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商品市场各大板块轮动明显,多个化工品种领涨
交易行情热点 热点一:原油走势震荡,后市分歧加剧 本周原油价格整体呈现宽幅震荡态势,未延续此前偏弱走势。布伦特原油本周上涨2.51%,收67.79美 元/桶;美原油上涨1.00%,收63.77美元/桶。 油价反弹受多空因素交织影响。在供应方面,OPEC月报数据显示,OPEC+7月份石油日产量增加了26.3 万桶,达到2754万桶,说明该组织逐步释放增产的产能,但仍旧低于增产计划,这在一定程度上缓解了 市场的供应担忧情绪。而据EIA数据,截至8月15日当周美国国内原油产量环比增加,产量有触底反弹 的态势,又令原油供应压力加大。 在需求方面,美国EIA原油库存超预期下降,需求端在短期内仍存在季节性改善的迹象,对油价形成支 撑;汽油总产量引申需求环比小幅回升,但整体处于近几年平均值附近,表明炼厂提负带动原油消费, 但是成品油消费增速有待改善。中国地炼预计在9月初迎来开工率爬坡周期,一定程度上可带动原油消 费。 具体来看,8月20日晚间,美国EIA数据显示,美国截至8月15日当周原油库存减少601.4万桶,预期为减 少175.9万桶,较过去五年均值低了5.07%;汽油库存减少272万桶,预期为减少91.5万桶;精炼油 ...
山海:黄金保持震荡上行走势,等待趋势力度!
Sou Hu Cai Jing· 2025-08-22 01:53
Group 1 - The core viewpoint is that gold maintains a bullish trend, with expectations for a breakout above 3355, potentially reaching 3375 if the breakout occurs [3][4][5] - The recent trading week has seen gold experience wide fluctuations, with significant competition between bulls and bears, but the bullish sentiment remains stronger [3][5] - Technical indicators suggest a clear upward trend on the daily chart, with Bollinger Bands tightening and moving averages converging, indicating potential for higher prices, possibly reaching 3400 [3][4] Group 2 - Domestic gold prices are expected to continue rising, with recent closing prices for Shanghai gold (2512 contract) around 779 and Rongtong gold around 773, indicating a bullish outlook [4][5] - The trading range for gold this week has been between 3310 and 3358, with a focus on whether it can break above 3355 to confirm the bullish trend [5][6] - Silver has shown stronger performance than gold, currently trading above 38, with expectations for a potential rise to 38.5 [5][6] Group 3 - International silver prices have also increased, closing around 38, with a focus on the previous high of 38.5 for potential resistance [6] - Domestic fuel oil (2512 contract) has shown effective upward movement, closing around 2770, with expectations for further gains if it can stabilize above 2800 [7] - Crude oil prices are being monitored closely, with a key support level at 61.2, and current prices around 63.3, with potential for further gains if it breaks above 63.5 [6]
因这项案由,上海中燃收罚单
Qi Lu Wan Bao· 2025-08-20 22:41
据上海中燃官网介绍,公司是大型央企中国远洋海运集团有限公司所属企业,是国内重要的水上燃油供应企业之一,主营业务是为上海港的中外船舶提供质 量合格、计量准确的燃油和润滑油。其称,公司年供销燃油逾百万吨,是上海港主要的水上燃油供应商。 | | | | 9 企业信息信息 经营异常名录 严重强法失信名单 | | | | --- | --- | --- | --- | --- | --- | | | | | 谓输入企业名称、统一社会信用代码或注册号 | | | | 上海中燃船舶燃料有限公司 在续(在當、开业、在册) | | | | 发送报告 | | | 统一社会信用代码: 91310109132214481W | | | | | | | 注册号: | | | | 信息分享 | | | 法定代表人: 刘汉坤 | | | | | | | 登记机关: 虹口区市场监督管理局 | | | | 信息打印 | | | 成立日期: 1988年12月22日 | | | | | | | 草研信息 行政许可信息 行政处罚信息 | | 列入经营异常名录信息 | 列入严重违法失信名单(黑名单)信息 | | 公告信息 | | ■ 营业执照信息 | ...
