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原木期货日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:56
库存:主要港口库存(周度) 3月21日 涨跌 单位 3月28日 张跌幅 地区 中国 360.00 364.00 -1.10% -4.0 -2.5 -1.30% 万/立方米 山东 189.80 192.3 131.46 江苏 128.45 -2 30% -3.0 需求: 日均出库量 (周慶) 3月28日 3月21日 地区 涨跌 涨跌幅 单位 6.42 中国 6.70 0.28 4% 万/立方米 -2% 3.30 3.38 -0.08 山东 江苏 0.35 15% 2.41 2.76 原木日均出库量(万方) 原木主要港口库存(万方) 750 650 550 450 350 250 150 1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/111/112/1 1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/110/111/112/11/1 2022 -- 2023 · ·2024 2025 =2022 =2023 =2024 2025 辐射松3.8中A现货价(元/立方米) 辐射松4米中A: CFR价(美元/JAS立方米 220 870 200 2020 2022 85 ...
《有色》日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:19
投资咨询业务资格:证监许可【 2011】1292号 2025年4月2日 锡产业期现日报 | | | 现货价格及基差 品种 现值 涨跌幅 单位 前值 涨跌 SMM 1#锡 286400 282200 4200 1.49% 250 SMM 1#锡升贴水 250 0 0.00% 元/吨 长江 1#锡 286900 282700 4200 1.49% LME 0-3升贴水 -440.00 -586.67% -515.00 -75.00 美元/吨 内外比价及讲口盈亏 品种 现值 前值 涨跌 涨跌幅 单位 讲口盈亏 -27278.93 -23395.74 -3883.19 -16.60% 元/吨 7.85 沪伦比值 7.92 - - 月间价差 单位 合约 现值 前值 涨跌 涨跌幅 2504-2505 -480 -460 -20 -4.35% 2505-2506 -20 -130 110 84.62% 元/吨 2506-2507 420 190 230 121.05% 2507-2508 990 790 200 25.32% 基本面数据(月度) 指标 现值 前值 涨跌 涨跌幅 单位 2月锡矿进口 8745 9842 -10 ...
《农产品》日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:08
| 油脂产业期现日报 | 投资咨询业务资格:证监许可 【2011】1292号 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 王泽辉 | Z0019938 | 2025年4月2日 | | | | | | | | | | | 原 | 3月31日 | 4月1日 | 张跃 | 旅跌幅 | | | | | | | | | -90 | 现价 | 江苏一级 | 8320 | 8410 | -1.07% | Y2505 | 7896 | 7992 | -1.20% | 期价 | -de | | 某差 | Y2505 | 424 | 418 | 1.44% | 6 | 江苏4月 | 05+280 | 现货墓差报价 | 05+280 | 0 | - | | 0.00% | 0 | O | 0 | 仓单 | 棕榈油 | | | | | | | | 4月1日 | 3月31日 | 涨跌 | 张庆幅 | 广东24度 | 9710 | 9660 | 50 | 0.52% | 现价 | | | ...
广发期货《黑色》日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:07
| 投资咨询业务资格:证监许可 [2011] 1292号 | 材产业期现日报 | | | | | | --- | --- | --- | --- | --- | --- | | 2025年4月2日 | | | 問敏波 | Z0010559 | | | 钢材价格及价差 | | | | | | | 品种 | 现值 | 即值 | 张庆 | 基差 | 单位 | | 螺纹钢现货(华东) | 3240 | 3210 | 30 | -43 | | | 螺纹钢现货(华北) | 3260 | 3240 | 20 | -23 | | | 螺纹钢现货(华南) | 3480 | 3480 | 0 | 197 | | | 螺纹钢05合约 | 3170 | 3159 | 11 | 70 | | | 螺纹钢10合约 | 3255 | 3247 | 8 | -15 | | | 螺纹钢01合约 | 3283 | 3271 | 12 | -43 | | | 热卷现货(华东) | 3360 | 3350 | 10 | -57 | 元/吨 | | 热卷现货 (华北) | 3310 | 3300 | 10 | -107 | | | 热卷现货(华南) ...
《特殊商品》日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:04
免恚声明 本报告中的信息均来源于被广发期货有限公司认为可靠的已公开资料,但广发期货对这些信息的准确性及完整性不作任何保证。本报告反映研究人员的不同观点 方法,并不代表广发期货或基附属机构的立场。在任何情况下,报告内容仅供参考,报告中的信息或所表达的意见并不构成所达品种买卖的出价或润 价,投资者演此怨资,风险自担,本报告旨在发送给广发明货特定客户及其他专业人士,版权归广发期货所有,未经厂发期货书面授权,任何人不得对本报告进行 任何形式的发布 复制 如引用 刊发、薪注明出处为"广发服装"。 知识图强,求实奉献,客户至上,合作共赢 | 玻璃纯碱期现日报 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 | 2025年4月2日 | | | | 蒋诗语 | Z00170002 | | 玻璃相关价格及价差 | | | | | | | | 品和 | | 现值 | 前值 | 张庆 | 涨跌幅 | 单位 | | 华北报价 | | 1250 | 1240 | 10 | 0.81% | | | 1360 | 华 ...
