协议缺乏进展、伊朗动荡以及加沙问题，使地缘政治风险持续存在，并应 支持避险白银。"避险需求和对美联储降息的上升押注支撑了市场，"ActivTrades的分析师里卡多.埃万赫 利斯塔( ...

Group 1 - The core focus of the company is to provide value-for-money services and expand into new areas to strengthen its leadership position in the jewelry industry across Hong Kong, mainland China, and overseas [2] - The company primarily engages in the procurement, retail, and wholesale of various gold jewelry, gold decorative items, gemstone jewelry, and other accessories [3] - The company operates over 300 retail jewelry stores located in Hong Kong, the United States, Canada, Macau, and mainland China [3] Group 2 - The company aims to continue seeking new business opportunities in international markets to align with its core brand philosophy of "International Interpretation" [3]

Core Viewpoint - China Ping An has received approval for the relocation of its Shiquan branch office, indicating ongoing operational adjustments and regulatory compliance within the company [2] Group 1: Company Operations - The Ankang Financial Regulatory Bureau has approved the request for China Ping An Property & Casualty Insurance Co., Ltd. to change the business location of its Shiquan branch [2] - The new business address will be located at No. 107 and 108, Jinjiang Commercial Street, North Ring Road East Section, Chengguan Town, Shiquan County, Ankang City, Shaanxi Province [2] - China Ping An is required to handle the necessary changes and obtain new permits in accordance with relevant regulations [2]

Group 1 - The investment attributes of gold and silver have evolved, becoming core assets in the global economic landscape rather than merely tools for hedging inflation [2] - Silver's industrial properties position it as a key material in the global economic transition and electrification process, with significant demand growth driven by solar energy, electric vehicles, and AI data centers [2] - Despite the surge in speculative and investment demand for silver, its core positioning remains as an important industrial metal, and central banks are unlikely to stockpile it due to its industrial nature [2] Group 2 - London silver prices are currently experiencing volatility, attempting to recover previous gains while addressing overbought conditions, with a potential for short-term recovery [3] - A drop in London silver prices below $80.00 could intensify a correction, with the first support level identified at the January 5 high of $77.88, and a subsequent target of $75.00 if this support is breached [3]

Group 1 - International gold is currently trading around 1002 CNY per gram, with a latest price of 1003.54 CNY per gram, reflecting a decline of 0.60% [1] - The highest price reached was 1010.99 CNY per gram, while the lowest was 1001.86 CNY per gram, indicating a short-term oscillating trend for gold [1] Group 2 - Allies of Ukraine announced significant progress in defense strategies during the 15th "Volunteer Alliance" meeting in Paris, expressing willingness to provide international guarantees if a peace agreement is reached [2] - The meeting included representatives from 27 European countries, Canada, and NATO officials, discussing plans for U.S.-led ceasefire monitoring and direct involvement in peacekeeping [2] - A joint statement confirmed ongoing long-term military support for Ukraine, serving as the first line of defense post-peace agreement, although binding commitments are still to be finalized [2]

Group 1 - The glass futures market is experiencing a volatile upward trend, with the main contract rising significantly by 5.55% to 5.55 yuan/ton [1] - As of December 31, 2025, the total inventory of float glass in sample enterprises nationwide is 56.866 million heavy boxes, a decrease of 1.757 million heavy boxes or 3.00% month-on-month, but an increase of 28.96% year-on-year [2] - The industry operating rate for float glass is 72.05% as of January 1, 2023, down by 1.59 percentage points from December 25, with a capacity utilization rate of 75.73%, also down by 1.53% [2] Group 2 - The glass market remains weak, with no clear signs of strengthening in the short term due to ongoing supply-side pressures and seasonal demand weakness in the construction industry [3] - High overall inventory levels continue to constrain market performance, although some regions are experiencing inventory reduction due to sales or capacity cuts [3] - Short-term expectations for cold repairs and environmental policy changes may stabilize the glass market, but high inventory remains a significant limiting factor [3]