中原期货晨会纪要-20250812
Zhong Yuan Qi Huo· 2025-08-12 02:17
Report Industry Investment Rating No relevant content provided. Core View of the Report - The "anti-involution" policy is showing initial results, and the determination and difficulty of the policy should not be underestimated. The summer travel consumption has a certain pulling effect on CPI, and future attention should be paid to the potential transmission of employment income. For PPI, the price has declined compared to last month, and the key to future price elasticity still lies in the demand side. The market is in a strong stage with high capital risk appetite, but the sector rotation is fast, and the market of strong sectors is difficult to last. It is recommended to cash in some profits at high prices and look for low-sucking opportunities for IF, IM, and IC [16][17]. Summary by Relevant Catalogs Chemicals - On August 12, 2025, among chemical products, coke had the largest increase with a rise of 90.50 yuan and a growth rate of 5.384%, while 20 - number rubber had the largest decrease with a decline of 25.0 yuan and a decrease rate of -0.198% [3]. Agricultural Products - On August 12, 2025, among agricultural products, cotton had the largest increase with a rise of 220.0 yuan and a growth rate of 1.608%, while rapeseed meal had the largest decrease with a decline of 61.0 yuan and a decrease rate of -2.239% [3]. Macro News - The Ministry of Finance and the State Taxation Administration solicited public opinions on the implementation regulations of the Value - Added Tax Law. The Ministry of Finance and the Ministry of Education revised the management measures for funds supporting the development of preschool education. Ant Group and China National Rare Earth Group refuted the rumor of "co - building the world's first rare earth RMB stablecoin." Ningde Times' lithium mine suspension led to a full - board limit up of lithium carbonate futures and a rise in the spot and stock markets. Trump's team expanded the scope of candidates for the Fed Chairman. Mexico set a minimum export price for fresh tomatoes. The refined oil price may be stranded for the fourth time this year. Hangzhou solicited opinions on promoting the development of embodied intelligent robot industry [5][6][7]. Morning Meeting Views on Major Varieties Agricultural Products - Peanut market prices are expected to fluctuate strongly in the short term but maintain a downward trend. Sugar futures are in a multi - empty intertwined situation, and it is recommended to operate within the 5550 - 5600 yuan range. Corn futures are in a supply - demand weak pattern, and it is recommended to conduct band trading within the 2250 - 2280 yuan range. The national average price of live pigs is weak, and the market is expected to fluctuate within a range. The national egg spot is stable, and it is recommended to reduce speculative short positions and arrange long positions in the far - month contracts. Cotton prices are under pressure and support, and it is recommended to wait and see [9][10][11]. Energy and Chemicals - The domestic urea market price is expected to fluctuate weakly. The caustic soda price in Shandong is expected to be stable, and that in East China is expected to be weakly stable. Coking coal and coke are expected to fluctuate strongly. The copper price is adjusting, and the aluminum price is expected to continue high - level adjustment. The alumina price is expected to continue range consolidation. Steel prices are expected to fluctuate strongly. The ferrosilicon and ferromanganese are expected to fluctuate within a range with a rising center of gravity. The lithium carbonate price has broken through the previous high, and it is recommended to try long positions on dips [10][11][13]. Industrial Metals - On August 11, the average price of Shanghai Non - ferrous 1 electrolytic copper was 79,150 yuan/ton, and the average price of A00 aluminum was 20,630 yuan/ton. The copper price continued to adjust, and the aluminum price was under pressure due to increased supply and weak demand. The average price of alumina was 3,249 yuan/ton, and it was expected to continue range consolidation. The prices of rebar and hot - rolled coil were expected to fluctuate strongly. The ferrosilicon and ferromanganese were expected to fluctuate within a range with a rising center of gravity [13]. Option Finance - On August 11, the three major A - share indexes rose collectively. The stock index futures increased in positions and volume, and the basis of the current - month contract of IF futures decreased. It is recommended that trend investors pay attention to the strength - weakness arbitrage opportunities between varieties, and volatility investors buy straddles to bet on increased volatility [15]. Stock Index Analysis - On August 11, the A - share market was strong, but the sector rotation was fast. The market is in a strong stage with high capital risk appetite, and it is recommended to cash in some profits at high prices and look for low - sucking opportunities for IF, IM, and IC [16][17].
