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硅铁:成本预期或有抬升,偏强震荡,锰硅:成本预期或有抬升,偏强震荡
Guo Tai Jun An Qi Huo· 2025-07-11 01:42
2025 年 7 月 11 日 李亚飞 投资咨询从业资格号:Z0021184 liyafei2@gtht.com 金园园(联系人) 期货从业资格号:F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅 铁2508 | 5564 | 184 | 12,063 | 19,855 | | 期 货 | 硅 铁2509 | 5576 | 184 | 290,052 | 212,474 | | | 锰 硅2508 | 5798 | 9 0 | 9,676 | 15,792 | | | 锰 硅2509 | 5808 | 9 0 | 343,446 | 371,465 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | --- | --- | --- | --- | --- | --- | | | 硅 铁:FeSi7 5-B:汇总价格:内 蒙 | | 5200 | +50.0 | 元/吨 | | ...
中电联安洪光:积极履行电煤中长期合同 保持电厂电煤库存合理充裕
Xin Hua Cai Jing· 2025-07-10 13:41
Core Viewpoint - The 2025 National Coal Trading Conference emphasizes the importance of coal and electricity industries in ensuring energy security and high-quality development in China, highlighting the need for collaboration and adaptation to new energy systems [1][2]. Group 1: Industry Collaboration and Development - The electricity and coal industries are tasked with jointly ensuring energy security and high-quality development, adapting to new roles in the energy system [1]. - There is a call for maintaining reasonable coal inventory levels at power plants and strengthening the connection between coal supply and demand [1]. - The coal industry is urged to innovate its mechanisms and adapt to structural changes in energy development, ensuring stable operation and risk prevention [1]. Group 2: Specific Measures for Coal Industry - Six specific measures proposed for the coal industry include improving market system construction, enhancing industrial chain collaboration, adjusting production structure, enforcing long-term contract systems, ensuring energy supply during peak summer, and establishing flexible supply adjustment mechanisms [2]. - The conference was attended by various national departments and local governments, indicating a collaborative approach to addressing coal industry challenges [2].
山西:加快构建新型能源体系 高水平打造全国重要能源原材料基地
news flash· 2025-07-10 03:11
智通财经7月10日电,据"山西发布"消息,7月9日,山西省委常委会召开扩大会议,传达学习贯彻习近 平总书记考察山西重要讲话重要指示精神。会议强调,要坚定有序推进转型发展,坚定扛牢党中央交给 的建设国家资源型经济转型综合配套改革试验区战略任务,进一步统一思想,保持定力,加快在转型发 展中实现高质量发展、可持续发展。要抓好能源转型,坚决扛牢保障国家能源安全政治责任,纵深推进 能源革命综合改革试点,加快构建新型能源体系,高水平打造全国重要能源原材料基地。要扎实推进传 统产业转型升级,聚焦制造业振兴升级主攻方向,围绕发展新质生产力因地制宜布局新兴产业和未来产 业,强化教育科技人才支撑,逐步形成体现山西特点、具有比较优势的现代化产业体系。要坚持适度多 元发展,用好能源资源、历史文化等比较优势,着力营造市场化、法治化、国际化营商环境,充分激发 各类经营主体活力,推动我省资源优势更好转化为发展优势。 山西:加快构建新型能源体系 高水平打造全国重要能源原材料基地 ...
瑞达期货纯碱玻璃产业日报-20250709
Rui Da Qi Huo· 2025-07-09 08:50
显。行业整体利润改善,后续复产力度有望增加。需求端当前地产形势不容乐观,6月房地产数据继续下滑 ,需求预计进一步走弱。下游深加工订单下滑,采购以刚需为主, 汽车玻璃厂备货量增加难以抵消地产相 免责声明 关需求疲软,光伏玻璃需求也面临库存压力。基差维持正常范围,后续市场交易更多是政策预期,预计反 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 弹高度和力度将较为有限,操作上短线建议逢低多,中长线依旧维持逢高空思维。 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 纯碱玻璃产业日报 2025-07-09 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 纯碱主力合约收盘价(日,元/吨 ...
