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kpler原油库存数据报告:浮仓大幅攀升,陆上库存暂稳
Zhong Xin Qi Huo· 2025-10-28 01:51
Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View of the Report - In the week ending October 26, the global on - land crude oil inventory decreased slightly, the floating storage inventory increased significantly, and the full - scope (including in - transit) inventory declined from a high level. Year - on - year, the inventory pressure remained high. The decrease in on - land inventory was observed in China, Russia, India, and the Middle East [2] 3. Summary by Related Content - **Global Crude Oil Inventory Trends** - The global on - land crude oil inventory decreased slightly, the floating storage inventory increased significantly, and the full - scope (including in - transit) inventory declined from a high level [2] - **Regional Inventory Changes** - The decrease in on - land inventory was reflected in China, Russia, India, and the Middle East [2]
中国石化等成立新公司,含新能源汽车业务
Xin Lang Cai Jing· 2025-10-28 01:29
企查查APP显示,近日,朝阳中能石化有限责任公司成立,注册资本4000万元,经营范围包含:汽车销 售;汽车零配件零售;新能源汽车换电设施销售;新能源汽车整车销售等。企查查股权穿透显示,该公 司由中国石化(600028)旗下中国石化销售股份有限公司全资持股。 ...
宏源期货日刊-20251028
Hong Yuan Qi Huo· 2025-10-28 01:24
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冠通期货资讯早间报-20251028
Guan Tong Qi Huo· 2025-10-28 01:09
Report Industry Investment Rating There is no information provided regarding the report industry investment rating in the given content. Core Viewpoints The report presents a comprehensive overview of overnight market trends, important macro and industry - specific news, and financial market developments, covering various sectors such as commodities, stocks, bonds, and foreign exchange. It aims to provide investors with up - to - date information for investment decision - making. Summary by Catalog Overnight Night - market Market Trends - International precious metal futures generally closed down, with COMEX gold futures down 3.40% at $3997.00 per ounce and COMEX silver futures down 3.61% at $46.83 per ounce [3][46] - U.S. crude oil's main contract rose 0.08% to $61.55 per barrel, while Brent crude's main contract fell 0.25% to $65.04 per barrel [4][47] - Most London base metals rose, with LME zinc up 1.09% at $3058.5 per ton, LME tin up 0.8% at $36090 per ton, etc. [4][48] - U.S. agricultural products such as soybeans, corn, and wheat all rose, with U.S. soybeans up 2.19%, U.S. corn up 1.12%, etc. [5] - As of 23:00, domestic futures' main contracts showed mixed trends, with iron ore, soybean meal, and rebar rising over 1%, and butadiene rubber and palm oil falling over 1% [6] Important Information Macro Information - As of October 27, 2025, the Shanghai Export Container Settlement Freight Index (European route) was 1312.71 points, up 15.1% from the previous period [9] - Chinese and U.S. diplomatic and trade relations were discussed, with an agreement reached on resolving urgent trade issues [9] - The CSRC issued opinions on strengthening the protection of small and medium - sized investors in the capital market [9][32] - From January to September, the total profit of large - scale industrial enterprises in China was 53732.0 billion yuan, a year - on - year increase of 3.2% [10] Energy and Chemical Futures - Due to the fall in international oil prices, domestic gasoline and diesel prices were lowered on October 27 at 24:00, by 265 yuan and 255 yuan per ton respectively [12][38] - Iraq is negotiating its OPEC quota, aiming for a re - review within its daily capacity of 5.5 million barrels [14] - Inventories of various energy and chemical products