"志合者，不以山海为远。"近年来，中国同阿拉伯国家关系蓬勃发展，经贸合作取得显著成效。正 在宁夏银川举办的第七届中国—阿拉伯国家博览会，充分彰显"创新、绿色、繁荣"的主题，是传承友 谊、深化合作、互利共赢、促进发展、成果丰硕的国家级、国际性盛会。 着眼互联互通，努力扩大经贸规模。要结合中阿资源禀赋和产业需求，维护产业链供应链稳定畅 通，提升联通水平。在基础设施"硬联通"方面，要进一步支持双方企业参与铁路、港口、航空、电力、 电信等领域项目合作，助力构建陆、海、天、网"四位一体"互联互通格局。在规则标准"软联通"方面， 加快双边和区域自贸协定谈判，促进贸易投资自由化便利化，便捷商品、资金、技术、服务、人员跨境 流动。在"心联通"方面，要深化人员往来，共谋合作发展，为双方经贸合作搭好交流平台，创造更多发 展机遇。 着眼互利互惠，努力实现持久繁荣。中阿双方合作空间广阔，要秉持开放、融通、互利、共赢的合 作观，不断巩固传统领域的合作，持续开拓新领域。面对新机遇、新挑战，要落实全球发展倡议，持续 拓展合作的深度和广度，营造市场化、法治化、国际化一流营商环境，建设现代化产业体系，持续做强 绿色低碳、健康医疗、投资金融等新 ...

当地时间8月28日，标普500指数盘中最高涨至6508.23点，再创历史新高。美股大型科技股多数上涨。 美元指数继续下跌，离岸人民币对美元大幅拉升，盘中一度突破7.12关口，日内涨超310个基点。贵金属价格普遍上涨，伦敦白银现货、COMEX白银期货 均涨超1%。国际原油期货价格小幅上涨。 标普500指数创历史新高 美股三大指数小幅收涨。数据显示，截至收盘，道琼斯工业指数涨0.16%，纳斯达克指数涨0.53%，标普500指数涨0.32%，盘中最高涨至6508.23点，再创 历史新高。 美国科技七巨头指数涨0.47%。个股方面，英伟达跌0.82%，盘中一度跌超2%。消息面上，英伟达发布财报，第二季度营业收入和利润均超出市场预期， 但公司三季度的销售预测引发市场疑虑。 经济数据方面，北京时间28日晚间，美国劳工部发布报告显示，上周首次申领失业救济人数22.9万人，预期23万人。 | 伦敦金现 | 伦敦银现 | COMEX黄金 | | --- | --- | --- | | 3415.795 | 39.019 | 3476.9 | | +18.865 +0.56% +0.426 +1.10% +28.3 +0.82% ...

金马能源(06885)发布截至2025年6月30日止6个月中期业绩，该集团取得收益38.29亿元，同比减少 39.21%;公司拥有人应占亏损1.26亿元，同比减少19.81%;每股亏损0.24元。 公告称，收益减少主要是各主要产品的平均售价下跌所致，唯因其生产原材料炼焦媒的平均采售价取得 更大跌幅，集团毛利及毛利率分别改善了约1.19亿元及3.8%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：601216 公司简称：君正集团 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到https://www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位：股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公 ...

