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供需两端均有利多消息 苯乙烯期价暂以宽幅震荡
Jin Tou Wang· 2025-12-30 06:04
Core Viewpoint - Styrene futures continue to show a fluctuating trend, with the main contract reaching a peak of 6843.00 yuan and currently trading at 6809.00 yuan, reflecting a 0.80% increase [1] Group 1: Market Analysis - Nanhua Futures advises against high-position buying of styrene, citing a temporary supply contraction due to an unexpected shutdown of a 450,000-ton styrene facility in Tianjin, which has led to a positive sentiment in the market [2] - Newhu Futures indicates that styrene prices are expected to fluctuate widely, with the Jiangsu market closing at 6790-6840 yuan/ton, an increase of 50 yuan/ton from the previous working day, driven by reduced planned supply and increased export transactions [2] - The overall sentiment in the chemical sector is improving, with funds beginning to position themselves positively at lower levels, particularly in PX and PTA, which have seen significant short-term price increases [2] Group 2: Supply and Demand Dynamics - The market is currently experiencing a balance of positive news on both supply and demand sides, with increased export discussions and a reduction in supply contributing to market optimism [2] - Port inventories continue to decline, providing some support for styrene prices, while the price gap between Shandong and Jiangsu markets has opened an arbitrage window, although there is limited flow of Shandong goods to East China [2] - In the medium term, the pressure on styrene prices is expected to ease, with no new capacity pressures anticipated in the next six months, allowing for some upward adjustment in existing operations [2]
俄乌和平继续推进 沪银期货盘面短期呈回调走势
Jin Tou Wang· 2025-12-30 06:04
恒银期货:俄乌和平推进尽管进展缓慢,但大方向逐步趋于缓和,叠加前期涨幅过大,短期多头获利了结需求带动盘面回调是前期可以预料到 的。大方向上,美国进一步降息的押注、地缘紧张局势、各国央行的强劲需求以及上市交易基金(ETF)持有量的增加等一系列因素,都对贵金 属价格起到助推作用。短时盘面波动加大,国内假期临近,提醒投资者注意风险,轻仓或空仓过节为宜。 全球最大白银ETF--iShares Silver Trust持仓较上日减少84.6吨,当前持仓量为16305.96吨。 12月29日,上期所库存白银期货下降至79.6万手,较上周下降约10万手,反映已有资金选择了结离场。 机构观点 12月30日,沪银期货盘中低位震荡运行,截至发稿主力合约报18133.00元/千克,大幅走低3.99%。 【消息面汇总】 根据基金文件,为满足今年以来激增的需求,截至上周五SLV已累计增持近6700万盎司白银。不过,有分析师指出,尽管这一数字看似庞大, 但在今年全球白银总需求中仅占一小部分。 天风期货:综合而言,在目前沪银高位水平下,市场博弈将加剧,波动或进一步放大,建议交易者谨慎追高注意风险管理,择机低吸为主。后 市需重点关注美联储货 ...
短期二育进场支撑明显 生猪大概率偏强运行
Jin Tou Wang· 2025-12-30 06:04
Group 1 - The core viewpoint indicates that the current market for live pig prices is experiencing an upward trend, supported by a combination of factors including reduced supply and increased demand from slaughterhouses [1][3] - As of December 30, the price of live pigs (internal three yuan) reached 12.32 yuan per kilogram, marking an increase of 0.13 yuan per kilogram or 1.07% from the previous day [1] - Over the past week, the price of live pigs has risen by 0.83 yuan per kilogram, reflecting a 7.22% increase, while the monthly increase stands at 1.14 yuan per kilogram, or 10.20% [1] Group 2 - The Agricultural and Rural Affairs Department reported that as of October, the national breeding sow inventory was 39.9 million heads, showing a month-on-month decline of 1.1% and a year-on-year decrease of 2.1% [1] - Institutions like Hengyin Futures suggest that the current market sentiment among pig farmers is bullish, with a strong reluctance to sell, which is expected to support short-term pig prices [3] - Dongzheng Futures predicts a market scenario of "near weak, far strong" by the first half of 2026, recommending a reverse spread strategy as a foundational approach for capturing price discrepancies throughout the year [4]
黄金重挫250美元企稳 特朗普美联储人选计划牵动金价
Jin Tou Wang· 2025-12-30 06:04
这一在白宫新闻发布会上发布的消息迅速在金融市场与政策圈引发震动。特朗普特别提到,不排除解雇 鲍威尔的可能性,这直接引发外界对美联储独立性这一核心原则的根本性质疑。眼下美国经济正处在应 对通胀压力与利率抉择的关键节点,领导层的不确定性势必带来深远影响。 作为全球最具影响力的经济职位之一,美联储主席人选将直接决定利率水平、就业状况与价格稳定。鲍 威尔的本届任期按惯例应至2026年5月,但总统通常会提前数月公布连任或新提名,此次提前明确时间 表显然带有重大政治考量。 摘要今日周二(12月30日)亚盘时段,国际黄金目前交投于4369.47美元附近,截至发稿,国际黄金最新报 4367.89美元/盎司,涨幅0.84%,最高上探至4369.47美元/盎司,最低触及4322.53美元/盎司。目前来 看,国际黄金短线偏向看涨走势。 今日周二(12月30日)亚盘时段,国际黄金目前交投于4369.47美元附近,截至发稿,国际黄金最新报 4367.89美元/盎司,涨幅0.84%,最高上探至4369.47美元/盎司,最低触及4322.53美元/盎司。目前来 看,国际黄金短线偏向看涨走势。 【要闻速递】 美国总统唐纳德.特朗普本周宣布, ...
