美豆油期货

Search documents
美豆油价格延续弱势 9月23日阿根廷豆油(10月船期)C&F价格上调10美元/吨
Jin Tou Wang· 2025-09-24 02:59
9月23日芝加哥商业交易所(CBOT)豆油期货行情 品种 开盘价 最高价 最低价 收盘价 美豆油 46.69 50.02 48.89 49.89 0.32% 【豆油市场消息速递】 北京时间9月24日,芝加哥商业交易所(CBOT)豆油期货价格延续弱势,今日开盘报49.88美分/磅,现报 每吨49.71美分/磅,跌幅0.26%,盘中最高触及49.99美分/磅,最低下探49.40美分/磅。 豆油期货行情回顾: 9月23日,阿根廷豆油(10月船期)C&F价格1166美元/吨,与上个交易日相比上调10美元/吨;阿根廷豆油 (12月船期)C&F价格1162美元/吨,与上个交易日相比上调7美元/吨。 截至9月23日,全国豆油港口库存为122.7万吨,上周同期为120.3万吨,环比增加2.4万吨。 9月23日:全国一级豆油成交量8000吨,环比上个交易日减少46.67%。 ...
美豆油价格震荡回落 9月17日阿根廷豆油(10月船期)C&F价格上调5美元/吨
Jin Tou Wang· 2025-09-18 03:09
Group 1 - The core viewpoint indicates that CBOT soybean oil futures prices are experiencing fluctuations, with a current price of 51.61 cents per pound, reflecting a decline of 0.41% from the opening price of 51.83 cents per pound [1] - On September 17, the opening price for soybean oil futures was 53.20 cents per pound, with a closing price of 51.82 cents per pound, marking a decrease of 2.81% [2] - The trading volume for national first-grade soybean oil on September 17 was 21,000 tons, which represents a decrease of 2.33% compared to the previous trading day [2] Group 2 - As of September 17, the Dalian Commodity Exchange reported a soybean oil futures warehouse receipt of 24,544 lots, remaining unchanged from the previous trading day [2] - The C&F price for Argentine soybean oil for October shipment was reported at $1,183 per ton, an increase of $5 per ton compared to the previous trading day; for December shipment, the price was $1,179 per ton, up by $6 per ton [2]
美豆油价格继续上行 9月12日阿根廷豆油(10月船期)C&F价格上调12美元/吨
Jin Tou Wang· 2025-09-15 03:16
北京时间9月15日,芝加哥商业交易所(CBOT)豆油期货价格继续上行,今日开盘报52.06美分/磅,现报 每吨52.40美分/磅,涨幅0.54%,盘中最高触及52.41美分/磅,最低下探52.06美分/磅。 更新时间: 豆油期货行情回顾: 9月12日芝加哥商业交易所(CBOT)豆油期货行情 品种 开盘价 最高价 最低价 收盘价 美豆油 51.58 52.52 51.34 52.14 1.26% 【豆油市场消息速递】 9月12日,大商所豆油期货仓单24544手,环比上个交易日持平。 9月12日,阿根廷豆油(10月船期)C&F价格1145美元/吨,与上个交易日相比上调12美元/吨;阿根廷豆油 (12月船期)C&F价格1148美元/吨,与上个交易日相比上调10美元/吨。 9月12日:全国一级豆油成交量5500吨,环比上个交易日减少71.05%。 ...
