证券日报网讯1月13日，华英农业（002321）在互动平台回答投资者提问时表示，截至2026年1月9日公 司股东户数为48860户。 ...

Group 1 - The core message of the meeting is to innovate strategies for attracting investment and promoting development in Jiangmen, aiming to introduce over 600 industrial projects with investments exceeding 200 billion yuan in 2023, with over 70% in manufacturing [1] - Jiangmen plans to enhance its participation in the Greater Bay Area by 2026, focusing on collaboration with Hong Kong and Macau in sectors such as marine economy, health, energy conservation, and cultural tourism [1] - The city aims to establish a modern industrial system targeting a trillion-yuan industrial economy, emphasizing smart, green, and integrated development across eight key industrial clusters [1] Group 2 - To strengthen industrial platform capacity, Jiangmen will invest over 10 billion yuan in infrastructure and develop a batch of mature industrial land, enhancing the efficiency of its high-tech zone and seven provincial industrial parks [2]

Group 1 - The core focus of the new year is on optimizing the business environment, which is seen as essential for economic development and is being addressed with concrete measures across various provinces [2][3] - Shanghai has prioritized addressing urgent issues such as delayed payments to businesses, marking a shift from isolated improvements to a systematic upgrade of the business environment [2] - Liaoning has placed the optimization of the business environment at the forefront of its revitalization efforts, implementing strict measures to combat inefficiencies and illegal practices that affect enterprises [2] Group 2 - Technological innovation and manufacturing upgrades are identified as the dual engines for high-quality development, with provinces like Hubei showcasing significant innovations in various sectors [3] - Hubei aims to transform its technological innovations into economic value through a comprehensive system that fosters innovation and nurtures industrial ecosystems [3] - Henan is focusing on project construction linked to manufacturing upgrades, utilizing government support to enhance both traditional and new enterprises [3] Group 3 - Hainan is committed to becoming a significant international trade hub by advancing its free trade port initiatives, which include expanding zero-tariff policies and enhancing cross-border trade [4] - The province's efforts are positioned to provide replicable experiences for national-level open policies, contributing to a robust dual circulation economy [4] Group 4 - Local government leaders are actively engaging with businesses through innovative marketing strategies and direct interactions to resolve issues and promote local products [5] - This hands-on approach reflects a shift towards a more service-oriented government, enhancing market confidence and stability [5] Group 5 - The collective actions taken by various provinces signal a commitment to high-quality development, with a focus on improving the business environment, fostering innovation, and enhancing cooperation [6] - The ongoing efforts are expected to create a fertile ground for economic growth, ensuring that the goals set for the 14th Five-Year Plan are achieved effectively [6]

Group 1 - The core viewpoint of the news is the organization of multiple specialized job fairs aimed at supporting the employment of 2026 graduates across various sectors [1] Group 2 - The "2026 National Undergraduate Job Fair" is set to provide over 13,000 job positions, running until February 28, 2026 [2] - The "2026 National Graduate Online Recruitment Month" aims to offer over 11,000 job positions for the first batch of 2026 graduate students, also lasting until February 28, 2026 [3] - The "Rural Revitalization: Great Opportunities" job fair focuses on sectors related to rural revitalization, offering over 13,000 job positions and running until January 31, 2026 [4] - The "Automotive Industry Job Fair" is designed to connect automotive industry employers with 2026 graduates, providing over 15,000 job positions and lasting until January 31, 2026 [5]

