钢材产业期现日报 投资咨询业务资格:证监许可 【2011】1292号 2025年11月6日 周敏波 Z0010559 | 钢材价格及价差 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 品种 | | 现值 | 前值 | 涨跌 | 基差 | 单位 | | 螺纹钢现货(华东) | | 3180 | 3210 | -30 | 156 | | | 螺纹钢现货(华北) | | 3180 | 3190 | -10 | 156 | | | 螺纹钢现货(华南) | | 3270 | 3280 | -10 | 246 | | | 螺纹钢05合约 | | 3094 | 3108 | -14 | 86 | | | 螺纹钢10合约 | | 3133 | 3144 | -11 | 47 | | | 螺纹钢01合约 | | 3024 | 3044 | -20 | 156 | 元/吨 | | 热卷现货(华东) | | 3270 | 3290 | -20 | 17 | | | 热卷现货(华北) | | 3190 | 3210 | -20 | -63 | | | 热卷现货 ...

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 lk 粤网为 948的四公开资料 及分析方法,并不作 路 据此状资 出价或询价 投 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,需注明出处为"广发期货"。 知识图强,求实奉献,客户至上,合作共赢 注微信公众 | 铜产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年11月6日 星期四 | | | | 周敏波 | Z0015979 | | 价格及基差 | | | | | | | | 现信 | FO TET | 日 涨跌 | 日涨跌幅 | 单位 | | SMM 1#电解铜 | 85335 | 86590 | -1255.00 | -1.45% | JL/HP | | SMM 1#电解铜升贴水 | 25 | O | +25.00 | - | 元/吨 | | SMM 广东1#电解铜 | 85265 | 86735 | -1470.00 | -1. ...

关注微信公众号 知识图强,求实奉献,客户至上,合作共赢 | 股指期货价差日报 | 投资咨询业务资格:证监许可【2011】1292号 | Z0016628 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 叶倩宁 | 2025年11月6日 | 唱种 | 最新值 | 较前一日变化 | 历史1年分位数 | 全历史分位数 | | | | | | | | | | | 价差 | F期现价差 | -30.66 | -0.96 | 26 20% | 12.7096 | | | | | | | | | | | | H期现价差 | -5.37 | -0.60 | 30 30% | 32.90% | 期现价差 | IC期现价差 | -121.34 | -5,12 | 11.40% | 1.60% | IM期现价差 | -154.06 | -2.73 | 45.00% | 9.50% | | -14.20 | 次月-当月 | 1. ...

油脂产业期现日报 投资咨询业务资格:证监许可 【2011】1292号 Z0019938 干泽辉 2025年11月6日 豆油 11月4日 11月5日 涨跌 涨跌幅 现价 江苏一级 8380 8420 -40 -0.48% 期价 Y2601 8138 8108 30 0.37% 基差 242 312 -70 Y2601 -22.44% 现货墓差报价 江苏1月 01+250 01+250 0 27444 27644 -200 仓单 -0.72% 棕榈油 11月4日 11月5日 涨跌 涨跌幅 广东24度 -20 -0.23% 现价 8550 8570 8590 8616 -26 -0.30% 期价 P2601 P2601 基差 -40 -46 6 13.04% 现货墓差报价 广东1月 01+30 01+20 10 9123.6 9102.5 21.1 0.23% 盘面进口成本 广州港1月 -534 -486 -47 盘面进口利润 广州港1月 -9.69% 仓单 650 650 0 0.00% 菜籽油 11月5日 11月4日 涨跌幅 涨跌 江苏三级 现价 9750 9770 -20 -0.20% 9443 OI601 ...

| 硅铁 (SF601) 折算价:72硅铁合格块:内蒙-天津仓单 | 5578 | 5560 | 18 | 0.32% | 58.50% | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 硅锰 (SM601) | 5890 | 5776 | 114 | 1.97% | 47.00% | 折算价:6517硅锰:内蒙-湖北仓单 | | | 螺纹钢 (RB2601) | 3180 | 3024 | 156 | 5.16% | 65.00% | HRB40020mm: 上海 | | | 热卷(HC2601) | 3270 | 3253 | 17 | 0.52% | 24.40% | Q235B: 4.75mm: 上海 | | | 铁矿石 (12601) | 844 | 776 | ୧୫ | 8.74% | 53.50% | 折算价:62.5%巴混粉(BRBF)：淡水河谷:日照港 | | | 焦炭 (J2601) | 1732 | 1753 | -21 | -1.18% | 51.26% | 折算价:准一级冶金焦A13, S0.7,CSR60,MT7:日 ...

