去年以来，我市持续落实"构建房地产发展新模式，推动房地产高质量发展"有关要求，充分释放我市房地产政策工具箱，从土地保障、加大金融信贷和公 积金贷款支持力度、落实税收优惠政策、购房补贴、人才"购房券"、加快筹集保障性住房和加大城市更新力度等方面出台了系列政策措施，更好满足住房 消费需求。6月18日，我市保持房地产市场平稳健康发展工作领导小组办公室发布《关于进一步促进房地产市场平稳健康发展若干措施的通知》，提出八条 政策措施，持续巩固房地产市场稳定态势。 举办夏季购房促销活动。活动期间，对个人购买中山区、西岗区、沙河口区、甘井子区参展楼盘的商品房，给予100元/平方米补贴。各地区结合本地区实 际，通过出台支持政策、开展团购活动、发放购房补贴等形式同步开展促销活动。 发挥公积金支持人才购房作用。已取得全日制本科学历与学士学位的高校毕业生、经过认定的我市城市发展紧缺人才，在单位正常缴存住房公积金，使用 个人住房公积金贷款在我市购买自住住房的，单人或双人最高贷款额度在当期最高贷款额度基础上提高20万元，贷款额度不受借款人贷款申请时住房公积 金账户存储余额倍数限制。 强化土地要素支撑。支持提前交付土地开发建设，对于已缴纳 ...

Core Viewpoint - Domestic corn prices have shown a strong upward trend since late May, driven by reduced imports and weather concerns affecting new season yields [1][2][12] Group 1: Market Dynamics - The significant decline in imports of corn and its substitutes (wheat, barley, sorghum) has altered the domestic supply structure, shifting from a previously loose supply-demand balance to a tighter one [2][3] - From January to April, China's total grain and grain powder imports fell to 7.81 million tons, a year-on-year decrease of 68.8%, with corn imports dropping by 95.1% to only 440,000 tons [2] - The reduction in imports is attributed to changes in agricultural import policies, international trade relations, and adjustments in domestic crop planting structures [2][3] Group 2: Price Support Factors - The implementation of the minimum purchase price for wheat in Henan has provided support for corn prices, leading to increased buying and stockpiling behavior among traders [6][7] - The current high levels of pig inventory and the initiation of state pork purchases are expected to sustain long-term demand for corn [1][11] Group 3: Weather and Crop Conditions - Despite dry weather conditions in key corn-producing regions, the overall planting progress for summer grains is ahead of previous years, with corn planting continuing smoothly [8][9] - The ongoing drought has raised concerns about the quality and yield of the new corn season, particularly in areas with poor irrigation infrastructure [8][10] Group 4: Future Outlook - Market participants anticipate a gradual increase in domestic corn prices, driven by ongoing buying enthusiasm for both corn and wheat [12] - However, the potential for significant price increases may be limited due to substantial existing inventories of domestic and imported corn, as well as abundant stocks of domestic rice [12]

生猪日报 | 2025-06-19 【期价震荡调整】 【市场动态】 1、6月18日，生猪注册仓单750手； 2、LH2507合约以期现回归、交割博弈为主，远月受现货价格下跌和后续出栏量 或继续增加预期影响震荡偏弱运行； 3、主力合约（LH2509）今日减仓1467手，持仓约8万手，最高价13880元/吨， 最低价13765元/吨，收盘于13835元/吨。 【基本面分析】 1、能繁母猪存栏量看，3-12月生猪供应量有望逐月增加，但幅度有限。仔猪数 据看，2025年二三季度生猪出栏量整体震荡增加；需求端来看，上半年较下半 年相比属需求淡季，下半年属需求旺季； 另存为PDF 2、 从历史情况和现下基本面来看，肥标差或震荡调整； 3、市场多空逻辑： 空头：①养殖端降重缓慢，供应压力尚未完全释放；②后续 出栏量有望持续增加；③二三季度尚未到消费旺季，需求对猪价的支撑有限； 多头：①冻品库存仍有增加的空间，能给猪价以支撑；②现货价格韧性强，说 明供需不像空头想的那么宽松；③后续出栏虽有增量但幅度有限，且三四季度 逐渐进入生猪消费旺季。 【策略建议】 1、观点：震荡偏弱； 2、核心逻辑： 1） 从母猪、仔猪数据看，2025 ...