线下摆摊揽才 线上直播带岗 活动通过政策宣讲、专项服务、直播带岗同步发力，为高校毕业生搭建了"家门口"的就业桥梁。活动紧 扣县域产业发展需求，前期通过"援企稳岗"专项行动，深入挖掘现代农业、医疗卫生、教育、电商、会 计、机械制造等领域优质岗位，组织新疆合盛硅业、新疆阜丰生物科技、陇浆源农业科技有限公司、平 安保险武山分公司、武山县百春农业有限公司、武山均力塑业6家重点企业"设摊"招聘，设置各类岗位 60余个，充分满足了高校毕业生多元化求职需求。 活动现场人头攒动，求职者穿梭于各展位间，与企业招聘人员面对面沟通岗位要求、薪资福利及职业发 展前景，供需双方互动热烈。"政策+服务"双轮驱动贯穿活动全程，现场专门设置政策咨询专区，工作 人员通过发放实用物品、宣传手册以及图文展板展示、一对一答疑等方式，详细解读高校毕业生求职补 贴、创业担保贷款、就业见习补贴、社保接续等核心政策，活动中共发放政策宣传资料2700余份。 线上直播带岗同步发力，打造招聘新场景。活动依托"武山人社"微信公众号开启直播，人社局工作人员 实时解读各类政策并邀请企业HR走进直播间，用通俗易懂的语言详细介绍企业概况、岗位详情，实时 回应网友疑问。直播 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report The report provides a comprehensive analysis of various futures markets, including financial derivatives, agricultural products, black metals, non - ferrous metals, shipping, and energy chemicals. It analyzes the market trends, fundamental factors, and provides corresponding trading strategies for each market segment. Summary by Relevant Catalogs Financial Derivatives Stock Index Futures - Market trends: Accelerated upward movement on Monday, with all major contracts rising. The market sentiment was high, and the trading volume reached a record high [20][21]. - Trading strategies: Suggested to go long on IC/IM on dips, conduct IM/IC 2606 + short ETF cash - and - carry arbitrage, and use bull spreads for options [22]. Treasury Bond Futures - Market trends: Rebounded as expected on Monday, but the upward space may be limited. The market sentiment has improved in the short - term, but there are still unfavorable factors [23][24]. - Trading strategies: Suggested to take partial profits on previous long positions on rallies and stay on the sidelines for arbitrage [24]. Agricultural Products Protein Meal - Market trends: Supply pressure is evident, and the market is likely to decline. The USDA reports are bearish [26][27]. - Trading strategies: Adopt a bearish approach for single - side trading, stay on the sidelines for arbitrage, and use a short strangle strategy for options [27]. Sugar - Market trends: International sugar prices fluctuated and closed lower, while domestic sugar prices are in a range - bound pattern. Cost provides some support, but there is also sales pressure [29][30][31]. - Trading strategies: Expect international sugar prices to fluctuate at the bottom in the short - term. For domestic sugar, consider low - buying and high - selling within the range, stay on the sidelines for arbitrage, and sell put options [31][32]. Oilseeds and Oils - Market trends: The USDA report is bearish. The market is affected by macro - sentiment, geopolitics, and bio - diesel factors, showing a volatile pattern [33][34]. - Trading strategies: Expect short - term volatility to increase, stay on the sidelines for arbitrage and options [35]. Corn/Corn Starch - Market trends: Wheat and corn auctions continue, and the spot market is strong. The US corn report is bearish, and the domestic market has short - term stability but long - term pressure [36][38]. - Trading strategies: Consider a long - term bullish approach for CBOT March corn after it stabilizes, try short - selling for March corn, widen the spread between May corn and starch on dips, and stay on the sidelines for options [39]. Live Hogs - Market trends: Supply pressure is increasing, and the spot price is falling. The overall inventory is high [40][42]. - Trading strategies: Adopt a short - selling approach for single - side trading, stay on the sidelines for arbitrage, and use a short strangle strategy for options [42]. Peanuts - Market trends: Spot prices are stable, and the market is bottom - oscillating. Import volume has decreased, and the cost of warehouse receipts is high [43][44]. - Trading strategies: Go long on May peanuts on dips, stay on the sidelines for arbitrage, and sell PK603 - C - 8200 options [44][45]. Eggs - Market trends: Demand has improved, and egg prices are stable with a slight increase. The short - term supply pressure has eased [46][47]. - Trading strategies: Expect the February contract to oscillate in the short - term, consider going long on the May contract on dips, stay on the sidelines for arbitrage and options [47]. Apples - Market trends: Cold - storage inventory is low, and apple prices are firm. The cost of warehouse receipts is high, and the demand is expected to be good [50][51]. - Trading strategies: Hold long positions in the May contract, go short on the October contract on rallies, conduct long May and short October arbitrage, and stay on the sidelines for options [52]. Cotton - Cotton Yarn - Market trends: Sales progress is fast, and cotton prices are oscillating. The USDA