直纺短纤负荷(周) 显拉升,聚酯工厂的去库接近两周,下游出现 88. 90% 91. 30% 0. 02 集中的补库,聚酯的库存已经转好。 涤纶短纤产销 58. 00% 64.00% 6. 00% (目万得资计 涤纱开机率(周) 67.00% 67.00% 0. 00 再生棉型负荷指数(周) 50. 40% 50. 40% 0. 00 涤纶短纤与纯涤纱价格 涤纶短纤现金流 14000 10000 10000 1800 (探偵) 太原始欲德 ■T325加工费(右轴) T325年深刻价格 会短坝金流 ·1.4D直纺条短 9000 9000 13000 1400 8000 8000 12000 1000 7000 7000 6000 11000 600 6000 5000 200 10000 5000 4000 -200 9000 + 3000 2021-01-01 2022-01-01 2023-01-01 202 4-01-01 2025-01-01 2021-01-01 2022-01-01 2024-01-01 2025-01-01 2023-01-01 涤棉纱65/35 45S价格与利润 中空短纤价格与现 ...

【4】商务部发布中美日内瓦经贸会谈联合声明指出，美国将于5月14日前采取以下举措:修改4月2日第14257号行政 令中规定的对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的从价关税，其中，24W关税在初始的90 天内暂停实施，同时保留按该行政令的规定对这些商品加征剩余10%的关税;取消根据4月8日第14259号行政令和4月9 日第14266号行政令对这些商品的加征关税。 投资咨询业务资格：证监许可【2012】31号 II GERIK 航运衍生品数据日报 | | | | 国贸期货研究院 能源化工研究中心 | | | 投资咨询号: Z0021177 | 2025/5/15 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 卢钊毅 | | 从业资格号:F03101843 | | | | | | | 数据来源：Clarksons、Wind | | | | | | | 运价指数 | 上海出口集装箱运价 综合指数SCFI | 中国出口集装箱运价 指数CCFI | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 ...

Group 1 - The average daily container bookings from China to the U.S. surged nearly threefold, increasing from 5,709 TEUs to 21,530 TEUs, a rise of over 277% [1] - The increase in bookings follows the U.S. government's adjustment of tariffs on Chinese goods, which has led to a recovery in shipping volumes [2] - Some logistics companies reported a 35% increase in business inquiries within two days, indicating a potential rebound in logistics activities [3] Group 2 - Major shipping companies, such as Maersk, have introduced significant discounts for door-to-door shipping services to fill empty containers [3] - The overall recovery speed of the logistics business remains uncertain, despite the increase in bookings and inquiries [3]

Group 1 - Meituan's Keeta is expanding into Brazil, indicating a shift in the outbound strategy of Chinese companies towards global competition and industry division [2] - The drop in tariffs has encouraged companies to confidently enter the U.S. market, with no European e-bike companies willing to forgo this opportunity [3] - Yiwu's small commodity market is adapting well to unprecedented tariff wars due to its strong market adaptability and product advantages [4] Group 2 - Following the reduction of tariffs, U.S. importers and retailers have expressed relief, with companies like Shark Ninja and Basic Fun planning immediate shipments to U.S. ports [9] - Container shipping bookings from China to the U.S. surged nearly 300% after the mutual tariff reductions, with average bookings increasing from 5,709 to 21,530 standard containers [9] - Alibaba International Station launched a U.S. promotional event to capitalize on the tariff reduction, anticipating a surge in Chinese exports over the next 90 days [9] Group 3 - Temu is gradually restoring its previously suspended full-service business in the U.S. [10] - TikTok Shop has officially launched its cross-border store in Japan, supporting direct shipping from China [10] - JD Logistics has opened its first self-operated overseas warehouse in Mexico, enhancing logistics services for a well-known fast fashion e-commerce company [10] Group 4 - The global in-app purchase revenue for short video applications reached nearly $700 million in Q1 2025, a fourfold increase from Q1 2024 [11] - The U.S. remains the highest revenue market for short video applications, contributing 49% of the total revenue in Q1 2025 [11] - Trump announced a $1.2 trillion economic commitment from Qatar, including significant agreements with U.S. companies [11] Group 5 - Waymo is recalling nearly 1,200 autonomous taxis to update software after minor collision incidents [12] - OpenAI has made the GPT-4.1 model available to ChatGPT users, focusing on coding tasks and instruction adherence [12]

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 沪铜产业日报 2025/5/15 | | | 撰写人：王福辉 从业资格证号：F03123381 投资咨询从业证书号：Z0019878 | | | | | --- | --- | --- | --- | --- | --- | | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | 期货市场 | 期货主力合约收盘价:沪铜(日,元/吨) | 77,870.00 | -1070.00↓ LME3个月铜(日,美元/吨) | 9,480.00 | -126.50↓ | | | 主力合约隔月价差(日,元/吨) | 370.00 | -110.00↓ 主力合约持仓量:沪铜(日,手) | 186,574.00 | -7337.00↓ | | | 期货前20名持仓:沪铜(日,手) | 10,701.00 | +9143.00↑ LME铜:库存(日,吨) | 185,575.00 | -4075.00↓ | | | 上期所库存:阴极铜(周,吨) | 80,705.00 | -8602.00↓ LME铜:注销仓单(日,吨) | 77,650.00 ...

