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Real-time News
September 27th news, the National Healthcare Security Administration held a press conference today to introduce the relevant situation of "establishing a medical insurance payment qualification management system for relevant personnel of designated medical institutions". Yan Qinghui, deputy director of the National Healthcare Security Administration, said that the current situation of medical insurance fund supervision is still relatively complicated. In the use of medical insurance funds, fraud and insurance fraud violations such as Wuxi Hongqiao Hospital still occur from time to time. At present, medical insurance fund supervision is still at the critical point of "reducing the stock and controlling the increase", and it still needs to continue to work hard to achieve a fundamental improvement.Futures news on September 27, according to Wind data, as of the week of September 27, the profit of self-breeding and self-raising pig farming was 368.14 yuan/head, and the profit on September 20 was 463.56 yuan/head; the profit of purchasing piglets for farming was 185.28 yuan/head, and the profit on September 20 was 284.21 yuan/head.Futures reported on September 27 that as of September 26, the national average price of asphalt this week was 3713.63 yuan/ton, down 48.05 yuan/ton or 1.28% from the previous month. Asphalt prices continued to fall, prices in the northwest region were relatively stable, and asphalt spot prices in other regions fell significantly. 1. Reasons: First of all, from the cost side, due to the weak fundamentals of the oil market, the overall oil price this week showed a weak and volatile market, and the fluctuation range of US crude oil was between 69 and 72 US dollars/barrel. The cost side still did not support the spot price of asphalt. Secondly, from the perspective of supply and demand, although compared with previous years, the average operating load rate of asphalt units across the country this week remained low, but because the peak season characteristics of the asphalt spot market are not obvious, the overall market demand remains stable, the supply of asphalt spot resources in most regions is still relatively abundant, and there is a lack of obvious positive support on the supply side. The negative factors in the asphalt spot market are more obvious. The weekly average price of asphalt fell significantly from the previous month. 2. Forecast: Next week, the market will still have flat supply and demand, and there will be no favorable factors on the cost side. It is expected that the spot price will continue to fall, with a fluctuation range of 3,680-3,700 yuan/ton. In terms of cost, the operating range of crude oil prices next week may not be much different from this week. Since the current asphalt production efficiency has been significantly improved compared with the low level of the year, the relatively stable crude oil price is unlikely to have a substantial positive impact on the spot price of asphalt. From the supply perspective, although the issue of tax deduction for diluted asphalt is of concern, even if the policy is implemented, the limited cost increase at this stage will not cause the operating load of refinery units to decline further. Most local refineries have not reduced their production in October. The overall production of asphalt in October increased month-on-month, which is bearish for spot prices. From the demand perspective, the northern region continues to maintain a steady construction rhythm, but considering the active release of social warehouses, the overall production of local refineries in October has increased, and there will be no supply gap for the time being. It is expected that the demand for rush work will still be insufficient to benefit the price.Futures reported on September 27 that the average price of the construction steel market was strong this week, with an increase of less than 3%. Specifically, as of September 26, the national average price of rebar was 3,363 yuan/ton, up 96 yuan/ton from September 19, an increase of 2.94%. The main reasons for the increase in construction steel prices this week are: first, the price of raw material iron ore has strengthened, and the production cost of steel companies has increased; second, the pre-holiday replenishment behavior has increased, the lock-in of goods has increased, and the overall transaction margin has improved; third, the futures rebar has adjusted strongly, the macro has released positive signals, and the market mentality has improved. On the whole, as inventory is digested and demand is released marginally, the market price will mainly rise during the week. After the holiday, production will continue to increase, and downstream purchases before the holiday will gradually come to an end. There may be centralized purchases after the holiday, and inventory may increase after the holiday. The fundamentals are intertwined, and there may be a possibility of adding more macros. It is expected that the market price will fluctuate and consolidate after the holiday, and the range of rise and fall will be limited.Futures News on September 27, according to Zhuochuang Information Monitoring, as of September 27, the spot zinc price of Zhuochuang Information was 24,570 yuan/ton, down 260 yuan/ton from 24,830 yuan/ton the previous day, a drop of 1.05%. In terms of recent market conditions, the overall trend of zinc prices is upward. According to analysis, the country has recently announced that it will successively introduce a series of monetary policies, including interest rate cuts, reserve requirement ratio cuts, existing mortgage interest rates, and the creation of new monetary tools to support the development of the stock market, and the market macro sentiment has warmed up. In addition, the market supply remains tight, and under weak supply, demand has improved marginally, and social inventory is running at a low level, which further supports prices. In the short term, market demand is expected to pick up, weak supply remains unchanged, and under optimistic macro sentiment, zinc prices are easy to rise but difficult to fall.