data shows a positive supply - demand situation, and the market has bullish factors [54][55]. - Trading strategies: Expect short - term range - bound movement for US cotton, stay on the sidelines for Zhengzhou cotton, and stay on the sidelines for arbitrage and options [55]. Black Metals Steel - Market trends: Steel inventory is accumulating, and prices are oscillating. The black sector was weak at night, and the demand is affected by seasonality [57]. - Trading strategies: Expect a weak - oscillating trend, short the hot - rolled coal ratio on rallies, hold short positions on the hot - rolled rebar spread, and stay on the sidelines for options [58]. Coking Coal and Coke - Market trends: Prices are fluctuating significantly, and the market is affected by sentiment and expectations. The fundamentals have not changed significantly [59][60]. - Trading strategies: Take partial profits on long positions gradually, stay on the sidelines for arbitrage and options [61]. Iron Ore - Market trends: Market expectations are volatile, and ore prices are bearish at high levels. The supply is abundant, and the demand is weak [62][63]. - Trading strategies: Go short on iron ore at high levels with a light position, stay on the sidelines for arbitrage and options [63]. Ferroalloys - Market trends: Driven by cost, prices are oscillating strongly. The supply and demand of silicon - iron and manganese - silicon have different characteristics [64][65]. - Trading strategies: Expect short - term upward oscillation, stay on the sidelines for arbitrage, and sell out - of - the - money straddles for options [65]. Non - Ferrous Metals Gold and Silver - Market trends: Geopolitics and policy games are intertwined, and prices are highly volatile at high levels. The market is affected by multiple factors [67][68]. - Trading strategies: Hold long positions in Shanghai gold near the previous high at the end of December and Shanghai silver near the previous high on January 7th, stay on the sidelines for arbitrage and options [70][71]. Platinum and Palladium - Market trends: The precious - metal market continues, and prices are at high levels. The fundamentals of platinum are better than those of palladium [72][73]. - Trading strategies: Go long on platinum on dips, be cautious when going long on palladium before the "232 investigation" result is announced, stay on the sidelines for arbitrage and options [73][74]. Copper - Market trends: Short - term fluctuations are increasing, but the upward trend remains. The market is affected by supply - demand and financial factors [75][76]. - Trading strategies: Hold long positions entered at 98,000 - 99,000 yuan/ton, stay on the sidelines for arbitrage and options [78]. Alumina - Market trends: Commodity sentiment and fundamentals are in conflict, and price fluctuations are increasing. The supply is abundant [79]. - Trading strategies: Expect a weak - oscillating trend, stay on the sidelines for arbitrage and options [79]. Electrolytic Aluminum - Market trends: The market is strong. Geopolitics and fundamentals affect the price, and the global supply - demand is supportive [80][81]. - Trading strategies: Expect a strong - oscillating trend, beware of price fluctuations caused by capital outflows, stay on the sidelines for arbitrage and options [81]. Cast Aluminum Alloy - Market trends: The market is oscillating at a high level. Geopolitics and fundamentals affect the price, and the cost provides support [82]. - Trading strategies: Expect a strong - oscillating trend, beware of price fluctuations caused by capital outflows, stay on the sidelines for arbitrage and options [82]. Zinc - Market trends: Pay attention to the impact of capital. The supply is increasing, and the demand is weak [84][85]. - Trading strategies: Go short on zinc at high levels with a light position, beware of upward price movement driven by long - side capital, stay on the sidelines for arbitrage and options [85]. Lead - Market trends: Hold long positions and raise the stop - loss level. The supply is limited, and the demand has resilience [88][89]. - Trading strategies: Hold profitable long positions and raise the stop - loss level, stay on the sidelines for arbitrage, and buy out - of - the - money call options appropriately [90]. Nickel - Market trends: The financial attribute is strengthening, and