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中国4月金融数据多数不及预期
Dong Zheng Qi Huo· 2025-05-15 01:13
日度报告——综合晨报 中国 4 月金融数据多数不及预期 [T报ab告le_日R期an:k] 2025-05-15 宏观策略(外汇期货(美元指数)) 美联储副主席:预计经济增长将放缓,通胀或反弹但待观察 美联储官员表态经济稳健,因此不急于降息,美联储官员对于 经济短期看法明显乐观,美元维持震荡。 宏观策略(美国股指期货) 韩国与美国就外汇政策展开对话 美国与中东国家的协议继续支撑科技板块上涨,股指表现分化, 纳指明显强于标普 500 和道琼斯指数。 综 宏观策略(国债期货) 合 4 月金融数据多数不及预期 晨 报 虽然财政正在积极发力,但私人部门仍然缺乏主动投融资意愿。 基本面对债市的影响依然是偏多的。 黑色金属(动力煤) 5 月 14 日北港市场动力煤价格弱势运行 伴随港口集中疏港,煤价下行压力一次性释放。后期来看,根 据天气预估,此轮夏季或再次呈现高温,火电增速有望在夏季 转至同比正增长。需求季节性回转将接替港口降库完成,煤 农产品(豆粕) 美国建议延长生物燃料税收抵免 美国众议院提议延长生物燃料税收抵免至 2031 年底,ANEC 将 巴西 5 月出口预估上调至 1426 万吨。昨日国内豆粕现货稳中有 跌 ...
宝城期货品种套利数据日报-20250514
Bao Cheng Qi Huo· 2025-05-14 02:55
投资咨询业务资格:证监许可【2011】1778 号 运筹帷幄 决胜千里 宝城期货品种套利数据日报(2025 年 5 月 14 日) 一、动力煤 运筹帷幄 决胜千里 二、能源化工 www.bcqhgs.com 2 杭州市求是路8号公元大厦东南裙楼1-5层 2025/05/13 2025/05/12 2025/05/09 2025/05/08 2025/05/07 0.1371 0.1367 0.1388 25.43 - 0.1365 -35.58 商品 日期 -33.22 - -33.75 比价 0.1360 22.51 27.80 - 燃料油 -27.47 原油/沥青 能源:基差(元/吨) INE原油 -100 -80 -60 -40 -20 0 20 40 200 300 400 500 600 700 800 原油基差 基差(右) 原油现货价:中国胜利 期货收盘价(活跃合约):INE原油 -400 -300 -200 -100 0 100 200 300 2000 2200 2400 2600 2800 3000 3200 3400 3600 3800 4000 燃料油基差 基差(右) 燃料油现货价:FO ...
能源化工成果科博会上大放异彩
Zhong Guo Hua Gong Bao· 2025-05-14 02:16
Core Viewpoint - Traditional energy and chemical companies are showcasing their technological innovations and new products at the 27th China Beijing International Science and Technology Industry Expo, highlighting a transformation in the industry through technology and innovation [2][8]. Group 1: Innovations in Catalyst Recycling - Longyuan Environmental Protection Co., Ltd. of the State Energy Group presented its innovative catalyst recycling technology, which transforms waste catalysts into regenerated catalysts, achieving performance comparable to new catalysts [4][5]. - The company has established three bases in Wuxi, Yixing, and Wuhai, focusing on catalyst production and regeneration [2][4]. - The regeneration process involves a modular unpacking and sorting technique, enhancing properties such as low-temperature activity and wear resistance [4]. Group 2: Water Treatment Technology - Longyuan's core products include ultrafiltration and reverse osmosis membranes, which can effectively treat wastewater, achieving a cost reduction of over 20% compared to imported products while meeting international performance standards [4][5]. Group 3: Carbon Capture and Utilization - Longyuan is involved in the national-level CCUS (Carbon Capture, Utilization, and Storage) research platform, collaborating with 24 entities, including leading companies and research institutions, to develop a comprehensive technology chain for efficient CO2 capture and utilization [5]. Group 4: Innovations in Lithium and Potassium Extraction - China Minmetals Corporation showcased a model for lithium and potassium extraction from Qinghai salt lakes, demonstrating a comprehensive innovation system for resource development [6]. - The project employs solid potassium ore dissolution technology for efficient extraction of low-grade resources and aims to establish the largest potassium fertilizer base in China [6]. Group 5: Smart Safety Management in Chemical Industry - Beijing Chemical Group introduced a smart safety management system, including smart helmets and gas detection devices, to enhance safety in hazardous chemical operations [7]. - The smart helmet integrates multiple functions such as real-time communication, life sign monitoring, and gas detection, significantly improving safety management in traditional industries [7]. Group 6: Future Outlook - The innovations presented at the expo indicate a significant shift in traditional energy and chemical companies towards sustainable development and the achievement of carbon neutrality goals [8].
