Core Viewpoint - Dalian aims to establish itself as a Northeast Asia commodity resource allocation hub through a three-year action plan from 2025 to 2027, leveraging its industrial and geographical advantages to enhance commodity trade and market integration [1][2]. Group 1: Geographical and Industrial Advantages - Dalian's unique geographical position, with a natural deep-water port and extensive land transportation network, facilitates efficient distribution of commodities like soybeans and iron ore, making it a key logistics hub in Northeast Asia [2]. - The city has over 100 international shipping routes and significant deep-water berths, enhancing its capabilities in petrochemical and iron ore trade, particularly with Japan and South Korea [2]. Group 2: Strategic Development Plans - The action plan focuses on three key industrial clusters: agricultural products, metal minerals, and energy chemicals, with Dalian being a major base for oil refining and chemical industries in China [3]. - The plan proposes the establishment of a commodity trading park for energy chemicals, supported by major projects like the Hengli Petrochemical and the Hengli New Materials Technology Industrial Park, which involves a significant investment of 50 billion yuan [3]. Group 3: Innovative Development Framework - The framework "one core, two wings, and three zones" is designed to enhance Dalian's free trade zone and integrate various industrial parks to foster innovation and collaboration [4]. - The core area is the Dalian Free Trade Zone, with wings including the Shakoukou District for commodity trading and the Taiping Bay for processing and storage [4]. Group 4: Role of the Futures Market - The futures market is identified as a critical component for resource allocation, providing price signals that guide the flow of capital and resources [6]. - The plan emphasizes the importance of training enterprises in futures operations to enhance their understanding and utilization of these financial instruments [6]. Group 5: Collaboration and Talent Development - Dalian is fostering collaboration with leading enterprises and educational institutions to develop talent in commodity trading and risk management, with initiatives like the "Hundred Schools and Ten Thousand Talents" program [9]. - The partnership with universities aims to create specialized courses in commodity trading and financial management, ensuring a steady supply of skilled professionals [9]. Group 6: Market Integration and International Trade - The acceleration of the futures market's opening is expected to create new opportunities for Dalian to expand its international trade, particularly with Northeast Asian markets [10].

近日，由大商所、郑商所、中国上市公司协会等单位联合举办的"期货赋能海南自贸港企业发展，助力 实体经济高质量前行"专题培训在海口举行。此次活动由海南证券期货业协会、金元期货承办，来自海 南证监局、海南省委金融办、海南省国资委、海南省气象局等政府部门以及中国上市公司协会、海南上 市公司协会、海南基金业协会、金元期货、海南矿业等金融机构、实体企业代表齐聚一堂，共同探讨期 货及衍生工具在服务海南特色产业、应对气候风险及跨境贸易中的创新应用。 期货市场与海南自贸港建设同频共振 海南证监局相关负责人在培训中表示，近年来，海南积极参与我国期货市场建设，先后设立了多个期货 交割库及交割品牌，为期现联动服务实体经济发展发挥了重要作用。2024年，全国30家期货公司参与海 南"保险+期货"项目，为4344吨生猪、6.1万吨天然橡胶提供价格风险保障，惠及农户近40万户，为农业 稳产保供、农民增收致富提供了有效助力。 该负责人认为，期货市场是服务实体经济、稳定市场预期、优化资源配置的重要抓手。产业企业可以利 用期货工具平抑价格波动，有效锁定成本、稳定利润、提升经营韧性。上市公司规范运用期货和衍生品 市场进行风险管理，不仅可以平滑公司 ...

今年3月，巴西国家能源政策委员会（CNPE）决定将生物柴油强制掺混比例维持在14%（B14），原定实施的生物柴油掺混比例从14%提升至15%（B15）的 政策被暂时搁置。这一转变的背后，是巴西政府在能源安全、环境保护与经济通胀之间的艰难平衡。 作为全球大豆主产国，巴西约70%的生物柴油原料来自大豆油，2024年下半年，全球植物油（尤其是大豆油）价格持续上涨，叠加巴西国内通胀率在2025年 初高达5.48%，迫使巴西政府优先控制食品成本。提高掺混率将进一步扩大大豆工业消费，加剧豆油供需矛盾，直接推高食用油及肉类（因豆粕用于饲料） 价格。 文 / 张雅娟 豆油"内卷"与全球市场重构 随着B14政策的延续，巴西豆油出口量陷入"增产不增销"的怪圈，国内消费挤压出口空间成为出口困局的核心矛盾。巴西自2024年将生物柴油掺混率从12% 提升至14%，并计划2025年进一步提高至B15，导致豆油作为主要原料（占比72%）的工业需求激增。2024/25年度，巴西豆油产量预计达1200万吨，但出口 量仅130万吨，同比骤降40%。926万吨的国内消费量占产量的77%，形成"增产不增出口"的悖论。此外，全球植物油市场供应格局变化 ...