Core Viewpoint - Hebei Yuanmu Chuangjie Technology Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on various forestry and technology services [1] Company Summary - The legal representative of the company is Qin Zhenhua [1] - The registered capital of the company is 10 million RMB [1] - The company engages in a wide range of activities including forestry professional services, technology services, new materials technology promotion and research, wood processing and sales, and agricultural machinery services [1] Industry Summary - The company operates in the forestry and wood processing industry, which includes activities such as wood acquisition, non-edible forest product processing, and bamboo processing machinery manufacturing [1] - The company is also involved in the manufacturing and sales of cork products, flooring, and construction materials [1] - The company has both general and licensed project operations, with specific activities requiring approval from relevant authorities [1]

Market Overview - The price of A-grade radiata pine logs at Rizhao Port remained stable at 750 CNY/m³, while at Taicang Port, the price increased by 10 CNY/m³ to 780 CNY/m³ [1] - The price of 11.8m spruce logs at Rizhao Port remained unchanged at 1150 CNY/m³ [1] - The average daily outbound volume of logs nationwide is 64,200 m³, showing a month-on-month increase of 9.18% and a year-on-year increase of 35.73% [1] Supply and Demand Dynamics - The number of incoming New Zealand logs at 11 ports in China decreased to 7 vessels, down by 8 vessels or 53% week-on-week [1] - The total volume of logs arriving at ports was approximately 190,000 m³, a decrease of 286,000 m³ or 60% from the previous week [1] Institutional Insights - New Century Futures indicates that the current market prices are stable, with expected reductions in log arrivals, leading to manageable supply pressure and increased stocking intentions from processing plants [2] - Ruida Futures notes that port inventories are at a neutral level for the year, with external prices providing cost support, and overall downstream demand for logs is gradually recovering [2]

Group 1 - A new company, Zhanjiang Senbo Wood Industry Co., Ltd., has been established with a registered capital of 1 million RMB [1] - The company's business scope includes wood processing, wood acquisition, wood sales, and processing of building wood materials and components [1] - Additional services offered by the company include cargo packing, loading and unloading, material handling equipment sales, and general cargo warehousing [1] Group 2 - The company is also involved in the manufacturing and sales of machinery for wood and bamboo processing, as well as machinery for forestry and bamboo harvesting [1] - The company operates under the principle of conducting business activities independently based on its business license, except for projects that require approval [1]

Group 1 - Guangxi's foreign trade maintained a strong growth momentum in the first half of the year, with total imports and exports reaching 387.15 billion yuan, a year-on-year increase of 13%, outpacing the national growth rate by 10.1 percentage points [1] - The development of export-oriented industries has reached a new level, with significant support from supply chain service platforms, leading to exports of electromechanical products and labor-intensive products growing by 29.4% and 4.5% respectively [1] - The import of bulk commodities amounted to 90.23 billion yuan, an increase of 2.4%, accounting for 59.2% of Guangxi's total imports during the same period [1] Group 2 - The performance of production-oriented enterprises in foreign trade was notable, with imports and exports totaling 129.94 billion yuan, a growth of 16.5%, exceeding the overall foreign trade growth rate by 3.5 percentage points [2] - Industries such as non-ferrous metals, equipment manufacturing, paper making, and agricultural products processing saw import and export growth rates exceeding 20% [2] - The optimization of the business environment has invigorated foreign trade, with measures such as simplified export tax refund processes significantly reducing approval times to an average of one working day [2] Group 3 - In the first half of the year, Guangxi's trade with ASEAN reached 206.08 billion yuan, a growth of 11.9%, accounting for 53.2% of Guangxi's total foreign trade [3] - Trade with Vietnam specifically amounted to 149.88 billion yuan, increasing by 4.3% [3] - Border small-scale trade and border residents' mutual market trade reached 43.78 billion yuan and 12.3 billion yuan respectively [3]

天眼查App显示，近日，徐州苒苒新材料科技有限公司成立，法定代表人为徐洁，注册资本100万人民 币，经营范围为一般项目：新材料技术研发；新材料技术推广服务；家具制造；家具销售；家具零配件 销售；家具安装和维修服务；日用木制品制造；日用木制品销售；木材加工；建筑用木料及木材组件加 工；人造板制造；人造板销售；木制容器制造；软木制品制造；木制容器销售；软木制品销售；建筑材 料销售；建筑装饰材料销售；货物进出口；技术进出口；进出口代理（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动）。 ...