a low - buying approach is recommended. The market is affected by geopolitics and inflation expectations [93]. - Trading strategies: Adopt a low - buying approach for single - side trading, stay on the sidelines for arbitrage and options [94]. Stainless Steel - Market trends: The price follows nickel. The inventory is decreasing, but the capital inflow is limited [95][96]. - Trading strategies: Adopt a low - buying approach for single - side trading, stay on the sidelines for arbitrage [96]. Industrial Silicon - Market trends: Short - term strength, medium - term short - selling on rallies. The demand is weakening, and the supply is slightly in surplus [97]. - Trading strategies: Go short on industrial silicon on rallies in the medium - term, stay on the sidelines for arbitrage and options [97]. Polysilicon - Market trends: Export tax - rebate cancellation and factory production cuts lead to short - term stabilization. The market is affected by policies and production cuts [98][99]. - Trading strategies: Be cautious when participating in futures trading, stay on the sidelines for arbitrage, and sell out - of - the - money put options [99]. Lithium Carbonate - Market trends: Optimistic sentiment drives the price up. The demand is better than expected, and the supply is tight [100]. - Trading strategies: Hold long positions at low levels, stay on the sidelines for arbitrage, and use protective strategies for options [102]. Tin - Market trends: Beware of selling pressure caused by a change in macro - sentiment, and the supply shortage has not reversed. The market is affected by supply - demand and macro - factors [102][103]. - Trading strategies: Be cautious of short - term volatility, stay on the sidelines for options [104]. Shipping Container Shipping - Market trends: The Maersk Denver passed through the Red Sea, and Trump imposed secondary tariffs on Iran. The spot freight rate has reached a high point, and the demand is at a high level [105]. - Trading strategies: Stay on the sidelines for single - side trading, go long on the June - October calendar spread on dips [106]. Energy Chemicals Crude Oil - Market trends: Geopolitics drives the price up. The market is affected by supply - demand and geopolitical factors [107][108]. - Trading strategies: Expect wide - range fluctuations, pay attention to the Iranian situation, go long on the domestic gasoline - diesel spread, and stay on the sidelines for options [108]. Asphalt - Market trends: Venezuelan oil is expected to be compliant, and there is a game in cost changes. The supply and demand are weak in the off - season [110][112]. - Trading strategies: Expect wide - range fluctuations, stay on the sidelines for arbitrage and options [112]. Fuel Oil - Market trends: Geopolitics is bullish, but the fundamentals are weak. The market is affected by geopolitics and supply - demand [113][117]. - Trading strategies: Expect short - term upward oscillation, beware of geopolitical risks, hold the FU59 calendar spread, and stay on the sidelines for options [118]. Natural Gas - Market trends: TTF/JKM is oscillating at a low level, and HH is bottom - seeking. The market is affected by weather and supply - demand [119][120]. - Trading strategies: Hold short positions in TTF and JKM, stay on the sidelines for arbitrage, and sell out - of - the - money call options on TTF or JKM [121]. LPG - Market trends: Strong current situation but weak expectations. The market is affected by supply - demand and import costs [122][124]. - Trading strategies: Pay attention to the Iranian situation, be bearish on long - term far - month contracts, stay on the sidelines for arbitrage and options [124]. PX&PTA - Market trends: Downstream polyester production cuts are increasing, and geopolitical disturbances strengthen cost support. The market is affected by supply - demand and geopolitics [125][126]. - Trading strategies: Expect high - level oscillation, conduct calendar spread arbitrage for PX&PTA March and May contracts, and stay on the sidelines for options [127]. BZ&EB - Market trends: Pure benzene is expected to decrease in supply, and styrene is boosted by exports. The market is affected by supply - demand and exports [128]. - Trading strategies: Look for short - selling opportunities for pure benzene at high levels, short pure benzene and long styrene