资讯早间报:隔夜夜盘市场走势-20250901
证券时报· 2025-09-01 02:58
Report Industry Investment Rating - The report does not explicitly mention the overall industry investment rating. However, some institutions have provided ratings for specific sectors: Goldman Sachs maintains an "overweight" stance on Chinese stocks, and Standard Chartered Bank maintains an "overweight" rating on Chinese stocks in its "2025 H2 Global Market Outlook" [36]. Core Viewpoints - The domestic futures market had a mixed performance overnight, with most contracts falling. International precious metals generally rose, while international oil prices slightly declined. The global economic and policy environment is complex, with various factors influencing different markets such as macro - policies, corporate operations, and international trade relations [3][4][5]. Summary by Directory Overnight Night - Market Trends - **Domestic Futures**: Most domestic futures main contracts fell. Soda ash dropped over 2%, and glass, coke, cotton, etc., dropped over 1%. Shanghai silver and caustic soda rose over 1% [3]. - **International Precious Metals**: COMEX gold futures rose 1.13% to $3516.1 per ounce, and COMEX silver futures rose 2.62% to $40.723 per ounce [4]. - **International Oil Prices**: WTI crude oil main contract fell 0.48% to $64.01 per barrel, and Brent crude oil main contract fell 0.28% to $67.48 per barrel [5]. - **London Base Metals**: All London base metals rose. LME zinc rose 1.19%, LME nickel rose 0.93%, etc. [5]. - **International Agricultural Products**: International agricultural product futures had mixed performances. US soybeans rose 0.45%, US corn rose 2.25%, etc. [7]. Important Information Macro Information - As of July 2025, there were 150 futures companies in China, with a trading volume of 10.99 billion lots and an operating income of 4.282 billion yuan in July [9]. - As of August 29, the Shanghai Export Containerized Freight Index dropped 29.7 points, and the China Export Containerized Freight Index dropped 1.6% [9]. - The NDRC will introduce policies to promote private investment and set minimum private investment participation ratios for major projects [9]. - From August 27 - 29, Chinese and US officials held talks on Sino - US economic and trade relations [9]. - In August, China's manufacturing PMI was 49.4%, up 0.1 percentage points from the previous month, and the non - manufacturing business activity index was 50.3%, up 0.2 percentage points [10][12]. - The Fed entered a "quiet period" before its September meeting [12]. Energy and Chemical Futures - From September 1, 2025, the maximum daily opening position for non - futures company members or clients in the caustic soda 2601 contract is 10,000 lots [14]. - Last week, PVC production enterprises' capacity utilization rate was 76.02%, down 1.59% month - on - month [14]. - In June, US crude oil production reached a record high, and LNG production increased by 12,000 barrels per day [14]. Metal Futures - Tin Industry Co., Ltd. will conduct a routine shutdown for equipment maintenance, expected to last no more than 45 days, with little impact on the annual production plan [16][17]. - Last week, copper inventory decreased by 1,950 tons, and aluminum inventory increased by 991 tons [18]. - The US Federal Circuit Court of Appeals ruled that most of Trump's global tariff measures were illegal [18]. Black - Series Futures - The blast furnace operating rate of 247 steel mills was 83.2%, down 0.16 percentage points from last week [20]. - The total inventory of imported iron ore in 45 ports was 137.6302 million tons, down 821,800 tons [20]. - Shanxi Coking Coal's subsidiary had a safety accident and stopped production, with an annual approved capacity of 4 million tons [21]. - This week, the total urban inventory was 8.8916 million tons, up 349,900 tons from last week [23]. - In August, the steel industry PMI was 49.8%, down 0.7 percentage points from the previous month [23]. - Colombia banned coal exports to Israel [23]. Agricultural Product Futures - As of August 29, the self - breeding and self - raising pig farming profit was 32.24 yuan per head, and the profit from purchasing piglets was a loss of 148.41 yuan per head [25]. - Zhengzhou Commodity Exchange revised the rules for fresh apple futures [25]. - India allocated 2.35 million tons of sugar for domestic sales in September 2025, the same as in 2024 [25]. - Indonesia set the reference price for CPO in September at $954.71 per ton, up from August [27]. - In the first half of August, Brazil's central - southern region had a 8.17% year - on - year increase in sugarcane crushing volume [27]. - The ISO expects the global sugar supply shortage in 2025/2026 to narrow significantly to 231,000 tons [28]. - Malaysia's palm oil exports from August 1 - 31 were 1.421486 million tons, up 10.2% from the previous month [29]. Financial Market Finance - Next week, 29 A - share stocks will face unlocking, with a total unlocking market value of 18.877 billion yuan, down 73.51% week - on - week [31]. - In H1 2025, Shanghai - listed companies' operating income was 24.68 trillion yuan, down 1.3% year - on - year, and net profit was 2.39 trillion yuan, up 1.1% [33]. - As of the end of August, the scale of Shanghai ETFs exceeded 3.7 trillion yuan, with a net inflow of over 350 billion yuan this year [33]. - As of June 30, 2025, the five A - share listed insurance companies' stock investment scale was nearly 1.8 trillion yuan, up 405.356 billion yuan from the end of 2024 [35]. - In