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集运日报:受SCFIS指数影响,盘面继续承压,关注今日欧美一季度宏观数据,风险偏好者可等待反弹机会,节日快乐-20250430
Xin Shi Ji Qi Huo· 2025-04-30 12:05
Group 1: Report's Investment Rating - No investment rating information is provided in the report. Group 2: Core Viewpoints - The core logic for this year lies in the direction of international tariff policies. In April, the US may change its tariff policies towards countries like Canada, Mexico, and Europe. With the approaching pricing window for long - term contracts on US routes, retaliatory tariffs are added to the negotiation means, which adds a major disturbing factor to the future shipping trend. Shipowners intend to support prices, but price wars among alliances are inevitable. Attention should be paid to the price war between MSK and MSC in the second quarter and the feedback of terminal demand under aggressive tariff policies [3]. - The spot freight rate maintains a downward trend. Under the game between long and short positions, the short - selling sentiment slightly prevails, and the market fluctuates at a low level. Future attention should be paid to tariff policies, the Middle East situation, and the spot freight rate [3]. Group 3: Summary by Related Catalogs Freight Rate Index - On April 28, the Ningbo Export Container Freight Index (NCFI, composite index) was 908.48 points, down 1.39% from the previous period; the Shanghai Export Container Settlement Freight Index (SCFIS, European route) was 1429.39 points, down 5.2% from the previous period; the NCFI (European route) was 796.14 points, down 5.19% from the previous period; the SCFIS (US West route) was 1368.41 points, down 10.1% from the previous period; the NCFI (US West route) was 1235.01 points, up 1.53% from the previous period [1]. - On April 25, the Shanghai Export Container Freight Index (SCFI) was 1347.84 points, down 22.74 points from the previous period; the China Export Container Freight Index (CCFI, composite index) was 1122.40 points, up 1.0% from the previous period; the SCFI European route price was 1260 USD/TEU, down 4.26% from the previous period; the CCFI (European route) was 1499.50 points, up 0.9% from the previous period; the SCFI US West route price was 2141 USD/FEU, up 1.81% from the previous period; the CCFI (US West route) was 823.14 points, up 1.4% from the previous period [1]. PMI and Investor Confidence Index - The eurozone's April manufacturing PMI was 48.7 (expected 47.5), the service PMI was 49.7 (expected 50.5), and the composite PMI was 50.1 (expected 50.3, previous value 50.9). The eurozone's April Sentix investor confidence index was - 19.5 (expected - 10, previous value - 2.9) [1]. - The US April S&P Global manufacturing PMI was 50.7 (expected 49.1, March final value 50.2), the service PMI was 51.4 (expected 52.8, March final value 54.4), and the composite PMI was 51.2 (expected 52.2, March final value 53.5) [2]. Market Conditions - On April 29, the main contract 2506 closed at 1275.6, with a decline of 7.83%, a trading volume of 54,900 lots, and an open interest of 37,600 lots, a decrease of 2001 lots from the previous day [3]. Strategies - Short - term strategy: Due to the volatile external policies in the short term, the operation is difficult. If participating in each contract, it is recommended to focus on the medium - and long - term [4]. - Arbitrage strategy: Against the background of tariff fermentation, the reverse arbitrage structure can be concerned. The window period is short and the fluctuation is large [4]. - Long - term strategy: It is recommended that risk - preferring investors can try to go long lightly when the 2508 contract falls below 1600 points and the 2510 contract falls below 1200 points, and set stop - losses [4]. Policy Adjustments - The daily limit for contracts from 2504 to 2602 is adjusted to 19% [4]. - The margin for contracts from 2504 to 2602 is adjusted to 29% [4]. - The daily opening limit for all contracts from 2504 to 2602 is 100 lots [4]. Other Information - On April 28, the US Treasury Department's Office of Foreign Assets Control (OFAC) announced sanctions on three ships and their owners supporting the Houthi armed forces in Yemen [5]. - In the first quarter, the total ocean production value was 2.5 trillion yuan, a year - on - year increase of 5.7%, 0.3 percentage points higher than the GDP growth rate [5].
