Core Viewpoint - The meeting aims to enhance cooperation between Lianjiang and Rongshui, focusing on economic development, resource sharing, and mutual benefits in various sectors [2][4][7]. Group 1: Meeting Overview - The first joint meeting of the Lianjiang-Rongshui cooperation was held on June 9, 2025, in Rongshui Miao Autonomous County [2][3]. - The meeting was chaired by Rongshui County Party Secretary Zhou Feng [3]. Group 2: Economic and Social Development - Lianjiang is implementing the spirit of the 20th National Congress, focusing on economic growth, livelihood improvement, environmental protection, and governance [4][5]. - The goal is to optimize and upgrade the industrial structure, enhance development vitality, and promote coordinated urban-rural development [5][6]. Group 3: Cooperation and Support - Lianjiang has provided significant assistance to Rongshui in areas such as industrial cooperation, labor export, consumer support, and healthcare education since their partnership began in 2017 [8][9]. - The two regions are encouraged to leverage their resource advantages and expand cooperation channels to achieve mutual development [6][10]. Group 4: Financial Contributions - Lianjiang donated 1.5 million yuan to Rongshui to support rural revitalization and livelihood projects [14][15]. Group 5: On-site Investigations - Lianjiang officials conducted on-site investigations in various locations, including cultural tourism industries and rural development projects, to understand the progress and effectiveness of cooperation initiatives [19][21]. - The officials praised Rongshui's achievements in cultural prosperity, rural governance, and cooperation project outcomes [21]. Group 6: Business Development - During the visit to Rui Xing Wood Industry Co., Ltd., Lianjiang officials recognized the company's operational strategies and market potential, emphasizing the importance of collaboration to enhance the wood processing industry [24][25].

2025年06月05日 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石：板块预期反复，宽幅震荡 | 2 | | --- | --- | | 螺纹钢：市场情绪提振，宽幅震荡 | 3 | | 热轧卷板：市场情绪提振，宽幅震荡 | 3 | | 硅铁：黑色板块共振，宽幅震荡 | 5 | | 锰硅：黑色板块共振，宽幅震荡 | 5 | | 焦炭：三轮提降开启，盘面震荡偏强 | 7 | | 焦煤：消息扰动，盘面震荡偏强 | 7 | | 动力煤：底部阶段企稳运行 | 9 | | 原木：弱势震荡 | 10 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 6 月 5 日 铁矿石：板块预期反复，宽幅震荡 张广硕 投资咨询从业资格号：Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 1. 29% | | --- | --- | --- | --- | --- | --- | | 期货 | 12509 | | 704. ...

标准化建设推动全国统一大市场构建 期货市场的核心价值在于形成全国统一的价格体系。过去各地检尺标准不一，差异大的甚至能达到15%，严重阻碍了跨区域流通。原木期货的推出建立了统 一的质量标准和交易规则，为资源要素在全国范围内的优化配置奠定基础。 苏州正鑫众建材贸易有限公司与苏州森海供应链管理有限公司在江苏省太仓市完成了全国首笔采用"机器+人工"检尺的原木期转现交易。这一交易严格依照 大商所原木期货交割流程和国标检尺标准开展，有助于产业企业加深对原木期货的理解，进一步提升原木现货贸易的标准化程度。 临港物流作为大商所原木期货指定车板交割场所，拥有12万立方米可交割库存，新建的数字化监管仓库完全符合交易所相关标准。自原木期货上市半年来， 关注、学习期货交割质量标准的企业越来越多，尝试采用国标检尺的现货贸易也越来越多，标志着行业标准化建设取得重大进展。 国标检尺的优点在模拟交割中得到充分体现。买卖双方有了一致认可的标准，摩擦纠纷大大减少。原木交割流程的设计重视保障实际货物的顺畅流转，在标 准框架下，交割过程中买卖双方可进行友好协商，对明显有质量问题的单根原木可进行抽出调换，有利于保障原木交割安全高效进行。山东隆盛作为年 ...

产业现状：从"利润丰厚"到"保本经营" 山东港口日照港集团于1999年开始原木作业，2009年原木吞吐量首次突破100万立方米，今年3月以83万 立方米刷新全国港口木材单月吞吐量纪录，是国内主要的原木进口港，进口来源地主要为新西兰、加拿 大、俄罗斯、美国、巴西、阿根廷等，货类主要有辐射松、北美材、俄材、火炬松、云杉等。 大商所原木期货的上市，给我国木材产业带来了一轮历史性变革。近期，期货日报记者参加了由大商所 支持、中国木材和木制品流通协会组织实施的"中木协原木产业链调研"活动，走进日照等国内主要原木 贸易加工区域。 其间，记者在山东日照、江苏太仓等多家原木贸易、加工企业调研时发现，在房地产下行、国际贸易摩 擦加剧的背景下，期货工具正成为企业抵御市场风险的新"武器"。以原木期货上市为契机，不少木材企 业开始逐步尝试新的贸易模式，这不仅有助于行业标准化、规范化发展，更推动了全国统一大市场建设 进程。 走进山东日照港岚山港区，记者看到来自新西兰的一艘货轮正在卸货。"这批4.5万立方米的辐射松，是 国内某贸易商进口的货物。"该港口相关负责人介绍，大尺寸原木货船库容多为4.5万立方米，小尺寸原 木货船库容多为3万立方 ...

