Group 1 - The core viewpoint of the articles highlights the significant surge in platinum prices, which have recently surpassed $1,200 per ounce, marking a nearly ten-year high, with a rise of over 30% in the last two months [1][3] - The increase in platinum prices is attributed to a decline in the US dollar index and a substantial rise in gold prices, leading to a compensatory increase in platinum [3] - The World Platinum Investment Council (WPIC) reports a projected 10% year-on-year increase in global platinum demand to 71 tons by Q1 2025, driven primarily by strong investment demand [3] Group 2 - Approximately 70% to 80% of platinum consumption is driven by industrial demand, making its price sensitive to industrial cycles and technological changes [3] - A 10% decrease in total platinum supply to 45 tons in Q1 2025 has resulted in a 25-ton shortfall, the largest single-season deficit in six years [3] - Investors are advised to approach platinum investments with caution, as the current market may experience significant volatility, with potential price fluctuations between $900 and $1,200 per ounce [4]

当前时点为何看好生猪板块？20250612 摘要 2025 年生猪存栏量与 2023 年相近或更少，预计全年行业均价有望达 到 15 元/公斤，头部企业将受益于此轮猪价上涨，盈利空间巨大。 当前生猪产能调控政策趋严，针对头部企业减母猪、调控育肥猪和降体 重，旨在稳定猪价至 15-16 元/公斤以上，并最终促进 CPI 平稳回升， 同时，养殖成本同比下降，政策调控有助于提升上市公司养殖利润。 2025 年猪价周期与 2023 年高度相似，饲料和兽药疫苗数据波动趋势 也与 2023 年相似，预计全年均价可达 15 元/公斤左右，当前 14 元/公 斤的价格接近底部，未来几个月整体趋势预计上涨。 头部企业养殖成本已降至 12 元/公斤左右，若未来几个月平均价格达到 15-16 元/公斤，将获得丰厚利润，当前政策环境和成本下降对上市公司 提升盈利能力构成利好。 预计 2025 年 7 月猪价开始上涨，6 月处于摸底震荡阶段，因降体重出 栏导致供给下降，需求较差。下半年均价乐观，未来一两个月内猪价可 能趋势性上涨，8-9 月份达到 15.5 元/公斤以上，甚至接近 16 元/公斤。 2025 年养殖企业生产效率和经营管 ...

再推【稀土磁材】：板块全面看多，首推中稀、广晟 20250612 摘要 稀土内外价差扩大，海外重稀土价格溢价超 200%，进口量显著下降， 预示内外同涨趋势，但国内产业观望政策落地，采购意愿不明确，内盘 价格暂未明显上涨，重稀土氧化镝和氧化铽已接近出口管制前水平。 稀土股票上涨逻辑依赖商品涨价兑现业绩，近期股价反映了摩擦与缓和 预期推动商品涨价。2025 年国内稀土指标增速若低于 15%，供需改善 确定性大，产业预期增速温和，需求端新能源车等高频需求增速超 20%，供给温和增长，需求增速明显高于供给增速。 2025 年全球稀土有效供应或下滑 5%，主因进口矿减少，需求增速预计 10%左右，供需改善支撑价格上涨。出口管制致海外稀土价格高于国内 两倍，海外市场备库需求及贸易成本增加，将拉动内盘稀土价格上涨。 稀土行业供给侧改革，如总量调控管理办法及追溯系统，将打击不合规 供给，轻稀土镨钕减少约 10%，重稀土减少 30%，利好中国稀土集团 和北方稀土等头部企业，缅甸矿整合或将提速。 Q&A 当前稀土永磁板块的市场趋势如何，尤其在中美贸易磋商背景下？ 目前稀土永磁板块整体呈现全面看多的趋势，首推标的为中国稀土和广晟 ...

Core Viewpoint - US natural gas futures rose over 3.00% during the day, currently priced at $3.613 per million British thermal units [1] Group 1 - The increase in natural gas futures indicates a significant market movement, reflecting potential changes in supply and demand dynamics [1]

现货黄金上涨1%至每盎司3385.02美元。 ...

Group 1 - The five-year credit default swap (CDS) prices for Israel increased by 7 basis points compared to the previous Wednesday's closing, reaching 105 basis points [1]

