金十数据5月3日讯，代表们表示，在周六召开视频会议制定政策之前，欧佩克+主要成员国正在讨论6 月份再次增产约40万桶/日。上个月，以沙特和俄罗斯为首的石油集团将日产量提高了41.1万桶，是原 计划的三倍，此举令石油交易员大为震惊，此举显然是为了约束其产量过剩的成员国。代表们表示，他 们正在考虑下个月再次采取同样的行动。 欧佩克+考虑6月日均增产约40万桶 ...

消息人士称，欧佩克+的八个成员国正在权衡，是要在6月份再次加速增产，还是按照原定计划继续小 幅增产。 订阅欧佩克动态 +订阅 ...

Core Viewpoint - The market consensus is that OPEC will maintain an increase in production at a rate of 411,000 barrels per day in June [1] Group 1 - The anticipated production increase aligns with OPEC's strategy to manage supply and stabilize oil prices [1] - The decision reflects ongoing discussions among OPEC members regarding market conditions and demand forecasts [1] - This production level indicates a commitment to gradually increase output while monitoring global oil market dynamics [1]

加拿大皇家银行：欧佩克+有理由恢复较小规模的石油增产。 ...

尽管计划增产，欧佩克4月石油产量下降 金十数据5月2日讯，尽管欧佩克出台了外界期待已久的增产计划，但其上月原油产量下降，其中大部分 减产源于美国即将对委内瑞拉实施制裁。一项调查显示，欧佩克的产量在4月份减少了20万桶/日，至 2724万桶/日。由于雪佛龙等国际石油生产商在特朗普政府收紧制裁之际缩减了业务，委内瑞拉（的减 产）占了产量下降的一半左右。不过，沙特和阿联酋等其他欧佩克成员国为何没有利用该组织达成的协 议来最终增加供应，目前还不太清楚。调查显示，阿联酋——它甚至获得了额外增产的特别优惠——反 而减少了8万桶/日的产量，达到平均每天325万桶。沙特仅增产了2万桶/日，产量为897万桶/日，仅为协 议产量的一部分。 ...

Group 1 - The core viewpoint is that oil traders expect an escalation of the "OPEC internal conflict" next week, led by Saudi Arabia, which will continue to exceed production expectations to pressure oil prices and address violations by member countries [1] - The market perceives Saudi Arabia's strategy as similar to its actions in early 2020, where it pressured Russia into agreeing to production cuts [1] - Analysts believe that Saudi Arabia will not relent until its objectives are achieved, indicating a strong commitment to its production strategy [1]

20250430中辉期货生猪月报： 增产周期尚未触底 警惕前期增重释放风险 农产品团队 贾晖 Z0000183 余德福 Z0019060 曹以康 F03133687 时间：2025.04.30 生猪观点摘要 一、现货表现 1、本周，全国生猪均价环比下降0.02元/公斤至14.95元/公斤。其中，河南市场环比下降0.12元/公斤至14.83元/公斤; 云南市场持平于15元/公斤;山西市场环比下降0.16元/公斤至14.65元/公斤;重庆市场环比下降0.25元至14.6元/公斤;四 川市场环比提升0.1于14.7元/公斤。 2、本周，样本养殖企业淘汰母猪现货均价环比上行0.31元至10.91元/kg。样本企业50kg二元母猪现货均价持平于 1641.43元/头。当前补栏热度不高，规模养殖场多自留，成交积极性偏低，成交数量有限，价格波动不大，市场平稳。 3、目前仔猪价格已然高位， 成交表现一般，补栏积极性下降，7kg仔猪出栏均价环比下降0.95至523.81元/头，15kg 仔猪出栏均价环比下降108.69元/头至550元/头。 二、供给端表现 短期来看，4月养殖场出栏进度偏慢，供应节奏放缓，体重延续小幅度增长。由 ...