原木期货日报 证监许可 【2011】1292号 2025年6月3日 曹剑兰 Z00J9556 5月16日 单位 5月23日 涨跌 张跌幅 地区 中国 343.00 341.00 0.59% 2.0 2.1 万/立方米 山东 192.00 189.9 1.11% 江苏 109.96 111.86 -1.9 -1.70% 需求: 日均出库量 (周慶) 2月16日 地区 5月23日 涨跌 涨跌幅 单位 中国 6.21 6.14 0.07 1% 万/立方米 3.20 0% 3.20 0.00 山东 江苏 2.29 3% 0.07 2.36 原木日均出库量(万方) 原木主要港口库存(万方) 750 650 550 450 350 250 150 1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/111/112/1 1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/110/111/112/11/1 2022 - 2023 ·2024 2025 =2022 =2023 = 2024 2025 辐射松3.8中A现货价(元/立方米) 辐射松4米中A:CFR价(美元/JAS立方米 2 ...

2025年06月03日 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石：需求预期羸弱，价格面临下行风险 | 2 | | --- | --- | | 螺纹钢：负反馈预期先行，低位震荡 | 3 | | 热轧卷板：负反馈预期先行，低位震荡 | 3 | | 硅铁：需求预期不佳，弱势震荡 | 5 | | 锰硅：港口矿成交承压，弱势震荡 | 5 | | 焦炭：二轮提降落地，震荡偏弱 | 7 | | 焦煤：震荡偏弱 | 7 | | 动力煤：底部阶段企稳运行 | 9 | | 原木：震荡偏弱 | 10 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 6 月 3 日 铁矿石：需求预期羸弱，价格面临下行风险 | | | 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 期货 | 12509 | | 702. 0 | -5.0 | -0.71% | | | | | | 昨日持仓(手) | 持仓变动(手 ...

Group 1 - The core viewpoint emphasizes the importance of project construction and the development of advantageous industrial clusters to empower county economic growth [2] - A significant project in the Daluoling mining area has a total planned investment of 3.466 billion, expected to commence production by the end of this year, and aims to transform the traditional small-scale mining model into a more organized and sustainable approach [3] - The project is projected to produce 9.9 million tons of sand and gravel annually, generating an estimated annual output value of around 700 million [3] Group 2 - The "One Park, Three Areas, Two Centers" industrial layout in Tunchang includes a national-level integrated demonstration area and focuses on green low-carbon circular economy, new stone materials, and deep processing of timber [4] - The Tunchang Daitong Industrial Park has been operational since last year, providing environmental equipment manufacturing services to various cities, with plans for a second phase [4] - The wood processing factory in the Fucheng Industrial Park is expected to process nearly 40,000 cubic meters of timber annually, leveraging Hainan's resource advantages [4] Group 3 - Tunchang's business environment has improved significantly, with 38 agencies providing over 1,800 services, including measures for non-face-to-face approvals and simplified processing [5] - The county has implemented a closed-loop management mechanism to transition from passive to proactive service for enterprises, with 35 projects receiving assistance [6] - Innovative service models have been introduced to streamline project approvals, allowing for simultaneous land acquisition and construction commencement, thus accelerating project timelines [6]

5月19日至23日，由期货日报与产业服务联盟联合主办的"2025原木产业行（江苏、山东站）"活动成功 举行，其间调研团一行先后前往江苏太仓、扬州江都港及山东日照、临沂等地开展了一系列调研交流活 动。 调研团一行深入港口、期货交割库、加工园区及企业一线，聚焦原木期货与产业链融合的创新实践，为 行业高质量发展探索新方向。 产业枢纽升级： 期货交割库驱动贸易效率与韧性提升 作为华东地区最大的原木集散中心，江苏太仓鑫海港口依托年300万立方米吞吐量及80万立方米仓储能 力，通过原木期货交割库实现了流程规范化和业务专业化升级。该港口负责人表示，期货交割库的设立 不仅提升了区域贸易效率，更以标准化管理增强了产业链韧性，使太仓鑫海港口得以辐射江浙沪及周边 地区，成为原木期现结合的核心节点。 在扬州江都港，调研团一行实地观摩了"进口—仓储—加工"一体化发展的生态链条。远扬国际码头江都 分公司常务副总经理张红兵介绍，该港口单船日卸货量达1.36万立方米，原木堆存峰值超50万立方米， 并沿长江辐射至中西部及北方加工区。江都经开区规划24.8万平方米木材产业园，引入40余家企业，通 过集约化运营降低物流成本，集群效应显著。 期货工 ...