such as styrene, pure benzene, and MEG in Jiangsu showed different trends of decline or change [15][16] Metal Futures - A Philippine central bank policy - maker suggested selling part of the "excessive" gold reserves as the gold price is expected to fall [18] - Lithium ore, zinc ingot inventories showed different trends, and the supply and demand situation of nickel and copper in the market was predicted [20] Black - series Futures - Tangshan planned a 30% blast furnace production limit for 4 days due to environmental protection requirements, which would affect iron - water production [22] - Iron ore arrivals at Chinese ports decreased, while global iron ore shipments increased [22] Agricultural Product Futures - A hearing on the anti - dumping case of pork and pork products was announced [25] - Argentina's soybean processing volume in September reached a new high in 11 months [26] - Palm oil and soybean oil inventories in key regions of China increased, and the production and export of Malaysian palm oil showed different trends [26][27] - Brazil's soybean and corn sowing progress was reported [28][29] Financial Market Finance - The CSRC issued work plans to optimize the QFII system and strengthen the protection of small and medium - sized investors [32] - A - shares, Hong Kong stocks rose, with specific sectors performing differently, and QFII's investment trends were analyzed [32][33] - New stocks were to be listed on the STAR Market, and the performance of listed securities firms was expected to grow [36][37] Industry - Domestic gasoline and diesel prices were lowered due to international oil price changes [38] - The government was planning to standardize the naming of semi - solid batteries, and Shandong issued a low - altitude information infrastructure plan [39] Overseas - The U.S. and Mexico extended a trade - related agreement deadline, and Argentina's ruling coalition won the mid - term elections [41] - The candidate range for the Fed chair was narrowed, and the U.S. government's debt burden was predicted to increase [41] - Germany's business climate index improved, but corporate satisfaction with the current business situation declined [42] International Stock Markets - U.S., European, and Asian stock markets showed different trends, with specific companies' stock price changes and market - influencing factors analyzed [43][44] - Buffett's Berkshire Hathaway received a "sell" rating [45] Commodities - Precious metal futures fell, oil prices showed mixed trends, and base metals mostly rose [46][47][48] - The LBMA considered changing the frequency of silver inventory announcements, and OPEC + was expected to increase production [48] Bonds - Domestic bond yields fell, and the central bank's open - market operations affected the money market [49] - Regulations on debt - financing tool funds were strengthened, and bond issuance information in different regions was reported [51] - Some companies proposed bond issuance plans [52] Foreign Exchange - The on - shore and offshore RMB against the U.S. dollar rose, and the U.S. dollar index fell [53] Upcoming Economic Data and Events - A series of economic data such as GDP, consumer confidence index, and housing price index from different countries are to be released [56] - There are various events including central bank operations, press conferences, and corporate speeches scheduled [58]
每日报告精选-20251028
GUOTAI HAITONG SECURITIES· 2025-10-28 00:54