《金融》日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 06:03
Report Industry Investment Rating - No relevant information provided in the reports. Core Views - The reports present daily data on various futures, including stock index futures, treasury bond futures, precious metal futures, and industrial futures, such as prices, spreads, and related economic indicators, to help investors understand market trends and price movements [1][2][4][7]. Summary by Related Catalogs Stock Index Futures Spread - **Price Difference Data**: Provides price differences and their changes for IF, IH, IC, and IM futures, including spot - futures spreads and inter - period spreads, along with historical percentile data [1]. - **Cross - Variety Ratios**: Presents cross - variety ratios such as CSI 500/Shanghai - Shenzhen 300, IC/IF, etc., and their historical percentile data [1]. Treasury Bond Futures Spread - **Basis and IRR**: Displays basis and IRR data for TS, TF, T, and TL treasury bond futures, along with their changes and historical percentiles [2]. - **Inter - Period Spreads**: Provides inter - period spreads for different maturities of TS, TF, T, and TL futures, and their changes and historical percentiles [2]. - **Cross - Variety Spreads**: Presents cross - variety spreads such as TS - TF, TS - T, etc., and their changes and historical percentiles [2]. Precious Metal Futures and Spot - **Futures and Spot Prices**: Shows domestic and foreign futures closing prices, spot prices, and their changes and price change rates for gold and silver [4]. - **Basis and Ratios**: Provides basis data for gold and silver, as well as price ratios such as COMEX gold/silver and SHFE gold/silver, and their historical percentiles [4]. - **Interest Rates, Exchange Rates, and Inventories**: Displays data on 10 - year and 2 - year US Treasury yields, 10 - year TIPS Treasury yields, US dollar index, offshore RMB exchange rate, and inventory and position data for gold and silver [4]. Industrial Futures and Spot - **Spot Quotes**: Presents spot quotes for shipping companies on the Shanghai - Europe route and their changes and price change rates [7]. - **Shipping Indexes**: Displays settlement price indexes for shipping routes, Shanghai export container freight rates, and their changes and price change rates [7]. - **Futures Prices and Basis**: Provides futures prices and their changes and price change rates for EC contracts, as well as basis data for the main contract [7]. - **Fundamental Data**: Includes data on global container shipping capacity supply, Red Sea detour situation, foreign trade - related indicators, overseas economic indicators, and OECD composite leading indicators [7]. Data and Information Calendar - **Overseas Data/Information**: Lists macro - economic data and energy - chemical data for the US, including time, data sources, and economic indicators [9]. - **Domestic Data/Information**: Presents data on energy - chemical, black - nonferrous, and special commodities in China, including time, data sources, and economic indicators [9].
全品种价差日报-2025-04-02
Guang Fa Qi Huo· 2025-04-02 02:13
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - Not provided in the given content 3. Summary by Related Catalogs Metals and Minerals - **Ferroalloys**: For silicon iron (SF505), the spot price is 6078, the futures price is 5984, and the basis rate is 1.57%. For silicon manganese (SM505), the spot price is 6146, the futures price is 6170, and the basis rate is 0.39% [1] - **Steel Products**: The basis rate of rebar (RB2505) is 2.21%, and that of hot - rolled coil (HC2505) is 0.03%. The basis rate of iron ore (I2505) is 3.01% [1] - **Coking Coal and Coke**: The basis rate of coke (J2505) is 7.88%, and that of coking coal (JM2505) is 7.44% [1] - **Non - ferrous Metals**: For copper (CU2505), the spot price is 80015, the futures price is 80430, and the basis rate is - 0.52%. For aluminum (AL2505), the basis rate is 0.17%. For zinc (ZN2505), the basis rate is - 0.44%. For tin (SN2505), the basis rate is - 0.38%. For nickel (MISEOR), the basis rate is - 0.85%. For stainless steel (222505), the basis rate is 2.40%. For industrial silicon (SI2505), the basis rate is 4.19%. For lithium carbonate (LC2505), the basis rate is - 0.35% [1] - **Precious Metals**: For gold (AU2506), the basis rate is - 0.08%, and for silver (AG2506), the basis rate is - 0.21% [1] Agricultural Products - **Oilseeds and Oils**: The basis rate of soybean meal (M2505) is 8.42%, that of soybean oil (Y2505) is 2.84%, that of palm oil (P2505) is 5.51%, that of rapeseed meal (RM505) is - 3.17%, and that of rapeseed oil (O1505) is 0.72% [1] - **Grains and Others**: The basis rate of corn (C2505) is - 3.28%, that of corn starch (CS2505) is 0.91%, that of live pigs (LH2505) is 10.88%, that of eggs (JD2505) is - 3.11%, that of cotton (CF505) is 7.47%, that of sugar (SR505) is 1.97%, that of apples (AP505) is - 2.30%, and that of red dates (CJ505) is - 7.74% [1] Energy and Chemicals - **Petrochemicals**: For paraxylene (PX505), the basis rate is 2.29%, for PTA (TA505) is - 0.08%, for ethylene glycol (EG2505) is 0.89%, for polyester staple fiber (PF505) is 1.55%, for styrene (EB2505) is 1.65%, for methanol (MA505) is 3.46%, for urea (UR505) is 0.57%, for LLDPE (L2505) is 1.89%, for PP (PP2505) is 0.38%, for PVC (V2505) is - 3.90%, for caustic soda (SH505) is 6.24%, for LPG (PG2505) is 9.79%, for asphalt (BU2506) is - 0.96%, for butadiene rubber (BR2505) is 0.74% [1] - **Other Chemicals**: For glass (FG505), the basis rate is - 9.10%, for soda ash (SA505) is - 0.73%, and for natural rubber (RU2505) is - 2.38% [1] Financial Futures - **Stock Index Futures**: The basis rate of CSI 300 (IF2506) is - 0.73%, that of SSE 50 (IH2506) is - 0.03%, that of CSI 500 (IC2504) is - 0.72%, and that of CSI 1000 (IM2506) is - 3.22% [1] - **Treasury Bond Futures**: The basis rate of 2 - year treasury bond (TS2506) is - 0.32%, that of 5 - year treasury bond (TF2506) is - 0.09%, that of 10 - year treasury bond (T2506) is 0.16%, and that of 30 - year treasury bond (TL2506) is 0.15% [1]
广发早知道:汇总版-2025-04-02
Guang Fa Qi Huo· 2025-04-02 01:33
广发早知道-汇总版 投资咨询业务资格: 广发期货研究所 电 话:020-88830760 E-Mail:zhaoliang@gf.com.cn 目录: 金融衍生品: 金融期货: 股指期货、国债期货 贵金属: 黄金、白银 集运指数 商品期货: 有色金属: 铜、镍、不锈钢、锡、碳酸锂 黑色金属: 钢材、铁矿石、焦煤、焦炭、铁合金 农产品: 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、花生、红枣、苹果 能源化工: 原油、PTA、乙二醇、苯乙烯、短纤、尿素、瓶片、烧碱、PVC、LLDPE、 PP 特殊商品: 橡胶、玻璃纯碱 2025 年 4 月 2 日星期三 证监许可【2011】1292 号 组长联系信息: 张晓珍(投资咨询资格:Z0003135) 电话:020- 88818009 邮箱:zhangxiaozhen@gf.com.cn 刘珂(投资咨询资格:Z0016336) 电话:020-88818026 邮箱:qhliuke@gf.com.cn 叶倩宁(投资咨询资格:Z0016628) 电话:020- 88818017 邮箱:yeqianning@gf.com.cn 周敏波(投资咨询资格:Z0010559) 电话:0 ...
一季度收官,制造业PMI回升至景气区间
Guang Fa Qi Huo· 2025-04-01 08:52
一季度收官,制造业 PMI 回升至景气区间 投资咨询业务资格:证监许可【2011】1292 号 叶倩宁 Z0016628 电 话: 020-88818051 E- mail: yeqianning@gf.com.cn 数据导读: 一季度末,官方公布 3 月制造业 PMI 及财新 PMI 较 2 月分别回升 0.3、0.4 个百分点至 50.5%、51.2%, 此外,服务业 PMI 为 50.3,环比上行 0.3 个点;建筑业 PMI 为 53.4,环比上行 0.7 个点,均处于扩张 区间。其中,建筑业和制造业 PMI 都达到了去年下半年以来的新高,显示春节过后企业经营活动回暖, 并且处于扩张区间。 图:制造业PMI及环比表现 数据来源:Wind 广发期货研究所 一、当前制造业产需两端均有改善,但并未超季节性积极扩产 从 3 月制造业 PMI 分项指数看,主要是生产和新订单指数项表现较好,分别升至 52.6%、51.8%, 表明实体经济的供需两端都有所改善。此外新出口订单也有小幅上升,而采购量、产成品库存和主要 原材料购进价格指数环比尚处收缩。目前来看,春节后复工复产趋势带动一季度经济复苏较为符合预 期,但是对 ...
《金融》日报-2025-04-01
Guang Fa Qi Huo· 2025-04-01 07:11
| 股指期货价差日报 | | | | | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 | | | | | 2025年4月1日 | | 叶倩宁 | Z0016628 | | 价差 品种 最新值 | 较前一日变化 | 历史1年分位数 | 全历史分位数 | | -28.71 F期现价差 | 2.46 | 3.60% | 12.50% | | H期现价差 0.37 期现价差 | 2.51 | 51.60% | 60.20% | | IC期现价差 -38.17 | 8.26 | 16.30% | 32.20% | | IM期现价差 -177.65 | 12.27 | 35.00% | 1.00% | | 次月-当月 -3.60 | -0.20 | 51.20% | 47.50% | | 委月-当月 -25.20 | -0.40 | 20.90% | 35.30% | | 元月-当月 -72.80 IF跨期价差 | -1.00 | 2.80% | 24.10% | | 李月-次月 -21.60 | -0.20 | 10.20% | 27.90% | | 元月-次月 ...