for arbitrage, and stay on the sidelines for options [129]. Ethylene Glycol - Market trends: Downstream polyester production cuts are increasing, and the price upside is limited. The market is affected by supply - demand [130][131]. - Trading strategies: Expect a weak - oscillating trend [131]. Short - Fiber - Market trends: The purchasing sentiment is cautious, and the processing margin is under pressure. The market is affected by supply - demand and production cuts [132][133]. - Trading strategies: Expect high - level oscillation, stay on the sidelines for arbitrage, and sell call options [135][136]. Bottle Chips - Market trends: Some maintenance plans are announced. The market is affected by supply - demand and maintenance [136][137]. - Trading strategies: Expect high - level oscillation, stay on the sidelines for arbitrage and options [138]. Propylene - Market trends: Downstream factories are actively purchasing. The market is affected by supply - demand and cost [138][139][140]. - Trading strategies: Expect high - level oscillation, stay on the sidelines for arbitrage and options [140]. Plastic PP - Market trends: The market is strong. The market is affected by supply - demand and policies [141]. - Trading strategies: Hold long positions in the L 2605 contract, set a stop - loss at 6600 points, stay on the sidelines for the PP 2605 contract, pay attention to the support at 6450 points, sell and hold the PP2605 put 6100 contract, and set a stop - loss at 51.0 points [143]. Caustic Soda - Market trends: Commodity sentiment has improved. The supply is strong, and the demand is weak [144]. - Trading strategies: Expect an oscillating trend, stay on the sidelines for arbitrage and options [145][146]. PVC - Market trends: The market is oscillating. The market is affected by supply - demand and export policies [147]. - Trading strategies: Stay on the sidelines [148]. Soda Ash - Market trends: Wide - range oscillation this week. The market is affected by supply - demand and cost [149][151]. - Trading strategies: Expect wide - range oscillation, stay on the sidelines for arbitrage, and sell out - of - the - money call options on far - month contracts at high levels [151]. Glass - Market trends: Wide - range oscillation. The market is affected by supply - demand and cost [153][155]. - Trading strategies: Expect wide - range oscillation this week, stay on the sidelines for arbitrage, and sell call options [155]. Methanol - Market trends: Wide - range oscillation. The market is affected by supply - demand, international production, and geopolitics [156]. - Trading strategies: Stay on the sidelines, pay attention to the 5 - 9 calendar spread, and sell put options on pull - backs [157]. Urea - Market trends: High - level oscillation. The market is affected by supply - demand, international bidding, and policies [159]. - Trading strategies: Go short on urea with a light position, and hedging enterprises can look for hedging opportunities [160]. Pulp - Market trends: The pulp price is oscillating widely at a high level. The market is affected by supply - demand [161][163]. - Trading strategies: Stay on the sidelines for single - side trading and arbitrage, sell the OP2602 - C - 4300 option [164]. Logs - Market trends: The spot price has rebounded slightly. Pay attention to the delivery in Chongqing and Yantai. The market is affected by supply - demand [165][168]. - Trading strategies: Aggressive investors can go long with a small position, pay attention to the LG03 - 05 reverse calendar spread, and stay on the sidelines for options [168]. Offset Printing Paper - Market trends: High inventory restricts the implementation of price - increase letters for cultural paper. The market is affected by supply - demand [169][170]. - Trading strategies: Stay on the sidelines for single - side trading and arbitrage, sell the OP2602 - C - 4300 option [170]. Natural Rubber - Market trends: The bonded - area inventory is accumulating, but the

