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下游装置控产现象仍存 合成橡胶期货短期有望企稳
Jin Tou Wang· 2026-01-21 06:05
Market Overview - On January 21, synthetic rubber futures showed a volatile upward trend, with the main contract rising significantly by 2.86% to 11,850.0 yuan/ton [1] - In the Shanghai market, high-grade polybutadiene rubber prices increased by 100-150 yuan/ton compared to the previous trading day, indicating a tentative rise in pricing [1] - As of January 20, the Dalian Commodity Exchange reported a decrease in the inventory of butadiene rubber futures to 24,330 tons, down by 1,700 tons from the previous trading day [1] Institutional Insights - Nanhua Futures noted a decline in butadiene production, with upstream profits expanding. Although polybutadiene production remains high, weak spot prices are compressing profits. Rising overseas butadiene prices provide some support for polybutadiene rubber prices. The market is expected to remain volatile under pressure, with a potential stabilization in the short term, but external macro risks such as tariffs should be monitored [3] - Ruida Futures highlighted that domestic polybutadiene production facilities have seen minimal shutdowns, maintaining high supply levels. Strong demand for butadiene and rumors of export transactions have significantly increased production costs. However, downstream resistance to high prices has led to notable discrepancies in negotiations. Both production and trade inventories have increased, and while production profits are under pressure, there are no signs of supply reductions. The operating rate of domestic tire manufacturers has improved significantly week-on-week, with expectations for stable production schedules [3]
美伊局势仍有不确定性 苯乙烯上涨属于阶段性反弹
Jin Tou Wang· 2026-01-21 06:05
Group 1 - The core viewpoint of the articles indicates that the domestic futures market for styrene is experiencing fluctuations, with the main contract showing a price increase of 3.68% during the trading session [1][2] - As of January 20, the top 20 futures companies held a total of 361,200 long positions and 406,800 short positions, resulting in a net position of -45,500 contracts, which increased by 11,500 contracts compared to the previous day [2] - The styrene inventory at Jiangsu port was reported at 93,500 tons, a decrease of 7.06% from the previous period, while the sample inventory from Chinese styrene factories was 161,200 tons, down 0.73% [2] Group 2 - According to Zhongyuan Futures, the current downstream cost transmission for styrene is not smooth, leading to continued losses, which may trigger negative feedback in the industry chain if the situation persists [2] - The production and capacity utilization rates for styrene have seen slight decreases, with downstream consumption of EPS, PS, and ABS increasing [3] - The market outlook for styrene remains strong, with expectations of price support in the short term due to a tight supply-demand balance, while geopolitical factors may influence international oil prices [3]