国泰君安期货商品研究晨报:黑色系列-20250709
Guo Tai Jun An Qi Huo· 2025-07-09 02:17
2025年07月09日 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石:预期反复,宽幅震荡 | 2 | | --- | --- | | 螺纹钢:宏观情绪扰动,宽幅震荡 | 3 | | 热轧卷板:宏观情绪扰动,宽幅震荡 | 3 | | 硅铁:宏观情绪扰动,宽幅震荡 | 5 | | 锰硅:宏观情绪扰动,宽幅震荡 | 5 | | 焦炭:宽幅震荡 | 7 | | 焦煤:预期先行,宽幅震荡 | 7 | | 动力煤:日耗修复,震荡企稳 | 9 | | 原木:主力切换,宽幅震荡 | 10 | 国 泰 君 安 期 货 研 究 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 所 商 品 研 究 2025 年 7 月 9 日 张广硕 投资咨询从业资格号:Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 期 货 | | | 733.0 | 2.0 | 0.27% | | | I2509 | | | 昨日 ...
A股盘前播报 | 高层部署!构建新型能源体系 智慧政务再迎催化
智通财经网· 2025-07-09 00:45
盘前要闻 1、习近平在山西考察时强调:配套发展风电、氢能等能源,构建新型能源体系 类型:行业 情绪影响:正面 习近平近日在山西考察时强调,要在扛牢国家电煤保供责任前提下,推动煤炭产业由低端向高端、煤炭 产品由初级燃料向高价值产品攀升,同时着眼于高水平打造我国重要能源原材料基地,配套发展风电、 光伏发电、氢能等能源,构建新型能源体系。 2、特朗普威胁对铜和药品征收高额关税,纽铜期货一度暴涨17%创新高 类型:行业 情绪影响:负面 特朗普誓言推进强硬关税政策,称8月1日起关税正式生效,再无延期可能。另外,他计划对铜产品征收 50%的关税,对药品进口征收高达200%的关税。纽约铜期货价格飙升至历史新高,盘中一度暴涨17%, 若关税实施,美国众多依赖铜的行业成本将上升,同时全球铜市场供应链将受到冲击。 3、国办:稳妥有序推进人工智能大模型等新技术在政务服务领域应用 类型:行业 情绪影响:正面 国务院办公厅发文,对进一步优化政务服务、提升行政效能,健全常态化推进机制作出部署。文件指 出,强化统筹规划,在确保安全的前提下稳妥有序推进人工智能大模型等新技术在政务服务领域应用。 中国6月CPI数据今日公布 投资锦囊 投资锦囊 ...
金十数据全球财经早餐 | 2025年7月9日
Jin Shi Shu Ju· 2025-07-08 22:59
Group 1: Trade Policies and Economic Impact - Trump announced a 50% tariff on imported copper and potential 200% tariffs on pharmaceuticals, with a quick announcement on semiconductor tariffs expected [2][9] - The U.S. Commerce Secretary indicated that 15 to 20 tariff letters will be sent out in the next two days, with copper tariffs set to be implemented by August 1 [9][11] - The U.S. Treasury Secretary reported that $100 billion in tariffs have been collected so far, with expectations to reach $300 billion by year-end [11] Group 2: Market Reactions and Performance - Gold prices fell by 1.05% to $3301.63 per ounce, while silver slightly decreased by 0.04% to $36.72 per ounce, influenced by rising U.S. dollar strength and bond yields [3][6] - WTI crude oil rose by 0.41% to $67.18 per barrel, and Brent crude increased by 0.58% to $69.42 per barrel, supported by geopolitical tensions [3][6] - U.S. stock indices showed mixed results, with the Dow Jones down 0.37%, S&P 500 slightly down 0.07%, and Nasdaq up 0.03% [3][6] Group 3: International Relations and Defense - The U.S. Department of Defense announced plans to provide more defensive weapons to Ukraine, indicating ongoing military support [11] - Upcoming talks between U.S. Treasury Secretary and Chinese officials aim to address trade issues, reflecting ongoing diplomatic efforts [11] Group 4: Regional Market Developments - European stock indices closed higher, with Germany's DAX30 up 0.55% and the UK's FTSE 100 up 0.54% [4] - Hong Kong's Hang Seng Index rose by 1.09%, driven by gains in technology and healthcare sectors [4] - A-shares saw positive movement, with the Shanghai Composite Index up 0.70% and the Shenzhen Component up 1.47% [5]
