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【笔记20250728— 商品在反内卷中 走完一年行情】
债券笔记· 2025-07-28 15:27
Core Viewpoint - The real risk faced by investors is the expectation gap between their predictions and market movements, which is highlighted by the phrase "risk is the difference between your expectations and market trends" [1] Monetary Policy and Market Conditions - The central bank conducted a 4,958 billion yuan reverse repurchase operation, with a net injection of 3,251 billion yuan after 1,707 billion yuan matured [2] - The funding environment is balanced and slightly loose, with funding rates continuing to decline; DR001 is around 1.46% and DR007 is around 1.58% [3] - The central bank's continued large net injections have led to a slight increase in the stock market, while commodities have seen significant declines and bond market rates have fluctuated downwards [4] Market Performance - The interbank funding rates have shown a downward trend, with R001 at 1.49% (down 6 basis points) and R007 at 1.63% (down 7 basis points), indicating a total transaction volume of 68,928.38 billion yuan [5] - The commodity market experienced a sharp decline, with various products hitting their daily limit down, while the bond market showed positive sentiment with the 10-year government bond yield fluctuating around 1.715% [5] Social Policy Impact - The introduction of a child-rearing subsidy policy, providing 3,600 yuan per child per year, marks a significant breakthrough in social policy aimed at improving birth rates [6]
以AI赋能,万联易达商品交易平台重构产业数字化交易生态
Core Insights - The emergence of the AI-driven commodity trading platform by Wanlian Yida Group signifies a pivotal shift in the industrial internet landscape, aiming to enhance the efficiency and transparency of traditional industry transactions [1][7] - The platform integrates various services such as product information, transaction facilitation, logistics, and financing support, addressing inefficiencies in traditional trading methods [1][4] Group 1: Platform Features - The platform is designed around the core philosophy of "rooted in the supply chain, serving the industry chain, and creating value chain," covering a wide range of commodities including energy chemicals, black metals, non-ferrous metals, and agricultural products [1][3] - It employs an AI predictive engine for real-time market data analysis, offering services like commodity price trend analysis and intelligent report generation to provide businesses with forward-looking market insights [3][5] Group 2: Transaction Flexibility - The platform supports diverse trading models such as listing for procurement/sales and bidding, catering to various user types including manufacturing, chemical, and trading enterprises [4][5] - It features flexible pricing strategies like segmented procurement and online price adjustments, allowing for precise adaptation to complex trading scenarios [4][5] Group 3: Risk Management - Wanlian Yida has developed an advanced intelligent risk control system that digitizes risk management across the entire transaction process, adhering to the principle of integrating business flow, capital flow, logistics, and invoice flow [5] - The platform utilizes technologies such as AI, blockchain, and IoT to create a real-time data on-chain mechanism and a fully visible tracking system to mitigate transaction risks [5] Group 4: Strategic Collaboration - The launch of the commodity trading platform marks a new phase in the smart transformation of supply chain transactions, enhancing collaboration across the entire industry chain [7] - Wanlian Yida is strategically aligning its commodity trading platform with its AI, logistics, and smart finance platforms to deepen service capabilities and foster a new, efficient, and transparent industrial internet ecosystem [7]
全球首创!
Zhong Guo Ji Jin Bao· 2025-06-18 16:30
Group 1 - The initiative to launch the world's first freshwater-backed digital asset token was signed between DMCC and AQUA-INDEX, marking a significant shift in the trading, valuation, and management of water resources globally [2][3] - The token will be backed by verified drinking water stored in global reservoirs and will utilize blockchain technology, allowing investors and the public to trade, hold, and extract freshwater like a commodity [3][4] - This collaboration is part of DMCC's strategy to establish a "Water Resource Centre," aiming to position Dubai as an international platform for water resource technology innovation, commodity trading, and policy coordination [4] Group 2 - DMCC, established in 2002, is a free trade zone set up by the Dubai government to promote Dubai as a hub for commodity trade and business development in the Middle East and globally [5] - In 2024, DMCC announced strategic partnerships with Beijing's digital economy enterprises and the Chaoyang District Trade Promotion Committee to enhance trade investment and facilitate strategic business connections [6] - The number of Chinese corporate members in DMCC's international business district has increased by 17.5% year-on-year, nearing a total of 1,000 [6]
全球首创!
中国基金报· 2025-06-18 16:17
见习记者 储是 【 导读 】 全球首个淡水数字资产代币将 在 阿联酋推出 达成战略合作伙伴关系 AQUA-INDEX董事长Yaacov Shirazi表示,通过将水资源分级、定价并引入金融交易体系, 推动全球水资源管理方式转变,进而缓解淡水短缺、污染等问题。 本次合作是DMCC推动设立"水资源中心"(DMCC Water Centre)战略布局的一部分,旨 在将迪拜打造为一个集水资源技术创新、商品交易与政策协同于一体的国际平台。 DMCC表示,此举标志着迪拜将水资源纳入可交易商品体系,是将金融科技与水资源管理融 合的一次尝试。新推出的代币有望提升全球水资源的流动性、透明度和配置效率。 DMCC曾来中国 DMCC成立于2002年,是迪拜政府设立的自由贸易区,旨在推动迪拜成为中东及全球的商品 贸易和企业发展枢纽。园区集聚黄金、钻石、金属、农产品等多类商品相关企业,现已成为 迪拜吸引外资的重要平台和商业集群之一。 当地时间 6 月 17 日,迪拜 多 种 商品交易中 心 ( DMCC ) 与全球水商品交易先驱 AQUA-INDEX签署谅解备忘录 ,双方 推出全球首个直接由淡水资源支持的数字资产代币的 倡议,将彻底改 ...
香港财库局陈浩濂:四个仓储设施通过LME初步检查 最快7月陆续投入服务
智通财经网· 2025-05-14 07:28
Group 1 - The Hong Kong Monetary Authority has approved the inclusion of Hong Kong as a licensed delivery location in the London Metal Exchange's (LME) global warehouse network, with the first four approved warehouses expected to be operational by July 2023 [1] - The LME has indicated that more operators are applying to become licensed warehouses, with no specific target number for approvals, as the development will be determined by market supply and demand [1] - The LME Asian Annual Conference will be held in May 2023 to discuss industry topics and introduce the latest licensed delivery locations in Hong Kong [1] Group 2 - The Hong Kong government aims to establish an international-level gold storage facility to attract investors from various economies, including the Middle East and Southeast Asia [2] - The development of gold storage is expected to increase demand for related services such as insurance, certification, and logistics, thereby expanding the ecosystem for collateral, borrowing, and hedging transactions [2] - A working group will formulate plans within the year to enhance storage facilities, optimize trading and regulatory mechanisms, and promote market products [2]