新世纪期货交易提示（2025-8-13）-20250813

1. Report Industry Investment Ratings - Black Metal Industry: Iron ore - oscillate strongly; Coal and coke - oscillate upward; Rolled steel and rebar - oscillate at a high level; Glass - adjust; Soda ash - oscillate [2] - Financial Industry: CSI 50 - rebound; CSI 300 - oscillate; CSI 500 - oscillate; CSI 1000 - upward; 2 - year Treasury bond - oscillate; 5 - year Treasury bond - oscillate; 10 - year Treasury bond - weaken; Gold - oscillate at a high level; Silver - oscillate at a high level [3][4] - Light Industry: Pulp - consolidate; Logs - oscillate [5][6] - Oil and Fat Industry: Soybean oil - oscillate upward; Palm oil - oscillate upward; Rapeseed oil - oscillate upward; Bean meal - oscillate strongly; Rapeseed meal - oscillate strongly; Bean No. 2 - oscillate strongly; Bean No. 1 - oscillate weakly [6][7] - Agricultural Products: Live pigs - oscillate weakly [7] - Soft Commodities: Rubber - oscillate; PX - wait - and - see; PTA - oscillate; MEG - buy on dips; PR - wait - and - see; PF - wait - and - see [9][10][11] 2. Core Views of the Report - The report provides investment ratings and market trend analyses for various industries including black metal, financial, light industry, oil and fat, agricultural products, and soft commodities. It analyzes factors such as supply - demand relationships, policy impacts, and geopolitical situations in each industry to guide investment decisions [2][3][4] 3. Summaries by Related Catalogs Black Metal Industry - Iron ore: Short - term manufacturing recovery is interrupted, policy expectations are falsified, and supply is seasonally decreasing. Steel mills' production drive is strong, and iron ore is expected to oscillate strongly in the short term [2] - Coal and coke: Supply - side concerns lead to limited production capacity release, and supply - demand expectations support prices [2] - Rolled steel and rebar: There are supply reduction expectations due to production restrictions. Demand is weak, and it is recommended to buy on dips [2] - Glass: Market speculation cools, and the industry is in an adjustment cycle with low downstream inventory and un - recovered demand [2] - Soda ash: The market is affected by sentiment, and the price is expected to oscillate [2] Financial Industry - Stock index futures/options: Market rebounds, risk preference recovers, and it is recommended to hold long positions lightly [3][4] - Treasury bonds: Market interest rates rebound, and bond prices fall. It is recommended to hold long positions lightly [3][4] - Gold and silver: Gold is affected by multiple factors and is expected to oscillate at a high level. Silver is also expected to oscillate at a high level [3][4][6] Light Industry - Pulp: Supply - demand is weak, and prices are expected to consolidate [6] - Logs: Supply pressure is small, and prices are expected to oscillate [6] Oil and Fat Industry - Oils: Supply - demand fundamentals are strong, and prices are expected to oscillate upward [6][7] - Meals: Supply is abundant globally, but there are short - term bullish factors, and prices are expected to oscillate strongly [7] Agricultural Products - Live pigs: Supply increases, and consumption is restricted by high temperatures. Prices are expected to oscillate weakly [7] Soft Commodities - Rubber: Supply - demand gap narrows, and prices are expected to be strong in the short term [9][10] - PX, PTA, MEG, PR, PF: Affected by factors such as oil prices, supply - demand, and costs, prices show different trends [9][10][11]