August, A - shares continued to rise. Institutions expect the market to be volatile in September and focus on resource sectors, innovation drugs, etc. [36]. - Many foreign financial institutions are optimistic about the Chinese market. Hedge funds are net buyers of Chinese stocks [36]. - In the first eight months, the A - share market was strong, and the average return of active equity funds was 23.83% [36]. - Hesai Technology passed the Hong Kong Stock Exchange's hearing and plans to list in Hong Kong [37]. - Hefei Xinqi Microelectronics Equipment Co., Ltd. and Easy Health Group submitted IPO applications to the Hong Kong Stock Exchange [37]. Industry - Since August, nearly 20 small and medium - sized banks have lowered deposit interest rates [38]. - From January to August, the sales of TOP100 real estate enterprises were 2.32705 trillion yuan, down 13.3% year - on - year [40]. - In August, the inventory warning index for Chinese auto dealers was 57.0%, up 0.8 percentage points year - on - year [40]. - In 2025, China's total box office (including overseas) exceeded 40 billion yuan [40]. - The mother - fund market cooled significantly this year, with 33 new mother - funds established [41]. - Shanghai's leading commercial health insurance companies are developing new group insurance products [41]. Overseas - Trump's global tariff policy and the lawsuit to remove Fed Governor Cook are facing the US Supreme Court's final ruling [42]. - Japan and the US are discussing a package deal including tariff reduction and a $550 billion investment plan [44]. - ECB Governing Council member Rehn said inflation risks are "downward - biased" [44]. International Stock Market - Tata Capital will launch a $2 billion IPO in September [45]. Commodity - Malaysia's palm oil exports in August were 1.421486 million tons, up 10.22% month - on - month [46]. Bond - Yuzhou Group's overseas debt restructuring became effective, involving about $6.68 billion in debt, and is expected to reduce the repayment pressure by about $3.5 billion [47]. Foreign Exchange - In the past two weeks, the RMB has strengthened against the US dollar, driven by the weakening US dollar index and narrowing Sino - US interest rate differentials [49]. - The Canadian dollar has risen 4.68% against the US dollar this year, being the worst - performing G10 currency [50].
国富期货:21上海
Guo Fu Qi Huo· 2025-08-18 09:06
Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight and spot market conditions of multiple commodities, including palm oil, soybeans, and related products, along with important fundamental information on weather, international and domestic supply - demand, macroeconomic news, and capital flows in the market. It details price changes, production, consumption, and trade data to assist in understanding the market trends of these commodities [1][2][8]. Summary by Directory 1. Overnight Market Conditions - Overnight closing prices and percentage changes of various commodities such as Malaysian palm oil, Brent crude, US crude, US soybeans, and related products are provided. Also, the latest prices and percentage changes of currency indices and exchange rates are given [1]. 2. Spot Market Conditions - Spot prices, basis, and basis changes of DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are presented. CNF quotes and changes of imported soybeans from different origins are also included [2]. 3. Important Fundamental Information 3.1产区Weather - US soybean - producing states' future weather (August 20 - 24) shows that most areas will have above - normal temperatures and half of the regions will have precipitation close to the median. The Midwest will experience temperature increases and varying precipitation patterns, which may impact crops differently [4][6]. 3.2 International Supply - Demand - Malaysian palm oil exports from August 1 - 15 increased significantly compared to the same period in July according to AmSpec and ITS. Indonesia will crack down on illegal palm plantation activities. CFTC持仓 reports show changes in positions of various agricultural products. North American field surveys on corn and soybeans will be conducted. NOPA data indicates US soybean crushing and soybean oil inventory in July. Canadian and Ukrainian agricultural production and harvest progress are also reported. The Baltic Dry Bulk Freight Index shows different trends for different types of ships [8][9][10]. 3.3 Domestic Supply - Demand - On August 15, the trading volume of soybean oil and palm oil decreased significantly compared to the previous day. The trading volume of soybean meal also changed, and the oil mill's开机 rate decreased slightly. The actual soybean crushing volume in the 33rd week was lower than expected. Pig - raising profits and agricultural product wholesale prices showed certain changes [14][15]. 4. Macroeconomic News 4.1 International News - US economic data such as inflation expectations, manufacturing index, consumer confidence index, retail sales, import prices, industrial output, and business inventory are reported [17]. 4.2 Domestic News - The RMB exchange rate, central bank's open - market operations, national economic data, monetary policy report, and a WTO lawsuit against Canada are presented [19]. 5. Capital Flows - The capital flow data of major futures varieties on August 15 are provided, including the net inflow and outflow of funds in different types of futures such as commodity futures and stock index futures [21][22]. 6. Arbitrage Tracking No relevant content provided.
