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贵金属超级牛市回调 不改长期上行势头
Jin Tou Wang· 2026-01-02 07:37
白银、铂金与钯金涨幅之所以显著超越黄金,主要源于其独特的供需格局。白银库存处于历史低位,太 阳能、电子等工业需求持续增长,加之被美国列为关键矿产,共同推升价格。铂金和钯金则受益于汽车 催化剂等领域的需求复苏,虽然电动化转型带来长期挑战,但供应中断与替代需求仍支撑其价格在2025 年创下纪录涨幅。这些品种的表现已超越传统避险逻辑,呈现出鲜明的结构性牛市特征。 【机构观点】 短期虽不稳定,但价格将在2026年继续攀升,黄金有望触及5000美元/盎司,白银或达100美元/盎司。 格里迪也认为,多年贵金属牛市远未结束,可能出现调整至3800美元测试支撑,但基本面支持进一步上 涨。央行买盘、矿商囤积、投机者入场,以及潜在的地缘风险和美联储进一步宽松,都将延续上涨势 头。 摘要2026年首个交易日亚市早盘,现货黄金震荡微涨0.6%,交投于4044美元附近;现货白银上涨1.6% 至72.64美元/盎司。回顾2025年,贵金属表现堪称史诗级。白银年度涨幅超过147%,创历史最佳表现, 最高曾触及83.94美元纪录;铂金上涨逾126%,亦刷新年度涨幅纪录;钯金全年涨超75%,创下15年来 最强表现。尽管年末普遍回落,但全年集体 ...
金价开年续涨触及4380美元 基本面支撑强劲
Jin Tou Wang· 2026-01-02 07:30
摘要今日周五(1月2日)亚洲早盘时段,黄金价格攀升至4,370美元附近,持续保持高位运行。回顾2025年,金价年度涨幅高达约65%,创下自1979年以来的最 佳年度表现,充分彰显了其在应对宏观不确定性时作为核心避险资产的重要地位。 今日周五(1月2日)亚洲早盘时段,黄金价格攀升至4,370美元附近,持续保持高位运行。回顾2025年,金价年度涨幅高达约65%,创下自1979年以来的最佳年 度表现,充分彰显了其在应对宏观不确定性时作为核心避险资产的重要地位。 【基本面解析】 在12月的政策会议上,美联储决定降息25个基点,将联邦基金利率的目标区间调整至3.50%–3.75%。支持这一决策的官员指出,就业市场面临的下行风险正 在增加,同时通胀压力也在逐步缓解。然而,政策制定者之间仍存在分歧,部分人希望采取更大幅度的宽松措施,另一些则建议保持谨慎态度。 当前下方重要支撑位位于前期回调低点及5日、10日均线4300美元区域,而上方则在历史高位附近面临心理与技术双重阻力。 若无法有效突破并站稳高位,金价短期或以高位震荡为主。 总体而言,黄金在经历历史级别的大涨后,基本面依然偏多。降息周期预期与避险需求为金价提供坚实支撑, ...
辽阳监管分局同意永安保险辽阳县支公司变更营业场所
Jin Tou Wang· 2026-01-02 02:55
2025年12月26日,国家金融监督管理总局辽阳监管分局发布批复称,《永安财产保险股份有限公司辽宁 分公司关于变更永安财产保险股份有限公司辽阳县支公司营业场所的请示》(永保辽字〔2025〕117号) 收悉。经审核,现批复如下: 二、永安财产保险股份有限公司辽宁分公司应按照有关规定及时办理变更及许可证换领事宜。 一、同意永安财产保险股份有限公司辽阳县支公司将营业场所变更为:辽宁省辽阳市辽阳县首山镇通和 园小区东腾飞街78-13栋北0单元1层6号。 ...
