1. Data from the Shanghai Shipping Exchange shows that as of July 31, the Shanghai Containerized Freight Index (SCFI) was 3205.97 points, up 143.02 points from the previous period. 2. Recently, the China Securities Regulatory Commission approved the

2026-08-03

1. Data from the Shanghai Shipping Exchange shows that as of July 31, the Shanghai Containerized Freight Index (SCFI) was 3205.97 points, up 143.02 points from the previous period. 2. Recently, the China Securities Regulatory Commission approved the registration of coking coal options on the Dalian Commodity Exchange. 3. According to the latest survey results from Mysteel, as of now, 20 coal mines have resumed production, with a total capacity of 19.8 million tons and a cumulative daily output of approximately 45,600 tons of raw coal, representing 67% of the pre-shutdown level. The remaining 24 coal mines are still shut down, including those that resumed production only to shut down again. 4. The union stated last Friday that workers at BHP Billiton's iron ore operations at Port Hedland in Western Australia plan to strike this week, with actions including a 24-hour loading ban and a work stoppage. 5. On the afternoon of July 31, Qinyuan County, Changzhi City, is expected to resume production at a new coal mine with a approved capacity of 900,000 tons, producing high-sulfur lean coal. 6. After resuming production, daily raw coal output decreased by approximately two-thirds compared to before. 7. According to Mysteel statistics, in July, the lithium ore inventory of 19 off-site lithium salt mining plants was 459,000 tons, an increase of 1,000 tons compared to the previous week. 8. According to the China National Cotton Reserves Information Center, last week, China National Cotton Reserves Management Co., Ltd. listed a total of 40,084.0910 tons of reserve cotton, with a transaction volume of 40,084.0910 tons and a transaction rate of 100%. 9. As of the week ending July 31, the profit for self-bred and self-raised pig farming was a loss of 237.90 yuan/head, compared to a loss of 190.3 yuan/head on July 24; the profit for purchasing piglets was a loss of 168.12 yuan/head, compared to a loss of 148.1 yuan/head on July 24. 10. On July 31, the State Administration for Market Regulation conducted price compliance guidance for the photovoltaic industry in Yancheng City, Jiangsu Province.