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“十五五”期间的基建投资有三个发力方向|宏观晚6点
Sou Hu Cai Jing· 2025-09-24 10:06
宏观要闻 商务部等九部门发布13条措施支持服务出口 据商务部网站周三发布消息,商务部会同中央网信办、财政部等八个部门印发《关于促进服务出口的若 干政策措施》,提出一系列具体举措。《措施》特别提到,要加快发展国际数据服务业务。支持在上海 自贸试验区临港新片区、海南自由贸易港等有条件的地区开展国际数据服务业务。适应服务贸易新业态 新模式发展需要,支持在自贸试验区、海南自由贸易港、国家服务业扩大开放综合试点示范地区等建立 国际数据中心和云计算中心,面向各类有需求的企业提供数据处理服务。 前8个月新开工改造城镇老旧小区2.17万个 住房和城乡建设部周三发布消息,2025年,全国计划新开工改造城镇老旧小区2.5万个。根据各地统计 上报数据,1-8月份,全国新开工改造城镇老旧小区2.17万个。分地区看,河北、辽宁、重庆、江苏、 安徽、重庆、新疆生产建设兵团已全部开工。 商务部称中国在世贸谈判中将不寻求新的特殊和差别待遇 ...
钢材&铁矿石日报:市场情绪弱稳,钢矿延续震荡-20250924
Bao Cheng Qi Huo· 2025-09-24 09:50
投资咨询业务资格:证监许可【2011】1778 号 市场情绪弱稳,钢矿延续震荡 核心观点 螺纹钢:主力期价震荡运行,录得 0.03%日涨幅,量缩仓稳。现阶段, 供弱需增局面下螺纹钢基本面短暂好转,但下游未见改善,需求担忧未 退,继续承压钢价,相对利好的是成本抬升,多空因素博弈下节前钢价 延续震荡运行态势,关注持仓变化情况。 热轧卷板:主力期价震荡运行,录得 0.24%日涨幅,量缩仓稳。目前来 看,热卷需求韧性趋弱,而供应维持高位,供需格局有所走弱,库存再 度增加,卷价继续承压,相对利好则是成本抬升,预计后续走势震荡偏 弱运行,关注需求表现情况。 铁矿石:主力期价震荡运行,录得 0%日涨幅,量仓收缩。现阶段,矿 石需求表现尚可,给予矿价支撑,但需求利好在趋弱,而供应压力迎来 回升,基本面并无实质性好转,高估值矿价上行驱动不强,节前走势延 续高位震荡为主,谨防产业矛盾激化。 (仅供参考,不构成任何投资建议) 姓名:涂伟华 宝城期货投资咨询部 从业资格证号:F3060359 投资咨询证号:Z0011688 电话:0571-87006873 邮箱:tuweihua@bcqhgs.com 作者声明 本人具有中国期货业协 ...
2025年前8月全国新开工改造城镇老旧小区2.17万个
Ren Min Wang· 2025-09-24 07:47
(文章来源:人民网) 2025年,全国计划新开工改造城镇老旧小区2.5万个。分地区看,河北、辽宁、重庆、江苏、安徽、重 庆、新疆建设兵团已全部开工。 人民网北京9月24日电 (记者王仁宏)住房城乡建设部最新数据显示,2025年1-8月份,全国新开工改 造城镇老旧小区2.17万个。 ...
今年新开工改造城镇老旧小区近两万个
Jing Ji Ri Bao· 2025-09-12 07:17
住房城乡建设部部长倪虹近日指出,我国将下功夫建设好小区,持续推进城镇老旧小区改造,下 大力气解决加装电梯、停车、充电等难题,抓好生活垃圾分类,稳步推进城中村和危旧房改造,改善群 众居住条件和生活环境。 对于推进城镇老旧小区改造,中国中建设计研究院有限公司总建筑师薛峰认为,城镇老旧小区改 造要通过统筹片区整体资源,编制社区更新规划,规划先行、策划先行,制定老旧小区改造整体解决方 案。薛峰建议,要建立多方协同的"1+3+N"一体化改造模式,其中"1"是指针对片区更新的一体谋 划,"3"是指"设计建造、社区运营、社区服务"3项统筹,"N"是指安全、舒适、绿色、智慧、全龄友好 等品质提升。 2025年,全国计划新开工改造城镇老旧小区2.5万个。住房城乡建设部的最新数据显示,根据各地 统计上报数据,1月份至7月份,全国新开工改造城镇老旧小区1.98万个。分地区看,河北、辽宁、重 庆、安徽、江苏、上海6个地区开工率超过90%。上述数据表明,我国正持续推进城镇老旧小区改造, 今年以来开工改造进展顺利。 我国城镇化正从快速增长期转向稳定发展期、城市发展正从大规模增量扩张阶段转向存量提质增 效为主的阶段。我国城市发展所处的这一 ...