| 产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年6月19日 | | | | 林嘉施 | Z0020770 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日 涨跌 | 日 涨跌幅 | 单位 | | SMM 1#电解销 | 119825 | 119825 | 0 | 0.00% | 元/吨 | | 1#金川镇 | 120925 | 120925 | 0 | 0.00% | 元/吨 | | 1#金川镍升贴水 | 2600 | 2600 | 0 | 0.00% | 元/吨 | | 1#进口镇 | 118825 | 118675 | 150 | 0.13% | 元/吨 | | 1#进口镍升贴水 | 500 | 350 | 150 | - | 元/肥 | | LME 0-3 | -204 | -204 | 0 | 0.12% | 美元/吨 | | 期货进口盈亏 | -3113 | -3303 | 190 | -5.75% | 元/吨 | | 沪伦比值 | 7.9 ...

Core Insights - The Federal Reserve Chairman Jerome Powell stated that the supply and demand dynamics in the labor market are keeping the unemployment rate at a reasonable level [1] Group 1 - The labor market's supply and demand relationship is a key factor in maintaining a stable unemployment rate [1]

（李敏） 本周工业硅现货价格持稳。过去一周（2025年6月12日-18日），主力合约收盘价从7455元/吨震荡 波动至7425元/吨，跌幅为0.40%。全国综合价格和各地区综合价格持稳。FOB价格受汇率和期货盘面回 调影响小幅上调。 工业硅现货价格整体持稳，近期盘面价格区间震荡波动，市场情绪有所改善，但整体市场成交清 淡，下游仍以刚需采购为主。供应端，工业硅厂家按计划生产，西南地区少量复产叠加新增产能投放产 出，产量增加。需求端，有机硅单体厂北方地区开工负荷有继续增加预期，产量将进一步增加，对工业 硅需求增加；多晶硅厂整体开工有小幅增加预期，对工业硅需求增加；铝合金厂正常生产，对工业硅需 求持稳，工业硅三大下游总需求增加。价格方面，有机硅单体厂有一定库存压力，下游需求未见明显增 长，市场成交较为清淡，厂家竞价出 货，价格下跌；多晶硅方面，硅片价格下跌导致其采购多晶硅时 压价情绪严重，同时多晶硅厂减产力度不及预期，多晶硅价格下跌。 目前工业硅供需基本面仍偏宽松，需求端有小幅增加但增量有限，供应增加对现货市场压力较大， 现货价格将继续承压，预计价格将继续维持底部区间震荡。 ...

热轧卷板产业链日报 2025/6/18 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | HC 主力合约收盘价(元/吨) | 3,102 | +9↑ HC 主力合约持仓量(手) | 1501786 | -20883↓ | | | HC 合约前20名净持仓(手) | 99,002 | -20734↓ HC10-1合约价差(元/吨) | 2 | 0.00 | | | HC 上期所仓单日报(日，吨) | 94172 | -5331↓ HC2510-RB2510合约价差(元/吨) | 116 | +4↑ | | 现货市场 | 杭州 4.75热轧板卷(元/吨) | 3,220.00 | +10.00↑ 广州 4.75热轧板卷(元/吨) | 3,170.00 | 0.00 | | | 武汉 4.75热轧板卷(元/吨) | 3,220.00 | 0.00 天津 4.75热轧板卷(元/吨) | 3,110.00 | 0.00 | | | HC主力合约基差(元/吨) | 118.00 | +1.00↑ ...