新产能投产预期加强 预计纯碱期货反弹力度有限
Jin Tou Wang· 2025-12-30 06:04
12月30日,国内期市能化板块多数飘红。其中,纯碱期货主力合约开盘报1179.00元/吨,今日盘中高位 震荡运行;截至午间收盘,纯碱主力最高触及1218.00元,下方探低1178.00元,涨幅达2.11%。 一德期货指出,现货送到1150;新产能逐步出量,供需过剩加剧,但关注老产能退出和降负荷节奏;成 本1100-1250;现货亏损,底部震荡,远月升水收基差的过程,关注供应减量和煤炭高效利用的利多。 南华期货(603093)表示,随着新产能投产预期加强,纯碱过剩预期也在加剧,前期盘面价格开始逐步 击穿成本,等待供应出现预期外变量。近期玻璃冷修加速,纯碱刚需预期进一步走弱。当下纯碱中长期 供应维持高位的预期不变,光伏玻璃低位开启累库,日熔相对稳定,重碱平衡继续保持过剩。11月纯碱 出口接近19万吨,维持高位,一定程度上继续缓解国内压力。上中游库存整体保持高位限制纯碱价格。 目前来看,纯碱行情呈现震荡上行走势,盘面表现偏强。对于纯碱后市行情将如何运行,相关机构观点 汇总如下: 五矿期货分析称,上周纯碱市场整体供应充裕,需求端持续表现疲软,下游采购基本以刚需小单为主, 厂家新单接收情况一般,其中重碱需求尤为乏力,而 ...
澳大利亚掀起新淘金热黄金反弹修复
Jin Tou Wang· 2025-12-30 06:04
Group 1: Gold Market Overview - The current trading price of London gold is approximately $4378.12 per ounce, with a 1.07% increase, reaching a high of $4379.84 and a low of $4322.53 [1] - International gold prices have been consistently breaking historical records this year, surpassing the $4500 per ounce mark last Friday [1] - Goldman Sachs predicts that gold prices will rise to $4900 by the end of 2026, driven by geopolitical and fiscal uncertainties prompting private investors to diversify their portfolios [1] Group 2: Gold Mining and Exploration - In Victoria, Australia, the rising gold prices and social media influence have led to an influx of amateur prospectors in the "Golden Triangle" region, which spans 9600 square kilometers [2] - The Minelab Gold Monster 2000 metal detector has seen a surge in sales, with Lucky Strike Gold reporting increased revenue due to the rise in gold prices [2] - Codan, the world's largest manufacturer of handheld metal detection equipment, has experienced a doubling of its stock price this year, attributed to strong sales in both domestic and international markets [3] Group 3: Market Dynamics and Predictions - Recent market activity has shown significant volatility, with a notable drop exceeding 200 points in a single day, indicating a strong bearish trend [4] - The market is expected to see a rebound, with resistance levels identified at 4403, and a potential rebound range estimated between 4420 and 4373 [4] - The market is approaching the end of the month and year, which may lead to increased volatility, with key support around 4300 and resistance levels at 4375, 4403, and 4429 [4]
基本面供需双弱 玻璃盘面尚不具备强劲的突破条件
Jin Tou Wang· 2025-12-30 06:04