美豆油价格偏强运行 8月12日阿根廷豆油(9月船期)C&F价格下调24美元/吨
Jin Tou Wang· 2025-08-13 03:12
Core Viewpoint - The Chicago Board of Trade (CBOT) soybean oil futures are experiencing a strong performance, with prices showing a slight increase and fluctuations within a defined range [1]. Group 1: Market Performance - On August 13, CBOT soybean oil futures opened at 53.06 cents per pound and are currently at 53.28 cents per pound, reflecting a 0.40% increase [1]. - The highest price during the trading session reached 53.30 cents per pound, while the lowest dipped to 52.92 cents per pound [1]. - On August 12, the closing price for soybean oil was 53.21 cents per pound, with a 0.55% increase from the previous day [1]. Group 2: Price Adjustments - On August 12, the C&F price for Argentine soybean oil for September shipment was $1,125 per ton, down $24 per ton from the previous trading day [1]. - The C&F price for Argentine soybean oil for November shipment was $1,119 per ton, down $11 per ton from the previous trading day [1]. Group 3: Trading Volume and Inventory - On August 12, the national first-grade soybean oil trading volume was 20,600 tons, which is a 6.19% increase compared to the previous trading day [1]. - As of August 12, the national soybean oil port inventory stood at 1.068 million tons, an increase of 13,000 tons compared to the same period last week [1].
冠通期货资讯早间报-20250723
Guan Tong Qi Huo· 2025-07-23 00:58
Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The domestic commodity market experienced a rare daily limit surge on Tuesday, with the main contracts of six varieties, including glass, soda ash, coking coal, coke, industrial silicon, and polysilicon, closing at the daily limit. The core driving force for this rally is the continuous release of the "anti-involution" policy signal by the state, combined with the coal mine production inspection notice circulated on the same day, which triggered expectations of supply tightening [2][46]. - The international precious metal futures generally closed higher, while international oil prices slightly declined. London's base metals mostly rose, and international agricultural product futures showed mixed performance [3][4][5]. - In the financial market, A-shares continued to rise, and the Hong Kong stock market also showed an upward trend. The science and technology innovation board celebrated its 6th anniversary, and Central Huijin increased its holdings of ETFs on a large scale in the second quarter [30]. - Overseas, there are various events and statements, including trade negotiations, comments on the Federal Reserve's policies and personnel, and corporate financial reports [10][11][43]. Summaries by Relevant Catalogs Overnight Night Market Trends - Domestic commodity market: Six varieties' main contracts closed at the daily limit, and the black series continued to rise at night, with coking coal up 11% and coke up 5.29% [2]. - International precious metal futures: COMEX gold futures rose 1.10% to $3444.00 per ounce, and COMEX silver futures rose 0.83% to $39.66 per ounce [3]. - International oil prices: WTI crude oil main contract fell 0.76% to $65.45 per barrel, and Brent crude oil main contract fell 0.66% to $68.75 per barrel [4]. - London base metals: Most rose, with LME zinc up 0.53%, LME copper up 0.39%, LME tin up 0.32%, and LME aluminum up 0.21% [4]. - International agricultural product futures: Mixed performance, with US soybeans down 0.17%, US corn down 1.18%, US soybean oil down 0.59%, US soybean meal up 1.13%, and US wheat up 1.34% [5]. Important Information Macroeconomic Information - The "Regulations on Rural Highways" will be implemented on September 15, 2025, aiming to promote the high-quality development of rural highways [8]. - As of the end of the second quarter of 2025, the balance of RMB loans of financial institutions was 268.56 trillion yuan, a year-on-year increase of 7.1%. The balance of RMB real estate loans was 53.33 trillion yuan, a year-on-year