Report Industry Investment Ratings - Not provided in the content Core Views of the Report - In the financial futures market, the Fed's policy shows marginal loosening, and the dollar index is in a short - term shock pattern. The RMB exchange rate is expected to run below 7.20 in the short term. The stock index adjustment amplitude and duration are to be observed, the treasury bond may rebound further, and the container shipping index may continue to fall or shock, with the risk of low - level rebound for some contracts [1][2][3][4] - In the commodity market, precious metals are expected to be strong in the short - term; copper prices may continue to decline in the short - term; aluminum is expected to be strong in the short - term, while alumina is expected to be weak; zinc is in a short - term stalemate; nickel and stainless steel are expected to be strong; tin is slightly strong; lithium carbonate may have short - term rebound opportunities; industrial silicon and polysilicon are in a shock adjustment stage; lead is in a narrow - range shock; steel products are in a weak pattern; iron ore is expected to shock; coking coal and coke have price constraints; silicon iron and silicon manganese have supply pressure; crude oil is recommended to short at high prices; LPG is expected to be weak in the short - term; PTA - PX and MEG - bottle chips are affected by cost and sentiment; PP is in a short - term shock pattern; PE is recommended to buy at low prices; pure benzene and styrene are in a shock - falling pattern; fuel oil is under downward pressure; low - sulfur fuel oil is recommended to be long; asphalt is mainly affected by cost; rubber is expected to be in a range - shock pattern; urea is in a pattern with support and suppression; glass, soda ash, and caustic soda are expected to be weak [6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54] Summaries by Relevant Catalogs Financial Futures Macro - The Ministry of Commerce will introduce policies to expand service consumption in September, and service consumption may become a key area. Industrial enterprise profits are still in negative growth, and the overall domestic economic contradiction remains unchanged. The Fed's policy is marginally loosening, and the dollar index is in a short - term shock pattern [1] RMB Exchange Rate - The on - shore RMB against the US dollar closed down slightly. The Fed's policy and other factors affect the exchange rate. The short - term dollar - RMB spot exchange rate is expected to run below 7.20 [1][2] Stock Index - The stock index fell sharply, with increased trading volume. Due to profit - taking and policy expectations, the short - term adjustment may continue, but the amplitude and duration are to be observed [2][3] Treasury Bond - The treasury bond rebounded. The stock market's high - level adjustment may provide room for the treasury bond to rebound further [3] Container Shipping - The container shipping index futures prices fell. The current spot price situation and market sentiment are negative for the futures price, and there is a risk of low - level rebound for some contracts [3][4] Commodities Precious Metals (Gold & Silver) - The precious metals market was slightly strong. The market focuses on the Fed's interest - rate cut expectations and personnel adjustment. The short - term is expected to be strong, and it is recommended to buy on dips [6][7] Copper - The copper price fell slightly. The dollar index's rebound and demand factors put pressure on the copper price, and the short - term is expected to continue to decline [7][8][9] Aluminum Industry Chain - Aluminum is expected to be strong in the short - term due to policy and demand factors. Alumina is expected to be weak due to supply surplus. Cast aluminum alloy is expected to be strong due to cost support [9][10] Zinc - The zinc price was slightly up. The supply is in a surplus state, and the demand is stable. The short - term is expected to be in a shock pattern, and an internal - external arbitrage strategy can be considered [10][11][12] Nickel & Stainless Steel - The nickel price rose, and the stainless steel price fell slightly. The market is waiting for a clear signal, and the short - term is expected to be strong, with attention to new energy support [13] Tin - The tin price rose. The supply is relatively tight, and the demand is acceptable. The short - term is expected to be slightly strong [13][14] Lithium Carbonate - The lithium carbonate futures price fluctuated. The market is affected by "small essays", and the short - term may have a rebound opportunity, but the medium - long - term supply is still loose [15][16][17] Industrial Silicon & Polysilicon - The industrial silicon futures price was slightly up, and the polysilicon futures price fell. The market is affected by unverified news, and it is recommended to wait and see or trade with a shock strategy [17][18] Lead - The lead price fell slightly. The supply is weak, and the demand is in a "not - so - prosperous peak season" situation. The short - term is expected to be in a narrow - range shock pattern [19][20] Black Metals Rebar & Hot - Rolled Coil - The prices of rebar and hot - rolled coil continued to be weak. The supply increased, and the demand decreased. The market is affected by coal supply and steel mill production reduction [21][22] Iron Ore - The iron ore price was relatively stable. The previous premium was small, and the short - term price decline space is limited. It is expected to run in a shock pattern [22][23][24] Coking Coal & Coke - The coking coal price was in a shock pattern, and the coke price had a downward pressure. The market is affected by coal supply, steel mill production reduction, and downstream demand [25][26][27] Silicon Iron & Silicon Manganese - The supply of silicon iron and silicon manganese increased, and the demand was not significantly improved. The price is affected by coal price and market sentiment, and it is recommended to try long at the 60 - day moving average [27][28] Energy & Chemicals Crude Oil - The international crude oil market was highly volatile. The EIA data was positive, but the market lacked a one - way trend. The Chinese SC crude oil was weak, and it is recommended to short at high prices [29][30][31] LPG - The LPG price was in a shock pattern. The supply is loose, and the demand is stable. The short - term is expected to be weak [32][33] PTA - PX - The PX - TA prices fluctuated widely. The supply is affected by device news, and the demand is seasonally improved. It is recommended to short the processing fee at high prices and conduct a 1 - 5 reverse arbitrage [34][35][36] MEG - Bottle Chips - The ethylene glycol market had both supply and demand growth. The short - term is expected to be in a shock - strong pattern, and it is recommended to buy on dips [36][37][38] PP - The PP price was in a shock pattern. The supply is under pressure from new capacity, and the demand is gradually recovering. The short - term is expected to continue the shock pattern [38][39][40] PE - The PE price fell slightly. The supply growth is limited, and the demand is expected to increase. It is recommended to buy at low prices, but attention should be paid to the demand recovery [41][42][43] Pure Benzene & Styrene - The pure benzene and styrene prices fell. The supply and demand of pure benzene are in a complex situation, and the supply of styrene is expected to increase, with attention to the inventory and demand [44][45] Fuel Oil - The fuel oil price was under downward pressure. The supply is relatively loose, and the demand is acceptable. The market is affected by sanctions and inventory [46][47] Low - Sulfur Fuel Oil - The low - sulfur fuel oil price was in a shock pattern. The supply is expected to decline, and the demand is weak. The short - term is recommended to be long [47][48] Asphalt - The asphalt price was in a shock pattern. The supply is stable, and the demand is affected by weather and funds. The short - term is mainly affected by cost [48][49][50] Rubber & 20 - Number Rubber - The rubber price was in a shock pattern. The supply is affected by weather, and the demand is expected to be warm in the third quarter. The short - term is expected to be in a range - shock pattern [50][51][52] Urea - The urea price was in a pattern with support and suppression. The demand is affected by the military parade and export, and the short - term is expected to be in a shock pattern [53] Glass, Soda Ash, Caustic Soda - The soda ash price was in a weak pattern. The supply is strong, and the demand is weak. The market is affected by inventory and cost [53][54]