Report Industry Investment Ratings No relevant content provided. Core Views Glass and Soda Ash - Soda ash remains in an obvious oversupply situation, with weakening spot sales recently. In the medium term, after the PV glass capacity growth slows down and the float glass capacity stabilizes, there is still pressure on supply and demand, and there may be further cold repair expectations. It is recommended to wait for a new opportunity to short. [1] - The glass market has seen a significant weakening in the recent market sentiment, and the spot sales have also declined sharply. The inventory has shifted from manufacturers to middle - men, and the overall spot price is difficult to increase further. It is recommended to hold short positions. [1] Industrial Silicon - Driven by the good atmosphere in the commodity market, industrial silicon has risen. In August, the supply and demand of the industrial silicon market both increase, and it is expected to reach a tight balance. If the price drops to 8000 - 8500 yuan/ton, it is advisable to try long positions. [2] Polysilicon - In August, the supply and demand of polysilicon both increase, but the supply growth rate is larger, and there is still pressure on inventory accumulation. If there is new progress in capacity integration or clearance, polysilicon is expected to rise again; otherwise, it may fluctuate and decline under the pressure of inventory and warehouse receipts. It is advisable to try long positions at low prices and buy put options to try short positions at high prices. [3] Natural Rubber - In the short term, the positive factors on the supply side are concentrated, and the spot inventory continues to decline. The rubber price is expected to be strong. It is recommended to short at high prices if the raw material supply in the peak - production season is smooth. [4] Logs - From a fundamental perspective, last week, due to the reduction of available goods in some specifications and the reluctance of traders to sell, the spot price was continuously raised. The demand remains strong, and the inventory has decreased significantly. The short - term futures market is expected to fluctuate strongly, and it is recommended to go long at low prices. [5] Summary by Relevant Catalogs Glass and Soda Ash Price and Spread - Glass: The prices in North China, East China, Central China, and South China have all declined, while the futures prices of glass 2505 and 2509 have increased. The 05 basis has decreased. [1] - Soda ash: The prices in North China, East China, and Central China remain unchanged, while the price in Northwest China has decreased. The futures prices of soda ash 2505 and 2509 have increased, and the 05 basis has decreased. [1] Supply - The soda ash production rate and weekly output have increased, while the float glass daily melting volume and PV glass daily melting volume remain unchanged. [1] Inventory - The glass inventory and soda ash factory and delivery - warehouse inventories have all increased, while the glass factory's soda ash inventory days remain unchanged. [1] Real Estate Data - The year - on - year growth rates of new construction area, completion area, and sales area have all decreased, while the growth rate of under - construction area has decreased significantly. [1] Industrial Silicon Spot Price and Basis - The prices of East China oxygen - passing SI5530 industrial silicon, East China SI4210 industrial silicon, and Xinjiang 99 silicon have all increased, while the corresponding bases have decreased. [2] Monthly Spread - The spreads of 2508 - 2509, 2510 - 2511, and 2511 - 2512 have decreased, while the spreads of 2509 - 2510 and 2512 - 2601 have increased. [2] Fundamental Data - The national industrial silicon output, national and regional production rates, and exports have increased, while the organic silicon DMC output has decreased. [2] Inventory - The Xinjiang factory inventory has decreased slightly, while the Sichuan factory inventory and social inventory have increased slightly. [2] Polysilicon Spot Price and Basis - The average prices of N - type re - feeding material, N - type granular silicon, and other products remain unchanged, while the N - type material basis has decreased significantly. [3] Futures Price and Monthly Spread - The main contract price has increased, while the spreads of "current month - first - continuous" and "first - continuous - second - continuous" have changed significantly. [3] Fundamental Data - The weekly and monthly polysilicon production, export volume, and net export volume have increased, while the import volume has decreased. The silicon wafer production has changed in different periods. [3] Inventory - The polysilicon inventory, silicon wafer inventory, and polysilicon warehouse receipts have all increased. [3] Natural Rubber Spot Price and Basis - The prices of Yunnan state - owned whole - latex and Thai standard mixed rubber have increased, while the prices of cup rubber, glue, and some raw materials in Xishuangbanna have dropped to zero. The basis and non - standard price difference have decreased. [4] Monthly Spread - The spreads of 9 - 1 and 1 - 5 have decreased, while the spread of 5 - 9 has increased. [4] Fundamental Data - In June, the production of Thailand and India increased, while the production of Indonesia decreased. The tire production and natural rubber import volume in China increased, while the tire export volume decreased. The production cost and profit of Thai dry rubber have changed. [4] Inventory - The bonded area inventory has decreased, while the Shanghai Futures Exchange factory - warehouse futures inventory has increased. The inbound and outbound rates of dry rubber in Qingdao have changed. [4] Logs Futures and Spot Price - The prices of log futures contracts 2509, 2511, and 2601 have increased, while the basis has decreased. The spot prices of some radiation pine and spruce in ports remain unchanged or increase slightly. The new round of foreign quotation remains unchanged. [5] Cost - The RMB - US dollar exchange rate and the import theoretical cost remain unchanged. [5] Monthly Data - The port shipping volume and the number of departing ships from New Zealand to China, Japan, and South Korea have decreased. [5] Inventory - The inventory in major ports in China, Shandong, and Jiangsu has decreased. [5] Demand - The daily average outbound volume in China remains unchanged, with a slight increase in Shandong and a slight decrease in Jiangsu. [5]

