At the close of the market on March 16, domestic commodity futures closed, most of them rose, Shanghai nickel rose more than 7%, SS, iron ore rose more than 5%, coking coal rose more than 3%, Shanghai tin, hot coil, etc. rose more than 2%, soybean one, soybean oil and so on rose more than 1%, glass, PVC and other slight increases; LU fell more than 4%, red dates fell more than 2%, pigs, EB and other fell more than 1%, Zheng alcohol, starch and other slight declines.
1. The resumption of the nickel contract is imminent, and Qingshan and the syndicate have reached an agreement.
According to the announcement of Tsingshan Group, Aoyama has reached a quiet period agreement with a syndicate of banks. It is reported that Tsingshan Group has also reached an agreement with two large-scale nickel-using enterprises to exchange high-ice nickel for a total of 4,000 tons of pure nickel warehouse receipts per month for nickel futures delivery.
2. Statistics Bureau: Continue to do a good job in ensuring the supply and price stability of bulk commodities, and take multiple measures to increase market supply.
Fu Linghui, spokesman for the Statistics Bureau, said at a press conference on the 15th that in the next stage, under the condition of facing a difficult situation, it is still necessary to continue to do a good job in ensuring the supply and price stability of bulk commodities, take multiple measures to increase market supply, meet the needs of production and life, reduce the production costs of enterprises, especially the cost of middle and downstream industries, improve the operating conditions of enterprises, and promote stable economic development.
3. The third batch of frozen pork reserves will be started during the year.
According to the monitoring of the Development and Reform Commission, in the week from March 7 to March 11, the national average pig food price ratio was 4.75:1, which was in the excessive decline first-level warning range determined by the "Improving the Pork Reserve Adjustment Mechanism and Doing a Good Job in ensuring supply and stabilizing prices in the Pork Market" for three consecutive weeks. The Development and Reform Commission will work with relevant departments to start the collection and storage of the third batch of frozen pork reserves this year, and guide all localities to speed up the collection and storage.
March 16 Commodity Ploy
1. Ferrosilicon
At present, the supply of ferrosilicon is loose, the new round of tender prices of steel mills has risen to 9600 yuan / ton, the Russian-Ukrainian conflict is good for ferrosilicon exports, the disk surface is strong, and it can be done at a low price.
Trading ideas: ferrosilicon 2205 low multi-idea, entry reference 9350-9230 range, 9050 line can do risk control position point, more than a short-term focus on the upper 9700 line pressure line.
1. Shanghai nickel
LME nickel recovery is imminent, Aoyama announcement to solve the stage liquidity problem, but the difficulty of making up enough delivery products is indeed larger, Aoyama plan and other prices after the return of a reasonable and orderly way to reduce its existing positions, indicating that the conditions for short-selling are still there.
Trading ideas: Shanghai nickel 2204 contract to do more at a low price, focusing on the support below 227800, trading is best with the market correction gradually to make up for more orders.
2. Asphalt
The cost side of crude oil has recently been weak, the domestic epidemic has been affected by the epidemic, the terminal consumption has started slowly, and the refinery is expected to maintain a small accumulation pattern. After the sharp decline in oil prices, the asphalt disk cracking returned to the previous low, the fundamentals are difficult to support the valuation to continue to strengthen, and the disk is expected to be weak.
Trading ideas: Asphalt 2205 contract rebound short, the entry point is concerned about 3680-3720, the lower focus is on support 3500, and the defense is 3760.
3. Rubber
Domestic Yunnan Xishuangbanna production area of the rubber factory resumed work actively, citing third-party statistics, the domestic Qingdao free trade zone inventory (including NR warehouse receipts) reported 184,800 tons, outside the area inventory reported 302,700 tons, a total of 487,500 tons, month-on-month to destock.
Trading ideas: rubber 2205 contract low to do more, operational reference below 13450, low to do more, light position intervention, below the first line support 13200, second line support 12900 can be filled.
4.Bean lees
Argentina halted the registration of soybean oil and soybean meal exports, intending to increase export taxes or exacerbate turmoil in the global soybean market. Recently, we have focused on soybean harvesting and geopolitics in South America, and the forecast shock is strong.
Trading ideas: soybean meal 2205 contract light warehouse high into more, the entry level refers to the 4150 line, more than a single entry to see the 4220 range pressure level, the line breaks through the stand, can be appropriately multi-order position.
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