International commodity prices are rising across the board, and several countries are urging their citizens to leave Iran.

International commodity prices are rising across the board, and several countries are urging their citizens to leave Iran.

◎ Cao Jianyong, chief analyst at Shanghai Steel Link Plate & Strip, stated that currently... Steel market The problem we’re facing is this: during the off-season, inventories are replenished while raw material prices remain firm; during the off-season, consumption slows down, putting increasing pressure on inventory levels; steel mills aren’t experiencing significant losses, and production continues to rebound; downstream inventories are relatively low, purchasing activity remains sluggish, and inventories are building up like a dammed lake. Prices in February are expected to show a pattern of high-level retreat followed by a rebound from the bottom, with little change in the overall center of gravity.

◎ Currently, the accumulation of rebar inventories is most pronounced in Northeast China, and steel mills in northern regions have already begun to roll out winter storage policies one after another. In southern regions, however, due to factors such as demand and temperature, winter storage policies have yet to be announced; steel mills in these areas are likely to release their winter storage policies around mid-to-late January. Details>>

◎ The U.S. State Department issued another statement urging U.S. citizens to leave Iran immediately. This is the third alert within five days. Meanwhile, the United States is withdrawing some personnel from several of its key bases in the Middle East. On the Iranian side, warnings have been issued that... If the United States launches an attack on Iran, Iran will strike U.S. military bases in the region.

◎ The Polish Ministry of Foreign Affairs issued a statement on the evening of January 14, local time. Urging Polish citizens to leave Iran as soon as possible. The Italian Foreign Ministry issued a statement on the evening of January 14, local time. Urging Italian citizens to leave Iran. The latest statement released that day by the British Embassy in Iran indicated that, due to security concerns, British staff in Iran have been temporarily evacuated, and the embassy will switch to remote working. 。

◎ The Ministry of Finance, together with relevant departments, held a meeting to deploy and advance a comprehensive package of fiscal and financial policies aimed at boosting domestic demand through coordinated efforts. The meeting requested that fiscal departments at all levels work closely with relevant departments and implementing agencies. Fully and accurately grasp the requirements of the comprehensive policy package for leveraging fiscal and financial coordination to boost domestic demand. Simplify process steps, strengthen implementation tracking, and effectively ensure that policies are put into practice and yield tangible results.

◎ Central Bank Announcement, On January 15, a reverse repurchase operation with a buyout feature totaling 900 billion yuan will be conducted. with a term of 6 months.

◎ The Ministry of Finance, the General Administration of Customs, and the State Administration of Taxation have issued a notice, The tax policies concerning the import and export of goods in the Shenzhen Park of the Hetao Deep-Hong Kong Science and Technology Innovation Cooperation Zone will take effect from February 10, 2026. 。

◎ With the approval of the China Securities Regulatory Commission, the Shanghai, Shenzhen, and Beijing Stock Exchanges have issued a notice adjusting the margin ratio for margin financing, thereby changing the margin requirement when investors use margin financing to purchase securities. The minimum margin ratio for financing has been raised from 80% to 100%.

◎ The White House announced that, starting January 15, it will impose tariffs on certain imported semiconductors, semiconductor manufacturing equipment, and related products. Impose an additional 25% ad valorem import tariff.

◎ The U.S. Department of State will suspend processing all visas for citizens of 75 countries. The affected countries include Somalia, Russia, Afghanistan, Brazil, Iran, Iraq, Egypt, Nigeria, Thailand, Yemen, and others.

◎ U.S. November PPI rose 0.2% month-on-month. Estimated at 0.2%; 3% year-on-year growth Estimated at 2.7%.

◎ January 14, Main Ports Nationwide Iron ore Transactions totaled 1.231 million tons, an increase of 46.4% month-on-month; 237 mainstream traders. Construction steel 88,600 tons were traded, an increase of 5.9% from the previous month.

◎ On January 14, the average cost of construction steel from 76 independent electric arc furnace steel mills was 3,376 yuan per ton, an increase of 6 yuan per ton compared to the previous day. The average profit loss was 45 yuan per ton, while the profit from using valley electricity was 69 yuan per ton.

