I. Weekly rise and fall of varieties (2021/1/24-2021/1/28)
Looking back over the past week, the Flush Commodities Index is up 1.04%!
Among them, iron ore rose the most, with a cumulative increase of 9.73% in the week, ranking first; followed by coke, soda ash, the cumulative increase of the week exceeded 6%, while rapeseed meal, palm oil and so on have a good increase.
In terms of decline, Shanghai nickel ranked first with a decline of 8.03%, followed by silver, which fell by 7.44% in the week, and stainless steel, red dates and other declines of more than 4%.
II. Change of Weekly Position Of Varieties (2021/1/24-2021/1/28)
In terms of the top 10 increases in the number of varieties in the futures market, styrene positions increased by 817.95 million lots, followed by LPG and Shanghai nickel, with weekly increases of 3.77 lots and 24,600 lots, respectively;
In terms of the top 10 position reductions of futures varieties, the rebar position volume fell sharply by 207,120 lots, followed by PTA and methanol, which reduced their holdings by 203,200 lots and 199,900 lots respectively.
Third, the analysis of hot varieties
1, the non-ferrous plate collective setback! Shanghai nickel plunged 8% to seal the stop
In early trading on Tuesday, the futures non-ferrous metals sector suffered a heavy setback! Among them, the main contract of Shanghai nickel fell nearly 8% intraday, and the price broke through the 170,000 yuan / ton mark. SDIC Anxin analysis believes that the plunge in nickel prices is mainly due to the news of the high-ice nickel ship in Qingshan, Indonesia.
【Interpretation】The reason has been found! The non-ferrous sector collectively plunged Shanghai nickel by 8% to seal the stop
2, crude oil high seismic! JPMorgan Chase: International oil prices may soar to $150 a barrel
Under the rapid heating of the risk of geopolitical conflict between Russia and Ukraine, brent crude oil rose for a time and returned to above $88 / barrel. However, the current situation in Russia and Ukraine is relatively relaxed, and crude oil prices have once again soared and fallen.
JPMorgan believes that if the ongoing conflict between Russia and Ukraine leads to a supply shock, international oil prices could soar to $150 a barrel in the first quarter of 2022.
【Interpretation】The great war is "about to start"? The situation in Ukraine is heating up sharply Morgan Chase: International oil prices may soar to $150 a barrel
【Interpretation】Multiple bearish weights hit precious metal Goldman Sachs but sang more gold
3, glass, soda ash both strong! Soda ash rose by more than 6% in the week
This week, glass and soda ash are both stronger! Among them, soda ash rose by more than 6% in the week, and the price climbed as high as 2900 yuan / ton, while the glass price also broke through to 2270 yuan / ton.
【Interpretation】Cumulative rise of more than 25%! What happened behind the soda ash pulling up to break through the 2700 mark?
【Interpretation】The glass continuous rise ended CITIC Futures said: It is recommended to trade low or range