避险需求驱动 铂期货维持震荡偏强格局
Jin Tou Wang· 2026-01-21 06:05
Group 1 - The domestic precious metals market showed a mostly positive trend on January 21, with platinum futures experiencing a significant increase, reaching a high of 658.10 yuan/ton and a rise of 3.73% [1] - The outlook for platinum indicates a strong upward trend, influenced by ongoing trade policy risks and geopolitical tensions, particularly related to the Greenland dispute and its impact on global industrial supply chains [2] - The Polish central bank's substantial gold purchases have reinforced the market's preference for gold as a reserve asset, leading to a reallocation of funds within the precious metals sector [2] Group 2 - Short-term geopolitical uncertainties, particularly the ongoing Greenland incident, are expected to support platinum and palladium prices due to increased risk aversion [2] - The platinum market has faced physical shortages for several years, with limited mining capacity and insufficient capital expenditure, while emerging applications like hydrogen energy provide additional support for demand [2] - Industrial demand for platinum and palladium is primarily driven by their use in fuel vehicle exhaust catalysts, but the overall market remains volatile and influenced by broader market sentiments [3]
产端库存小幅下降 预计短期焦煤下行空间有限
Jin Tou Wang· 2026-01-21 06:05
消息面 1月21日蒙古国ETT公司炼焦煤进行线上竞拍,蒙5#原煤A13.5、V28、S1.0、G75、Mt3起拍价111.3美元/吨,挂牌数量6.4万吨全部成交,成交价 126.3美元/吨,以上价格均不含税。供货地点为中国甘其毛都口岸监管区,供货时间为付款后98天,最后供应时间为2026年4月30日。 日内价格震荡下行。昨日蒙煤通关量1440车。炼焦煤矿产量大幅抬升,现货竞拍成交改善,在盘面价格抬升的带动下,成交价格有所抬升,终端 库存大幅增加。炼焦煤总库存小幅抬升,产端库存小幅下降,体现出市场冬储的动作。整体来看,碳元素供应充裕,下游铁水维持淡季水平,观 察冬储是否继续进行,钢材利润水平一般,对于原材料压价情绪仍浓。焦煤盘面对蒙煤升水,市场对煤炭相关政策有一定预期,不过价格在总库 存抬升以及蒙煤通关数据较高的影响下大概率偏弱震荡为主。 机构观点 华泰期货: 蒙煤通关维持高位,国内煤矿产量回升,焦煤现货供应充足,价格上涨乏力,削弱了对焦炭的成本支撑。短期基本面矛盾相对可控,距离春节还 有三周,节前仍有补库预期存在,叠加动力煤价格止跌反弹,预计短期焦煤下行空间有限,维持震荡运行。关注焦煤供应政策、钢厂利润、焦化 ...
金价延续多头强劲势头 后续或冲击5000美元
Jin Tou Wang· 2026-01-21 06:05
周三(1月21日)亚市盘中,现货黄金价格强势走涨,目前交投于4864.12美元/盎司附近,现货黄金大幅飙 升,首次突破4800美元的主要阻力位,本轮强劲表现,得益于短期内主升趋势的全面主导,同时受到下 方趋势线的支撑。分析师称后续或冲击5000美元关口。 由于与格陵兰相关的紧张局势升级,重新出现的贸易摩擦动摇了全球市场,迫使投资者寻求传统避险资 产,推动黄金价格在周三创下新纪录高点。 下行方面,上行趋势线所在的4600美元关口附近预计成为首道支撑位,随后看向位于4536.71美元附近 的次要摆动低点。 投资者在不确定性、潜在报復和去美元化趋势加速的背景下抛售美元。这为商品提供了额外的支持,并 推动了强劲的上涨。 日线昨日大阳拉伸代表还是多头走势;而日线指标macd金叉放量开口,灵动指标向上运行代表多头走 势。均线布林带呈现多头排列所以只需要关注均线MA5即可对应4675一线。从日线上讲:上方压制在 4845-4875以及4935-4955一线。 最新的上涨确认了通过本月迄今上升通道顶部的全新看涨突破。超过4800美元的后续强劲表现验证了建 设性的前景,并支持延续已建立的上涨趋势。移动平均线趋同/背离(MACD ...
