5月19日至23日，由期货日报与产业服务联盟联合主办的"2025原木产业行（江苏、山东站）"活动成功 举行，其间调研团一行先后前往江苏太仓、扬州江都港及山东日照、临沂等地开展了一系列调研交流活 动。 调研团一行深入港口、期货交割库、加工园区及企业一线，聚焦原木期货与产业链融合的创新实践，为 行业高质量发展探索新方向。 产业枢纽升级： 期货交割库驱动贸易效率与韧性提升 作为华东地区最大的原木集散中心，江苏太仓鑫海港口依托年300万立方米吞吐量及80万立方米仓储能 力，通过原木期货交割库实现了流程规范化和业务专业化升级。该港口负责人表示，期货交割库的设立 不仅提升了区域贸易效率，更以标准化管理增强了产业链韧性，使太仓鑫海港口得以辐射江浙沪及周边 地区，成为原木期现结合的核心节点。 在扬州江都港，调研团一行实地观摩了"进口—仓储—加工"一体化发展的生态链条。远扬国际码头江都 分公司常务副总经理张红兵介绍，该港口单船日卸货量达1.36万立方米，原木堆存峰值超50万立方米， 并沿长江辐射至中西部及北方加工区。江都经开区规划24.8万平方米木材产业园，引入40余家企业，通 过集约化运营降低物流成本，集群效应显著。 期货工 ...

Market Overview - N660 carbon black is a crucial industrial raw material widely used in plastics, rubber, and inks, making market pricing a significant focus for producers, manufacturers, and distributors [2] - Understanding the production and supply of carbon black is essential for analyzing market pricing, with production typically achieved through the combustion of petroleum products such as heavy oil, diesel, and coal tar pitch [2] - The demand for carbon black is steadily increasing, driven by growth in the plastics and rubber industries, although environmental regulations and the emergence of substitute products pose challenges [2] International Market Influence - The international market significantly impacts carbon black pricing, as it is a global commodity traded worldwide, with fluctuations in international prices directly affecting domestic market prices [2] - Factors such as global economic conditions, raw material prices, and exchange rate fluctuations play a crucial role in determining global pricing for carbon black [2] Competitive Landscape - The carbon black market is characterized by intense competition, where changes in supply and demand directly influence price fluctuations [3] - Major industry players leverage resources and advantages to reduce production costs through economies of scale and technological superiority, allowing them to maintain pricing advantages [3] - Smaller companies must differentiate themselves by offering personalized products or services to secure better pricing opportunities [3] Government Policy Impact - Government policies regarding environmental protection and resource utilization significantly influence carbon black production, transportation, and storage, indirectly affecting market pricing [3] - Regulatory oversight from government bodies can impact production costs and supply-demand dynamics, thereby influencing market prices [3] Strategic Pricing Considerations - Companies need to consider the aforementioned factors while formulating pricing strategies, aligning them with production capabilities, costs, and market positioning [3] - Strong market analysis and forecasting abilities are vital for companies to make informed pricing decisions based on market changes and industry trends [3] - Establishing stable supply chains and customer relationships, along with optimizing supply chain operations and reducing operational costs, can enhance pricing advantages in a competitive market [3]

欧洲央行管委卡扎克斯：没有必要急于降息。市场对下次会议的定价比较合适。 ...

市场如果是对的，那我一定大错特错， 我觉得贸易战的影响很大，对于双方都是。 但是指数竟然能回到3300, 虽然我没有做空，但可以说是踏空！ 我不理解。 香橙柠檬 当你质疑市场的时候，他一定是对的；当你认同他的时候，他大概率是错的。就是这样反人 性，所以你要有一个标准（策略），去衡量他，而不是凭感觉去判断。 火星兔 现状是另一只手的力量很强大，扭曲了市场。但是长期看，经过充分地发酵，更多人认清事 实，还是会还原市场的本来面目。 我的教训是一定要做时间的朋友，否则即使判断正确方向，却倒在转折之前。 不理解指数涨回3300，那是你的定价模型的因子不完备。 业绩预期下降，股市就一定跌么？股市定价还有其他因子啊，这轮行情至少还有政策和市场 情绪这两个因子。政策方面有GJD入场、国资股回购、机构不许抛。市场情绪方面，看到特 不靠谱的草台班子的做派，国内大部分投资者都认定西必输吧，那么大家都会在西大服软之 前抢筹。 稳若老狗 你看看集思录大佬，或者就看看实盘贴汇总，有几个人择时？ 大部分人都是长期100%仓位，没有踏空一说。 luckzpz 因为这是牛市！ 银行早就突破7000点了，其他央企你跟不跟？ 资水 指数05年告别 ...