深圳首例居民自筹资金旧改项目,进展如何?记者实探
Zheng Quan Shi Bao· 2025-09-03 23:15
Core Viewpoint - The recent release of the "Opinions on Promoting High-Quality Urban Development" by the Central Committee of the Communist Party of China and the State Council emphasizes the importance of supporting the self-renovation and original reconstruction of old housing, which has garnered significant attention [1] Group 1: Urban Renewal Initiatives - The document highlights the ongoing efforts to promote the renovation of old urban communities, with a focus on self-funded renovation models [1][6] - Successful examples of self-renovation in old communities have emerged, particularly in Shenzhen's Honggang Garden, where over 90% of residents expressed willingness to participate in self-funded renovations [1][3] - Despite the high interest from residents, there are challenges such as unresolved funding sources and unclear renovation policies that hinder progress [3][6] Group 2: Policy and Guidance - The Zhejiang Province has issued guidelines to support the voluntary and self-directed renovation of old communities, marking a significant step in promoting community-led initiatives [5] - The approach of "resident主体, government统筹" aims to reduce risks associated with developer-led projects and better meet residents' renovation needs [6] Group 3: Challenges and Opportunities - Key challenges in the self-renovation process include unifying owner opinions, securing funding, and ensuring residents' rights are protected [6] - Successful cases in other cities, such as Guangzhou, demonstrate the potential for original reconstruction projects to progress effectively, indicating a shift towards more flexible and diverse renovation strategies [7] - Experts suggest that government support is crucial for overcoming obstacles, including land use changes and planning adjustments, to facilitate smoother renovation processes [7]
金融期货早评-20250902
Nan Hua Qi Huo· 2025-09-02 06:17
Group 1: Report Industry Investment Ratings - No industry investment ratings are provided in the report. Group 2: Report Core Views Macro and Financial Futures - Domestic supportive policies are gradually taking effect. In September, policies to promote service consumption will be the focus, which will support the growth of total retail sales of consumer goods to some extent, but the actual effect remains to be seen. Policies in the real - estate sector are advancing, but their impact on the overall market may be limited. The profitability of industrial enterprises has not been fundamentally improved. Overseas, the US economy and employment have shown resilience, and key economic data next week should be closely monitored [2]. - The core issue of the RMB exchange rate is the timing and pace of appreciation. In the short - term, the RMB is likely to appreciate, and the market may reach a "triple - price integration" pattern around 7.10. In the medium - term, the RMB needs a clear downward trend of the US dollar index and substantial positive changes in the domestic economy to achieve a trend - strengthening [4][5]. - As the 9.3 parade approaches, the stock index is expected to have increased volatility. The stock market is expected to be volatile and bullish in the short - term, while the bond market may expand its rebound space if the stock market experiences a high - level adjustment after September 3 [7][8]. Commodities Metals - Gold and silver are expected to be bullish in the medium - to - long - term and strong in the short - term. The focus should be on US economic data this week, and the strategy is to buy on dips [12][15]. - Copper is expected to oscillate before the Fed's next interest - rate decision on September 19, with a mid - term strategy of low - level procurement [16][17]. - Aluminum is expected to be volatile and bullish in the short - term, with a price range of 20,500 - 21,000. Alumina is expected to be weakly volatile, and cast aluminum alloy is expected to be volatile and bullish [20][21]. - Zinc is expected to be strongly oscillating at the bottom in the short - term [23][24]. - Nickel and stainless steel prices rose under the influence of the Indonesian riot and strike. The short - term trend remains to be seen, depending on the development of the situation in Indonesia [24][25]. - Tin is expected to be slightly bullish in the short - term due to tight supply [26]. - The lithium carbonate market is in an adjustment phase. If downstream demand is released, prices may be supported; otherwise, it may remain weakly volatile [26][28]. - Industrial silicon and polysilicon are expected to rise in an oscillatory manner. The