Group 1: Report Overview - The report is the Goldtrust Futures Daily, written by the Goldtrust Futures Research Institute on May 13, 2025 [1] Group 2: Caustic Soda Market - From May 5th to 12th, 2025, the caustic soda price rose from 807 yuan/ton at the beginning of the week to 829 yuan/ton at the weekend, a significant increase of 2.73% and 4.94% compared to the same period last year [3] - The price increase is due to supply - demand factors (supply decreased due to enterprise maintenance, and demand was stable as downstream aluminum plants had high profits and high - load production) and macro factors (US tariff adjustments after the Sino - US Geneva economic and trade talks) [3][4] Group 3: Stock Index Futures - A50 rose sharply and the Hong Kong stock market soared. Technically, it remains strongly bullish in the short - term, and the trend continuation is favorable [7] - On Monday, the three major A - share indexes rose significantly due to the expected benefits of Sino - US negotiations, and the post - market joint statement of the Sino - US Geneva economic and trade talks was positive [8] Group 4: Gold Market - Affected by the Sino - US tariff negotiations, gold adjusted further. The outer - market gold neared the low point, and Shanghai gold broke below the pre - holiday low. However, the overall pattern is still oscillatory, and it is expected that the downward adjustment space is limited, with strong support for Shanghai gold between 750 - 760 [10][11] Group 5: Iron Ore Market - In May, there is a large pressure of supply surplus due to reduced downstream exports and increased shipments, and domestic demand is about to enter the seasonal off - season, increasing the risk of high iron ore valuations. But the market sentiment has turned positive due to the Sino - US economic and trade talks. Technically, it strengthened in oscillation today, with a large bullish candle on the daily chart, and the short - term thinking turns to oscillatory and bullish [14] Group 6: Glass Market - The continuous release of demand still awaits the effect of real - estate stimulus or major policy announcements. The Sino - US economic and trade talks brought significant positive news, changing the market sentiment. Technically, it rebounded slightly today, and the short - term thinking turns to oscillatory [17] Group 7: Soybean No.1 Market - The tight supply situation of imported soybeans has been rapidly alleviated, increasing the overall selling pressure in the soybean market. The premium transaction of local - reserve soybeans provides some support for the anti - decline of the soybean No.1 futures market. Profit - taking funds are leaving the market, the position has been continuously decreasing, and technically, it shows signs of a phased peak [20]
金信期货日刊-20250513
Jin Xin Qi Huo·2025-05-13 01:19