广发早知道-汇总版 广发期货研究所 电 话：020-88818009 E-Mail：zhangxiaozhen@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 集运欧线 商品期货： 有色金属： 铜、氧化铝、铝、铝合金、锌、锡、镍、不锈钢、碳酸锂 黑色金属： 钢材、铁矿石、焦煤、焦炭 农产品： 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、红枣、苹果 能源化工： PTA、乙二醇、苯乙烯、纯苯、短纤、瓶片、烧碱、PVC、LLDPE、PP、 甲醇、合成橡胶 特殊商品： 橡胶、玻璃纯碱、工业硅、多晶硅 2025 年 11 月 5 日星期三 投资咨询业务资格： 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 ...

- - 3 - 1 - 投资咨询业务资格: 证监许可【2011】1292号 2025年11月5日 欢迎关注微信公众号 主力合约 品种 点评 操作建议 板块 IF2512 市场冲高兑现预期后稍有回调,降波等待企稳。三 IH2512 股指低开调整,红利板块护盘 股指 季报发布后,A股整体处于再定价调整中,交易情 IC2512 绪偏冷,方向暂未明确,推荐观望为主。 IM2512 鉴于整体市场情绪有所好转,预计债券利率波动区 T2512 间总体有所下移,短期10年期国债活跃券 TF2512 国债 央行买债规模低于预期,期债短期震荡 250016.IB的波动区间可能在1.75%-1.8%。单 TS2512 边策略上建议投资者可以逢调整适当做多。期现策 金融 TL2512 略上由于IRR上升,可以关注正套策略机会。 黄金短期回调压力增加但下方买盘力量仍存,短期 国际金呈现宽幅波动若跌破3900美元(900元) AU2512 可以择机逢低买入,后期仍以震荡整理走势为主: 贵金属 流动性收紧打击全球金融市场 美元走强贵金属盘中下跌 AG2512 白银跟随黄金下探可能至45美元(11000元)的 前低位附近,短期维持观望 集运 ...