伦敦银等待回升动能 卢特尼克称美国利率过高
Jin Tou Wang· 2026-01-21 04:13
Group 1 - The current trading price of London silver is above $94.05, with a recent opening at $94.64 per ounce and a current price of $94.12, reflecting a decrease of 0.47% [1] - The highest price reached was $95.48 per ounce, while the lowest was $93.48 per ounce, indicating a short-term bullish trend in the London silver market [1] Group 2 - U.S. Commerce Secretary Howard Lutnick predicts that the GDP growth rate for the first quarter of 2026 will exceed 5%, citing that lower interest rates could lead to even higher growth [2] - Lutnick's forecast is more optimistic than that of Treasury Secretary Besant, who estimates the actual GDP growth rate for 2026 to be between 4% and 5% [2] Group 3 - The London silver market experienced a strong rebound after a drop, with the lowest price recorded at $92.513 and the highest at $95.932, closing at $94.573 [3] - The market formed a bullish candlestick pattern, indicating potential upward movement with targets set at $94, $95, and $96-97 [3]
1月21日沪银主力合约跳水 日内下跌2.00%
Jin Tou Wang· 2026-01-21 04:12
北京时间1月21日10:08,金投网行情中心数据显示:内盘白银期货下跌,截至发稿沪银主力最新报 22856.00元/千克,日内跌幅达1.30%,今日亚市早盘沪银主力合约跳水,日内一度下跌2.00%,今日开 盘价23660.00元/千克,最高价23690.00元/千克,最低价22638.00元/千克,成交量673141.00手,上一交 易日沪银主力收盘于23156.00元/千,基差为-359。 外盘白银期货同步走低,COMEX白银价格最新报94.01美元/盎司,日内跌幅达0.48%,上一交易日收盘 于94.46美元/盎司,今日开盘价94.55美元/盎司,最高价95.53美元/盎司,最低价93.72美元/盎司,成交 量58662.00手。 【技术分析】 沪银主力日线MACD指标释放看多信号,KDJ指标释放看多信号,RSI释放看空信号。 comex白银日线MACD指标释放看多信号,KDJ指标释放看多信号,RSI释放看空信号。 打开APP,查看更多高清行情>> 1月20日,上海期货交易所发布通知,宣布自2026年1月22日(星期四)收盘结算时起,白银期货 AG2602、ag2603、ag2604合约涨跌停板幅度调整为 ...
COMEX白银小幅下跌 拉加德称欧美互信正遭破坏
Jin Tou Wang· 2026-01-21 04:12
Group 1 - COMEX silver is currently trading above $93.47, with a recent opening at $94.55 per ounce, and a current price of $93.69 per ounce, reflecting a decrease of 0.81% [1] - The highest price reached today was $95.53 per ounce, while the lowest was $93.41 per ounce, indicating a bearish short-term trend for COMEX silver [1] - The outlook for COMEX silver suggests a continuation of a volatile but strong pattern, with expectations for a medium-term upward movement and a potential challenge towards the resistance level of $100 per ounce [3] Group 2 - European Central Bank President Christine Lagarde stated that trust between Europe and the U.S. is deteriorating due to political tensions, which may accelerate the long-stalled European integration process [2] - Lagarde emphasized that the current situation serves as a significant warning, suggesting that the ongoing issues will greatly promote European integration [2] - European Commission President Ursula von der Leyen called for Europe to develop a "new form of independence" to reduce reliance on the United States [2]
最新美黄金期货实时行情查询(2026年1月21日)
Jin Tou Wang· 2026-01-21 04:07
打开APP,查看更多高清行情>> 备注:以上 黄金期货价格仅供参考,更多 黄金期货行情实时价格、 黄金期货一手要多少钱请以官方价 格为准,如有对黄期货价格有何疑问可咨询本站客服。 最新美黄金期货价格实时行情查询(2026年1月21日) | 名称 | 最新价 | 开盘价 | 昨收价 | 最高价 | 最低价 | 报价单位 | | --- | --- | --- | --- | --- | --- | --- | | 美期金 | 4843.30 | 4767.50 | 4769.10 | 4852.60 | 4761.50 | 美元/盎司 | 今日纽约黄金期货价格(2026年1月21日) ...
今日黄金期货价格实时行情(2026年1月21日)
Jin Tou Wang· 2026-01-21 04:07
打开APP,查看更多高清行情>> 备注:以上 黄金期货价格仅供参考,更多 黄金期货行情实时价格、 黄金期货一手要多少钱请以官方价 格为准,如有对黄期货价格有何疑问可咨询本站客服。 | 名称 | 最新价 | 开盘价 | 昨收价 | 最高价 | 最低价 | 报价单位 | | --- | --- | --- | --- | --- | --- | --- | | 沪金主力 | 1090.18 | 1063.00 | 1060.16 | 1093.48 | 1060.10 | 元/克 | 今日黄金期货价格实时行情(2026年1月21日) 今日黄金期货价格(2026年1月21日) ...