新世纪期货交易提示(2025-4-30)-20250430
Xin Shi Ji Qi Huo· 2025-04-30 02:56
Report Industry Investment Ratings - Iron ore: Recommend shorting at high prices [2] - Coking coal and coke: Sideways [2] - Rebar and wire rod: Sideways [2] - Glass: Sideways [2] - Shanghai Stock Exchange 50 Index: Rebound [2] - CSI 300 Index: Sideways [4] - CSI 500 Index: Upward [4] - CSI 1000 Index: Upward [4] - 2 - year Treasury bond: Sideways [4] - 5 - year Treasury bond: Sideways [4] - 10 - year Treasury bond: Sideways [4] - Gold: High - level sideways [4] - Silver: High - level sideways [5] - Pulp: Weak sideways [5] - Logs: Sideways [5] - Soybean oil: Weak sideways [5] - Palm oil: Weak sideways [5] - Rapeseed oil: Weak sideways [5] - Soybean meal: Weak sideways [7] - Rapeseed meal: Weak sideways [7] - Soybean No. 2: Weak sideways [7] - Soybean No. 1: Sideways [7] - Rubber: Sideways [7] - PX: Sideways [7] - PTA: Sideways [7] - MEG: Low - level range [7] - PR: Hold off [8] - PF: Hold off [8] - Plastic: Weak sideways [8] - PP: Weak sideways [8] - PVC: Weak sideways [8] Core Viewpoints - The fundamentals of the iron ore market are gradually weakening due to repeated tariff disturbances and the resurgence of crude steel production restrictions. The supply of coking coal and coke is in an oversupply situation, and the market is pessimistic. The steel market is affected by policies and demand, with a cautious outlook. The glass market has weak demand and high inventory, with a short - term low - level sideways trend. The stock index market has a positive outlook with the easing of external market risks. The bond market is under pressure, and long positions in bonds should be reduced. The precious metals market is affected by multiple factors, with high - level sideways trends expected. The pulp market has weak demand and falling prices. The forest products market has marginal improvement, with a sideways trend. The oil and fat market has sufficient supply and is expected to be weak sideways. The rubber market has weak short - term driving forces and is expected to be weak sideways. The chemical product market is affected by raw material prices and supply - demand relationships, with mostly sideways or weak sideways trends [2][4][5][7][8] Summary by Related Catalogs Ferrous Metals - **Iron ore**: Tariff disturbances and crude steel production restrictions have led to a weakening of fundamentals. Overseas iron ore shipments are increasing, and with the improvement of weather and the end of mine maintenance, shipments and arrivals are expected to rise in the second quarter. Steel mill profits are okay, but there is an expectation of a peak in molten iron production, and market sentiment is pessimistic. Radical investors can hold a light position in the iron ore 09 contract and avoid uncertainties during the May Day holiday [2] - **Coking coal and coke**: Domestic coking coal production is still high, and supply has increased. Affected by tariff policies, steel spot trading is poor, and market confidence is frustrated. Most coking enterprises are at the break - even point, and the second round of coke price increases has not been implemented. The supply of coke is in an oversupply situation, and the overall market follows the trend of finished products [2] - **Rebar**: At the beginning of the month, the tariff impact landed, but the total reserve requirement ratio cut and interest rate cut tools have not been implemented. The market is cautious. At the end of the month, the crude steel policy has an impact, and the supply - side contraction expectation supports steel prices. Rebar is at a neutral valuation level, and cost support is strengthening. Demand is falling, and there are signs of a peak. It is recommended that investors hold a light position during the May Day holiday [2] - **Glass**: The conversion of 9 glass coal - fired production lines in Shahe City to clean gas has increased the cost of the far - month contract, making the far - month contract stronger than the near - month contract. Recently, coal prices have fallen rapidly, and the profit of coal - fired glass has improved. The start - up rate and daily output of float glass have declined, and supply has decreased slightly. Downstream