关注微信公众号 | 期现目报 | | | | | | | --- | --- | --- | --- | --- | --- | | | | | | 纪元 0813180 | | | 现货价格与基差 | | | | | | | 品种 | 8月11日 | 8月8日 | 消费 | 涨跌幅 | 单位 | | N型复投料 - 平均价 | 47000.00 | 47000.00 | 0.00 | 0.00% | | | N型颗粒硅 - 平均价 | 44500.00 | 44500.00 | 0.00 | 0.00% | 元/吨 | | N型料基差(平均价) | -5985.00 | -3790.00 | -2195.00 | -57.92% | | | N型硅片-210mm - 平均价 | 1.5500 | 1.5500 | 0.00 | 0.00% | 元/片 | | N型硅片-210R - 平均价 | 1.3500 | 1.3500 | 0.00 | 0.00% | | | 单晶Topcon电池片-210R - 平均价 | 0.2850 | 0.2850 | 0.0000 | 0.00% | | | Topcon组 ...

Group 1: Natural Rubber Industry Report Industry Investment Rating Not provided Core View Supply side is affected by labor return in Cambodia and disrupted rubber tapping in Thailand, with expected stronger raw material prices. Demand side shows good replacement demand, and market trading activity is expected to increase. Winter snow tire orders are expected to rise in the next period [1]. Summary by Directory - **Spot Price and Basis**: Yunnan state - owned whole - miscible rubber price decreased by 0.69%, while Thai standard mixed rubber price increased by 0.35%. Cup rubber price increased slightly, and glue price remained unchanged. Basis of whole milk and non - standard price difference changed [1]. - **Inter - month Spread**: 1 - 5 spread increased by 20.83%, and 5 - 9 spread decreased by 2.28%, while 9 - 1 spread remained unchanged [1]. - **Production and Consumption Data**: In June, Thailand's production increased by 44.23%, Indonesia's decreased by 12.03%, India's increased by 30.82%, and China's increased slightly. Tire production and export data also changed.开工率 of semi - steel and all - steel tires decreased slightly [1]. - **Inventory Change**: Bonded area inventory increased by 0.91%, and Shanghai Futures Exchange's factory - warehouse futures inventory increased by 6.34%. Warehouse entry and exit rates of dry glue in Qingdao also changed [1]. Group 2: Glass and Soda Ash Industry Report Industry Investment Rating Not provided Core View For soda ash, it is in an obvious oversupply pattern, with weakening spot sales. Future demand has no growth expectation, and inventory may face more pressure. For glass, the market sentiment has declined, and the downstream demand is weak. The industry needs capacity clearance [3]. Summary by Directory - **Glass - related Price and Spread**: Prices in North China, East China, and South China remained unchanged, while that in Central China decreased by 0.83%. Futures prices of glass 2505 and 2509 decreased [3]. - **Soda Ash - related Price and Spread**: Prices in North China, East China, and Central China remained unchanged, while that in Northwest China decreased by 2.78%. Futures prices of soda ash 2505 and 2509 decreased [3]. - **Supply**: Soda ash's operating rate increased by 6.40%, and weekly output increased by 6.42%. Float glass and photovoltaic glass melting volumes remained unchanged [3]. - **Inventory**: Glass factory - warehouse inventory increased by 3.95%, soda ash factory - warehouse inventory increased by 3.86%, and soda ash delivery - warehouse inventory increased by 16.40% [3]. - **Real Estate Data**: New construction area decreased by 0.09%, construction area decreased by 2.43%, completion area decreased by 0.03%, and sales area decreased by 6.50% [3]. Group 3: Log Industry Report Industry Investment Rating Not provided Core View Last week, spot prices rose due to reduced available sources and trader reluctance to sell, and the new outer - market quotation increased. However, weak demand leads to low acceptance of price increases by downstream and low willingness of traders to take delivery. The supply pressure may increase this week, and the short - term market is