◎ This week, the average cost of molten iron (tax-free) at mainstream sample steel mills in Tangshan and the average... Billet Tax-inclusive costs continue to decline slightly, while, due to rising prices of steel billets, As a result, steel companies’ losses have gradually narrowed, and they are currently operating at the brink of profitability. 。

◎ January 14, Linfen Anze Market Coking coal price Increased by 120 yuan/ton After the price increase, the ex-factory cash price including tax is 1,620 yuan per ton.

◎ This week, the capacity utilization rate of the 314 sampled independent coal washing plants was 36.8%. Increased by 1.4% month-on-month. ; Daily production of refined coal reached 274,000 tons, an increase of 12,000 tons from the previous period; refined coal inventory stood at 3.351 million tons, up 155,000 tons from the previous period.

◎ The Centennial Architecture Network on Key Cities in Northern China Concrete A survey on corporate payment collection rates revealed significant disparities in collections across the northern region. The collection rate for concrete enterprises in key cities does not exceed 60%. 。 Details>>

◎ World Steel Association: From 2014 to 2024, the indirect steel exports of 74 countries increased from 325 million tons in 2014. Increased to 410 million tons by 2024, representing a growth rate of 26%. In 2024, the volume of indirect steel trade was equivalent to 93% of the volume of direct exports.

◎ According to data from the General Administration of Customs, China’s cumulative steel exports reached 119.019 million tons in 2025. Increased by 7.5% year-on-year, reaching a new all-time high. The import and export situation of other major industrial products is as follows:

◎ Announcement by the Dalian Commodity Exchange, The transaction fee standard for lithium carbonate futures contract LC2701 is 3.2 per thousand of the transaction amount. The transaction fee standard for the polysilicon futures contract PS2701 is 0.05% of the transaction amount.

◎ Tianli Lithium Energy announced that from January 14 to February 28, 2026, Sichuan Tianli will halt production on its production lines for scheduled maintenance and inspections. This maintenance is expected to reduce the company’s lithium iron phosphate production by 1,500 to 2,000 tons.

◎ OPEC released its monthly oil market report, maintaining its previous forecast of a 1.38 million-barrel-per-day increase in global oil demand in 2026 and, for the first time, unveiled its forecast for oil demand in 2027. It is expected to increase by 1.34 million barrels compared to 2026.

◎ On January 14, the Ministry of Finance, the State Administration of Taxation, and the Ministry of Housing and Urban-Rural Development jointly issued a notice. The personal income tax refund policy supporting residents’ home exchange purchases will be extended until December 31, 2027.

◎ The total sales of 16 key real estate companies from January to December 2025 amounted to 1,314.161 billion yuan. Down 21.1% year-on-year ; Total sales in December amounted to 137.363 billion yuan, down 16.4% year-on-year but up 38.6% month-on-month. Details>>

◎ The First Division of Equipment Industry of the Ministry of Industry and Information Technology, the Industrial Development Department of the National Development and Reform Commission, and the Price Supervision and Inspection and Anti-Unfair Competition Bureau of the State Administration for Market Regulation jointly convened a symposium for enterprises in the new energy vehicle industry. The meeting called for firmly resisting disorderly “price wars” and promoting the establishment of a market order characterized by high quality at reasonable prices and fair competition.

◎ According to data from the China Association of Automobile Manufacturers, in 2025, China’s automobile production and sales will reach 34.531 million vehicles and 34.4 million vehicles, respectively. They increased by 10.4% and 9.4% year-on-year, respectively, maintaining the global No. 1 position for 17 consecutive years. Total automobile sales for the full year 2026 are expected to reach 34.75 million vehicles, representing a 1% increase year-on-year.

15:00 The State Council Information Office holds a press conference to introduce the effectiveness of monetary and financial policies in supporting the high-quality development of the real economy; the Ministry of Commerce holds its second regular press conference for January.

15:00 UK November GDP and industrial output;

17:00 Germany’s GDP for 2025; 17:00 ECB releases economic report.