Global Timber Trade Situation - Over the past decade, global timber trade has experienced significant fluctuations influenced by economic growth and international trade policies. From 1990 to 2007, there was a substantial increase in global timber trade volume, with China's demand for logs rising sharply. However, following the financial crisis, global timber trade volume briefly declined from 271 million cubic meters in 2007 to 199 million cubic meters in 2009. Subsequently, the trade volume grew rapidly, reaching a peak of 306 million cubic meters in 2018, but has been declining since then due to factors such as trade policies, weather, and the COVID-19 pandemic [1][3][4]. China's Timber Trade Situation - China is the largest importer of softwood timber globally, with minimal exports of logs. In terms of import composition, logs account for approximately 50%, alongside sawn timber, wood fiberboard, and pulp. In 2024, China's log import volume is projected to be around 36.1 million cubic meters, with an import value of approximately 59.396 billion yuan. The primary source of softwood logs imported by China is radiata pine from New Zealand, followed by spruce and fir from Europe [4][8][9]. Major Timber Import Sources - China primarily imports logs from Russia, New Zealand, and the United States. However, following the outbreak of the Russia-Ukraine conflict in 2022, Russia has banned the export of its logs. The import volume from New Zealand remains significant and stable, warranting close attention [8][9]. Major Trade Ports - Shandong province is a key area for log consumption, boasting a comprehensive processing industry and significant price influence. It serves as the main trading and delivery hub for logs in China. Other notable ports include Zhangjiagang in Jiangsu, which is the largest tropical timber import port, and Caofeidian in Hebei, designated by the Canadian government as a designated receiving port for outbound timber. Qingdao port in Shandong has established a rail-sea intermodal transport route for logs, enhancing the logistics network for timber imports [9][10]. Major Transportation Methods - The import of softwood logs into China primarily utilizes waterway and land transportation. Waterway transport is dominated by ocean shipping, with logs arriving from New Zealand, North America, and Southeast Asia. After reaching the port, wholesalers procure the logs and transport them via rail or road to secondary wholesale or retail markets. Land transport relies on rail and road networks, with logs from Russia and other European regions mainly entering through rail, offering stable transport times and lower logistics costs [10][11]. Shipping Costs and Trends - The local pricing of logs in New Zealand typically uses the AWG price, which includes procurement, transport, and packaging costs before reaching the port, excluding shipping costs. When exporting, New Zealand adopts the CFR pricing model, where shipping costs significantly impact the overall price. Recent trends indicate that shipping costs have been rising, with shipping fees accounting for approximately 30% of the log import price over the past two years [22][23]. Shipping Indices - The Baltic Dry Index (BDI) and the Baltic Handy Size Index (BHSI) are commonly used reference indicators for tracking global log shipping costs. BDI reflects the overall dry bulk shipping price, while BHSI specifically tracks the rates for handy-sized bulk carriers, which are primarily used for transporting logs. The choice of index is crucial for accurately assessing shipping costs related to log transportation [25][26].

欧盟多国贸易部长明确表态，最近美英之间达成的协议并非欧盟的参照模板。瑞典国际发展合作与外贸 部长本杰明·杜萨表示："我们不会对这种协议感到高兴，美国应该做好迎接欧盟反制措施的准备。" 【最新伦敦银行情解析】 周五，白银价格在周四的交易区间内波动，约为33.00美元。白金属一个月的交易价格在31.65美元到 33.70美元之间。白金属的近期趋势不确定，因为它在20周期指数移动平均线（EMA）周围波动，交易 价格接近32.75美元。 14周期相对强弱指数（RSI）在40.00-60.00范围内波动，表明了横向趋势。 展望来看，3月28日34.60美元的高点将成为金属的关键阻力。缺点是，4月11日30.90美元的低点将是关 键支撑区。 今日周日(5月25日)休市，伦敦银目前交投于33.54一线上方，今日开盘于33.03美元/盎司，截至发稿，伦 敦银暂报33.48美元/盎司，上涨1.33%，最高触及33.54美元/盎司，最低下探32.88美元/盎司，目前来 看，伦敦银盘内短线偏向看涨走势。 【要闻速递】 欧盟与美国的关税谈判目前进入重启阶段，但仍存在诸多不确定性。从双方诉求分歧来看，欧盟有意在 购买美国天然气、武器和 ...