expected to fluctuate between 800 - 850 [4]. Summary by Directory - **Futures and Spot Price**: Futures prices of logs 2509, 2511, and 2501 changed slightly. Spot prices of some radiation pine in Shandong and Jiangsu increased. Outer - market quotation increased by 1.75% [4]. - **Cost**: Import theoretical cost increased by 2% [4]. - **Supply**: Port shipping volume increased by 2.12%, and the number of ships from New Zealand to China, Japan, and South Korea decreased by 8.62% [4]. - **Inventory**: National coniferous log inventory remained unchanged, Shandong's inventory increased by 1.04%, and Jiangsu's decreased by 5.55% [4]. - **Demand**: Weekly demand increased slightly, with national average daily outbound volume increasing by 0.01 million cubic meters [4]. Group 4: Industrial Silicon Industry Report Industry Investment Rating Not provided Core View Under the anti - involution policy, the price center of industrial silicon is expected to move up. In August, supply and demand both increase, and it may reach a tight balance. But inventory and warehouse receipt pressure are emerging. The main price range is expected to be 8000 - 9500 yuan/ton, and it is advisable to consider buying on dips when the price drops to 8000 - 8500 yuan/ton [5]. Summary by Directory - **Spot Price and Basis**: Prices of different types of industrial silicon remained unchanged, while basis decreased [5]. - **Inter - month Spread**: Some spreads changed, such as 2508 - 2509 spread decreased by 137.50% [5]. - **Fundamental Data**: National industrial silicon production increased by 3.23%, with different changes in Xinjiang, Yunnan, and Sichuan. Organic silicon DMC output decreased, while polysilicon and recycled aluminum alloy output increased. Industrial silicon export volume increased by 22.77% [5]. - **Inventory Change**: Xinjiang's factory - warehouse inventory decreased slightly, while social inventory and non - warehouse receipt inventory increased [5]. Group 5: Polysilicon Industry Report Industry Investment Rating Not provided Core View In early August, polysilicon futures prices rose. In August, supply and demand both increase, but supply growth is larger, with inventory accumulation pressure. If there is new progress in capacity integration or clearance, prices may rise again; otherwise, they may fluctuate and decline. The spread between PS2511 and PS2512 is expected to narrow [6]. Summary by Directory - **Spot Price and Basis**: Spot prices of N - type polysilicon and related products remained mostly unchanged, while basis of N - type materials decreased [6]. - **Futures Price and Inter - month Spread**: The main contract price increased by 1.36%. Some inter - month spreads changed significantly, such as the decrease of the spread between the current month and the first - continuous contract by 5800.00% [6]. - **Fundamental Data**: Weekly and monthly polysilicon and silicon wafer production data changed. Polysilicon import volume decreased, and export volume increased [6]. - **Inventory Change**: Polysilicon and silicon wafer inventories increased, and polysilicon warehouse receipts increased [6].

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作为LG2507合约交割量最大的车板交割场所，太仓鑫海港口开发有限公司总计完成交割425手。该公司 副总经理胡文强告诉记者，鑫海码头协调商务、仓储、生产等部门联合组建工作专班，为每笔交割配备 专人全程跟进，提前确认手续、数量、场地等信息，制定预排计划，确定作业人员、设备和堆场，对突 发情况积极协调各方现场解决，确保交割各环节无缝衔接、现场安全有序。特别是自7月中旬起，在高 温天气下，鑫海码头连续日均交割量达30手，交割效率达20分钟/手，以零差错助力原木期货LG2507合 约圆满完成交割，在积累宝贵经验的同时赢得了客户的广泛认可。 中理检验有限公司大宗产品线副总经理崔明君表示，原木期货有严谨完善的交割质量标准和流程。相较 传统的原木现货贸易，期货交割的质量检验严格遵循国标统一化理念，打破了"一把尺子量到底，一套 尺码抄到底"的固有市场惯例，为买卖双方提供了公开透明的标准，有利于增进互信互利。此外，原木 期货交割质检还引入了"机器检尺"这一数字化、智能化检验手段，保证了质检结果客观、公平、公正、 可追溯，有利于促进贸易标准化、规模化、高效化开展。今后，中理检验将继续携专业团队和智能设备 为原木期货交割保驾护航。 ...