【8月28日上期所能源化工仓单数据公布】8月28日，上期所发布能源化工仓单及变化数据。中质含硫原 油期货仓单5721000桶，环比持平；低硫燃料油期货仓库仓单35110吨，环比持平。燃料油期货仓单 119580吨，环比持平；石油沥青期货仓库仓单29790吨，环比持平；石油沥青期货厂库仓单41710吨，环 比持平。纸浆期货仓库仓单231068吨，环比减少656吨；纸浆期货厂库仓单18240吨，环比持平。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

投资咨询业务资格：证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-08-28 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250715 | 2025/06 | GDP:不变价:当季同比 | % | 5.20 | 5.40 | 4.70 | | 20250731 | 2025/07 | 制造业 PMI | % | 49.30 | 49.70 | 49.40 | | 20250731 | 2025/07 | 非制造业 PMI:商务活 动 | % | 50.10 | 50.50 | 50.20 | | 20250814 | 2025/07 | 社会融资规模增量:当 | 亿元 | | 11320.00 42251.00 | 7707.00 | | | | 月值 | | | | | | 20250813 | 2025/07 | M0(流通中的现金):同 比 | % | 11.80 | 12.00 | 12.00 | | 2025081 ...

Investment consulting business qualification：CSRC License [2012] No. 669 投资咨询业务资格：证监许可【2012】669 号 中 信 期 货 国 际 化 研 究 | 中 信 期 货 研 究 所 International 2024-10-09 中信期货国际化研究 | CITIC Futures International Research 2025/08/28 China Futures Daily Note 中国期货每日简报 桂晨曦 Gui Chenxi 从业资格号 Qualification No：F3023159 投资咨询号 Consulting No.：Z0013632 CITIC Futures International Service Platform：https://internationalservice.citicsf.com 摘要 Abstract Macro News: MOFCOM will introduce several policy measures to expand service consumptio ...

分批次看：成都双流国际机场提质改造工程、G5京昆高速扩容、成飞自贡无人机产业基地等532个续建 项目完成投资4788.4亿元，年度投资完成率78.8%。北方化工能源化工园区建设项目、迪兴汽车零部件 生产基地、万达开集中储配煤基地等215个项目按计划开工建设。(王敏琳) 分领域看：280个基础设施项目完成投资2446.9亿元，年度投资完成率70.3%；445个产业项目完成投资 3101亿元，年度投资完成率76.9%；61个民生工程及社会事业项目完成投资211.6亿元，年度投资完成率 74.1%；24个生态建设及环境保护项目完成投资85.3亿元，年度投资完成率72.5%。 8月25日，据四川省发展改革委网站消息，7月以来，全省上下努力克服高温、汛期等不利因素影响，持 续加强重点项目建设协调服务和要素保障，不断强化施工组织调度，有序推进省重点项目加快建设。1 —7月，810个省重点项目完成投资5844.7亿元，年度投资完成率73.8%。 ...

日度报告——综合晨报 商务部 9 月将出台扩大服务消费的若干政策 [T报ab告le_日R期an：k] 2025-08-28 宏观策略（股指期货） 商务部：9 月将出台扩大服务消费的若干政策 7 月工企利润增速跌幅收窄，拆分来看，量小幅回落，价格因素 持平，利润率跌幅修复较明显，但反内卷政策效果仍有待观察。 宏观策略（美国股指期货） 英伟达财报数据中心收入逊色，指引不够亮眼 美联储官员再度释放降息预期，英伟达财报稍显疲弱，美股盘 后小幅回调。 综 宏观策略（国债期货） 合 1-7 月份全国规模以上工业企业利润增速同比下降 1.7% 晨 报 除非股市持续调整或是央行货币政策超预期转松，否则国债依 然缺乏持续上涨机会。单边裸多仍需谨慎。 农产品（豆粕） 9 月国内油厂进口大豆船期及 10-11 月到港预报 中美关系影响未来美豆出口前景，也影响未来我国进口大豆供 应，目前仍是影响期价走势的最重要不确定因素。国内进口大 豆到港充裕，但钢联预计 10 月进口大豆量将有所下滑。 黑色金属（焦煤/焦炭） 西南市场炼焦煤暂稳 盘面短期仍有调整压力，但需求高位稳定，因此调整后下方支 撑较强。 有色金属（锌） 8 月 26 日【L ...