Group 1: Report Industry Investment Rating - The investment rating for methanol is "oscillating weakly" [2] Group 2: Core View of the Report - Methanol downstream shows a lackluster peak season, with both ports and production areas accumulating inventory after the holiday. The import volume in August was 175.98 million tons, a 59% increase month-on-month. Trump's sudden announcement of a 100% tariff on all Chinese exports to the US led to a sharp drop in the crude oil price. However, the rumored expansion of sanctions on Iranian shipping may disrupt future imports. In the short term, the methanol price is expected to oscillate weakly, with a reference range of 2260 - 2360 [2] Group 3: Summary by Relevant Catalogs 1. Market Review - On the Friday night session, the futures price of the main methanol contract rose by 19 yuan to 2314 yuan/ton, and the spot price in the mainstream East China region rose by 20 yuan to 2245 yuan/ton. Long positions increased by 4918 lots to 617,600 lots, while short positions decreased by 200 lots to 745,700 lots [2] 2. Important Information - **Supply**: The domestic methanol operating rate is 82.5%, a 2.6% month-on-month increase, and the overseas operating rate is 68.4%, a 7% month-on-month increase [2] - **Inventory**: The total inventory of Chinese methanol ports is 1.5432 million tons, an increase of 51,000 tons from the previous period. The inventory in East China increased by 47,800 tons, and that in South China increased by 3,200 tons. The inventory of Chinese methanol sample production enterprises is 339,400 tons, an increase of 19,500 tons from the previous period, a 6.08% month-on-month increase [2] - **Demand**: The signing volume of northwest methanol enterprises is 18,700 tons, a decrease of 2,200 tons month-on-month. The order backlog of sample enterprises is 115,200 tons, a decrease of 157,800 tons from the previous period, a 57.79% month-on-month decrease. The olefin operating rate is 93.7%, a 4.4% month-on-month increase; the dimethyl ether operating rate is 4.9%, a 2.2% month-on-month decrease; the methyl chloride operating rate is 88.7%, a 1.1% month-on-month increase; the acetic acid operating rate is 82.9%, a 0.7% month-on-month decrease; the formaldehyde operating rate is 34.1%, a 10% month-on-month decrease; the MTBE operating rate is 64.1%, a 0.1% month-on-month decrease [2] 3. Market Logic - Methanol downstream shows a lackluster peak season, with inventory accumulation after the holiday. The sharp increase in August imports and Trump's tariff announcement have an impact on the market. The Iranian shipping sanctions may disrupt future imports, and the short - term methanol price is expected to oscillate weakly [2] 4. Trading Strategy - In the short term, the strategy is mainly short - selling at high levels [2]

Morning session notice 联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | 10 加 | 【行情复盘】 周五尿素主力合约 2601 价格下跌 22 元至 1597 元/吨，华中主流地区现货价格下跌 元至 1530 元/吨。持仓方面，多头持仓增加 15799 手至 22.37 万手，空头持仓增 22397 手至 27.48 万手。 【重要资讯】 1、供应方面，尿素行业日产 19.94 万吨，较上一工作日减少 0.1 万吨；今日开工率 | | | | | 85.2%，较去年同期 85.13%增加 0.08%。 | | | | | 2、库存方面，中国尿素企业总库存量 144.39 万吨，较上周增加 21.22 万吨，环比 | | | | | 增加 17.23%。尿素港口样本库存量 41.5 万吨，环比减少 3.8 万吨。 | | 能源与化 | 尿素 | 偏空 | 3、需求方面，复合肥开工率 25.5%，环比-6.9%，三聚氰胺开工率 65.4%，环比+3.9%。 | | 工 | | | 4、印度 ...