零星出口成交仍难改变过剩格局 纯苯维持内弱外强
Jin Tou Wang· 2026-01-02 01:27
Core Viewpoint - The pure benzene futures market shows slight fluctuations with a current price of 5463 CNY/ton, while inventory levels are rising significantly compared to previous periods, indicating potential supply-demand imbalances in the near future [1][2][4]. Market Performance - As of December 31, 2025, the main pure benzene futures contract closed at 5463 CNY/ton, with a weekly price change of 0.15% [1]. - The weekly opening price was 5490 CNY/ton, reaching a high of 5626 CNY/ton and a low of 5455 CNY/ton [1]. Inventory Levels - As of December 29, 2025, the total commercial inventory of pure benzene at Jiangsu ports reached 300,000 tons, an increase of 9.89% from the previous period [2]. - Year-on-year, the inventory has risen by 56.09%, from 192,200 tons to 278,000 tons [2]. Price Trends - On December 30, the spot price of pure benzene was reported at 5268.67 CNY/ton, remaining stable compared to the previous day [2]. - Over the past week, the price increased by 77.67 CNY/ton, reflecting a rise of 1.50%, while the monthly increase was 21 CNY/ton, or 0.40% [2]. Supply and Demand Dynamics - The supply of pure benzene has shown slight fluctuations, while demand from key downstream products such as styrene, phenol, aniline, and adipic acid has seen varying degrees of improvement [4]. - However, the overall demand from downstream sectors is not expected to provide strong support in the medium to long term [4]. Market Outlook - New Lake Futures suggests that while port inventories continue to rise and the aromatics blending logic remains weak, there is no need for excessive pessimism in the medium term due to potential changes in trade flows and stable crude oil prices [4]. - South China Futures notes that the inventory levels at major ports have reached historical highs, posing a risk of overstock, while upcoming refinery maintenance plans may reduce the monthly maintenance losses for pure benzene in the first half of the next year [4].
阳江监管分局同意中国平安阳江中心支公司城南营销服务部变更营业场所
Jin Tou Wang· 2026-01-01 07:00
Core Viewpoint - The National Financial Supervision Administration's Yangjiang Regulatory Branch approved the relocation of China Ping An Life Insurance Co., Ltd.'s Yangjiang Central Branch's Chengnan Marketing Service Department to a new address [1] Group 1 - The new business location is set to be at Room 2101, 21st Floor, Yingxin Plaza, No. 88 Dongfeng Third Road, Jiangcheng District, Yangjiang City, Guangdong Province [1] - The company is required to handle the change and obtain the necessary permits in accordance with relevant regulations [1]
支付宝碰一下支付立减
Jin Tou Wang· 2026-01-01 06:15
活动期间,持卡人通过支付宝使用绑定的带银联标识的农行信用卡(运通卡、万事达全球支付白金卡、 万事达尊然白金卡、单位卡、乐分/汽车/家装分期专用卡、EMV卡除外)消费并使用支付宝碰一下机具 支付时,可享以下立减活动: 一、活动时间: 2026.1.1-2026.3.31 二、活动对象: 在支付宝绑定的带银联标识的农行信用卡的主附卡持卡人(运通卡、万事达全球支付白金卡、万事达尊 然白金卡、单位卡、乐分/汽车/家装分期专用卡、EMV卡除外)。 三、活动内容: 活动一:每周五单笔订单可享受满50元减5元。活动期间名额按周发放,每周五2500名额,先到先得, 活动期间同一用户可享受1次优惠。 活动二:每日单笔订单可享满50元随机立减至高5元。活动期间名额每月1日发放,每自然月100000名 额,先到先得,活动期间每自然月同一用户可享受1次优惠。 活动三:客户在名创优品线下门店每日单笔订单可享满50元减5元。活动期间名额每月1日发放,每自然 月10000名额,先到先得,活动期间同一用户在名创优品线下门店可享受1次优惠。 *客户需在铺设支付宝碰一下机具的线下商户参与活动。 ...
金价跌破关键支撑 牛市整固考验4340美元
Jin Tou Wang· 2026-01-01 04:32
Core Viewpoint - The gold market is experiencing short-term pressure from bears, leading to a decline in prices, particularly after breaking below the October high of $4381.44, which may result in significant losses for aggressive traders who anticipated a breakout [1] Group 1: Market Trends - In the long-term bullish context, gold prices are expected to undergo several months of consolidation before resuming an upward trend, despite recording a substantial annual increase of approximately 65% in 2025, marking the best annual performance in over 40 years [2] - The market is currently in a correction phase after a steady rise throughout the year, with prices accelerating towards the end of the year before stabilizing [2] Group 2: Future Outlook - For 2026, fundamental factors supporting gold prices are anticipated to regain momentum, including the actual impact of Federal Reserve rate cuts, expectations of new monetary easing, ongoing geopolitical risks, central bank gold purchases, and inflows into gold ETFs [2] - Although rate cut expectations provide support, the market widely recognizes that gold is in a bull market, which may hinder the ability to replicate last year's remarkable price increases [2] Group 3: Technical Analysis - Gold prices have also fallen below the short-term 50% Fibonacci retracement level, transforming the $4350.27-$4381.44 range into a resistance zone, with traders targeting the mid-term 50% retracement level of $4211.60 and the 50-day moving average at $4174.88 as a support area [3] - The 50-day moving average is crucial as it has guided gold prices higher since mid-August; a significant drop below this average could shift market sentiment from "extremely bullish" to "moderately bullish" [3]
阜新监管分局同意撤销中国人寿阜新蒙古族自治县支公司七家子镇营销服务部
Jin Tou Wang· 2026-01-01 04:10
二、接此批复文件后,中国人寿保险股份有限公司阜新蒙古族自治县支公司七家子镇营销服务部应立即 停止一切经营活动,于15个工作日内向阜新金融监管分局缴回许可证,并按照有关法律法规要求办理相 关手续。 2025年12月25日,国家金融监督管理总局阜新监管分局发布批复称,《中国人寿(601628)保险股份有 限公司辽宁省分公司关于中国人寿保险股份有限公司阜新蒙古族自治县支公司七家子镇营销服务部撤销 的请示》(国寿人险辽发〔2025〕404号)收悉。经审核,现批复如下: 一、同意撤销中国人寿保险股份有限公司阜新蒙古族自治县支公司七家子镇营销服务部。 ...
