- On June 11th, key developments included Wang Yi meeting with Sergei Lavrov, advancements in domestic energy and tire industries, and international updates on sugar supply forecasts and EU humanitarian aid to Afghanistan.
- On June 7th, significant developments include CNOOC's major exploration breakthrough, Chongqing's encouragement of foreign investment, and the ECB's first interest rate cut in five years. Additionally, Saudi Aramco's $12 billion share offering attracted strong overseas demand.
- On June 6th, key updates include the Bank of Canada's first interest rate cut in four years, lower-than-expected U.S. private sector job growth, and Spain's highest crude oil imports in six years. Domestically, Beijing plans a National Data Security Industrial Park, Hangyang Group collaborates with Sinopec, and the Central Bank pushes for high-quality financial statistics.
- On June 4th, key developments included significant trade-in subsidies for new energy vehicles in China, increased Shenzhen market activity, U.S. manufacturing growth, and a surge in European natural gas prices due to Norway's supply interruption.
- On June 3rd, key developments include the suspension of tariff concessions for Taiwanese imports, Tianqi Lithium's major contract, and the first heavy-haul railway hydrogen refueling station in China. Internationally, OPEC+ plans to phase out production cuts, and the Eurozone's CPI exceeded expectations. These updates highlight significant economic and political shifts impacting global markets.
- On May 31st, key updates include Liu Guozhong's emphasis on poverty alleviation and water resource management in Xinjiang, the acceleration of the real estate financing coordination mechanism, the successful launch of a Pakistani satellite, and the weakening of the US dollar following economic data releases. Additionally, the Bank of England may begin cutting interest rates despite wage growth and inflation.
- On May 30th, the State Council outlined plans for revising the Energy Conservation Law, removing new energy vehicle purchase restrictions, and setting strict petrochemical industry policies. Internationally, German inflation poses challenges for the ECB, while ConocoPhillips acquires Marathon Oil for $22.5 billion.
- On May 28th, domestic news highlighted Shanghai's innovative real estate policies and the rejection of Taiwan-related proposals at the World Health Assembly. Internationally, above-average monsoon rainfall is expected in India, boosting agricultural production, while European stocks remained stable amid focus on the ECB's June interest rate cut. OPEC forecasts strong global oil demand growth for the next two years.
- On May 27th, key updates include Premier Li Qiang's meeting with Fumio Kishida, a significant drop in China's auto imports, and the Fed's decision to maintain interest rates. Additionally, China's longest cross-city subway debuted in Guangdong, and South Korea's online shopping trend towards China surged. (Source: CCTV News, CNR)
- On May 24, global business conditions improved, providing central banks leeway to delay interest rate cuts. Domestically, China's foreign non-financial direct investment surged 18.7% YoY, and memory chip prices rose 50%. The UK announced plans to expand its carbon emissions trading scheme, while oil prices fell due to Fed's hawkish stance.
- On May 23rd, key developments include new US tariff rules on Chinese products effective August 1st, COSCO SHIPPING Group's strategic partnership with Xiamen, and European natural gas price increases due to warmer weather forecasts. Domestic highlights feature Heilongjiang's record-breaking new energy power transmission and Shanghai Port's continued global leadership in container throughput.
- On May 22nd, domestic news highlighted increased industrial profits and Xinjiang's clean energy push, while international updates included easing Brent oil supply concerns and Canada's declining CPI, potentially leading to interest rate cuts.
- On May 21st, key updates include China's digital transformation progress, rising shipbuilding indicators, and potential UK interest rate cuts. Domestically, smart city goals and steel futures improvements were highlighted, while internationally, U.S. natural gas markets saw continued short-covering and shipping prices fluctuated. Oil prices rose slightly but remained within a narrow range.
- On May 20th, the IEA warned of future critical mineral shortages, impacting green energy transitions. Domestically, Beijing reduced provident fund loan interest rates, and coal prices stabilized with potential slight increases. Internationally, the Federal Reserve may ease bank capital requirements, and Japanese gold prices hit record highs.
- On May 17th, multiple Chinese ministries prepared major real estate measures, while the U.S. faced rising import prices and inflationary pressures. Indonesia expects a 29% increase in oil and gas investment, and Canada's manufacturing sales declined. Domestic postal industry revenue grew 12.9% YoY in April.