demand is still weak, and inventory has started to accumulate. It is recommended to hold a light position during the May Day holiday and pay attention to spot trading, macro policies, and inventory changes [2] Financial Products - **Stock Index Futures/Options**: The previous trading day saw mixed performance in stock index futures. The inflow and outflow of funds in different sectors were different. With the stabilization of the external market and the easing of risk - aversion sentiment, long positions in stock index futures can be held [4] - **Treasury Bonds**: The yield of the 10 - year Treasury bond has decreased, and the central bank has carried out reverse repurchase operations. Interest rates are fluctuating, and the market is under pressure. Long positions in Treasury bonds should be reduced [4] - **Precious Metals**: Gold's pricing mechanism is changing, and central bank gold purchases are the key. It has multiple attributes such as currency, finance, and risk - aversion. The current logic for the rise in gold prices has not completely reversed, and short - term fluctuations may be caused by the Fed's interest rate and tariff policies. Silver is also in a high - level sideways trend, and it is necessary to pay attention to inflation and employment data [4][5] Forest Products - **Pulp**: The spot market price of pulp has continued to decline, and the cost price has also decreased, weakening the support for pulp prices. The profitability of the papermaking industry is low, and demand is weak. Pulp prices are expected to be weak sideways [5] - **Logs**: The daily average shipment volume of logs at ports has increased, but demand has declined after reaching a phased high. The arrival volume in the near future has decreased, and supply pressure has eased. The inventory at ports has remained stable. The cost has decreased, and the market price is expected to be sideways [5] Oil and Fats - The Southeast Asian palm oil is in the seasonal production - increasing cycle, and there is an expectation of inventory accumulation. South American soybeans have a record - high harvest, and domestic soybean arrivals have increased significantly. The supply of the three major oils is sufficient, and with the end of pre - holiday stocking, the oil and fat market is expected to be weak sideways [5] Soft Commodities - **Rubber**: The supply side is expected to increase in May as the main domestic and overseas production areas start tapping. The demand side has weak sales in the semi - steel tire industry, and the overall demand is uncertain. The inventory accumulation speed has slowed down, and the price is expected to be weak sideways. Attention should be paid to the macro and policy aspects [7] Chemical Products - **PX**: There is a lack of positive drivers, and oil prices may fluctuate within a narrow range. The domestic PX load is fluctuating, and the demand from the PTA side has declined. PX prices are expected to follow oil price fluctuations [7] - **PTA**: Raw material prices are volatile, and the PXN spread is around $184/ton, and the spot TA processing margin is around 429 yuan/ton. The TA load has increased, and the polyester load is maintained. The short - term supply - demand situation is in a state of inventory reduction, mainly affected by raw material prices [7] - **MEG**: The domestic MEG load has increased, and the port inventory has continued to accumulate. The polyester load is stable. Raw material prices are weak, and the market fluctuates widely due to macro - sentiment fluctuations [7] - **Plastic Products**: Most chemical products are affected by raw material prices, supply - demand relationships, and policies. The market is in a sideways or weak sideways trend. For example, the plastic market is affected by concerns about economic decline and new device production, with a weak outlook. The PP market is affected by falling oil prices and supply - demand relationships, with a weak sideways trend. The PVC market has a decline in upstream and downstream starts, and inventory has decreased, but the market is still expected to be weak sideways [8]
集运日报:现货运价走势持续悲观,多空博弈下盘面宽幅波动,近期操作难度较高,风险偏好者可等待反弹机会-20250428
Xin Shi Ji Qi Huo· 2025-04-28 10:16