1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core Viewpoints - On June 18, the closing price of the coking coal 2509 contract was 790.5, down 0.57%, and the Mongolian 5 raw coal was reported at 701 on the spot side. The supply on the raw material side shows signs of marginal improvement, and the coking coal mine capacity utilization rate has declined for 5 consecutive weeks. Technically, the 4 - hour cycle K - line is between the 20 and 60 moving averages, and it should be treated as a volatile operation [2]. - On June 18, the closing price of the coke 2509 contract was 1375.0, up 0.62%, and the third round of coke price cuts was implemented on the spot side. In May, China's crude steel output was 8655000 tons, a year - on - year decrease of 6.9%. The supply on the raw material side shows signs of marginal improvement, and the molten iron output has declined from a high level. Technically, the 4 - hour cycle K - line is between the 20 and 60 moving averages, and it should be treated as a volatile operation [2]. 3. Summary According to Related Catalogs 3.1 Futures Market - The closing price of the JM main contract was 790.5 yuan/ton, up 1.00 yuan; the closing price of the J main contract was 1375.0 yuan/ton, up 9.50 yuan. The JM futures contract positions were 700071.00 lots, down 6625.00 lots; the J futures contract positions were 56080.00 lots, up 839.00 lots [2]. - The net positions of the top 20 coking coal contracts were - 47200.00 lots, down 11166.00 lots; the net positions of the top 20 coke contracts were - 1525.00 lots, down 962.00 lots. The JM1 - 9 month contract spread was 25.00 yuan/ton, up 7.50 yuan; the J1 - 9 month contract spread was 28.00 yuan/ton, up 5.50 yuan [2]. - The coking coal warehouse receipts were 0.00, unchanged; the coke warehouse receipts were 90.00, unchanged [2]. 3.2 Spot Market - The price of Mongolian 5 raw coal at Ganqimaodu was 701.00 yuan/ton, unchanged; the price of Tangshan quasi - first - grade metallurgical coke was 1445.00 yuan/ton, unchanged. The price of Russian main coking coal forward spot (CFR) was 110.00 US dollars/wet ton, down 6.50 US dollars; the price of Rizhao Port quasi - first - grade metallurgical coke was 1270.00 yuan/ton, unchanged [2]. - The price of Australian imported main coking coal at Jingtang Port was 1230.00 yuan/ton, unchanged; the price of Shanxi - produced main coking coal at Jingtang Port was 1230.00 yuan/ton, unchanged. The price of medium - sulfur main coking coal in Lingshi, Jinzhong, Shanxi was 980.00 yuan/ton, unchanged; the ex - factory price of coking coal produced in Wuhai, Inner Mongolia was 980.00 yuan/ton, unchanged [2]. - The JM main contract basis was 189.50 yuan/ton, down 1.00 yuan; the J main contract basis was 70.00 yuan/ton, down 9.50 yuan [2]. 3.3 Upstream Situation - The raw coal inventory of 110 coal washing plants was 336.13 million tons, up 8.72 million tons; the clean coal inventory was 251.47 million tons, up 6.41 million tons. The operating rate of 110 coal washing plants was 57.36%, down 3.23 percentage points; the raw coal output was 40328.00 million tons, up 1397.40 million tons [2]. - The import volume of coal and lignite was 3604.00 million tons, down 179.00 million tons; the daily average output of raw coal from 523 coking coal mines was 187.80, down 2.10. The inventory of imported coking coal at 16 ports was 544.73 million tons, down 1.00 million tons; the inventory of coke at 18 ports was 258.69 million tons, down 8.16 million tons [2]. - The total inventory of coking coal of independent coking enterprises in the full sample was 798.07 million tons, down 20.85 million tons; the inventory of coke of independent coking enterprises in the full sample was 125.71 million tons, down 1.30 million tons. The coking coal inventory of 247 steel mills was 773.98 million tons, up 3.07 million tons; the coke inventory of 247 steel mills was 642.84 million tons, down 2.96 million tons [2]. - The available days of coking coal of independent coking enterprises in the full sample were 12.32 days, up 0.06 days; the available days of coke of 247 steel mills were 11.62 days, up 0.04 days [2]. 3.4 Industry Situation - The import volume of coking coal was 889.34 million tons, up 25.97 million tons; the export volume of coke and semi - coke was 68.00 million tons, up 13.00 million tons. The output of coking coal was 3926.16 million tons, down 235.31 million tons; the capacity utilization rate of independent coking enterprises was 73.96%, down 1.40 percentage points [2]. - The profit per ton of coke in independent coking plants was - 46.00 yuan/ton, down 27.00 yuan/ton; the output of coke was 4238.00 million tons, up 78.00 million tons [2]. 3.5 Downstream Situation - The blast furnace operating rate of 247 steel mills was 83.39%, down 0.15 percentage points; the blast furnace iron - making capacity utilization rate of 247 steel mills was 90.56%, down 0.07 percentage points. The crude steel output was 8655.00 million tons, up 53.10 million tons [2]. 3.6 Industry News - On June 17, Li Zhen, a member of the Party Committee and Deputy Director of the State - owned Assets Supervision and Administration Commission of the State Council, stated at the second special promotion meeting of the 2025 Deepening and Upgrading Action of State - owned Enterprise Reform that state - owned assets and enterprises should pay attention to planning guidance, systematically connect with the national key industrial development strategy, and scientifically formulate the "15th Five - Year Plan" for state - owned assets and enterprises [2]. - After Israel's sudden attack on Iran, some shipowners began to actively avoid the Strait of Hormuz, and freight rates soared by 24% [2]. - The European Commission proposed a legislative proposal that the EU will gradually phase out the direct or indirect import of pipeline natural gas (PNG) and liquefied natural gas (LNG) from Russia by the end of 2027 and completely stop importing Russian oil [2].