Core Insights - Morocco's government announced that this winter's abundant rainfall has ended a seven-year drought, with rainfall increasing by 95% compared to the previous winter and exceeding the winter average by 17% [1] - The average water reservoir capacity in Morocco has risen to 46%, with several key reservoirs now fully filled [1] - The prolonged drought has severely impacted Morocco's agriculture and livestock sectors, affecting employment, as approximately one-third of job opportunities in the country are linked to agriculture [1] Water Management Initiatives - In response to the seven-year drought, Morocco has accelerated its seawater desalination projects and is advancing water transfer projects to supply water from the Sebou River to water-scarce cities like Rabat and Casablanca [1] - The government aims to increase the share of desalinated water in drinking water supply from 25% to 60% by 2030, while reserving reservoir water primarily for inland areas [1] Geographic Context - Morocco is located in northwest Africa, with its rainy season typically lasting from October to April, and rainfall decreasing from north to south [1]

Group 1: Industry Investment Rating - No information provided Group 2: Core Views - The downstream industry is showing signs of recovery, and attention should be paid to foreign trade policy adjustments [1] - The upstream energy prices have slightly corrected, agricultural egg prices have rebounded significantly, and non - ferrous metal prices of aluminum and nickel have continued to rise [3] - In the midstream, PX prices are at a high level while polyester operating rates are low, and power plant coal consumption has decreased [4] - Downstream, the sales of commercial housing in first - and second - tier cities have rebounded beyond seasonality, and the number of domestic flights has continued to increase [5] Group 3: Summary of Related Catalogs 1. Middle - view Event Overview Production Industry - On January 12, regarding China's export of rare earths to Japan, the Chinese Foreign Ministry stated that relevant measures are taken in accordance with laws and regulations [1] - Also on January 12, the China Chamber of Commerce for Import and Export of Machinery and Electronic Products believes that the "soft landing" of the EU's anti - subsidy case on Chinese electric vehicles is conducive to the stability of the industrial chain and supply chain [1] Service Industry - The State Administration for Market Regulation will conduct an investigation and evaluation on the market competition of the food delivery platform service industry due to issues such as subsidy and price competition [2] 2. Industry Overview Upstream - Energy: International crude oil and liquefied natural gas prices have slightly corrected [3] - Agriculture: Egg prices have rebounded significantly [3] - Non - ferrous metals: Aluminum and nickel prices have continued to rise [3] Midstream - Chemical industry: PX prices are high, and polyester operating rates are low [4] - Energy: Power plant coal consumption has decreased [4] Downstream - Real estate: The sales of commercial housing in first - and second - tier cities have rebounded beyond seasonality [5] - Service: The number of domestic flights has continued to increase [5] 3. Key Industry Price Indicators - On January 12, prices of various products showed different trends, such as a 7.20% year - on - year increase in egg prices, a 4.49% increase in aluminum prices, and a 3.14% increase in WTI crude oil prices [38]

围绕近期发布的"北京市青年乡村CEO培养计划"，北京市政协农业和农村委员会(以下简称"市政协农业 农村委")与共青团北京市委员会(以下简称"团市委")近日联合召开北京青年乡村CEO培养工作座谈会。 团市委、市团校有关负责人与政协委员、专家学者深入座谈交流，共同为北京青年乡村CEO培养工作献 计出力。 如何培养乡村CEO？聊政策、重实训、链资源 "本村的返乡青年是不容忽视的一支乡村建设力量，也是这项计划需要重视的培养对象。"北京市农村经 济研究中心副主任陈奕捷认为，"农二代""农三代"是学员中很有潜力的群体，他们如果在老家创业成 功，"留住人才"便不再是问题，"因为他们的家就在这里，没有人比他们更爱这片土地"。 "培训正式开始前，一定要研判：北京乡村到底需要什么样的青年CEO？"中国农业科学院乡村振兴学院 副院长王国刚建议，确定培训学员人选后，不仅要进一步明确学员个体需求，细化培训方案，也需研判 相关创业创新项目是否符合北京乡村发展方向，是否有助于补齐城乡融合发展短板。 北京青年 乡村CEO培养工作座谈会现场。 北京市政协供图 北京乡村需要什么样的CEO？懂技术、善经营、会管理 "北京市青年乡村CEO培养计划" ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - Trump's actions have increased market disturbances both domestically and internationally, leading to new highs in gold and silver prices, a rise in oil prices, and a recovery in the 10Y US Treasury yield. The A - share market has shown strong performance with 17 consecutive gains, and the market style has rotated to sectors such as the Internet, media, and AI applications. [2][3] - The criminal investigation of Fed Chairman Powell has boosted the safe - haven sentiment in the financial market, causing gold and silver to reach new highs. The market expects the Fed to maintain interest rates in the January 27 - 28 meeting, and