Report Industry Investment Rating No relevant content provided. Core Viewpoints - The spot freight rate trend remains pessimistic, with wide fluctuations in the futures market due to the game between bulls and bears. It is difficult to operate in the short term, and risk - takers can wait for rebound opportunities [1]. - The core logic for this year lies in the direction of international tariff policies. The repeated tariff policies of the US in April and the upcoming US - line long - term agreement pricing window add significant disturbances to future shipping trends [1]. - Attention should be paid to the price war between MSK and MSC in the second quarter and the feedback of terminal demand under aggressive tariff policies [1]. Summary by Related Content Freight Index Data - On April 25, the NCFI (composite index) was 908.48 points, down 1.39% from the previous period; the SCFIS (European route) was 1508.44 points, up 7.6%; the NCFI (European route) was 796.14 points, down 5.19%; the SCFIS (US - West route) was 1368.41 points, down 13.8%; the NCFI (US - West route) was 1235.01 points, up 1.53% [1]. - On April 25, the SCFI was 1347.84 points, down 22.74 points from the previous period; the CCFI (composite index) was 1122.40 points, up 1.0%; the SCFI European route price was 1260 USD/TEU, down 4.26%; the CCFI (European route) was 1499.50 points, up 0.9%; the SCFI US - West route was 2141 USD/FEU, up 1.81%; the CCFI (US - West route) was 823.14 points, up 1.4% [1]. Economic Data of Different Regions - In the Eurozone, the March manufacturing PMI preliminary value was 48.7 (expected 48.2), the services PMI preliminary value was 50.4 (expected 51), the composite PMI preliminary value rose to 50.4 (50.2 in February, the highest since August), and the Sentix investor confidence index was - 2.9 (expected - 8.4, previous value - 12.7) [1]. - In China, the February manufacturing PMI was 50.2%, up 1.1 percentage points from the previous month, and the Caixin manufacturing PMI was 50.8, the highest in the past three months with a significantly slower contraction rate of employment [1]. - In the US, the March S&P Global manufacturing PMI preliminary value was 49.8 (the lowest in 3 months), the services PMI preliminary value was 54.3 (the highest in 3 months), and the composite PMI preliminary value was 53.5 (the highest in 3 months) [1]. Trading Strategies - Short - term strategy: Due to the volatile external policies, it is difficult to operate. It is recommended to participate in contracts with a medium - to - long - term perspective [1]. - Arbitrage strategy: Against the backdrop of tariff issues, attention can be paid to the reverse - spread structure, with a short window period and large fluctuations [1]. - Long - term strategy: Risk - takers can try to go long lightly when the 2508 contract falls below 1600 points and the 2510 contract falls below 1200 points, and set stop - losses [1]. Market Conditions and Other Information - On April 25, the main contract 2506 closed at 1365.1, down 2.92%, with a trading volume of 64,300 lots and an open interest of 40,300 lots, a decrease of 4120 lots from the previous day [1][2]. - The spot freight rate trend is pessimistic, and the Sino - US tariff issue is intensifying, leading to strong market wait - and - see sentiment and wide - range fluctuations in the futures market. Attention should be paid to tariff policies, the Middle East situation, and spot freight rates [1][2]. - The daily trading limit for contracts from 2504 to 2602 is 16%, the margin is 26%, and the daily opening limit for all contracts from 2504 to 2602 is 100 lots [1][2].
新世纪期货交易提示(2025-4-28)-20250428
Xin Shi Ji Qi Huo· 2025-04-28 03:26
交易提示 交易咨询:0571-85165192,85058093 2025 年 4 月 28 日星期一 16519 新世纪期货交易提示(2025-4-28) | | | | 铁矿:关税扰动反复,以及粗钢限产政策又起,铁矿基本面逐步走弱。随 | | --- | --- | --- | --- | | | | | 着天气转暖和矿山检修结束,二季度供给端扰动减少,发运和到港量有望 | | | 铁矿石 | 逢高试空 | 逐步回升。当前钢厂利润尚可,粗钢限产政策再起,铁水见顶预期。钢厂 | | | | | 铁矿库存低位,五一小长假存补库备货预期,以及 4 月底政治局会议大概 | | | | | 率围绕稳地产和消费复苏进行部署,以推动经济稳定增长。反倾销和关税 | | | | | 影响仍将持续,出口依旧面临下滑,粗钢限产及铁矿投产预期压制,激进 | | | | | 的投资者入场的铁矿 09 合约持有。 | | | 煤焦 | 震荡 | 煤焦:国内焦煤产量仍偏高,焦煤总体产地供应有所增加,受关税影响, | | | | | 钢材现货成交不佳,市场信心受挫,焦煤成交氛围有所转弱,市场对后续 | | | | | 预期并不乐观。目前 ...