Core Viewpoint - Fubon Technology reported a strong performance in 2024, achieving a revenue of 1.235 billion yuan, a year-on-year increase of 17.79%, and a net profit of 93.59 million yuan, up 30.81% from the previous year [1][3][5] Financial Performance - The company achieved a total revenue of 123,507.48 million yuan in 2024, with domestic revenue at 67,331.80 million yuan (up 19.21%) and international revenue at 56,175.68 million yuan (up 16.13%) [1][3] - The net profit attributable to shareholders was 9,359.03 million yuan, with a basic earnings per share of 0.32 yuan, reflecting a 28.00% increase year-on-year [1][3] Business Strategy - The company has shifted its focus to a dual-driven strategy of "biotechnology and digital technology," aiming to enhance its core competitiveness in modern agriculture [1][3] - The name change from "Fubon Shares" to "Fubon Technology" signifies a strategic adjustment towards modern agricultural technology [1][3] Market Position and Growth - Fubon Technology is positioned as a leading enterprise in the global fertilizer additive and fertilizer industry, with a comprehensive product line and strong R&D capabilities [1][3] - The modern agriculture sector, particularly in biological agriculture and digital agriculture, is identified as a key growth area, with significant market potential [3][5] Digital Agriculture Development - The company is developing a digital agriculture service model that includes soil testing, scientific planting planning, and online management, aiming to enhance agricultural productivity and efficiency [2][3] - The digital agriculture sector is expected to grow rapidly, driven by the integration of information technology and agriculture [2][3] R&D and Innovation - In 2024, the company invested 46.85 million yuan in R&D, focusing on energy-saving and carbon-neutral additives, and has a strong team of 169 R&D personnel [7][3] - New products such as phosphorus cadmium removal agents and urea granulation agents have been successfully developed, enhancing market competitiveness [7][3] Future Outlook - The company plans to continue expanding its market presence in Southeast Asia, the former CIS countries, and Africa, leveraging its core technology advantages in agricultural additives and biological products [5][3] - The focus will remain on integrating resources and creating value in the modern agricultural ecosystem through a comprehensive solution model combining seeds, fertilizers, and digital technology [3][5]

Core Viewpoint - The domestic fuel price adjustment has been suspended due to a recent decline in international oil prices, providing relief for drivers during the holiday period [1][3]. Group 1: International Oil Price Trends - International oil prices have experienced consecutive declines, with New York and Brent crude futures dropping by 1.79% and 1.93% on April 28, and further declines of 3.08% and 2.75% on April 29 [1][3]. - The current average price of crude oil is $64.82 per barrel, with a change rate of 0.65%, not reaching the minimum adjustment threshold [1]. - Factors contributing to the decline in oil prices include the U.S.-initiated tariff war, expectations of reduced oil demand, increasing U.S. oil inventories, and OPEC's proposal to accelerate production increases in June [3]. Group 2: Domestic Fuel Price Adjustments - Since the beginning of the year, domestic gasoline and diesel prices have undergone "three increases, four decreases, and one suspension," resulting in a cumulative decrease of 0.34 yuan per liter for 92-octane gasoline [5]. - On April 17, there was a significant price drop, with 92-octane gasoline decreasing by 0.38 yuan per liter, 95-octane by 0.41 yuan, and 0 diesel by 0.4 yuan [5]. - Current prices in Zhejiang Province are 7.07 yuan per liter for 92-octane gasoline, 7.52 yuan for 95-octane gasoline, and 6.72 yuan for 0 diesel [5].

原油成品油早报 研究中心能化团队 2025/04/30 | 日期 | WTI | BRENT | DUBAI | diff FOB dated bre | BRENT 1- | WTI-BREN | DUBAI-B | NYMEX RB | RBOB-BR | NYMEX | HO-BRT | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 2月差 | T | RT（EFS | OB | T | HO | | | | | | | nt | | | | | | | | | 2025/04/23 | 62.27 | 66.12 | 68.07 | 1.19 | 0.94 | -3.85 | 0.62 | 208.39 | 21.40 | 212.69 | 23.21 | | 2025/04/24 | 62.79 | 66.55 | 68.10 | 1.11 | 0.90 | -3.76 | 0.72 | 210.57 | 21.89 | 214.37 | 23.49 | | 2025/04/ ...