Group 1: Investment Ratings - There is no information about the industry investment ratings in the provided reports. Group 2: Core Views Rubber Industry - Dark - colored rubber has reached an inventory accumulation inflection point, market sentiment is weak, and rubber prices have further declined. If raw material supply is smooth during the peak production season in the main producing areas, there is room for further decline; if not, the rubber price is expected to fluctuate between 15,000 - 15,500 yuan/ton [1]. Glass and Soda Ash Industry - Soda ash prices are trending weakly, with over - supply prominent. The market is under pressure, and the overall demand will continue the previous rigid pattern. Operationally, it should be treated bearishly. For glass, although there is a demand expectation during the peak season in November, in the long - term, the industry needs capacity clearance, and short - term long opportunities can be captured when prices rebound from lows [3]. Industrial Silicon Industry - Industrial silicon spot prices are stable, while futures prices are oscillating downward. In November, there is still inventory accumulation pressure. The price is expected to oscillate at a low level, mainly in the range of 8,500 - 9,500 yuan/ton. When the price drops to around 8,500 yuan/ton, one can consider going long [4]. Polysilicon Industry - Polysilicon spot prices have fallen, and futures prices have dropped significantly. In November, the supply and demand are both weak, and there is still inventory accumulation pressure. The price is expected to oscillate in a high - level range. Different trading strategies are proposed for futures, options, and equities [5]. Log Industry - Log futures are oscillating weakly. The supply is increasing, but downstream orders are insufficient, and the market is under pressure. However, the price difference between domestic and foreign markets provides some support. The log futures are expected to continue to oscillate weakly [7]. Group 3: Summaries by Catalog Rubber Industry Spot Prices and Basis - Yunnan state - owned whole - latex rubber (SCRWF) in Shanghai decreased by 50 yuan/ton to 14,600 yuan/ton, a decline of 0.34%. The basis of whole - latex increased by 170 yuan/ton to - 275 yuan/ton, a rise of 38.20%. Thai standard mixed rubber decreased by 200 yuan/ton to 14,400 yuan/ton, a decline of 1.37% [1]. Monthly Spreads - The 9 - 1 spread increased by 10 yuan/ton to 145 yuan/ton, a rise of 6.90%. The 1 - 5 spread increased by 5 yuan/ton to - 85 yuan/ton, a rise of 5.56% [1]. Fundamentals - In August, Thailand's production decreased by 2,000 tons to 458,800 tons, a decline of 0.43%. Indonesia's production decreased by 8,500 tons to 189,000 tons, a decline of 4.30%. India's production increased by 5,000 tons to 50,000 tons, a rise of 11.11%. China's production increased by 12,200 tons to 113,700 tons [1]. Inventory Changes - Bonded area inventory increased by 15,439 tons to 447,668 tons, a rise of 3.57%. The factory - warehouse futures inventory of natural rubber on the SHFE increased by 2,015 tons to 44,655 tons, a rise of 4.73% [1]. Glass and Soda Ash Industry Glass - related Prices and Spreads - The South China glass quotation decreased by 10 yuan/ton to 1,200 yuan/ton, a decline of 0.83%. Glass 2505 and 2509 remained unchanged [3]. Soda Ash - related Prices and Spreads - Soda Ash 2505 decreased by 10 yuan/ton to 1,280 yuan/ton, a decline of 0.78%. Soda Ash 2509 decreased by 8 yuan/ton to 1,354 yuan/ton, a decline of 0.62%. The 05 basis increased by 10 yuan/ton to 20 yuan/ton, a rise of 100% [3]. Supply - Soda ash production rate decreased by 1.72% to 86.89%. Weekly soda ash production decreased by 13,000 tons to 757,600 tons, a decline of 1.71%. Floating glass daily melting volume remained unchanged at 161,300 tons [3]. Inventory - Glass factory - warehouse inventory increased by 296,600 weight - cases to 6,579,000 weight - cases, a rise of 4.72%. Soda ash factory - warehouse inventory increased by 42,000 tons to 1,702,000 tons, a rise of 2.54% [3]. Real Estate Data - New construction area increased by 0.09% to - 0.09%. Construction area decreased by 2.43% to 0.05%. Completion area decreased by 0.03% to - 0.22%. Sales area decreased by 6.50% to - 6.55% [3]. Industrial Silicon Industry Spot Prices and Basis - East China oxygen - containing SI5530 industrial silicon remained unchanged at 9,450 yuan/ton. The basis of SI4210 increased by 255 yuan/ton to 15 yuan/ton, a rise of 106.25% [4]. Monthly Spreads - The 2511 - 2512 spread increased by 40 yuan/ton to - 400 yuan/ton, a rise of 9.09%. The 2512 - 2601 spread increased by 10 yuan/ton to 35 yuan/ton, a rise of 40% [4]. Fundamentals - National industrial silicon production increased by 31,400 tons to 452,200 tons, a rise of 7.46%. Xinjiang's production increased by 32,400 tons to 235,600 tons, a rise of 15.94% [4]. Inventory Changes - Xinjiang's factory - warehouse inventory decreased by 30 tons to 108,100 tons, a decline of 0.28%. Social inventory decreased by 100 tons to 558,000 tons, a decline of 0.18% [4]. Polysilicon Industry Spot Prices and Basis - The average price of N - type reclaimed feedstock decreased by 50 yuan/ton to 52,200 yuan/ton, a decline of 0.10%. The N - type material basis increased by 2,300 yuan/ton to - 1,515 yuan/ton, a rise of 60.29% [5]. Futures Prices and Monthly Spreads - The main contract decreased by 2,350 yuan/ton to 53,715 yuan/ton, a decline of 4.19%. The spread between the current month and the first - following month increased by 80 yuan/ton to - 2,175 yuan/ton, a rise of 3.55% [5]. Fundamentals - Weekly polysilicon production decreased by 1,300 tons to 28,200 tons, a decline of 4.41%. Monthly polysilicon production increased by 4,000 tons to 134,000 tons, a rise of 3.08% [5]. Inventory Changes - Polysilicon inventory increased by 300 tons to 26,100 tons, a rise of 1.16%. Silicon wafer inventory increased by 460 GW to 18,930 GW, a rise of 2.49% [5]. Log Industry Futures and Spot Prices - Log 2511 increased by 0.5 yuan/cubic meter to 740.5 yuan/cubic meter, a rise of 0.07%. Log 2601 decreased by 5.5 yuan/cubic meter to 776.5 yuan/cubic meter, a decline of 0.70% [7]. Import Cost - The RMB - US dollar exchange rate increased by 0.01 to 7.131. The import theoretical cost increased by 8.34 yuan/cubic meter to 812.94 yuan/cubic meter, a rise of 1% [7]. Supply - In September, port shipments increased by 247,000 cubic meters to 2,013,000 cubic meters, a rise of 13.99%. The number of departing ships from New Zealand to China, Japan, and South Korea increased by 8 to 54, a rise of 17.39% [7]. Inventory - As of October 31, national log inventory increased by 40,000 cubic meters to 2,880,000 cubic meters, a rise of 1.41%. Shandong's inventory increased by 18,000 cubic meters to 1,883,000 cubic meters, a rise of 0.97% [7]. Demand - As of October 31, the national average daily log outbound volume decreased by 16,000 cubic meters to 628,000 cubic meters, a decline of 2%. Shandong's decreased by 35,000 cubic meters to 319,000 cubic meters, a decline of 10% [7].

| | 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11月5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 | | | | | | | | | | | | | IF期现价差 | -29.70 | -11.10 | | 27.80% | 13.60% | | | | | | | | | | | | 期现价差 | H期现价差 | -4.77 | -5.02 | | 31.10% | 34.70% | | | | | | | | | | | | | IC期现价差 | -116.23 | -22.22 | | 13.50% | 2.00% | | | | | | | | | ...

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