市场准入壁垒清理整治行动

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钢材、铁矿石日报:弱势情绪未退,钢矿高位调整-20250801
Bao Cheng Qi Huo· 2025-08-01 10:17
投资咨询业务资格:证监许可【2011】1778 号 钢材&铁矿石 | 日报 2025 年 8 月 1 日 钢材&铁矿石日报 专业研究·创造价值 弱势情绪未退,钢矿高位调整 核心观点 螺纹钢:主力期价弱势震荡,录得 1.23%日跌幅,量仓收缩。现阶段, 供需双弱局面下螺纹基本面表现偏弱,叠加市场情绪不佳,钢价易承压 偏弱运行,但低库存格局下产业矛盾不大,下行空间会受限,多空因素 博弈下预计钢价维持弱势震荡态势,关注钢厂生产情况。 热轧卷板:主力期价弱势震荡,录得 0.58%日跌幅,量缩仓增。目前来 看,乐观情绪消退,钢市运行重回产业端,供需双增局面下热卷基本面 在走弱,库存持续增加,叠加原料下行拖累,利空因素发酵,预计热卷 价格承压弱势下行,关注海外风险情况。 铁矿石:主力期价震荡运行,录得 0.19%日跌幅,量仓收缩。现阶 段,矿石需求韧性尚可,给予矿价支撑,但矿石供应在回升,而需求表 现偏弱,供增需稳局面下矿市基本面在走弱,叠加市场情绪不佳,预计 矿价延续高位震荡整理态势,关注成材走势情况。 (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:Z ...
国家发展改革委举行5月份新闻发布会
中汽协会数据· 2025-05-21 08:58
Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the implementation of the Private Economy Promotion Law and outlines various measures to stabilize foreign investment, enhance economic growth, and optimize the business environment in response to complex external conditions [1][3]. Economic Performance - In the first four months of the year, China's total retail sales of consumer goods reached 16.2 trillion yuan, a year-on-year increase of 4.7%, indicating a stable growth in consumption and investment despite external pressures [3]. - The retail sales of home appliances, cultural and office supplies, furniture, and communication equipment saw significant year-on-year growth rates of 38.8%, 33.5%, 26.9%, and 19.9% respectively in April [28]. Two Major Construction Projects - The "Two Major" construction projects focus on critical areas such as technological self-reliance, urban-rural integration, regional coordinated development, and food security, aiming to address long-standing issues that require central government intervention [7][28]. Foreign Investment Stability - The NDRC is committed to creating a stable environment for foreign investment, emphasizing that policies to attract foreign capital remain unchanged despite global uncertainties [9]. Artificial Intelligence Integration - The NDRC highlights the role of artificial intelligence in transforming various industries, with examples showing significant improvements in production efficiency and cost reductions, such as a 30% increase in product quality and a 70% decrease in R&D costs [11]. Market Access Barrier Removal - The NDRC, in collaboration with other departments, has initiated actions to clear market access barriers, focusing on eliminating unreasonable regulations and practices that hinder market entry [18]. Business Environment Optimization - The NDRC reports improvements in the overall business environment, with over 90% of provincial administrative licensing matters now processed online, enhancing efficiency and accessibility for businesses [22]. Credit Reporting Policy - The NDRC has implemented a policy to replace the requirement for proof of no violations with a specialized credit report, streamlining administrative processes for businesses [23]. Low-altitude Economy Development - The NDRC is focused on the safe and healthy development of the low-altitude economy, emphasizing the importance of safety in expanding low-altitude tourism and related activities [28].