increase of 0.4% [8]. - The current market has no obvious unilateral expectation of RMB appreciation or depreciation, and market transactions are rational and orderly [9]. - There are various international events and statements, including trade negotiations, comments on the Federal Reserve's policies and personnel [10][11][12]. Energy and Chemical Futures - The next round of China-US talks may discuss China's purchase of Russian and Iranian oil [15]. - As of the week of July 21, the social inventory of domestic asphalt increased by 0.3%, and the factory inventory decreased by 2.6% [15]. Metal Futures - The Ministry of Industry and Information Technology will support the stable operation and high-quality development of the non-ferrous metal industry [17][18]. - China's alumina exports in June 2025 decreased by 17.71% month-on-month but increased by 8.95% year-on-year [18]. - In May 2025, the global refined copper market had a surplus of 97,000 tons, and from January to May, the surplus was 272,000 tons [18]. Black Series Futures - Some steel mills plan to raise the price of wet-quenched coke by 50 yuan/ton and dry-quenched coke by 55 yuan/ton on July 23 [20]. - The inventory of imported iron ore in 47 ports in China increased by 722,500 tons compared with last Monday [20]. Agricultural Product Futures - Russia reduced its wheat production and export volume forecasts for 2025 [22]. - Malaysia's palm oil exports in June 2025 remained high, but the inventory reached an 18-month high [23]. - It is expected that the new cotton yield per mu in 2025 will be 158.7 kg, a year-on-year increase of 2.5% [23]. - Various other agricultural product data, including soybean, pig, and sugar production and trade information [25][26][28]. Financial Market Finance - A-shares continued to rise, with the Shanghai Composite Index rising 0.62% to 3581.86 points, and the market turnover expanding to 1.93 trillion yuan [30]. - The Hong Kong Hang Seng Index rose 0.54% to 25,130.03 points, and the southbound capital had a net inflow of HK$2.717 billion [30]. - The science and technology innovation board celebrated its 6th anniversary, with 589 companies listed, raising a total of 925.7 billion yuan in IPOs and 186.7 billion yuan in refinancing [30]. - Central Huijin increased its holdings of ETFs by over 200 billion yuan in the second quarter [32]. - Overseas institutions mainly surveyed companies in the electronics, machinery, pharmaceutical, and non-ferrous metal industries in July [32]. - Zhongyou Insurance triggered a mandatory tender offer by buying 726,000 shares of Green Power Environmental Protection H shares [32]. - The Shanghai Stock Exchange took regulatory measures against abnormal trading behavior in *ST Yazhen [32]. - The Shanghai Stock Exchange and China Securities Index Company will launch the Shanghai Science and Technology Innovation Private Enterprise Index and the Shanghai Science and Technology Innovation Private Enterprise Strategy Index on July 23 [33]. - SenseTime plans to enter the field of embodied intelligence [33]. Industry - The National Data Administration has guided the construction of data annotation bases in 7 cities and plans to layout data industry agglomeration areas in the second half of the year [34]. - 127 domestic games and 7 imported games obtained game licenses in July [36]. - The game "Late Ming: Feather of the Abyss" topped the Steam bestseller list [36]. - The news of "Beijing banning fuel vehicles from ride-hailing platforms" was false [36]. - China's shipbuilding industry maintained its global leading position in the first half of the year [36]. - Telecommunication business revenue in the first half of the year was 905.5 billion yuan, a year-on-year increase of 1% [37]. Overseas - Trump called for the Federal Reserve to cut interest rates and said that Fed Chairman Powell would leave office soon [38]. - US Treasury Secretary Yellen said that tariff revenue was "huge" and supported Powell