集运日报:现货运价持续走低,叠加宏观情绪回落,主力合约大幅下跌,近期操作难度较高,风险偏好者可等待反弹机会-20250425
Xin Shi Ji Qi Huo· 2025-04-25 01:42
2025年4月25日 集运日报 (航运研究小组) 现货运价持续走低,叠加宏观情绪回落,主力合约大幅下跌,近期操作难度较高,风险偏好者可等待反弹机会 | SCFIS、NCFI运价指数 | | | --- | --- | | 4月21日 | 4月18日 | | 上海出口集装箱结算运价指数SCFIS (欧洲航线) 1508.44点, 较上期上涨7.6% | 宁波出口集装箱运价指数NCFI (综合指数) 921.24点,较上期下跌4.20% | | 上海出口集装箱结算运价指数SCFIS (美西航线) 1368.41点, 较上期下跌13.8% | 宁波出口集装箱运价指数NCFI (欧洲航线) 839.73点,较上期下跌10.11% | | | 宁波出口集装箱运价指数NCFI (美西航线) 1216.42点,较上期下跌0.46% | | 4月18日 | 4月18日 | | 上海出口集装箱运价指数SCFI公布价格1370.58点,较上期下跌24.10点 | 中国出口集装箱运价指数CCFI(综合指数) 1110.94点,较上期上涨0.3% | | 上海出口集装箱运价指数SCFl欧线价格1316USD/TEU,较上期下跌2.9 ...
新世纪期货交易提示(2025-4-25)-20250425
Xin Shi Ji Qi Huo· 2025-04-25 01:35
交易咨询:0571-85165192,85058093 2025 年 4 月 25 日星期五 16519 新世纪期货交易提示(2025-4-25) | | | | 铁矿:关税扰动反复,短期逻辑转向供需基本面。随着天气转暖和矿山检 修结束,二季度供给端扰动减少,发运和到港量有望逐步回升。当前钢厂 | | --- | --- | --- | --- | | | 铁矿石 | 逢高试空 | 利润尚可,铁水需求好于前期市场预期,基本面边际有所好转。钢厂铁矿 | | | | | 库存低位,五一小长假存补库备货预期,以及 4 月底政治局会议大概率围 | | | | | 绕稳地产和消费复苏进行部署,以推动经济稳定增长。反倾销和关税影响 | | | | | 仍将持续,出口依旧面临下滑,基于远月有粗钢限产及铁矿投产预期压制, | | | | | 激进的投资尝试铁矿 09 合约逢高空配。 | | | 煤焦 | 震荡 | 煤焦:国内焦煤产量仍偏高,焦煤总体产地供应有所增加,受关税影响, | | | | | 钢材现货成交不佳,市场信心受挫,焦煤成交氛围有所转弱,市场对后续 | | | | | 预期并不乐观。目前多数焦企处于盈亏平衡状态 ...
新世纪期货交易提示(2025-4-24)-20250424
Xin Shi Ji Qi Huo· 2025-04-24 03:54
交易提示 交易咨询:0571-85165192,85058093 2025 年 4 月 24 日星期四 16519 新世纪期货交易提示(2025-4-24) | | | | 铁矿:海外避险情绪暂时降温,预计税率将大幅降低,短期逻辑转向供需 基本面。随着天气转暖和矿山检修结束,二季度供给端扰动减少,发运和 | | --- | --- | --- | --- | | | 铁矿石 | 震荡 | 到港量有望逐步回升。当前钢厂利润尚可,铁水需求好于前期市场预期, | | | | | 港口库存延续四周去库,基本面边际有所好转。钢厂铁矿库存低位,五一 | | | | | 小长假存补库备货预期,以及 4 月底政治局会议大概率围绕稳地产和消费 | | | | | 复苏进行部署,以推动经济稳定增长,短期铁矿呈现反弹走势。反倾销和 | | | | | 关税影响仍将持续,出口依旧面临下滑,基于远月有粗钢限产及铁矿投产 | | | 煤焦 | 震荡 | 预期压制,激进的投资尝试铁矿 09 合约逢高空配。 | | | | | 煤焦:国内焦煤产量仍偏高,焦煤总体产地供应有所增加,受关税影响, | | | | | 钢材现货成交不佳,市场信心受 ...