Report Industry Investment Rating - Not provided Core Viewpoints - The sharp decline of the Sci - Tech Innovation 50 Index led to the adjustment of the two - market major indices, with the Shanghai Composite Index finding strong support around the 3900 - point level [1][2] - The decline of the semiconductor equipment sector was due to the liquidity shock of the reduction in the margin collateral conversion rate, which did not affect the long - term optimism of semiconductor self - controllability [2] - The new tariff shock is likely to hit the bottom in the first half of the week, or even on Monday [2] - The US's restriction on Chinese chips and China's counter - control of rare earths have changed the offensive - defensive situation in the Sino - US AI competition, and the interruption of US AI evolution may cause a catastrophic decline in US stocks [2] - The impact of the current situation on the Chinese stock market will be much smaller than that in April, and the Shanghai Composite Index is expected to have strong support around the 3800 - point level [2] - The semiconductor self - controllable and substitution fields are expected to become hotspots, while the overseas computing power chain will face negative impacts [3] Summary by Relevant Catalogs Market Conditions - Affected by the sharp decline of the Sci - Tech Innovation 50 Index, the two - market major indices adjusted. The trading volume of the two markets was 2.51 trillion yuan, showing a slight contraction. The CSI 300 Index closed at 4616 points, down 92 points or - 1.97%; the SSE 50 Index closed at 2974 points, down 45 points or - 1.51%; the CSI 500 Index closed at 7398 points, down 150 points or - 2.00%; the CSI 1000 Index closed at 7533 points, down 114 points or - 1.49% [1] - Among industry and theme ETFs, those with the highest gains were building materials ETF, coal ETF, Belt and Road ETF, breeding ETF, and oil and gas resources ETF; those with the highest losses were lithium battery ETF, integrated circuit ETF, and Sci - Tech Innovation chip ETF. Among the two - market sector indices, those with the highest gains were ground military equipment, cement, coke processing, water services, and gas indices; those with the highest losses were battery, semiconductor, energy metals, home appliance parts, and photovoltaic equipment indices [1] - The net outflows of settled funds from stock index futures of the CSI 500, CSI 300, and CSI 1000 Indices were 4.8 billion, 1.4 billion, and 400 million yuan respectively [1] Important Information - China's export control is not a ban on exports. As long as the export applications are for civilian use and compliant, they can be approved. The US control list has over 3000 items, while China's export control list has only over 900 items [1] - The National Development and Reform Commission and the State Administration for Market Regulation issued an announcement on governing price disorderly competition and maintaining a good market price order, and will conduct research and evaluation on the average industry cost [1] - For A - shares with a static price - earnings ratio of over 300 times or a negative value, and warrants, the conversion rate in margin trading is adjusted to 0% [1] - "Deep learning father" Hinton suggested that AI may have "subjective experience" and self - awareness that has not yet awakened [1] - The London spot silver price has a record - high premium over the New York futures price, and market liquidity is almost exhausted [1] - Deutsche Bank predicted that by 2030, Bitcoin and gold may jointly become important components of central bank reserve assets. Currently, the global central bank's US dollar reserve share has dropped to 41%, while the gold reserve has exceeded 36,000 tons [2] - Investors expect that after the Red Sea - Suez Canal resumes safe passage, the global supply chain efficiency will be restored, and the high container freight rates will decline. However, the insurance industry has chosen to stay put [2] - Global central bank governors will focus on discussing stock market bubbles and potential crash risks at the upcoming IMF and World Bank autumn annual meetings. IMF President Kristalina Georgieva has warned that current asset valuations are close to those during the Internet bubble 25 years ago [2] Market Logic - The adjustment of the two - market major indices was due to the sharp decline of the Sci - Tech Innovation 50 Index, and the Shanghai Composite Index found strong support around the 3900 - point level. The decline of the semiconductor equipment sector was due to the liquidity shock of the reduction in the margin collateral conversion rate, which did not affect the long - term optimism of semiconductor self - controllability [1][2] - The launch of the DeepSeek V3.2 - Exp efficient AI model by Goldman Sachs will greatly reduce the threshold for using AI technology, leading to an increase in demand for computing power infrastructure and related hardware [2] - According to the HSBC emerging market survey, investors' optimism has increased, and China has become the preferred market for stock investment. 100 surveyed institutions manage a total of $423 billion in emerging market assets [2] Future Market Outlook - Due to the liquidity shock of the reduction in the margin collateral conversion rate, the two - market major indices fell sharply on Friday. Affected by the US President's tariff remarks, US stocks tumbled on Friday night [2] - China's control of rare earths is a firm response to the US's large - scale restriction on mature - process semiconductor equipment materials. The interruption of US AI evolution may cause a catastrophic decline in US stocks [2] - The impact on the Chinese stock market will be much smaller than that in April, and the Shanghai Composite Index is expected to have strong support around the 3800 - point level [2] Trading Strategies - For stock index futures directional trading, the shock is likely to hit the bottom in the first half of the week, or even on Monday. Stock index futures long positions should be mainly configured with the CSI 300 Index [3] - For stock index option trading, the shock is likely to hit the bottom in the first half of the week, or even on Monday. Investors can choose to buy out - of - the - money long - term call options on the CSI 300 Index at the bottom [3]

