高盛-中国大宗商品：供应端工作预期 —— 改革或缓解

5 July 2025 | 5:29PM HKT China commodities Supply side work expectations - reform or reprieve There have been signs of renewed policy focus in addressing supply discipline, as indicated by the readout of the sixth meeting of the Central Financial and Economic Affairs Commission on July 1st. The meeting reiterated the need for China to develop a "unified national market", explicitly calling for a crackdown on overly intensive competition between firms that has caused lower prices. An orderly exit of obsolete ...