集运日报:美对华关税或将下调,市场情绪稍有缓和,盘面大幅震荡,近期操作难度较高,风险偏好者可等待反弹机会-20250424
Xin Shi Ji Qi Huo· 2025-04-24 03:30
2025年4月24日 集运日报 (航运研究小组) 美对华关税或将下调,市场情绪稍有缓和,盘面大幅震荡,近期操作难度较高,风险偏好者可等待反弹机会 SCFIS、NCFI运价指数 4月18日 4月21日 宁波出口集装箱运价指数NCFI (综合指数) 921.24点, 较上期下跌4.20% 上海出口集装箱结算运价指数SCFIS (欧洲航线) 1508.44点, 较上期上涨7.6% 宁波出口集装箱运价指数NCFI (欧洲航线) 839.73点, 较上期下跌10.11% 上海出口集装箱结算运价指数SCFIS (美西航线) 1368.41点, 较上期下跌13.8% 宁波出口集装箱运价指数NCFI (美西航线) 1216.42点, 较上期下跌0.46% 4月18日 4月18日 上海出口集装箱运价指数SCFl公布价格1370.58点,较上期下跌24.10点 中国出口集装箱运价指数CCFI (综合指数) 1110.94点,较上期上涨0.3% 上海出口集装箱运价指数SCFl欧线价格1316USD/TEU,较上期下跌2.9% 中国出口集装箱运价指数CCFI (欧洲航线) 1486.14点,较上期下跌0.6% 上海出口集装箱运价指数 ...
集运日报:特朗普发言再出反复,昨夜盘异动反弹,近期操作难度较高,风险偏好者可等待反弹机会-20250423
Xin Shi Ji Qi Huo· 2025-04-23 03:30
Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The core logic for this year lies in the direction of international tariff policies. In April, the US will have repeated tariff policies towards countries such as Canada, Mexico, and Europe. As the pricing window for long - term contracts on the US routes approaches, retaliatory tariffs have become a significant disturbing factor for future shipping trends. Although shipping companies intend to support freight rates, price wars among alliances cannot be avoided. Attention should be paid to the price war between MSK and MSC in the second quarter and the feedback of terminal demand under radical tariff policies [5]. 3. Detailed Summaries 3.1 Freight Indexes - **SCFIS**: On April 21, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 1508.44 points, up 7.6% from the previous period; the SCFIS for the US West route was 1368.41 points, down 13.8% from the previous period [3]. - **NCFI**: On April 18, the Ningbo Export Container Freight Index (NCFI) (composite index) was 921.24 points, down 4.20% from the previous period; the NCFI for the European route was 839.73 points, down 10.11% from the previous period; the NCFI for the US West route was 1216.42 points, down 0.46% from the previous period [3]. - **SCFI**: On April 18, the Shanghai Export Container Freight Index (SCFI) was 1370.58 points, down 24.10 points from the previous period; the SCFI price for the European route was 1316 USD/TEU, down 2.9% from the previous period; the SCFI price for the US West route was 2103 USD/FEU, down 4.5% from the previous period [3]. - **CCFI**: On April 18, the China Export Container Freight Index (CCFI) (composite index) was 1110.94 points, up 0.3% from the previous period; the CCFI for the European route was 1486.14 points, down 0.6% from the previous period; the CCFI for the US West route was 811.65 points, up 1.9% from the previous period [3]. 