能耗限额强制性国标实施 对相关市场影响几何
Qi Huo Ri Bao· 2025-05-13 23:53
《炼化行业单位产品能源消耗限额》(GB 30251—2024)等13项能耗限额强制性国家标准自今年5月1 日起正式实施,这批标准涵盖化工、煤炭、采矿、造纸等多个国民经济重要产业。市场人士认为,投资 者应密切关注政策落地的节奏和终端需求的变化,在行业变革中捕捉结构性投资机会。 钢铁行业:推动产业结构优化增强企业竞争力 今年5月1日起,《炼化行业单位产品能源消耗限额》(GB 30251—2024)等13项能耗限额强制性国家 标准(以下简称能耗限额强制性国标)正式实施。据测算,这批标准的有效实施,将带来每年2452万吨 标准煤的节能效益。 据记者了解,这批标准涵盖化工、煤炭、采矿、造纸等多个国民经济重要产业,规定了相关产品能耗限 额等级、技术要求、统计范围和计算方法,适用于生产企业能耗限额的计算,以及对新建、改扩建项目 的能耗管控,将有效推动淘汰落后产能,引导企业通过节能改造、优化工艺路线、开展能效对标等工作 提升能效水平。 中银期货研究所黑色首席研究员吕肖华认为,能耗限额强制性国标的实施,将对钢铁行业产生利好。目 前,钢铁行业供应过剩、需求疲弱,供给侧结构性改革是行业健康发展的重要手段。能耗限额强制性国 标的实施 ...
【省科技厅】陕西省概念验证中心和中试基地申报认定启动
Shan Xi Ri Bao· 2025-05-13 22:55
Group 1 - The application recognition work for the concept verification centers and pilot test bases in Shaanxi Province has been initiated, aiming to accelerate the industrialization of scientific and technological achievements by establishing high-level centers and bases [1][2] - By the end of 2026, Shaanxi plans to cultivate and recognize 60 concept verification centers and pilot test bases, conduct 500 concept verifications, 500 pilot test services, promote 300 new products to market, and incubate 200 technology-based enterprises [1] - The provincial government will provide funding support after a thorough review process involving third-party organizations and expert evaluations [1] Group 2 - Shaanxi supports the establishment of concept verification centers led by universities and enterprises in new fields such as photonics, hydrogen energy, energy storage, artificial intelligence, robotics, intelligent connected vehicles, and third-generation semiconductors [2] - The province encourages leading technology enterprises to establish pilot test bases focusing on secondary development experiments or trial production in advantageous industries like energy and chemicals, aerospace, equipment manufacturing, biomedicine, and new materials [2]
四川,迎来史诗级大机会
投资界· 2025-05-13 07:35
Core Viewpoint - Sichuan has been designated as a "strategic hinterland," which is expected to attract significant investment and policy support, enhancing its economic development potential [4][6][7]. Economic Performance - In the first three months of the year, Sichuan's GDP exceeded 1.5 trillion yuan, with high-tech industries growing by 14.3%, particularly in industrial robots, smartphones, electronic communications, and automotive manufacturing, all exceeding 20% growth [4][10][20]. - Foreign investment in Chengdu surged by 74.04%, indicating strong confidence from international investors [4]. Strategic Importance - The designation of "strategic hinterland" is crucial as it determines a province's development direction and potential, influencing national investment and support [6][7]. - Sichuan's geographical advantages include being a natural fortress, historically serving as a refuge during conflicts, which enhances its strategic value [7][8][15]. Agricultural and Energy Strength - Sichuan ranks first in several agricultural metrics: total grain output at 726.8 billion jin, live pig output at 61.496 million heads, and rapeseed production at 7.44 billion jin [10]. - The province is a major energy supplier, with natural gas production at 65.66 billion cubic meters, ranking first nationally, and hydropower generation at 381.4 billion kilowatt-hours, also the highest in the country [10][11]. Industrial Capabilities - Sichuan boasts 41 complete industrial categories, with six key industries: electronic information, equipment manufacturing, food and textiles, energy and chemicals, advanced materials, and pharmaceutical health [11][12]. - The electronic information industry alone is valued at nearly 2 trillion yuan, positioning Sichuan among the top ten global electronic information industry bases [11]. Research and Development - Mianyang is recognized as a "science and technology city," housing numerous national research institutions and achieving a research and development intensity of 5.26% in 2024, surpassing many coastal cities [13][14]. - Companies like Changhong and Jiuzhou are leading in various sectors, contributing to Sichuan's reputation as a hub for innovation and advanced manufacturing [14][15]. Infrastructure and Investment Environment - Sichuan has invested over 200 billion yuan annually in transportation infrastructure, with ongoing projects like the Chengdu-Chongqing high-speed rail expected to significantly reduce travel time [19][20]. - The provincial government has implemented policies to enhance the business environment, including rapid project approval processes and substantial tax reductions, totaling over 88 billion yuan in 2024 [20].