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The delayed listing of new - season late - Fuji apples and the differentiation in inventory quality are the main market contradictions. The scarcity of high - quality goods supports the bottom price of the spot market, but weak trading restricts the upside potential. The current futures market is in a volatile pattern under the influence of multiple and short - selling factors. It is recommended to hold long positions in AP2601 [3][18]. 3. Summary by Directory Apple 2601 Contract Market Review - **Production Areas**: In Shandong, the price of inventory paper - bagged late - Fuji apples (80 and above) is 3.00 - 4.00 yuan/jin (flake - red, first and second - grade), 2.50 - 3.00 yuan/jin (flake - red, general goods); the price of inventory striped late - Fuji apples (80 and above, first and second - grade) is 3.50 - 4.50 yuan/jin. The price of Cream General (75 and above) is 1.50 - 1.80 yuan/jin. In Shaanxi, the price of paper - bagged early - Fuji apples (70 and above, semi - commercial) is 4.50 - 4.85 yuan/jin, and the general goods price is 3.50 - 3.60 yuan/jin [7]. - **Inventory**: As of September 26, 2025, the cold - storage inventory of apples in the main producing areas nationwide was 121,800 tons, a decrease of 41,400 tons from the previous week, and the sales speed slowed down [9]. - **Downstream Sales Areas**: In the Guangdong Chalong market, the number of trucks arriving in the morning has decreased compared with the previous period. The average number of trucks arriving per week is about 51. The arrival volume has increased slightly compared with the previous off - season. The market is still dominated by Fuji apples, with an increase in early - maturing Gala apples. The sales of early - maturing apples are okay, but the profit of merchants is average, and the terminal sales speed is not fast [12]. - **Other Fruit Prices**: As of the 23rd week of 2025, the average wholesale price of six fruits monitored by the Ministry of Agriculture and Rural Affairs was 8.04 yuan/kg, a week - on - week increase of 0.25 yuan/kg. The average wholesale prices of Kyoho grapes, Fuji apples, pears, and pineapples increased by 1.51 yuan/kg, 0.29 yuan/kg, 0.03 yuan/kg, and 0.05 yuan/kg respectively compared with the 22nd week. The average wholesale prices of bananas and watermelons decreased by 0.03 yuan/kg and 0.34 yuan/kg respectively [15].

Report Summary Investment Rating No investment rating for the industry is provided in the report. Core View The Chinese log market has shown an active trend of increasing supply and demand recently. With the gradual realization of peak - season demand and the low valuation of the futures market, it is recommended to position for the long - term on dips in the 11 - contract to play the peak - season market, while paying attention to macro - policy stimulus and actual demand verification [22][23]. Summary by Directory Log 2511 Contract Trend Review No specific trend review content is provided in the given text. Fundamental Analysis - Spot prices: The spot price of 3.9 - meter medium - A radiata pine logs in Shandong is 750 yuan/cubic meter, with a monthly increase of 20 yuan/cubic meter; the price of 4 - meter medium - A radiata pine logs in Jiangsu is 780 yuan/cubic meter, also with a monthly increase of 20 yuan/cubic meter. The CFR price of 4 - meter medium - A radiata pine logs from New Zealand is 114 US dollars/JAS square, down 2 US dollars from last week [10][13]. - Shipment and inventory: In July 2025, New Zealand's expected log shipment volume was 1.955 million cubic meters, a month - on - month increase of 13.19%, and the number of ships was 47, a month - on - month decrease of 5. As of August 30, China's log inventory was 3.17 million cubic meters, a month - on - month decrease of 3000 cubic meters. The daily average log outbound volume of 13 ports was 64,200 cubic meters as of August 31, a monthly increase of 1100 cubic meters [15][18][20]. Trading Strategy Logic - Market situation: The log market has shown a situation of increasing supply and demand. The weekly pre - arrival of New Zealand logs at 13 ports reached 15 ships (509,000 cubic meters), a month - on - month surge of 48%. The national softwood log inventory decreased to 2.86 million cubic meters. The daily average outbound volume of 7 provinces and 13 ports increased to 65,600 cubic meters [22]. - Cost and price: The weakening of the US dollar against the RMB is beneficial, but the New Zealand dollar exchange rate and the bulk carrier freight index have risen simultaneously, and the overall cost pressure remains. Before and after the double festivals, the spot prices in Shandong and Jiangsu increased by 10 yuan/cubic meter and then remained stable. The supply side had a significant increase in the arrival volume last week, and the demand side was affected by the holiday, but most processing plants maintained production [22]. - Inventory: The national softwood log inventory decreased by 60,000 cubic meters last week, with radiata pine accounting for 40,000 cubic meters and North American timber 10,000 cubic meters. Jiangsu ports reduced inventory by 69,700 cubic meters, while Shandong slightly increased inventory by 8000 cubic meters [22].