Market Overview - The Shanghai Composite Index rose by 0.52% to close at 3402.32 points, with a daily high of 3413.51 points [1] - The Shenzhen Component Index increased by 0.83% to close at 10246.02 points, reaching a high of 10295.4 points [1] - The ChiNext Index saw a rise of 1.21%, closing at 2061.87 points, with a peak of 2076.91 points [1] ETF Market Performance - The median return of stock ETFs was 0.58%, with the highest return from the China Asset Management ChiNext 50 ETF at 1.56% [2] - The highest performing industry ETF was the Penghua National Standard Nonferrous Metals Industry ETF, yielding 2.29% [2] - The top strategy ETF was the China Asset Management ChiNext Low Volatility Value ETF, returning 1.1% [2] - The best performing thematic ETF was the Jiashi CSI Rare Earth Industry ETF, with a return of 3.41% [2] ETF Performance Rankings - The top three ETFs by return were: - China Asset Management ChiNext 500 Growth Innovation Strategy ETF (3.49%) - Jiashi CSI Rare Earth Industry ETF (3.41%) - ICBC Credit Suisse CSI Rare Metal Thematic ETF (3.36%) [4] - The worst performing ETFs included: - Penghua SSE Sci-Tech Innovation Board 50 ETF (-1.15%) - ICBC Credit Suisse CSI Innovative Drug Industry ETF (-1.06%) - Fortune CSI Big Data Industry ETF (-1.05%) [4] ETF Fund Flows - The top three ETFs by fund inflow were: - Huatai-PB CSI 300 ETF (inflow of 1.042 billion) - China Asset Management SSE Sci-Tech Innovation Board 50 ETF (inflow of 656 million) - China Asset Management SSE 50 ETF (inflow of 216 million) [6] - The largest outflows were from: - Jiashi CSI 300 ETF (outflow of 360 million) - Fortune National Standard Information Technology Innovation Thematic ETF (outflow of 335 million) - China Asset Management CSI Information Technology Application Innovation Industry ETF (outflow of 297 million) [6] ETF Margin Trading Overview - The highest margin buy amounts were for: - Huatai-PB CSI 300 ETF (618 million) - China Asset Management SSE Sci-Tech Innovation Board 50 ETF (543 million) - Guotai Junan CSI All-Share Securities Company ETF (213 million) [8] - The highest margin sell amounts were for: - Huatai-PB CSI 300 ETF (31.34 million) - China Asset Management CSI 1000 ETF (17.43 million) - Southern CSI 1000 ETF (15.22 million) [8] Institutional Insights - Huayuan Securities anticipates that rare earth prices may break through as domestic prices have slightly increased, awaiting export permits [9] - Dongfang Securities suggests that the controlled supply of rare earths in China is aimed at maintaining national security and promoting industrial upgrades, indicating a moderate price increase in the long term [10]

智通财经APP获悉，现货黄金刚刚突破3360.00美元/盎司关口，最新报3359.78美元/盎司，日内涨 0.14%；COMEX黄金期货主力最新报3380.30美元/盎司，日内涨1.09%。 AT Global Markets称，美国总统唐纳德·特朗普宣布将于未来一两周内设定单边关税税率，给市场带来了 更多不确定性，并与显示核心通胀率连续第四个月低于预期的数据一起，给美元造成压力。 "我们似乎从美国政府那里得不到完整细节，这整件事增加了不确定性，"该公司驻悉尼首席分析师Nick Twidale表示。"毫无意外，外汇交易员正在冲击美元"。 当地时间6月11日，欧洲央行发布题为《欧元的国际地位》的年度报告。报告指出，2024年美元在世界 各国外汇储备中占比46%，比前一年小幅下降。 中国国家外汇管理局近日公布的数据显示，截至5月末，我国外汇储备规模为32853亿美元，较4月末上 升36亿美元，升幅为0.11%。其中，黄金储备为7383万盎司，环比增加6万盎司，为央行连续7个月增 持。 浙商证券首席经济学家李超认为，预计黄金未来仍有进一步提升空间。中长期来看应重点关注各国央行 的购金行为对黄金价格的正向驱动，预计来 ...

GOLDTRUST FUTURES CO.，LTD 螺纹钢期货上涨与后市看法 2025年6月11日，螺纹钢期货价格上涨，收盘价为2991元/吨 ，这一涨势背后有着复杂的原因。 感谢您下载包图网平台上提供的PPT作品，为了您和包图网以及原创作者的利益，请勿复制、传播、销售，否则将承担法律责任！包图网将对作品进行维权，按照传播下载次数进行十倍的索取赔偿！ ibaotu.com 热点聚焦 从宏观经济来看，国内经济持续稳定复苏，基础设施建设项目稳步推进，对螺纹钢的需求有明显拉 动。就像大规模的交通、能源项目建设，会大量消耗螺纹钢，为其需求提供坚实支撑。 政策因素也不可忽视，政府在环保上的严格要求，致使部分小型钢厂限产或停产，市场供应减少。 并且，相关产业政策的调整，也影响着螺纹钢的生产和流通。 在市场供需方面，虽然处于夏季传统淡季，需求有所减弱，但供应端因成本上升和政策限制，产量 也在收缩。同时，近期铁矿石、焦炭等原材料价格波动，使得钢厂生产成本上升，限制了供应增加， 也对价格有一定支撑。 此外，市场预期也在发挥作用，投资者对未来经济和政策走向保持乐观，认为需求将进一步增加， 供应受限的情况还会延续，这种预期提前反映 ...

现货黄金站上3360美元/盎司，日内涨0.14%。 ...