A股晚间热点 | 高层部署!构建新型能源体系
智通财经网· 2025-07-08 14:37
Group 1 - Xi Jinping emphasized the need to develop wind power, hydrogen energy, and other energy sources while enhancing the coal industry from low-end to high-value products, aiming to build a new energy system [1] Group 2 - The State Council issued an opinion to optimize government services and enhance administrative efficiency, promoting the application of new technologies like AI in public services [2] Group 3 - Seven departments jointly released opinions to accelerate the construction of an inclusive childcare service system, focusing on a "1+N" model for childcare services [3][4] Group 4 - The Ministry of Foreign Affairs responded to Trump's announcement of tariffs on imports from 14 countries, reiterating that trade wars have no winners and protectionism harms all parties [5][13] Group 5 - In June, the retail market for new energy passenger vehicles grew by 29.7% year-on-year, with total retail sales reaching 1.111 million units [7][8] Group 6 - Changan Automobile is in the critical phase of restructuring, with a preparatory group formed and the new Changan Group expected to be established in August [9] Group 7 - The market is concerned about the potential loss of majority seats by the ruling coalition in Japan's upcoming elections, leading to a surge in long-term bond yields [14] Group 8 - Zhongke Xingtu and Zhongke Shuguang signed a cooperation agreement to advance space computing technology, indicating a growing interest in the domestic computing market [16][22]
贵州以“绿”为笔绘新篇
Ren Min Ri Bao· 2025-07-04 21:56
7月,贵州六盘水市,117万多亩刺梨林散布在山野间。 刺梨果黄灿灿,身披尖刺,酸涩多渣。这些曾经没人要的小果,如今成为名副其实的致富果。 "再过一个多月,刺梨果就将'走'上产线,变成饮料等5个系列20多款产品。"贵州初好农业科技开发有 限公司总经理廖丽婷介绍,通过深度开发刺梨产品,公司去年年产值达2.7亿元。六盘水市年加工刺梨 能力已达68万吨,刺梨全产业链条释放出澎湃动能,为乡村全面振兴增添动力。 探索生态产品市场化交易—— 6月17日,贵州省林业局与贵州省生态环境厅签发第二批8张省级林业碳票。目前,贵州林业碳汇(碳 票)获得银行授信5.71亿元、放款1.88亿元,实现交易约1458万元。 在试点县(市)开展生态系统生产总值核算,成立生态产品交易中心,建立"贵州生态产品"目录清 单……贵州着力破解生态产品"度量难""交易难"等问题。截至目前,贵州基本实现省市县3级"绿水青 山"价值可量化、核算结果可比较。 推进生态资源产业化利用—— 黔南布依族苗族自治州龙里县深挖"风"的潜力。山上,巨型风车叶片在风中稳定旋转;山下,风电产业 园的塔筒、叶片生产线满负荷运转。"公司已在龙里建成4条百米级陆上叶片生产线,助力龙 ...
国家能源局组织召开风电和光伏发电资源普查试点中期工作会议
国家能源局· 2025-07-03 11:14
为更好推进风电和光伏发电资源普查试点工作,保障《风电和光伏发电资源普查试点工作方案》各 项任务高质量完成, 7 月 2 日上午,国家能源局组织召开了风电和光伏发电资源普查试点中期工 作会议。国家能源局党组成员、副局长、风电和光伏发电资源普查试点工作小组组长万劲松出席会 议并讲话。 会上,河北省、内蒙古自治区、上海市、浙江省、西藏自治区和青海省等六个试点省份能源主管部 门,水电水利规划设计总院、中国气象局公共气象服务中心和国家海洋技术中心等技术支撑单位汇 报了试点工作开展情况;国家能源局新能源司介绍了试点工作总体进展,国家发展改革委、自然资 源部、生态环境部、中国气象局、国家林草局等试点工作小组成员单位进行了工作交流。 会议 对普查工作取得的成效给予充分肯定,并对下一步工作做了部署, 强调风光资源普查试点工 作要坚持 "高站位、高标准、高效率"的要求, 进一步提高对资源普查试点工作重要性的认识,把 质量要求贯穿普查工作全过程 ,切实深化各方协同, 加快工作进展,注重成果应用价值挖掘,以 高水平普查试点工作成果 助推国家 新型能源体系 高质量 建设 。 会议审议通过了《风电和光伏发电资源普查试点技术指南》和《关于 ...