B[Most of the main domestic futures contracts fell, with lithium carbonate and Shanghai silver falling by more than 4%] On September 28, most of the main domestic futures contracts fell, with lithium carbonate and Shanghai silver falling by more than 4%, live pigs falling by more than 3%, palladium falling by nearly 3%, and coking coal, dates, glass, and Shanghai gold falling by more than 2%. In terms of growth, the European container shipping line rose by more than 5%, methanol rose by more than 4%, fuel oil rose by more than 3%, beans rose by nearly 2%, and propylene, liquefied petroleum gas (LPG), polysilicon, and asphalt rose by more than 1%. B[Haimuxing: Collaborative speed-up of TGV’s entire chain can significantly shorten core parameter iterations] On September 24th, Haimingxing’s survey table showed that the company relies on the self-developed and self-produced model of lasers, laser equipment, and wet etching. When faced with TGV business needs, the response speed, customization capabilities, and costs are significantly better than the external procurement integration model. The thickness of the glass substrate increases from 0.5mm to 1.5mm, which requires coordinated adjustment of the entire chain of lasers, optical paths, and wet processes. Currently, the company has significantly shortened the iteration cycle of core parameters. At the same time, its ultrafast lasers already have mass production capabilities. A[Real estate-related industrial chains continue to rise, Tianshan shares and other stocks have reached daily limit] On September 23, the real estate sector continued to strengthen during the session, driving building materials, elevators, home furnishings, etc. to make up for the gains. Tianshan shares, Fujian Cement, Guotong shares, Anjubao, and General Elevator hit the daily limit, and Linggang shares, Tibet Tianlu, BBMG Group, BBMG Jidong, etc. quickly followed suit. According to the news, the Ministry of Housing and Urban-Rural Development stated that the key to improving people’s living standards during the “15th Five-Year Plan” period is to build good houses. The floor height standard has been raised from the original 2.8 meters to 3 meters; in order to solve the problem of elderly people going up and downstairs, the new standards require the installation of elevators in residences on the fourth floor and above. B[Main domestic futures contracts are up and down] On September 22, the main domestic futures contracts were up and down. Polysilicon, lithium carbonate, glass, and pure benzene rose by more than 2%, international copper rose by nearly 2%, and Shanghai copper, coking coal, and paraxylene rose by more than 1%. In terms of decline, ethylene glycol (EG) fell by more than 3%, asphalt fell by nearly 3%, and propylene fell by more than 2%. B[Zhengzhou Commodity Exchange: Adjust the margin standards and price limits for some futures contract transactions during the Mid-Autumn Festival and National Day in 2026] September 17th, according to Article 8 of the "Zhengzhou Commodity Exchange Futures Trading Risk Control and Management Measures", after research and decision, the following adjustments will be made to the margin standards and price limits for some futures contract transactions during the Mid-Autumn Festival and National Day in 2026:
1. Starting from the settlement on September 21, 2026, the price limit of the PTA futures 2610 contract is 9%, the trading margin standard of the PTA futures 2611 contract is 9%, and the price limit is 8%; the price limit of the methanol futures 2610 contract is 9%. 9%, the trading margin standard of the methanol futures 2611 contract is 9%, and the price limit is 8%; the price limit of the paraxylene futures 2610 contract is 9%, the trading margin standard of the paraxylene futures 2611 contract is 9%, and the price limit is 8%.
2. Starting from the settlement on September 29, 2026, the trading margin standard for PTA, methanol, glass, apples, soda ash, staple fiber, paraxylene, caustic soda, bottle flakes, and propylene futures contracts is 10%, and the price limit is 9%; cotton, rapeseed oil, rapeseed meal, rapeseed, ferrosilicon, The trading margin standard for manganese silicon, red dates, urea, and peanut futures contracts is 9%, and the price limit is 8%; the trading margin standard for white sugar futures contracts is 8%, and the price limit is 7%; the trading margin standard for cotton yarn futures contracts is 7%, and the price limit is 6%.
3. After the resumption of trading on October 8, 2026, from the settlement of the first trading day when the contract with the largest position does not have a unilateral price limit, the price limit of the PTA futures 2610 contract is 9%, the trading margin standard of the PTA futures 2611 contract is 9%, and the price limit is 8%; the price limit of the methanol futures 2610 contract The lower limit range is 9%, the trading margin standard of the methanol futures 2611 contract is 9%, and the upper and lower limit range is 8%; the upper and lower limit range of the paraxylene futures 2610 contract is 9%, and the upper and lower limit range of the paraxylene futures 2611 contract is 8%; the trading margin standards and upper and lower limit ranges of other types of futures contracts have returned to the pre-adjustment levels.
If the trading margin standards and price limits implemented in accordance with the rules are higher than the above standards, the relevant regulations will still be implemented. B[Most of the main domestic futures contracts fell, SC crude oil rose nearly 12%] On September 14, most of the main domestic futures contracts fell, SC crude oil rose by nearly 12%, polysilicon rose by nearly 4%, asphalt, European container lines, and fuel oil rose by more than 3%, glass and soda ash fell by more than 5%, caustic soda fell by nearly 4%, Shanghai tin fell by more than 3%, synthetic rubber, No. 20 rubber, and polyvinyl chloride (PVC) fell by more than 2%, and rubber fell by nearly 2%. B[Shenzhen Tianma A: The company is promoting the application of flexible AMOLED technology in high-end flagship and folding products] On September 10th, Shenzhen Tianma A9 stated at the performance briefing meeting that the company will prioritize improving operating quality and improving profitability, and will firmly implement the "2+1+N" development strategy. In the field of vehicle-mounted displays, the company is accelerating its penetration into the vehicle-mounted assembly and vehicle-mounted new energy markets to build higher barriers to competition; in the field of consumer displays, the company is promoting the application of flexible AMOLED technology in high-end flagship and folding products, and is actively expanding into diversified scenarios. In addition, the company will accelerate penetration in the IT display field and continue to strengthen its differentiated competitive advantages in segments such as sports and health, professional display, etc. In the non-display field, the company will also steadily promote the development and application of technologies in areas such as smart dimming glass, bio-microfluidic chips, panel-level smart antennas, and glass-based packaging substrates to cultivate new directions for business development. B[Domestic commodity futures opened mixed] On September 8, domestic commodity futures opened mixed, with asphalt, methanol, and No. 20 rubber rising by more than 2%, and palm oil, Shanghai silver, rubber, soybean oil, and eggs rising by more than 1%. In terms of decline, soda ash fell by more than 2%, and glass, manganese silicon, caustic soda, and polysilicon fell by more than 1%.
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