国内期货主力合约涨跌不一 碳酸锂封涨停
Mei Ri Jing Ji Xin Wen· 2025-08-11 04:25
Group 1 - The domestic futures market showed mixed results on August 11, with lithium carbonate hitting the daily limit up with an increase of 8% [1] - Industrial silicon rose nearly 4%, while red dates and synthetic rubber increased by over 3% and 2% respectively [1] - On the downside, egg prices fell by nearly 2%, and fuel, SC crude oil, and urea dropped by over 1% [1]
乌军称袭击俄萨拉托夫炼油厂
Xin Hua She· 2025-08-10 12:59
另据俄罗斯卫星通讯社10日报道,莫斯科时间10日凌晨2时49分,位于俄西南部的萨拉托夫州发布 无人机袭击警报,警报共持续约5小时。萨拉托夫州州长布萨尔金当天通过社交媒体表示,该州一家工 业企业遭无人机袭击,导致1人死亡。应急救援部门正在事发现场开展工作,部分地区居民被疏散至附 近学校里的临时安置点。 乌武装部队总参谋部说,萨拉托夫炼油厂是俄罗斯关键燃油基础设施。为迫使俄方停战,乌方将继 续系统性削弱俄军事和经济潜力。 新华社基辅/莫斯科8月10日电(记者李东旭 栾海)乌克兰武装部队总参谋部10日在社交媒体发文 说,乌克兰无人系统部队当天凌晨袭击了俄罗斯萨拉托夫炼油厂,袭击导致该炼油厂发生多次爆炸并起 火。 ...
焦煤、碳酸锂领涨,政策支撑猪价企稳回升
Group 1: Commodity Market Overview - Domestic commodity futures experienced mixed performance from August 4 to August 8, with coking coal and lithium carbonate leading gains, while fuel oil and crude oil saw declines [1] - Coking coal prices surged by 12.31%, breaking through the fluctuation range since June, driven by supply constraints and strong demand from steel mills [1][2] Group 2: Coking Coal Supply and Demand - Weekly coking coal production reached 5.2 million tons, a slight increase of 1.2% week-on-week but down 5% year-on-year due to ongoing production checks in Shanxi and Shaanxi [2] - Total coking coal inventory stood at 27.98 million tons, down 0.3% week-on-week, indicating a slight decrease in upstream stock [2] Group 3: Lithium Carbonate Market Dynamics - Lithium carbonate prices rose by 11.15% this week, influenced by supply concerns related to the Yichun lithium mine and ongoing market speculation [4][5] - The current market for lithium carbonate is characterized by a slight increase in supply and gradually recovering demand, with inventory levels exceeding 140,000 tons [5][6] Group 4: Economic Indicators - July CPI showed a month-on-month increase of 0.4%, while PPI decreased by 0.2%, indicating a narrowing decline [8] - The core CPI rose by 0.8% year-on-year, marking the highest level since March 2024, driven by price stability in household appliances and clothing [8] Group 5: Regulatory Developments - New regulations for algorithmic trading in the futures market will take effect on October 9, 2025, aimed at enhancing market order and fairness [9][10] - The regulations require a reporting system for algorithmic trading, with a six-month transition period for compliance [10]
国内期货主力合约收盘跌多涨少 焦炭跌近3%
Mei Ri Jing Ji Xin Wen· 2025-08-01 15:16
Group 1 - The core viewpoint of the news is that domestic futures main contracts experienced a decline, with most contracts closing lower on August 1st [1][2] - Coking coal fell by nearly 3%, while low-sulfur fuel oil and coking coal dropped over 2%, and fuel oil decreased by nearly 2% [1] - Other commodities such as liquefied petroleum gas (LPG), caustic soda, asphalt, palm oil, rubber, and rebar also saw declines exceeding 1% [1] - On the positive side, soybean meal increased by nearly 1% [1]
国内期货主力合约跌多涨少,焦炭跌近3%
Xin Lang Cai Jing· 2025-08-01 15:12
Group 1 - The domestic futures market shows a trend of more declines than increases among the main contracts, with coking coal dropping nearly 3% and low-sulfur fuel oil and coking coal both falling over 2% [1] - Other commodities such as fuel oil, liquefied petroleum gas (LPG), caustic soda, asphalt, palm oil, rubber, and rebar also experienced declines of over 1% [1] - In contrast, soybean meal saw an increase of nearly 1% [1]
Murphy USA (MUSA) - 2025 Q2 - Earnings Call Transcript
2025-07-31 16:02