需求方面，瑞达期货（002961）指出，。1月氯碱装置检修影响季节性偏弱，现有检修计划偏少，行业 开工率预计维持在偏高水平。终端地产、基建正处低温淡季，管材、型材等硬制品开工率或维持下降趋 势。海外市场竞争激烈，出口提振有限。 库存方面，据西南期货介绍，截至2025年12月26日，社会库存约106万吨，环比微增0.43%，同比大增 31.92%。 1月7日，国内期市能化板块大面积飘红。其中，PVC期货盘中高位震荡运行，截至发稿主力合约报 4987.00元/吨，涨幅2.32%。 基本面上，华联期货分析称，供应端开工率环比延续走低，主要是部分装置检修降负荷影响，但总体供 应仍在高位。2026年预计仅有浙江嘉化30万吨新增产能，供应扩张进入尾声。 展望后市，光大期货表示，供给维持高位震荡，国内需求放缓，基本面驱动偏空，估值方面05合约依旧 大幅升水，PVC整体表现为弱现实强预期结构，后续继续上行空间有限，预计PVC价格维持底部震荡。 ...

1月7日，国内期市有色金属板块多数飘红。其中，沪镍期货主力合约开盘报143500.00元/吨，今日盘中 高位震荡运行；截至发稿，沪镍主力最高触及147720.00元，下方探低142020.00元，涨幅达6.89%附 近。 目前来看，沪镍行情呈现震荡上行走势，盘面表现偏强。对于沪镍后市行情将如何运行，相关机构观点 汇总如下： 南华期货（603093）分析称，印尼供给端政策预期扰动，印尼2026年镍矿生产配额削减约34%至2.5亿 吨，市场对供给收缩预期反应迅速，政策面利好支撑镍价上涨，宏观层面情绪回暖，短期偏强运行。 正信期货表示，短期来看，政策预期仍将主导市场情绪，镍价或维持偏强态势，但需警惕产业链需求跟 进不足及政策落地不及预期的回调风险。操作上建议谨慎追高，关注印尼政策执行情况效果及下游不锈 钢、新能源需求复苏情况，注意风险控制。 兴业期货指出，26年印尼削减镍矿供应暂难证伪，固态电池产业化新增利好提振需求预期，叠加宏观环 境向好、镍相较铜价的比值尚处于偏低位置，虽然镍基本面弱现实未改，但当前宜持有多头思路。 ...

Group 1 - The core viewpoint is that despite gold reaching new highs in 2025 and touching the $4500 mark, U.S. institutional and individual investors remain lukewarm towards gold exposure, which Goldman Sachs identifies as a "significant structural opportunity" that could drive gold prices higher [2] - Goldman Sachs reports that the size of U.S. gold ETFs is 6 basis points lower than its peak in 2012, primarily due to the overall growth of investment portfolios outpacing gold price and trading volume expansion. As of the second quarter of last year, gold ETFs accounted for only 0.17% (17 basis points) of the $112 trillion stock and bond assets, indicating a minimal share [2] - Less than half of large institutions hold gold ETFs, with allocation ratios typically between 10-50 basis points, and the average long-term institutional allocation is only 20 basis points. This low allocation contrasts sharply with mainstream sell-side recommendations from firms like Citigroup, UBS, and Morgan Stanley, which advocate for increased gold allocation [2] Group 2 - Catalyst Funds' Chief Investment Officer Miller emphasizes that the long-term upward momentum for gold is driven by deep changes in the global monetary system, with the dollar's reserve status being weakened by weaponization of sanctions, aggressive tariffs, and ballooning deficits. Central banks' continuous gold purchases, regardless of price, provide strong support [3] - Miller criticizes holding bonds when inflation exceeds nominal yields, suggesting that gold is becoming a defensive anchor, and recommends measuring wealth in gold to reflect true purchasing power. He anticipates that even with a slowdown, gold's annual growth rate could maintain between 10%-20% [3] Group 3 - The latest spot gold market analysis indicates that gold made a strong upward move, breaking previous highs, but faced a significant pullback, with the low point near the previous day's low of $4460. Key levels to watch include the early morning high of $4500 and the low of $4460, which will determine the market's direction [4] - The current market rhythm suggests that maintaining a bullish outlook requires avoiding a second bottom, with a stronger trend expected if the European session breaks above the high. Conversely, if the price remains below $4500 or drops below $4460, a corrective pattern may emerge, although the overall shape remains predominantly bullish [4]