rise of polysilicon is mainly affected by macro - sentiment and the expectation of a possible storage platform in September [29]. - Lead is expected to oscillate within a narrow range, with limited upside and downside [30]. Black Metals - Steel products continue to accumulate inventory beyond the seasonal norm. If demand does not improve, the downward space of the steel futures market depends on the tolerance of steel mills for profit shrinkage. Short - sellers can consider reducing positions to take profits [32][33]. - Iron ore prices have released risks. After the short - term risk release, short - sellers are advised to take phased profits [34][35]. - Coking coal may maintain a high - level wide - range oscillatory pattern in the short - term. Coke may face a price cut cycle after the parade. Unilateral speculation on short - selling coking coal is not recommended for now [37]. - Silicon iron and silicon manganese are expected to oscillate at the bottom. It is advisable to go long on the spread between the two when the spread reaches - 400 [38][40]. Energy and Chemicals - Crude oil is currently oscillating weakly. In September, the demand decline is a definite negative factor, and the market needs to wait for key events to clarify the direction. The overall outlook is bearish [42][43]. - Propylene's spot market is strong, and the futures market is oscillating. The northern market is tighter than the southern market [44][45]. - PX - TA's market is mainly characterized by structural contradictions. The overall pattern is "tight at the top and loose at the bottom," and the processing fee of PTA01 is recommended to be compressed when it is above 350 [46][49]. - Ethylene glycol is expected to oscillate between 4330 - 4550, and it is advisable to go long on dips [53]. - PP's supply is increasing, and the demand situation is unclear. Its future trend depends on whether downstream demand can maintain high - speed growth [54][55]. - PE is in a pattern of decreasing supply and increasing demand, but the demand recovery is not strong enough to drive the price up significantly. It is expected to oscillate for now [56][57]. - PVC's price has returned to the industrial fundamentals. With high inventory and weak demand, it is advisable to short - allocate it [58][59]. - Pure benzene is expected to be weakly oscillating, and for benzene - styrene, short - selling on the short - term single - side is not recommended. Wait for the end of the decline and then consider low - buying [60][61]. - Fuel oil has a weak rebound driven by cost, but the downward pressure remains. Low - sulfur fuel oil follows cost fluctuations, and it is recommended to wait for long - allocation opportunities [63][64]. - Asphalt is expected to oscillate and strengthen, mainly following cost fluctuations. The short - term peak season has no super - expected performance [65][66]. - Urea is in a stalemate. It is advisable to pay attention to the 1 - 5 reverse spread [67]. Group 3: Summaries by Relevant Catalogs Macro and Financial Futures Market Information - China's September 3 parade will last about 70 minutes. The Shanghai Cooperation Organization's Tianjin Summit has achieved eight results. There are various tariff - related news, including Trump's remarks on India's tariffs and possible US housing policies. There are also speculations about Fed officials' appointments [1]. RMB Exchange Rate - The previous trading day, the on - shore RMB against the US dollar closed at 7.1332, down 2 basis points, and the night - session was at 7.1375. The central parity rate was 7.1072, down 42 basis points. The eurozone's manufacturing PMI in August showed expansion [3]. Stock Index - The stock index rose with reduced volume yesterday. The Shanghai and Shenzhen 300 Index closed up 0.60%. The trading volume of the two markets decreased by 483.37 billion yuan. The futures of stock index also rose with reduced volume. The 9.3 parade is approaching, and key economic data have been released [7]. Bond - Bond futures opened low and closed high on Monday. The yields of medium - and long - term bonds declined. The funding situation was loose, and DR001 dropped to 1.31%. Relevant policies and the end of the summer travel season have been reported [8]. Container Shipping - The futures prices of the container shipping index (European line) opened high and then oscillated. Spot prices of some shipping companies have changed. The Houthi armed forces' remarks have affected the market sentiment. The current market is in the off - season, and the SCFIS European line index has continued to decline [10][11]. Commodities Metals