Financial Data and Key Metrics Changes - The second quarter results reflect a 3.2% decline in same-store fuel volumes, with July volumes rebounding to 100% of prior year levels [6][14] - Retail fuel margins improved by 50 basis points in 2024, with an 80 basis point year-to-date improvement and an additional 13 basis points from lower credit card fees [11][12] - The effective tax rate for the first half was 22%, with expectations for the second half to be within the guided range of 24% to 26% [17][18] Business Line Data and Key Metrics Changes - Non-combustible nicotine categories are growing at a rate that offsets the decline in cigarette margins, which represent only 30% of total nicotine margin contribution [8] - Merchandise contribution increased by 8.9% for the quarter, excluding cigarettes and lottery, driven by strength in candy and packaged beverages [10][15] - Average per store month food and beverage sales at QuickChek have been positive for three consecutive quarters, indicating strong traffic [9] Market Data and Key Metrics Changes - Fuel prices remain range-bound despite geopolitical events, contributing to a lower price and less volatile environment [6] - The company outpaced OPUS volumes in each of its markets for the full quarter, despite a deceleration in June [33] Company Strategy and Development Direction - The company is focused on maintaining store profitability through operational cost improvements and a robust new store pipeline, with plans to deliver 50 new stores over the next twelve months [12][19] - The capital allocation strategy remains a fifty-fifty approach, balancing growth investments and shareholder returns [90][91] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of the year, particularly regarding nicotine contributions and the impact of FDA crackdowns on illicit products [8][63] - The company is well-positioned to weather lower demand cycles while maintaining a focus on long-term growth and operational efficiencies [49][51] Other Important Information - The company repurchased 471,000 shares in the second quarter, with year-to-date repurchases nearing 900,000 shares [20] - The new store construction pipeline is robust, with over 45 new stores in construction for Q3, indicating strong future growth potential [19] Q&A Session Summary Question: Trends in gallons and market share - Management noted that trends worsened partly due to a different same-store base and that margins improved despite lower volumes [31][32] Question: Guidance on EBITDA - Management reiterated that while they do not provide EBITDA guidance, operational efficiencies are expected to offset merchandise pressures [34][36] Question: Store build confidence - Management highlighted that bottlenecks have been addressed, leading to confidence in meeting store build targets [40][41] Question: Demand environment and cost flexibility - Management discussed the importance of consumer price sensitivity and the ability to optimize costs in a lower demand environment [45][48] Question: Merchandise contribution growth - Management expressed confidence in achieving guidance due to strong performance in non-cigarette categories and initiatives to drive customer engagement [55][59] Question: Share repurchases and capital allocation - Management clarified that leverage is balanced between growth and shareholder returns, maintaining a focus on their fifty-fifty capital allocation strategy [89][91] Question: Competitive landscape and fuel volume trends - Management indicated no significant differences in customer behavior between Walmart and non-Walmart locations, with competitive pressures being consistent across markets [96][97]