Group 1 - The core viewpoint of the article emphasizes the growth and development trends of the lithium battery charging and discharging integrated machine market, highlighting its significance in various applications such as communication, power, petrochemicals, and new energy vehicles [3][4][6]. Group 2 - The lithium battery charging and discharging integrated machine industry is categorized into high voltage, medium voltage, and low voltage types, each showing distinct growth trends from 2019 to 2031 [3][4]. - The market is projected to experience significant growth, with a detailed analysis of the scale and revenue trends across different product types and applications [4][6]. - The industry is influenced by various factors, including technological advancements, regulatory policies, and market demand, which are critical for its future development [4][6][7]. Group 3 - Global supply and demand dynamics for lithium battery charging and discharging integrated machines are analyzed, with forecasts extending to 2031, indicating a robust increase in production capacity and utilization rates [4][5][6]. - The Chinese market is expected to play a pivotal role, with its production capacity and output projected to account for a significant share of the global market by 2031 [5][6][12]. Group 4 - The competitive landscape of the lithium battery charging and discharging integrated machine market is characterized by several key players, with market share and revenue data provided for major manufacturers [5][6][12]. - The analysis includes a breakdown of sales revenue and market share for different regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [5][6][12]. Group 5 - The article discusses the pricing trends of lithium battery charging and discharging integrated machines, indicating fluctuations and projections for the coming years [6][12]. - A SWOT analysis of Chinese enterprises in the industry is presented, highlighting strengths, weaknesses, opportunities, and threats that could impact their market positioning [6][12].

从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 原材料： 冯艳成 从业资格号：F3059529 投资咨询号：Z0018932 电话：010-62688516 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 晨报 煤焦 煤焦：煤矿减产低于预期 盘面延续震荡 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 市场方面，据 Mysteel 调研，截止 6 月 17 日上午，据最新调研情况， 蒲县地区煤矿暂未停产，对应坑口洗煤停产产能 720 万吨，停产时间普遍 反馈在十日左右，其中一处昨日停产的坑口洗煤厂已恢复生产。另外，煤 矿虽然生产正常，但部分拉运因环保检查等原因确实有一定影响，以当前 情况来看，短期内临汾炼焦煤供应缩减小于市场预期。 成 材：武秋婷 原材料：程 鹏 上周煤矿端精煤库存 486 万吨，环比增加 5.3 万吨，增幅略有放缓； ...