Group 1: Gold - The market is digesting an expected 75 - basis - point interest rate cut by the end of the year, and the Fed's independence is continuously affected. Before the interest rate cut is realized, the trend is bullish, and attention should be paid to the market rhythm [1] Group 2: Soda Ash - The national mainstream price of heavy - quality soda ash is 1,284 yuan/ton, with stable recent prices. The weekly output is 761,100 tons, a 1.25% week - on - week increase. The total inventory of soda ash manufacturers is 1.7975 million tons, a 1.35% week - on - week decrease. The 01 contract of soda ash is expected to fluctuate in the short term, with support at the 1,325 level [1] Group 3: Crude Oil - Due to concerns about supply disruptions from attacks on Russian refineries and the possibility of US central bank interest rate cuts, international oil prices have risen for three consecutive days. Supply pressure remains, and short - term cautious trading is recommended [3] Group 4: Rubber - Overseas raw material prices have stopped falling and rebounded, and spot inventories continue to decline. Rubber is in a situation of low inventory and weak demand, and should be treated with a range - bound view [4] Group 5: PTA - As of September 12, the PTA load increased to 76.8%, a 3.9% week - on - week increase. The weekly output was 1.388 million tons, a 99,000 - ton week - on - week increase. It is advisable to wait and see [5] Group 6: Coking Coal - Coal mines in Shanxi have resumed production, and the supply of coking coal at home and abroad has recovered. The downstream demand has increased, and a bullish - biased trading idea is recommended [6] Group 7: Manganese Silicon - The cost support for manganese silicon is limited. The market supply pressure is gradually accumulating, and the price is expected to face significant downward pressure in the medium and long term [7] Group 8: Rebar - On September 16, domestic steel market prices mostly rose. Driven by positive macro - expectations and rising costs, steel prices may fluctuate strongly in the short term [7] Group 9: Short - term Treasury Bonds - In the third quarter, the bond - issuing rhythm may accelerate, and the expectation of tight liquidity increases, which is negative for the bond market. However, the positive factors for treasury bond futures are increasing [8] Group 10: Silver - US retail sales data is still growing positively month - on - month, which is bullish for silver. Before the interest rate cut is realized, silver is expected to fluctuate bullishly [8] Group 11: Methanol - The domestic methanol production is at a high level, and the port inventory continues to accumulate. The 01 contract of methanol is expected to fluctuate in the short term, with support at the 2,375 level [9] Group 12: Polypropylene - The start - up of polypropylene has increased, and the overall supply is still abundant. The 01 contract of PP is expected to fluctuate in the short term, with support at the 6,965 level [10]
宁证期货今日早评-20250917
Ning Zheng Qi Huo·2025-09-17 02:25