- The 2023 autumn grain purchase in China reached a new high, oil prices dropped, and the CSRC strengthened supervision of high-frequency trading. Internationally, the Baltic Dry Bulk Freight Index fell for the fifth consecutive day, U.S. EIA crude oil inventories are expected to decrease, and U.S. stocks opened higher amid easing CPI concerns. Canada's manufacturing sales declined in March.
- On May 15th, domestic oil prices are expected to witness the largest decline of the year, while the National Development and Reform Commission highlights significant potential for energy-saving and carbon-reduction upgrades. Internationally, the Fed is likely to keep interest rates unchanged, and new U.S. regulations aim to boost power grid infrastructure. The UK's employment situation weakened in April, but wage pressures remain high.
- On May 14th, domestic coking coal prices surged over 34%, driven by increased demand and robust steel industry growth. Additionally, global markets witnessed significant currency fluctuations as institutions reduced exposure to emerging markets. The Bank of Japan's reduced bond purchases led to a short-term yen strengthening, while OPEC+ faces risks of declining market share if it does not increase oil production.
- On May 14th, Chinese companies secured exploration licenses for five Iraqi oil and gas fields, while CITIC Securities noted accumulating positive factors for China's asset recovery. Internationally, Iraq's stance on OPEC production cuts shifted, and U.S. inflation is expected to slow. Canada's wage growth slowdown hints at a possible June rate cut.
- On May 11, 2024, key updates include China's coal remaining a critical energy source, postal industry growth, inspection of low altitude space economy, and digital green initiatives domestically. Internationally, the BoE may cut rates, Salalah offers new shipping routes, and gold prices surge. India's forex reserves also saw a rise.
- On May 10th, key updates include the 2024 legislative work plan by the National People's Congress, a 10,000-ton sea vessel's direct route to Chongqing, and a 50% Q1 profit drop for major real estate firms. Internationally, German industry faces challenges, U.S. chip manufacturing capacity is set to triple by 2032, and Argentina introduces 10,000 peso banknotes amid high inflation.
- On May 9th, key updates include the NPC's 2024 legislative plan, a significant drop in Q1 profits for major Chinese real estate firms, and Germany's weak industrial outlook. Additionally, the U.S. chip manufacturing capacity is projected to triple by 2032, and the Riksbank may implement further rate cuts.
- On May 9th, the NDRC signed cooperation agreements with France, China's ICT market in the power sector to reach 84.06 billion yuan by 2028, and the Baltic Dry Bulk Freight Index reached a six-week high. Additionally, the Russian government resigned, and UK consumer confidence is expected to improve despite declining retail sales.
- On May 9th, domestic news includes unemployment insurance policies, interest rate expectations, and new energy vehicle trends. Internationally, ECB officials discuss policy easing and digital currencies, while the RBA hints at potential rate hikes. (255/255)
- On May 9th, key updates include China's pharmaceutical industry stabilizing, offshore wind power showing an inflection point, and rising antimony prices. Internationally, the Fed slows balance sheet shrinkage, and the UAE discovers new gas reserves. Positive policy expectations may catalyze the market in Q2.
- On April 30th, Shanghai's Q1 container exports surged 35.4% YoY, reaching 1.261 billion yuan. Domestic updates include energy supply measures and financial supervision guidelines. Internationally, ECB cautious on July rate cut, Eurozone economy shows weakness, and Saudi Arabia plans to raise crude oil prices to Asia.
- On April 29th, key updates include Hainan's enhanced financial support for green smart home appliances and new energy vehicles, the central bank's strengthened payment supervision, and international developments such as Russia extending its fertilizer export quota system and Japan seeing increased tourism due to yen depreciation.
- On April 29th, Shanghai and Hong Kong signed an MOU to enhance new energy digitalization cooperation. Domestic container shipping rates rose, while U.S. natural gas futures declined due to high inventories. Oil prices showed signs of tightening supply, and Google's market cap exceeded $2 trillion.
- On April 26th, the CFFEX held a symposium to enhance financial futures market stability, while the Shanghai Futures Exchange adjusted risk control measures. Internationally, U.S. GDP data influenced Fed rate expectations, and major stock indexes opened lower. The central government allocated 1.416 billion yuan for agricultural disaster relief.
- On April 25, domestic and international news highlighted China's economic recovery, mergers of small banks, climate conditions, and global trends including crude prices, ECB interest rates, electric vehicle sales, and U.S. aid bills.