to complete his term [38]. - Various international events, including trade negotiations, policy statements, and corporate financial reports [38][40][43]. International Stock Markets - US stocks closed mixed, with the Dow Jones rising 0.4%, the S&P 500 rising 0.06%, and the Nasdaq falling 0.39% [43]. - European stocks closed mixed, with the German DAX falling 1.09%, the French CAC40 falling 0.69%, and the UK FTSE 100 rising 0.12% [43]. - Coca-Cola's second-quarter adjusted revenue and earnings per share were better than expected [43]. - General Motors' second-quarter revenue and net profit declined [44]. - Lockheed Martin's second-quarter net sales and operating profit were lower than expected, and it lowered its full-year earnings per share forecast [45]. Commodities - Similar to the overnight night market trends, the domestic commodity market had a daily limit surge, and international precious metal, oil, and base metal futures showed different performances [2][3][4][46]. - Russia maintained its forecast for grain production and export volume [48]. Bonds - The domestic bond market was weak, with treasury bond futures closing down [49]. - As of the end of June, overseas institutions held 4.23 trillion yuan of interbank market bonds, accounting for about 2.5% of the total [50]. - The Asian Infrastructure Investment Bank successfully issued a 20 billion yuan panda bond [50]. - Japanese government bond yields attracted record foreign capital inflows [52]. - US bond yields declined across the board [52]. Foreign Exchange - The RMB appreciated by 1.9% against the US dollar in the first half of the year, and the market had no obvious unilateral expectation [53]. - The onshore RMB against the US dollar rose 12 points, and the offshore RMB rose 5 points [54][55]. - The US dollar index fell 0.49%, and most non-US currencies rose [54]. Upcoming Events - There are various events scheduled for July 23, including central bank operations, press conferences, and industry exhibitions [56].
菜粕不具备持续走高基础
Qi Huo Ri Bao· 2025-06-26 01:00
Core Viewpoint - The market for rapeseed meal is under pressure due to ample supply and stable demand, making it difficult for prices to sustain upward momentum before the weather trading phase for U.S. soybeans begins [1] Group 1: Supply Dynamics - The increase in imported soybeans has led to a normalization of customs clearance and unloading, resulting in abundant raw materials for coastal oil mills and a rise in operating rates, which has expanded soybean meal production [2] - As of June 20, 2025, the physical inventory days of soybean meal for domestic feed enterprises reached 7.74 days, an increase of 0.91 days (11.75%) from the previous week and 4.08% higher than the same period last year, marking the highest level in three years [2] - The current high inventory levels of rapeseed oil and rapeseed meal, along with the potential for increased market circulation of previously imported rapeseed meal, may exert downward pressure on domestic prices [2] Group 2: Demand Challenges - The trade friction between China and Canada has led to a reduction in imported rapeseed and rapeseed meal, narrowing the price gap between rapeseed meal and soybean meal, thus diminishing the cost-effectiveness of rapeseed meal [3] - The current harvest of domestic wheat, which is competitively priced compared to corn, is prompting some feed mills to substitute wheat for corn, further reducing the demand for relatively expensive soybean meal [3] Group 3: Market Influences - The "seesaw" effect is evident as U.S. biodiesel policies have driven up soybean oil futures, which in turn has influenced the prices of palm oil and rapeseed oil, potentially suppressing rapeseed meal prices [4] - With the completion of canola planting in Canada and favorable growth conditions for U.S. soybeans, the likelihood of weather-related price fluctuations in the short term is low [4] - As trade relations between China and the U.S. and Canada improve, the normalization of soybean and rapeseed imports is expected, maintaining a backdrop of ample supply for meal products [4]