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The Treasury bond futures showed a pattern of rising and then falling after the National Day holiday, with the market expected to fluctuate in the short - term, and trading - type investors are advised to conduct band operations [4][45][46]. - The official manufacturing PMI in September was 49.8%, still below the boom - bust line, with production expanding and demand slightly weak. The non - manufacturing business activity index decreased slightly, and different industries showed varying degrees of prosperity [10][27]. - During the National Day and Mid - Autumn Festival holiday, domestic tourism and consumption increased, while the year - on - year decline in commercial housing transactions in 30 large - and medium - sized cities in early October widened, and the agricultural product wholesale price was relatively low year - on - year [33][36]. 3. Summary by Related Catalogs Treasury Bond Market - **Treasury Bond Futures Performance**: After the National Day holiday, Treasury bond futures rose on Thursday and fell on Friday. The 30 - year Treasury bond fell 0.03% for the week, the 10 - year rose 0.09%, the 5 - year was flat, and the 2 - year fell 0.02% [4]. - **Treasury Bond Yield Curve**: Compared with September 30, the 2 - year and 30 - year Treasury bond yields rose slightly on October 10, while the 10 - year yield decreased slightly, and the 5 - year yield remained unchanged [7]. Manufacturing PMI - **Overall PMI**: In September, the official manufacturing PMI was 49.8%, remaining below the boom - bust line for six consecutive months. Large enterprises continued to expand slightly, medium - sized enterprises remained stable, and the decline in small - enterprise sentiment narrowed [10]. - **Production and Demand**: The production index was 51.9%, indicating accelerated expansion. The new order index was 49.7%, showing improved demand. Some industries such as automobile manufacturing had rapid production and demand release, while others were below the critical point. The procurement volume index rose to 51.6% [13]. - **Price Index**: The raw material purchase price index was 53.2%, and the ex - factory price index was 48.2%. The former was in the expansion range for three consecutive months, while the latter declined, which may suppress corporate profits. It is expected that the year - on - year decline of PPI in September will narrow [16]. - **Export and Inventory**: The new export order index was 47.8%, and the import index was 48.1%, both showing an increase. The raw material and finished - product inventory indexes increased. The cumulative year - on - year growth of manufacturing profits from January to August was 7.4% [19][22]. - **Business Expectation**: The employment index and the production and business activity expectation index increased slightly, indicating that enterprises' expectations for future prosperity improved slightly [25]. Non - manufacturing Business Activity Index - **Overall Index**: In September, the non - manufacturing business activity index was 50.0%, slightly lower than the previous value. The construction industry index was 49.3%, and the service industry index was 50.1% [27]. - **Construction Industry**: The new order index, employment index, and business activity expectation index all showed some changes, with the overall prosperity slightly rising but still weak [29]. - **Service Industry**: The new order index decreased, the employment index remained unchanged, and the business activity expectation index decreased slightly. The input price index and the sales price index both declined [31]. Other Economic Data - **Holiday Consumption**: During the National Day and Mid - Autumn Festival holiday, the number of domestic tourists and total tourism spending increased. The daily average sales revenue of national consumption - related industries increased by 4.5% year - on - year, with service consumption growing faster [33]. - **Commercial Housing Transactions**: The year - on - year decline in commercial housing transactions in 30 large - and medium - sized cities in early October widened, and it is expected that the decline in the fourth quarter may exceed that in the third quarter [36]. - **Agricultural Product Prices**: In early October, the agricultural product wholesale price fluctuated narrowly, and it is expected that the year - on - year decline will narrow significantly in the next two months [39]. - **Funding Rate**: After the National Day holiday, the overnight funding rate fell to a low level. The central bank carried out a 1100 - billion - yuan repurchase operation to maintain market liquidity [43].