3.2 PMI Data - **Eurozone**: In March, the preliminary value of the manufacturing PMI was 48.7 (expected 48.2), the service PMI was 50.4 (expected 51), and the composite PMI preliminary value rose to 50.4 (February was 50.2, the highest since August). The Sentix investor confidence index was - 2.9 (expected - 8.4, previous value - 12.7) [3]. - **China**: In February, the manufacturing PMI was 50.2%, up 1.1 percentage points from the previous month. The Caixin manufacturing PMI was 50.8, the highest in the past three months, and the labor contraction rate slowed down significantly [4]. - **US**: In March, the preliminary value of the S&P Global manufacturing PMI was 49.8 (the lowest in three months), the preliminary value of the service PMI was 54.3 (the highest in three months), and the preliminary value of the composite PMI was 53.5 (the highest in three months) [4]. 3.3 Market and Policy Analysis - **Tariff Policy**: In April, the US tariff policies towards Canada, Mexico, Europe and other countries are uncertain. The retaliatory tariffs have added a major disturbing factor to future shipping trends. Shipping companies want to support freight rates, but price wars among alliances are inevitable [5]. - **Market Performance**: On April 22, the main contract 2506 closed at 1456.8, down 4.24%, with a trading volume of 50,500 lots and an open interest of 38,700 lots, an increase of 939 lots from the previous day [5]. 3.4 Trading Strategies - **Short - term Strategy**: Due to the volatile external policies in the short term, the operation is difficult. It is recommended to focus on medium - and long - term contracts if participating in each contract [5]. - **Arbitrage Strategy**: Against the background of tariff fermentation, attention can be paid to the reverse arbitrage structure. The window period is short and the volatility is large [5]. - **Long - term Strategy**: It is recommended that risk - preference investors try to go long lightly when the 2508 contract falls below 1600 points and the 2510 contract falls below 1200 points, and set stop - losses [5]. 3.5 Other Information - **GDP Forecast**: Bloomberg economists lowered the US GDP growth forecast for 2025 from 2.1% to 1.3% and the global GDP growth forecast from 3.1% to 2.7%. It is expected that the global economic growth will remain at a low level of 2.8% in 2026 [6]. - **Anti - Dumping and Countervailing Duties**: The US Department of Commerce announced the final anti - dumping and countervailing duty rates on crystalline photovoltaic cells from Cambodia, Malaysia, Thailand, and Vietnam. Some Cambodian enterprises were imposed a countervailing duty of up to 3403.96%, and the "national entities" in Vietnam were imposed an anti - dumping duty of up to 271.28% [6].
新世纪期货交易提示(2025-4-23)-20250423
Xin Shi Ji Qi Huo· 2025-04-23 01:32
交易提示 1 敬请参阅文后的免责声明 期市有风险投资须谨慎 交易提示 | | 沪深 300 | 震荡 | 录 0.14%,中证 500 股指收录-0.32%,中证 1000 股指收录-0.06%。多元 | | --- | --- | --- | --- | | | | | 金融、港口板块资金流入,互联网、电脑硬件板块资金流出。人社部、财 | | | | | 政部、税务总局三部门联合印发《关于延续实施失业保险稳岗惠民政策措 | | | 中证 500 | 上行 | 施的通知》,支持企业稳定岗位,助力提升职业技能,兜牢失业保障底线; | | | | | 对不裁员少裁员的参保企业继续实施稳岗返还政策至 2025 年底,中小微 | | | 中证 1000 | 上行 | 企业按不超过企业及其职工上年度实际缴纳失业保险费的 60%返还、大型 | | | | | 企业返还比例不超过 30%。据外汇局统计,一季度,银行结汇 5290 亿美 | | | 2 年期国债 | 震荡 | 元,售汇 5866 亿美元;银行代客涉外收入 18871 亿美元,对外付款 18354 | | | | | 亿美元。外汇局表示,一季度,我国外贸克服外 ...