Gold and Silver - On Monday, the precious metals market continued to be strong. COMEX gold closed up 0.84% at 3545.8 dollars per ounce, and silver closed up 2.46% at 41.725 dollars per ounce. The Fed's interest - rate cut expectations and fund positions are stable. Key US economic data and events this week should be monitored [12][15]. Copper - The Shanghai copper index was slightly bullish on Monday. Chile's copper production in July increased slightly. The collapse of a copper mine in July and the reduction of production guidance in August have affected the market. The key factors affecting copper prices are complex, with both bullish and bearish factors in the short - to - medium - term [16][17]. Aluminum and Related Products - The prices of aluminum, alumina, and cast aluminum alloy have changed. The macro - environment is favorable for aluminum prices. The fundamentals of alumina are weak, and the supply of cast aluminum alloy may be affected by tax policies [19][22]. Zinc - The zinc price opened high and closed low. The supply is in an oversupply state, and the demand is stable. The LME inventory is decreasing, and the trading strategy of selling the outer market and buying the inner market can be considered [23][24]. Nickel and Stainless Steel - The price of nickel rose, and stainless steel fell slightly. The spot prices of nickel - related products have changed. The market was affected by the Indonesian riot and strike, and the supply uncertainty has increased [24][25]. Tin - The Shanghai tin index slightly declined on Monday. Yunnan Tin's equipment maintenance and the decrease in refined tin production in August have affected the market. The short - term price may rise slightly due to tight supply [26]. Lithium Carbonate - The futures price of lithium carbonate fell on Monday. The prices of lithium - related products in the spot market have declined. The supply has no new news, and the demand has marginal improvement expectations, but the increase in warehouse receipts may suppress the short - term price [26]. Industrial Silicon and Polysilicon - The prices of industrial silicon and polysilicon rose on Monday. The prices of related products in the spot market are stable. The rise of polysilicon is affected by macro - sentiment and the expectation of a storage platform [26][29]. Lead - The lead price oscillated narrowly. The supply side is weak, and the demand is in a "peak - season not prosperous" situation. The domestic inventory is oscillating, and the LME inventory is high [30]. Black Metals Steel - The prices of rebar and hot - rolled coil decreased. The production of Tangshan's blast furnaces has been affected by inspections, and most are expected to resume production on September 4. The steel market is in a state of over - seasonal inventory accumulation, and the demand has not shown significant seasonal strength [32][33]. Iron Ore - The price of iron ore fell and then rebounded. The global iron ore shipment volume in late August increased. The market is worried about the insufficient demand in the peak season, and short - sellers are advised to take phased profits [34][35]. Coking Coal and Coke - The prices of coking coal and coke declined. The prices of coking coal in some regions have decreased. The downstream's replenishment of raw materials has slowed down, and the supply of coking coal and coke is relatively loose. Coke may face a price cut cycle after the parade [36][37]. Silicon Iron and Silicon Manganese - The production and demand of silicon iron and silicon manganese have changed. The market was affected by the pre - parade steel mill restrictions and the decline of the "anti - involution" hype. The prices have fallen back, and the bottom support exists, but the upside is also under pressure [38][40]. Energy and Chemicals Crude Oil - The prices of US and Brent crude oil rose. There are news about the suspension of oil sales to an Indian refinery, the change in Shandong refineries' crude oil arrivals, and the expectation of OPEC+ to maintain production. The oil market is currently oscillating weakly, and the September demand decline is a negative factor [41][43]. Propylene - The futures prices of propylene rose slightly. The spot prices in different regions have changed. The supply and demand of propylene and its downstream products have changed. The spot market is tight, and the price is affected by multiple factors [44][45]. PTA - PX - The load of PX and PTA plants has changed. The supply of PX in September is expected to increase, and the PTA supply has decreased. The polyester demand has a marginal improvement, but the peak - season