there may be two interest rate cuts this year. [4] - The copper price is expected to maintain a strong high - level oscillation in the short term due to factors such as the resonance with gold and silver, the demand prospects brought by global electrification and AI data center construction, and the structural imbalance in the fundamentals. [6][7] - The aluminum price is expected to remain strong due to the re - inflow of funds after the US Department of Justice's investigation of Powell, which has reduced the pressure of the US dollar on metals. [8] - The alumina price faces significant upward pressure due to the oversupply in the market, high inventory, and general procurement enthusiasm from downstream. [9][10] - The casting aluminum price will follow the cost fluctuations and show a strong performance, but the profit is compressed due to the poor cost transmission in the industrial chain and consumption suppression. [11] - The zinc price is expected to maintain a high - level and strong oscillation in the short term, driven by the macro and capital aspects, although the fundamentals show a divergence, with increased supply pressure and weak downstream consumption. [12][13] - The lead price will maintain a wide - range oscillation pattern, with the inventory increasing slightly but still at a relatively low level, and the supply - demand relationship remaining weak. [14][15] - The tin price is expected to be easy to rise and difficult to fall in the short term, supported by supply disruptions and consumption growth expectations from sectors such as AI, photovoltaics, and new energy. [16] - The steel price is expected to oscillate, with the industry's prosperity weakening, the demand in the off - season deepening, and the inventory starting to accumulate. [17] - The iron ore price is expected to oscillate, with a high arrival volume at ports and stable demand, resulting in a supply - strong and demand - weak situation. [18] - The coking coal and coke prices will fluctuate at a high level. The market sentiment has improved, but the price increase is restricted by the inventory pressure of finished products in the off - season. [19] - The soybean meal price is expected to oscillate in the short term. The USDA report is generally bearish, but the domestic oil mills' soybean and soybean meal inventories are expected to be depleted faster, providing support for the near - end price. [20][21] - The palm oil price is expected to oscillate and strengthen in the short term. The MPOB report's bearish news has been realized, and the high - frequency data shows an improvement in the supply - demand relationship, which is conducive to inventory depletion. [23][24] 3. Summaries According to Relevant Catalogs 3.1 Macro - Overseas: Trump has increased market disturbances. Domestically, he has launched a criminal investigation into Fed Chairman Powell and pressured the US Supreme Court on tariff issues. Internationally, he has imposed a 25% tariff on countries trading with Iran. Gold and silver have reached new highs, the oil price has risen, the US stock market has closed higher, and the 10Y US Treasury yield has recovered to 4.17%. Attention is paid to the US December CPI data. [2] - Domestic: The A - share market has continued to rise strongly with 17 consecutive gains. The Shanghai Composite Index closed at 4165 points, and the trading volume of the two markets reached a record high of 3.65 trillion yuan. The market style has rotated to sectors such as the Internet, media, and AI applications. The margin trading volume has reached a new high, and attention is paid to the volume sustainability and the export and financial data to be released this week. [3] 3.2 Precious Metals - Gold and silver have reached new highs. The main reason is the criminal investigation of Fed Chairman Powell by the US Department of Justice, which has triggered market shocks, a decline in the US dollar index, and an increase in safe - haven demand. The market expects the Fed to maintain interest rates in the January 27 - 28 meeting, and there may be two interest rate cuts this year. [4] 3.3 Copper - On Monday, the Shanghai copper main contract oscillated at a high level, and the LME copper price reached above $13,000. The domestic electrolytic copper spot market had light trading, and the LME inventory decreased