冠通期货资讯早间报-20250618
Guan Tong Qi Huo· 2025-06-18 01:07
Report Summary 1. Overnight Night - Market Trends - Domestic futures: Most domestic futures rose. SC crude oil rose 6.13%, PX and PTA rose over 3%, short - fiber, LPG, methanol, fuel oil, low - sulfur fuel oil, and bottle chips rose over 2%. Coking coal and iron ore fell slightly [2] - International crude oil: US crude oil rose 4.97% to $73.74 per barrel, Brent crude rose 4.96% to $76.86 per barrel [3] - International precious metals: COMEX gold fell 0.32% to $3406.50 per ounce, COMEX silver rose 2.01% to $37.18 per ounce [4] - London base metals: Most London base metals fell. LME copper fell 0.34% to $9670 per ton, LME lead fell 1.57% to $1976 per ton [5] - International agricultural products: International agricultural products were mixed. US soybeans rose 0.40%, US corn fell 0.92%, US soybean oil fell 0.76%, US soybean meal rose 0.53%, and US wheat rose 2.33% [6] 2. Important News Macro News - Geopolitical: Trump denied Macron's statement about his return to Washington. Israel wants to destroy Iran's nuclear program. Iran attacked Israeli intelligence agencies. Russia attacked Kiev with drones and missiles [9][10] - US economy: US retail sales in May fell more than expected due to weak auto sales. Retail sales fell 0.9% in May after a 0.1% decline in April [12][13] Energy and Chemical Futures - Oil market: IEA predicts oil demand will peak in 2029 and supply will be sufficient by 2030. Russia's Novak said OPEC+ may change its production - increase decision. The EU plans to ban long - term LNG services to Russian customers from 2026 [15][16] Metal Futures - Gold: Citi expects gold to fall below $3000 per ounce in the next few quarters. 95% of central banks surveyed by the World Gold Council think global central banks will increase gold reserves in the next 12 months [18][20] Black - Series Futures - Iron ore: On June 17, China's 47 - port iron ore inventory decreased by 24.99 tons. Australian and Brazilian port inventories also declined [22] Agricultural Futures - Soybeans and related products: As of June 13, domestic soybean and bean - meal inventories changed. Some US states may have less soybean planting due to rain. India cut edible - oil tariffs. EU's imports of agricultural products changed. Brazil's June soybean export forecast was adjusted [24][26][27] 3. Financial Markets Stocks - A - shares: On Tuesday, A - shares had a narrow range. The Shanghai Composite Index fell 0.04%, Shenzhen Component Index fell 0.12%, and ChiNext Index fell 0.36%. The trading volume was 1.24 trillion yuan [29] - Hong Kong stocks: The Hang Seng Index fell 0.34%. South - bound capital had net purchases of HK$63 billion. Many companies had IPO - related news [31][32] - US stocks: US stocks fell. The Dow fell 0.7%, S&P 500 fell 0.84%, and Nasdaq fell 0.91% [42] - European stocks: European stocks fell due to geopolitical risks and economic concerns [42] Commodities - Oil: Oil prices rose. US API crude inventory decreased more than expected. IEA predicts a supply surplus in 2025 [44][46] - Precious metals: Gold fell 0.32%, silver rose 2.01%. Central banks are likely to increase gold reserves [44][46] - Base metals: Most base metals fell, affected by Fed policy and demand [44] Bonds - Domestic bonds: Domestic bonds were strong. Short - term bonds performed better. Bond funds' investment heat increased [47] - US bonds: US bond yields fell due to geopolitical risks and expected Fed rate cuts [48] - EU bonds: EU bond yields rose due to increased bond supply expectations [50] Foreign Exchange - RMB: On Tuesday, the on - shore RMB against the US dollar fell. The US dollar index rose due to its safe - haven property [51]
【期货热点追踪】美豆油期价大幅走高,日内涨近7%,谷物市场却因天气承压,后市走向几何?
news flash· 2025-06-16 12:58
美豆油期价大幅走高,日内涨近7%,谷物市场却因天气承压,后市走向几何? 相关链接 期货热点追踪 ...