25/26榨季增产预期较强 预计白糖向上空间有限
Jin Tou Wang· 2026-01-01 02:56
据外媒报道,印度尼西亚负责协调食品事务的高级官员TatangYuliono周二表示,印尼计划在2026年为工业用途进口约310万吨食糖。 国际糖业组织(ISO)将2025/26年度供需平衡由此前预期的小幅短缺修正为过剩162.5万吨,并预计全球糖产量同比增长3.2%至1.818亿吨。 据外媒报道,根据印度马哈拉施特拉邦糖业委员会发布的数据,截至2025年12月28日,马哈拉施特拉邦的糖厂已压榨了5153万吨甘蔗,生产了 截至2025年12月31日当周,白糖期货主力合约收于5251元/吨,周K线收阴,持仓量环比上周减持33275手。 本周(12月29日-12月31日)市场上看,白糖期货周内开盘报5277元/吨,最高触及5280元/吨,最低下探至5225元/吨,周度涨跌幅达-0.51%。 消息面回顾: 国投安信期货:巴西方面,12月降雨有所增加,前期干旱略有缓解,关注后续天气情况。从基本面看,国际市场供应较为充足,美糖上方仍面临 一定压力。国内方面,从交易逻辑来看,市场的交易重心转向新榨季的产量。目前广西生产进度偏慢,产糖量同比偏低,近期郑糖有所反弹。不 过,从产量预期来看,今年广西天气条件较为有利,25/26榨 ...
2025上市公司ESG发展论坛圆满举办 赋能产业升级与城市高质量发展
Jin Tou Wang· 2026-01-01 01:39
Core Viewpoint - The forum emphasizes the importance of ESG (Environmental, Social, Governance) in driving industrial upgrades and urban innovation, aligning with China's dual carbon strategy and the 14th Five-Year Plan [1][38]. Group 1: Forum Overview - The 2025 ESG Development Forum and the 12th China Urban Innovation High-Quality Development Forum were held in Beijing, focusing on ESG practices and urban innovation [1]. - The event gathered leaders from various sectors including real estate, energy, technology, and finance to discuss core pathways for ESG implementation [1]. - The forum was co-hosted by multiple organizations, highlighting its significance as an influential annual event in the industry [1]. Group 2: Key Speakers and Insights - Notable speakers included former vice president of the China Real Estate Association, Miao Leru, who provided insights on the real estate market outlook for 2026 and the industry's ESG transformation [6]. - Li Xiaolin, chairman of Lindar Group, discussed the symbiotic relationship between social responsibility and high-quality development, emphasizing a cycle of "responsibility empowering development" [8][9]. - Zhang Peng, chairman of Contemporary Real Estate, shared the company's exploration in ESG system construction and highlighted the upcoming IPO of 51WORLD on the Hong Kong Stock Exchange [11]. Group 3: Industry Collaboration and Innovation - The forum featured discussions on the integration of ESG principles into various industries, with a focus on collaborative efforts for high-quality development [30]. - The establishment of the All-Domain Digital Huabiao Industry Development Center was announced, aiming to merge technological advancements with industry resources for enhanced data security and innovation [22][24]. - The event also highlighted the importance of digital transformation in addressing industry pain points and fostering sustainable development [26]. Group 4: Awards and Recognitions - The 12th China Real Estate Huabiao Awards recognized outstanding contributions in various categories, including lifetime achievement and innovation in real estate [35][37]. - Awards were given to companies and individuals who demonstrated excellence in ESG practices and high-quality development, reflecting the industry's commitment to sustainable growth [35][37]. Group 5: Future Directions - The forum concluded with a call for continued collaboration and innovation in ESG practices, positioning it as a key driver for future urban development and industrial upgrades [38]. - The emphasis on ESG as a core competitive advantage for companies and a critical factor for urban development was reiterated, setting the stage for future initiatives [38].