to 137,000 tons, while the COMEX inventory continued to increase to 520,000 tons. The criminal investigation of Powell has intensified the contradiction between Trump and Powell, increasing the safe - haven sentiment in the capital market. The copper price is expected to maintain a strong high - level oscillation in the short term. [6][7] 3.4 Aluminum - On Monday, the Shanghai aluminum main contract closed at 24,650 yuan/ton, up 2.54%. The LME aluminum price rose 1.33%. The inventory of electrolytic aluminum ingots and aluminum rods increased. The US Department of Justice's investigation of Powell has reduced the pressure of the US dollar on metals, and the re - inflow of funds has led to an increase in the aluminum price. [8] 3.5 Alumina - On Monday, the alumina futures main contract closed at 2,866 yuan/ton, up 1.63%. The spot price was flat, and the theoretical import window was open. The market is in a state of oversupply, and the price faces significant upward pressure. [9][10] 3.6 Casting Aluminum - On Monday, the casting aluminum alloy futures main contract closed at 23,340 yuan/ton, up 2.3%. The spot price also increased. The cost of casting aluminum is supported by the strong performance of primary aluminum, but the profit is compressed due to poor cost transmission and consumption suppression. [11] 3.7 Zinc - On Monday, the Shanghai zinc main contract oscillated strongly, and the LME zinc price closed higher. The spot market had poor trading, and the social inventory decreased slightly. The US Department of Justice's investigation of Powell has led to a decline in the US dollar index, which is beneficial to the metal price. The zinc price is expected to maintain a high - level and strong oscillation in the short term. [12][13] 3.8 Lead - On Monday, the Shanghai lead main contract oscillated widely, and the LME lead price oscillated narrowly. The spot market had active sales by holders at a discount, and the social inventory increased slightly. The lead price will maintain a wide - range oscillation pattern. [14][15] 3.9 Tin - On Monday, the Shanghai tin main contract hit the daily limit, and the LME tin price rose sharply. The supply side is disturbed by factors such as the instability in the Congo and the delay in tin mine复产 in Myanmar. The demand side has consumption growth expectations from sectors such as AI, photovoltaics, and new energy. The tin price is expected to be easy to rise and difficult to fall in the short term. [16] 3.10 Steel (Screw and Coil) - On Monday, the steel futures oscillated. The spot market had a trading volume of 105,000 tons. The industry's prosperity has weakened, with a significant decline in the apparent demand for construction steel and an increase in inventory. The price is expected to oscillate, and attention is paid to the inventory accumulation rhythm. [17] 3.11 Iron Ore - On Monday, the iron ore futures oscillated and adjusted slightly. The spot market had a trading volume of 750,000 tons. The supply side has a high arrival volume at ports, and the demand is stable, resulting in a supply - strong and demand - weak situation. The price is expected to oscillate. [18] 3.12 Coking Coal and Coke - On Monday, the coking coal and coke futures fluctuated at a high level. Some coking enterprises in Ningxia and Inner Mongolia have raised the coke price. The market sentiment has improved, but the price increase is restricted by the inventory pressure of finished products in the off - season. [19] 3.13 Soybean and Rapeseed Meal - The USDA January report is generally bearish. The US soybean yield remains unchanged, but the production is slightly increased, the export demand is decreased, and the ending inventory is increased. The South American soybean production is expected to be abundant. The domestic oil mills' soybean and soybean meal inventories are at a high level, but the de - stocking rhythm is expected to accelerate. The price is expected to oscillate. [20][21] 3.14 Palm Oil - The December MPOB report shows that the Malaysian palm oil ending inventory is slightly higher than expected, but the export volume has increased, and the production has decreased. The high - frequency data in January shows a decrease in production and an increase in exports. The price is expected to oscillate and strengthen in the short term. [22][23][24]