贸易缓和带动市场反弹，高盛一周内两次上调中国股市目标价，重回4月2日前预测水平。 值得一提的是，这是高盛在不到一周内第二次上调指数目标，此前在4月初因相互加征关税曾两次下调目标价。 关税降低带动市场回暖，股市收复4月2日来失地 据商务部，12日，中美各取消了共计91%的加征关税，暂停实施24%的反制关税。这一降幅超出市场预期，中国股市已完全收复4月2日来13%的跌幅。 高盛表示，截至5月14日收盘，中国股市已完全收复4月2日后的跌幅，中国离岸市场股票和在岸市场分别收复了13%和7%的跌幅。MSCI中国、沪深300和 恒生科技指数现在较4月初高点上涨2-4%。 据追风交易台消息，由于关税谈判情况超预期，截止5月14日，中国股市已完全收复4月2日前的跌幅，MSCI中国、沪深300和恒生科技指数较4月初高点上 涨2-4%。 相应地，高盛维持对中国股票的超配评级，将中国股市12个月目标价调整至4月2日前预测水平，MSCI中国和沪深300指数目标分别为84和4600点，隐含 11%和17%的上行空间。此前，高盛经济学家上调了美国和中国GDP增长预期。 从板块表现看，硬件科技、工业和消费板块领涨，新兴市场出口商和国内受益 ...

Core Viewpoints - Recent progress in China-US economic talks may lead to an upward adjustment in China's GDP growth expectations for Q2 due to a rebound in exports and significant tariff reductions [5][3] - The US has agreed to reduce tariffs by 115 basis points within 90 days, which exceeds previous expectations, but this only affects 6.5% of US imports [7][3] Group 1: China Economic Insights - The reduction in tariffs and a potential agreement on the fentanyl issue may stimulate a wave of suppressed exports, positively impacting China's GDP growth in Q2 [5][6] - The possibility of adjusting the 20% tariffs imposed on China due to the fentanyl issue exists, while the remaining 10% tariffs may be retained long-term [5][6] Group 2: US Economic Insights - The GDP growth forecast for the US has been moderately adjusted upward, with Q4 GDP growth now expected to increase by 0.2 percentage points to 0.8% [7][3] - The cumulative tariff rate on China will decrease to 30%, while China's tariff rate on the US will drop to 10%, indicating ongoing targeted tariff measures in specific industries [7][3] - The slow progress of trade agreements between the US and other countries suggests that the 10% tariff may become a challenging threshold to overcome [7][3]

东海期货 铁矿石价格短期以偏强思路对待 华联期货 前期铁矿2509合约空单注意减仓 新世纪期货：稳健的投资者尝试铁矿正套 关税降幅超预期，市场情绪明显提振，黑色盘面大幅上涨。随着部分矿山产能的逐步释放和气候条件的 改善，供应仍有增加的预期。铁矿港口库存水平仍相对偏高，对价格形成一定的压力。需求才是核心关 键，贸易战缓和使得市场对钢铁需求的预期有所改善，美国进口商未来三个月将迎来进口成本大幅降低 的明确窗口期，未来90天中美两国之间的贸易将大幅增长，对近月形成一定支撑，稳健的投资者尝试铁 矿正套，激进的投资者关注贸易冲突缓和带来的远月合约反弹抛空机会。 东海期货：铁矿石价格短期以偏强思路对待 5月15日盘中，铁矿石期货主力合约遭遇一波急速上涨，最高上探至738.5元。截止发稿，铁矿石主力合 约报735.5元，涨幅1.03%。 铁矿石期货主力涨超1%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 新世纪期货 稳健的投资者尝试铁矿正套 钢厂利润可观，铁水产量短期处于高位，后续铁水产量回落是大概率事件，但对于回落路径，市场存在 较大分歧。供应方面，铁矿石发货量环比回落21.5万吨，到港量环比回落95.1万吨 ...

2025 年 5 月 15 日 股指期货将偏强震荡 黄金、白银、原油、玻璃、纯碱、 PTA 期货将偏弱震荡 氧化铝、PVC、苯乙烯期货将偏强震荡 集运欧线期货将震荡偏强 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将偏强震荡：IF2506 阻力位 3876 和 3905 点，支撑位 3836 和 3822 点；IH2506 阻力位 2762 和 2779 点，支撑位 2734 和 2710 点；IC2506 阻力位 5749 和 5817 点，支撑位 5700 和 5636 ...

知识图强,求实奉献,客户至上,合作共赢 rest of 关注微信公众号 | 铁矿石产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年5月15日 | | | | 徐艺丹 Z0020017 | | | 铁矿石相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 单位 | | 仓单成本:卡粉 | 786.8 | 770.4 | 16.5 | 2.1% | | | 仓单成本:PB粉 | 824.9 | 810.7 | 14.3 | 1.8% | | | 仓单成本:巴混粉 | 809 4 | 795.4 | 14.0 | 1.8% | | | 仓单成本:金布巴粉 | 825.2 | 809.0 | 16.2 | 2.0% | | | 09合约基差:卡粉 | 81.9 | -7.6 | 89.5 | 1171.9% | | | 09合约基差:PB粉 | 87.9 | 32.7 | 55.3 | 169.3% | 元/吨 | | 09合约基差：巴混粉 | ...