Macroeconomic Insights - The Federal Reserve is expected to lower interest rates in October due to weaker-than-expected inflation data, with the September CPI rising to 3.0% year-on-year, slightly below the 3.1% forecast[5][12] - The 10-year U.S. Treasury yield remains stable at 4.02%, while the domestic 10Y government bond futures price decreased by 0.3%[6] Market Performance - Major stock indices showed positive performance, with the Hang Seng Index and Nikkei 225 both up by 3.6%, and the Shanghai Composite Index rising by 2.9%[6] - The S&P 500 Index increased by 1.9%, while emerging market stocks outperformed developed markets with a 2.2% rise[6] Commodity Trends - IPE Brent crude futures rose by 7.1% due to supply concerns from sanctions on Russia, while the S&P-Goldman Commodity Index increased by 3.7%[5] - COMEX copper prices saw a 2.4% increase, contrasting with a 3.3% decline in London gold prices[5] Investment and Consumption Trends - Consumer spending shows a divergence, with strong performance in goods like automobiles and textiles, while services such as urban travel and movie ticket sales are declining[10] - Investment in infrastructure is improving, with special bond issuance exceeding 90% completion and cement shipment rates increasing[10] Foreign Investment Activity - Northbound capital saw a net inflow of approximately 10 billion CNY in the last week, reversing a previous outflow of 11.3 billion CNY[35] - In Hong Kong, foreign capital inflow reached 9.5 billion HKD, with significant investments in software services and ETFs[36] Policy and Economic Outlook - The Chinese government emphasizes the importance of domestic demand and plans to enhance consumer spending and investment in social welfare sectors[30] - The upcoming economic stimulus plan from Japan's new Prime Minister is expected to exceed 13.9 trillion JPY, aimed at supporting economic recovery[7]
国际油价10月27日微跌
Xin Hua Wang· 2025-10-28 00:50
Core Viewpoint - International oil prices experienced a slight decline on the 27th, with both WTI and Brent crude oil futures prices dropping marginally [1] Price Movements - As of the close on the 27th, the price of light crude oil futures for December delivery on the New York Mercantile Exchange fell by 19 cents, settling at $61.31 per barrel, representing a decrease of 0.31% [1] - The December delivery price of Brent crude oil futures decreased by 32 cents, closing at $65.62 per barrel, which corresponds to a decline of 0.49% [1]
27日国际油价小幅下跌
Sou Hu Cai Jing· 2025-10-28 00:43
截至收盘,纽约商品交易所12月交货的轻质原油期货价格收于每桶61.31美元,跌幅为0.31%;12月交货 的伦敦布伦特原油期货价格收于每桶65.62美元,跌幅为0.49%。(总台央视记者 贺嘉婧) 伊拉克石油部长周一(27日)表示,上周末发生在该国祖拜尔油田的火灾并未对石油出口造成影响,此 外,他还说,正在就伊拉克的石油产量配额问题与欧佩克展开谈判。市场担心原油可能会再次面临供应 过剩,国际油价周一承压下跌。 编辑:王一帆 ...
亚市早盘油价小幅走低 因预期对俄罗斯的制裁可能不那么严厉
Xin Lang Cai Jing· 2025-10-28 00:21
分析师称,亚洲早盘油价小幅走低,因市场预期美国对俄罗斯石油巨头的制裁可能不会那么严厉。近月 西得州中质油期货下跌0.3%,报每桶61.14美元;近月布伦特原油期货下跌0.3%,报每桶65.45美元。法 国兴业银行列举了支持这一观点的几个理由。法国兴业银行大宗商品研究和商品策略部门的成员在一份 报告中表示,原因之一是,俄罗斯现在大部分交易都以卢布或其他"友好"货币进行。这些成员补充说, 第二个原因是,欧佩克已表示愿意在必要时增产。 ...
油市波动之际OPEC+谨慎调整增产节奏 拟于12月增产13.7万桶/日
智通财经网· 2025-10-27 23:45
OPEC+今年多次令市场感到意外,该组织恢复了两年前为支撑油价而暂停的部分产量。OPEC+提前一 年恢复了首批220万桶/日的产量,但对这一最新阶段的增产采取了更为谨慎的步伐。 官员们表示,该组织决定重启增产的一个推动因素,是沙特方面希望收复近年来被美国页岩油等竞争对 手夺走的市场份额。此外,这一决定可能还带有政治考量。沙特王储穆罕默德·本·萨勒曼将于11月18日 访问白宫。美国总统特朗普一再呼吁降低燃油价格,而沙特方面则表现出希望加强双边关系的意愿。 与此同时,原油交易员正在等待美国制裁俄罗斯两家最大石油生产商——俄罗斯石油公司(Rosneft PJSC)和卢克石油公司(Lukoil PJSC)——所带来的影响。特朗普政府希望通过这一举措推动结束乌克兰 战争。根据估算,这两家石油公司是俄罗斯两大石油生产商,合计占俄罗斯原油出口总量的近一半,今 年上半年日均出口量约为220万桶。在上周特朗普政府宣布对这两家俄罗斯石油公司进行制裁后,油价 应声上涨。 智通财经APP获悉,据两位代表称,OPEC+目前预计将在本周末关键成员会议上,重点讨论12月份再次 小幅增产原油的计划。这两个代表表示,由沙特阿拉伯领导的该组织预 ...
国际油价小幅收涨,美油主力合约涨0.08%
Mei Ri Jing Ji Xin Wen· 2025-10-27 21:59
(文章来源:每日经济新闻) 每经AI快讯,10月27日,国际油价小幅收涨,美油主力合约涨0.08%,报61.55美元/桶;布伦特原油主 力合约跌0.09%,报65.14美元/桶。 ...