广发早知道:汇总版-20250513
Guang Fa Qi Huo· 2025-05-13 06:21
广发早知道-汇总版 投资咨询业务资格: 广发期货研究所 电 话:020-88830760 E-Mail:zhaoliang@gf.com.cn 目录: 金融衍生品: 金融期货: 股指期货、国债期货 贵金属: 黄金、白银 集运指数 商品期货: 有色金属: 铜、锌、镍、不锈钢、锡、碳酸锂 黑色金属: 钢材、铁矿石、焦煤、焦炭、铁合金 农产品: 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、花生、红枣、苹果 能源化工: 原油、PTA、乙二醇、苯乙烯、短纤、尿素、瓶片、烧碱、PVC、LLDPE、 PP 特殊商品: 橡胶、玻璃纯碱、工业硅、多晶硅 2025 年 5 月 13 日星期二 证监许可【2011】1292 号 组长联系信息: 张晓珍(投资咨询资格:Z0003135) 电话:020- 88818009 邮箱:zhangxiaozhen@gf.com.cn 刘珂(投资咨询资格:Z0016336) 电话:020-88818026 邮箱:qhliuke@gf.com.cn 叶倩宁(投资咨询资格:Z0016628) 电话:020- 88818017 邮箱:yeqianning@gf.com.cn 周敏波(投资咨询资格:Z00 ...
宝城期货品种套利数据日报-20250513
Bao Cheng Qi Huo· 2025-05-13 05:42
运筹帷幄 决胜千里 投资咨询业务资格:证监许可【2011】1778 号 运筹帷幄 决胜千里 宝城期货品种套利数据日报(2025 年 5 月 13 日) 一、动力煤 | 商品 | | | 动力煤(元/吨) | | | --- | --- | --- | --- | --- | | 日期 | 基差 | 5月-1月 | 9月-1月 | 9月-5月 | | 2025/05/12 | -171.4 | 0.0 | 0.0 | 0.0 | | 2025/05/09 | -171.4 | 0.0 | 0.0 | 0.0 | | 2025/05/08 | -166.4 | 0.0 | 0.0 | 0.0 | | 2025/05/07 | -161.4 | 0.0 | 0.0 | 0.0 | | 2025/05/06 | -153.4 | 0.0 | 0.0 | 0.0 | -200 -150 -100 -50 0 50 100 150 200 450 550 650 750 850 950 1050 动力煤基差 基差(右) 动力煤现货价:秦皇岛 期货结算价(活跃合约) :动力煤 www.bcqhgs.com 1 杭州市求是路 ...
商品期货早班车-20250512
Zhao Shang Qi Huo· 2025-05-12 06:14
2025年05月12日 星期一 商品期货早班车 招商期货 期货研究 黄金市场 | 招商评论 | | | --- | --- | | 贵 | 【市场表现】 | | 金 | 上周五贵金属价格震荡,以伦敦金计价的国际金价上涨 0.57%,收于 3324 美元/盎司。 | | 属 | 【消息面】多位美联储官员强调控制通胀预期的重要性,认为贸易政策不确定性或使利率保持在高位更长时 | | | 间;中美经贸高层会谈取得了实质性进展,达成了重要共识;日本首相石破茂重申"零关税",要求美国全面 | | | 取消汽车关税;印巴双方宣布停火后不久,印控克什米尔地区再次传出爆炸声。印度指巴基斯坦违反停火协 | | | 议,巴方否认。 | | | 【经济数据方面】 | | | 中国 4 月 CPI 同比降 0.1%、与上月持平,PPI 同比降幅扩大至 2.7%;中国 4 月按美元计出口同比增长 8.1%, | | | 进口下降 0.2%;铜矿砂及其精矿进口量同比增 24%,原油进口增 7%,大豆进口减少 29%。 | | | 【库存数据方面】 | | | 国内黄金 ETF 前一交易日继续流入 1 吨左右,COMEX 黄金库存 121 ...
中美贸易谈判预计取得进展,美联储强调稳定通胀重要性
Dong Zheng Qi Huo· 2025-05-12 00:41
日度报告——综合晨报 中美贸易谈判预计取得进展,美联储强调稳 定通胀重要性 [T报ab告le_日R期an:k] 2025-05-12 宏观策略(黄金) 4 月中国 CPI 同比降 0.1%,PPI 同比降 2.7% 综 合 在散户交投活跃度高涨、消息面驱动的背景下,通胀压力和企 业业绩压力被市场忽视。当前市场估值水平已经修复至历史中 值附近,已经难言便宜,行情持续冲高将逐渐积累风险。 晨 宏观策略(美国股指期货) 报 美联储威廉姆斯强调稳定通胀重要 中美关税谈判达成共识,有望进行进一步谈判,对短期风险偏 好构成支持,美国股指期货涨幅近 1%。 黑色金属(动力煤) 2025 年 3 月日本煤炭进口 1237.98 万吨 中美贸易谈判取得进展 金价周五走势震荡表现偏弱,中美高层贸易谈判取得进展推动 金价周一开盘走低,关税问题和地缘军事冲突短期存在改善空 间,黄金短期仍有回调空间。 宏观策略(股指期货) 五一后,港口动力煤库存爆仓,煤价再度失守,港口 5500K 报 价约 645 元,前期 650 元支撑位跌破。关注 5 月份后火电日耗增 速以及国内煤矿开工率变化,或在此轮急跌后供 农产品(玉米) 中央气象台 5 ...