Core Viewpoint - Market sentiment has improved slightly, with glass futures showing a strong performance, as the main contract reached 1082.00 yuan/ton, an increase of 2.75% [1] Group 1: Production and Capacity - From December 19 to December 25, the operating rate of Chinese LOW-E glass sample enterprises was 73.8%, an increase of 0.8% month-on-month; when not excluding samples, the operating rate increased by 0.9% to 44.1% [2] - On December 29, Qibin Changxing planned to release production from its line with a designed capacity of 600 tons/day; on December 30, Qibin Pinghu planned to release production from its line with a designed capacity of 600 tons/day; on December 31, Donghai Taibo planned to cold repair its line with a designed capacity of 800 tons/day; and on December 31, Longyan Zhongbo planned to cold repair its line with a designed capacity of 700 tons/day [2] - As of December 25, the national float glass daily output was 154,500 tons, a decrease of 0.39% compared to December 18 [2] Group 2: Market Analysis - According to Jianxin Futures, the glass market continues to show weakness, lacking clear upward momentum in the short term; although production pace remains relatively stable, overall inventory levels are still high, and terminal demand is slow, leading to a cautious market sentiment [4] - Zhonghui Futures noted that factory inventory remains high with two consecutive increases, and the spot market is weakening; both supply and demand fundamentals are weak, with a decline in daily melting capacity to 154,000 tons, and profits across three processes turning negative [4] - The real estate sector is in an adjustment cycle, with deep processing orders averaging 9.7 days, showing a month-on-month decline; the strategy suggests a wait-and-see approach in the short term due to low prices, while the medium to long-term outlook remains in an adjustment phase [4]
晋中监管分局同意撤销中国人寿寿阳县支公司温家庄乡营销服务部
Jin Tou Wang· 2025-12-30 05:28
一、同意撤销中国人寿保险股份有限公司寿阳县支公司温家庄乡营销服务部。 二、接此批复文件后,中国人寿保险股份有限公司寿阳县支公司温家庄乡营销服务部应立即停止一切经 营活动,于15个工作日内向晋中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晋中监管分局发布批复称,《中国人寿(601628)保险股份有 限公司晋中分公司关于撤销寿阳县温家庄乡营销服务部的请示》(国寿人险晋中发〔2025〕252号)收 悉。经审核,现批复如下: ...
平顶山金融监管分局同意国元保险平顶山支公司高新营销服务部变更营业场所
Jin Tou Wang· 2025-12-30 05:23
一、同意国元农业保险股份有限公司平顶山支公司高新营销服务部将营业场所变更为:平顶山市新城区 梅园路、长安大道北侧天河.龙湖苑商住楼一层104铺。 二、国元保险平顶山支公司应按照有关规定及时办理变更及许可证换领事宜。 2025年12月25日,平顶山金融监管分局发布批复称,《国元保险平顶山支公司高新营销服务部变更营业 场所的请示》(国元保险平支〔2025〕8号)收悉。经审核,现批复如下: ...
伦敦银恢复上涨动能 俄乌有望举行会谈
Jin Tou Wang· 2025-12-30 04:18
【要闻速递】 此次会议将完成领导人级别的文件定稿工作,并为与特朗普总统及欧洲领导人的会晤做好铺垫。各方正 严肃推动相关会议于明年1月内举行。此后,若一切按计划推进,我们将以适当形式与俄罗斯举行会 谈。对于已讨论过的各类对话形式,我们均持开放态度。" 【最新伦敦银行情解析】 伦敦银银试图获得看涨动能以助其恢复并再次上涨,主看涨趋势在短期内占据主导地位,并沿趋势线交 易。随着其在EMA50上方交易所代表的动态支撑持续,进一步增强了近期价格回升的可能性。今日伦 敦银下方关注72.00美元或69.40美元支撑,上方关注74.80美元或77.40美元阻力。 乌克兰总统泽连斯基在社交平台发文指出,"我们正与美国共同制定分步行动计划——我们的策略是逐 步推进,明确何时以及如何与合作伙伴最终确定并协调各项安排。首先,我们计划在未来几天内召开国 家安全顾问级别的会议。防长乌梅罗夫已联系美欧各国顾问,预计此次会议将在乌克兰举行。 随后,各方将在顾问层面完成所有文件准备工作,之后将举行欧洲领导人级别的扩大会议,与会方包括 乌克兰及'意愿同盟+'国家。相关会议已进入筹备阶段。我在与特朗普总统会晤后立即就此展开讨论, 已与法国总统马克 ...