At the close of early trading, the main domestic futures contracts were mixed, with manganese and silicon rising more than 3%, and the container shipping index (European line), liquefied petroleum gas (LPG), and Shanghai Bank rising more than 2%. In terms of decline, rapeseed meal, rapeseed oil, coking coal, and polyvinyl chloride (PVC) fell more than 1%.
Manganese ore imports have been missing in a short period of time, and expectations for a decline in port deposit data will gradually expand in the next few weeks.
In early trading, the main contract of manganese and silicon futures opened higher and went higher. The SDIC Anxin Futures Research Report pointed out that the weekly increase in silicon and manganese output decreased, hot metal output continued to rise, and the supply and demand of silicon and manganese were basically balanced. South32 will not be able to sell manganese ore to the outside world in a short time.casinofreebonusnodeposit2022Due to the lack of manganese ore imports, expectations for a decline in port deposit data will gradually expand in the coming weeks. The port's oxide ore inventory maintained a trend of depletion. In the later stage, we need to pay attention to the changes in manganese oxide ore port inventories in the past two months and the news about South32. Overall remains bullish.
Tianfeng Securities: Pay attention to investment opportunities such as price increases for consolidated transportation, shipping, and freight forwarding
Tianfeng Securities Research News pointed out that it is concerned about investment opportunities brought by price increases in consolidated transportation, shipping, freight forwarding, container manufacturing, etc. 1. The shipping industry chain has benefited from the increase in consolidated shipping prices. Since late April, ships have been diverted, suspended, and blocked ports. Recovery of freight demand, peak seasons, and rush to transport have driven a sharp increase in freight rates. Container companies, multi-purpose shipping companies, freight forwarding companies, and container manufacturing companies in the shipping industry chain may benefit;2. Shipping: international container shipping, multi-purpose ship shipping. European and American routes are greatly affected by supply and demand, and freight rates have risen sharply, which may be transmitted to near-ocean and domestic trade routes in the future; consolidated cargo may overflow to multi-purpose ships, driving freight rates to increase;3. Freight forwarding and air freight: Consolidated freight forwarding companies benefit from price increases, and under the comprehensive logistics service model, profit per box is expected to increase; air freight benefits from the overflow of consolidated cargo, driving freight rates to increase;4. Container manufacturing: Container manufacturing benefits from the shortage of containers. Container production is expected to double and prices rebound in 2024.