performance is not super - expected [46][48]. MEG - Bottle Chip - The inventory of ethylene glycol in East China ports decreased. The supply and demand of ethylene glycol and related products have changed. The market is currently in a state of limited drive, and the price is expected to oscillate [50][53]. PP - The futures price of polypropylene decreased. The supply has increased, and the demand has shown a recovery trend. The inventory has decreased. The market is affected by new device production and the uncertainty of demand [54][55]. PE - The futures price of polyethylene decreased. The supply has decreased slightly, and the demand has increased. The inventory has decreased. The current demand recovery is not strong enough to drive the price up significantly [56][57]. PVC - The production of PVC in August and September is estimated. The demand is weak, and the export has changed. The inventory is accumulating, and the price has returned to the industrial fundamentals [58][59]. Pure Benzene and Styrene - The prices of pure benzene and styrene futures decreased. The inventory of pure benzene and styrene in ports has increased. The supply and demand of both have changed, and the prices are expected to be volatile [60][61]. Fuel Oil - The price of fuel oil rebounded weakly. The supply and demand of fuel oil have changed. The export in August decreased, and the demand is mixed. The market is still under pressure [62][63]. Low - Sulfur Fuel Oil - The price of low - sulfur fuel oil is mainly following cost fluctuations. The supply and demand and inventory of low - sulfur fuel oil have changed. The valuation is low, and it is advisable to wait for long - allocation opportunities [64]. Asphalt - The price of asphalt rose. The supply and demand and inventory of asphalt have changed. The short - term peak season has no super - expected performance, and it mainly follows cost fluctuations [65][66]. Urea - The futures price of urea is in a stalemate. The spot price is stable, and the demand is weak. The inventory has increased. It is advisable to pay attention to the 1 - 5 reverse spread [67].
前7月全国新开工改造城镇老旧小区1.98万个
Ren Min Ri Bao· 2025-08-26 20:37
Core Insights - The Ministry of Housing and Urban-Rural Development reported that 19,800 old urban residential areas have begun renovation from January to July this year [1] - Six provinces, including Hebei, Liaoning, Chongqing, Anhui, Jiangsu, and Shanghai, have an opening rate exceeding 90% [1] - The national plan aims to start renovations on 25,000 old urban residential areas this year [1] Industry Developments - The Central Urban Work Conference emphasized the importance of building comfortable and convenient livable cities [1] - The Ministry of Housing and Urban-Rural Development will continue to promote the renovation of old urban residential areas and implement actions to improve property service quality [1] - Efforts will focus on addressing challenges such as installing elevators, parking, and charging facilities, as well as improving waste classification and overall living environment [1]
今年前7个月全国新开工改造城镇老旧小区1.98万个
Zheng Quan Ri Bao Wang· 2025-08-26 11:54
Group 1 - The core viewpoint of the article is that the Ministry of Housing and Urban-Rural Development plans to start the renovation of 25,000 old urban residential communities by 2025 [1] - From January to July, 19,800 old urban residential communities have already begun renovation across the country [1] - Six regions, including Hebei, Liaoning, Chongqing, Anhui, Jiangsu, and Shanghai, have reported an opening rate exceeding 90% [1]
今年1—7月全国新开工改造城镇老旧小区1.98万个
Jing Ji Guan Cha Wang· 2025-08-26 09:51
Group 1 - The core point of the article is that from January to July this year, a total of 19,800 old urban residential areas have been newly started or renovated across the country [1] - Six regions, including Hebei, Liaoning, Chongqing, Anhui, Jiangsu, and Shanghai, have an opening rate exceeding 90% [1] - The national plan aims to start the renovation of 25,000 old urban residential areas by 2025 [1]
上半年新开工改造城镇老旧小区1.65万个
Ren Min Ri Bao· 2025-08-09 21:43
Core Insights - The Ministry of Housing and Urban-Rural Development reported that 16,500 old urban residential communities were newly started for renovation in the first half of the year [1] - A total of 25,000 old urban residential communities are planned for renovation this year [1] Summary by Category Renovation Progress - In the first half of the year, 16,500 old urban residential communities were initiated for renovation [1] - The target for the entire year is to start renovations on 25,000 communities [1]