证监许可【2011】1288号 报告 白银现货价大幅超越期货价 2025年10月10日 更多精彩内容 请关注 格林大华期货 官方微信 研究员：于军礼 联系邮箱：yujunli@greendh.com 期货从业资格证号：F0247894 期货交易咨询号：Z0000112 【全球经济展望】 10月9日，中国对稀土相关技术实施出口管制 数据来源：WIND，格林大华期货 全球经济展望 中国实施人工智能+行动。汇丰新兴市场调查，中国成股票投资首选市场，调查的100家机构合计管理4230亿 美元的新兴市场资产。国际资本积极加仓中国科技板块，认为在AI、机器人、生物科技等前沿领域，中国已具备 全球竞争力。Sam Altman透露，OpenAI未来几个月将有更多激进的基础设施押注。华为公布了昇腾芯片演进和目 标，算力"超节点+集群"已领先英伟达一年以上。OpenAI承诺从AMD购买价值6吉瓦的AMD芯片。三星和海力士加 入星际之门。阿里正积极推进3800亿元的AI基础设施建设，并计划追加更大的投入。 全球经济保持上行方向。 美国对各国征收对等关税后，中国商品竞争力增强，美国8月从中国进口额环比大增近40% 15,000.00 ...

Report Industry Investment Rating - No relevant information provided Core Viewpoints - The Shanghai Composite Index has exceeded 3900 points, reaching a 10 - year high, and the 3900 - point level forms strong support. International capital is actively increasing positions in China's technology sector. The liquidity impact is usually short - term, and stock index multi - order allocation should focus on the CSI 300 index. Consumption will be the main driving force for economic growth in the fourth quarter [4][13][36] - The anti - involution policy has been intensified, which helps to get out of deflation. The U.S. is seeing a boom in consumption, and its "re - industrialization" is accelerating. The demand for computing power is soaring, and the semiconductor equipment ETF is highly promising [9][42][51] Summary by Relevant Catalogs Market Index - The Shanghai Composite Index has exceeded 3900 points, hitting a 10 - year high. Due to the liquidity shock of the reduction in the margin collateral conversion ratio of some stocks, the major indices in the two markets tumbled on Friday, but the 3900 - point level of the Shanghai Composite Index forms strong support [4][7][13] Policy News - On October 9, the National Development and Reform Commission and the State Administration for Market Regulation issued an announcement on governing price disorderly competition and maintaining a good market price order, including measures such as investigating and evaluating industry average costs, promoting industry self - discipline, carrying out warning admonitions, strengthening supervision and law enforcement, and giving play to the role of credit supervision [9][10][11] - On October 9, China imposed export controls on relevant rare - earth technologies [13] Capital Inflow and Market Activity - After the holiday, the balance of margin trading reached a new high. In August, 2.56 million new A - share accounts were opened in Shanghai Stock Exchange. In the same month, non - banking financial institutions had a net increase of 1.18 trillion yuan in RMB deposits, indicating that funds are accelerating their transfer to the stock market. The year - on - year growth rate of M1 in August soared to 6.0%, indicating accelerated currency activation, which is beneficial for the upward movement of the stock market [15][18][21] Economic Data Indicators - In August, the core CPI increased by 0.9% year - on - year, and the CPI of consumer goods increased by 0.1% month - on - month. The anti - involution policy helps to get out of deflation [24] - In August, the monthly value of manufacturing fixed - asset investment was 2.62 trillion yuan, with a year - on - year growth rate of - 0.3%. The monthly value of infrastructure investment was 1.90 trillion yuan, with a year - on - year growth rate of - 6.4%. The monthly value of real estate development investment completion decreased by 19.9% year - on - year, showing a continued downward trend [27][30][33] - The monthly value of social consumer goods retail sales in August was 3.96 trillion yuan, with a year - on - year growth rate of 3.4%. Consumption will be the main driving force for economic growth in the fourth quarter [36] International Trade and Consumption - After the U.S. imposed reciprocal tariffs on various countries, the competitiveness of Chinese goods has increased. In August, the U.S. imports from China increased by nearly 40% month - on - month [39] - In August, the total retail and food sales in the U.S. increased by 0.6% month - on - month, exceeding expectations. The sales of U.S. wholesalers reached a record high of 711.3 billion dollars, with a year - on - year increase of 6.2%. The U.S. capital goods imports in August reached 91.9 billion dollars, still at a high level, with a year - on - year growth rate of 10.5%, indicating that the U.S. manufacturing industry is accelerating its return and the "re - industrialization" is speeding up [42][45][48] Investment Strategy - Stock index outlook: The liquidity shock is usually short - term. The CSI 300 index has reasonable valuation and limited callback space. Stock index allocation should mainly focus on CSI 300 index multi - orders [13][53] - Trading strategy: For stock index futures directional trading, the 3900 - point level of the Shanghai Composite Index forms strong support, and stock index futures multi - order allocation should focus on the CSI 300 index. For stock index option trading, take the opportunity to buy far - month deep - out - of - the - money call options [13][56]

Report Investment Rating - The investment rating for the steel sector in the black building materials is "oscillating" [1] Core View - After the holiday, the first trading day saw the screw and coil steel oscillating to build a bottom, with a gap - up opening at night and continued gains. The steel market has both supply and demand decreasing and continuous inventory accumulation. The market expectations are divided, and the price is expected to oscillate and rebound but with insufficient upward momentum [1] Summary by Directory Market Review - After the holiday, the first trading day saw the screw and coil steel oscillating to build a bottom, and they opened higher with a gap at night and continued to close up [1] Important Information - The National Development and Reform Commission and the State Administration for Market Regulation issued an announcement on governing price disorderly competition and maintaining a good market price order [1] - This week, the supply of five major steel products was 863,310 tons, a week - on - week decrease of 3,760 tons or 0.4%. The total inventory was 1.60072 million tons, a week - on - week increase of 127,860 tons or 8.7%. The weekly consumption was 751,430 tons, among which the building materials consumption decreased by 32.8% week - on - week and the plate consumption decreased by 7.8% week - on - week [1] - New York Fed President Williams clearly stated that he supports further interest rate cuts in 2025 to cope with the possible sharp slowdown risk in the labor market [1] - The European Central Bank kept interest rates unchanged in September and gave a moderately optimistic assessment of the euro - zone economy, implying a high threshold for further policy easing [1] Market Logic - On the first day after the holiday, the spot prices of screw and coil steel had both increases and decreases, and the trading volume was average. The supply and demand of steel both decreased, and the inventory continued to accumulate. Currently, the market expectations are divided, with half expecting an increase and half expecting a decrease. Attention should be paid to the demand in October [1] Trading Strategy - It is expected that the screw and coil steel will oscillate and rebound, but the upward momentum is insufficient. Short - term long positions can be held continuously with stop - loss orders set. The expected resistance level for rebar is 3230, and the support level is 3000. The resistance level for hot - rolled coils is 3450, and the support level is 3200 [1]

研究员： 吴志桥 从业资格：F3085283 交易咨询资格：Z0019267 Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 10 月 10 日星期五 重要事项: 本报告中的信息均源于公开资料，格林大华期货研究院对信息的准确性及完备性不作任何保 证，也不保证所包含的信息和建议不会发生任何变更。我们力求报告内容的客观、公正，但 文中的观点、结论和建议仅供参考，报告中的信息和意见并不构成所述期货合约的买卖出价 和征价，投资者据此作出的任何投资决策与本公司和作者无关，格林大华期货有限公司不承 担因根据本报告操作而导致的损失，敬请投资者注意可能存在的交易风险。本报告版权仅为 格林大华期货研究院所有 任何机构和个人不得以任何形式翻版 如引用、转载、刊发，须注明出处为格林大华期货有限公司。 联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | 20 加 | 【行情复盘】 昨日尿素主力合约 2601 价格下跌 57 元至 1 ...