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广发期货日评-20250605
Guang Fa Qi Huo· 2025-06-05 07:10
Group 1: Report Industry Investment Ratings - No relevant content provided Group 2: Core Views of the Report - The index has stable support below and high pressure to break through above. The tariff negotiation is still ongoing, and the index fluctuates in the short - term due to news, but the export chain is heating up and the stock index continues to rebound. The 10 - year and 30 - year treasury bond rates are expected to fluctuate within certain ranges, and the treasury bond market may show a narrow - range oscillation. Gold forms a "double - top" pattern with resistance at the previous high of $3430, and silver may冲击 the high - level resistance of $34.8. The CMA of the container shipping index (European line) continues to raise prices in July, and the steel industry's demand and inventory are deteriorating. The iron ore is in a range - bound state, and the prices of coke and coking coal may continue to decline. The supply of silicon - iron and manganese - silicon has different situations, and the prices of copper and tin are affected by different factors. The oil price is dragged down by supply concerns, and the prices of various chemical and agricultural products are also affected by different supply - demand and market factors [2]. Group 3: Summary by Related Catalogs Stock Index - The index has stable support below and high pressure to break through above. The tariff negotiation is ongoing, and the index is affected by news in the short - term. The export chain is heating up, and the stock index continues to rebound. After the volatility subsides, it will continue to oscillate neutrally. It is recommended to wait and see, and try to go long on the CSI 1000 index in the range of 5800 - 5900 [2]. Treasury Bond - The 10 - year treasury bond rate may fluctuate in the range of 1.6% - 1.75%, and the 30 - year treasury bond rate may fluctuate in the range of 1.8% - 1.95%. In the short - term, the market lacks driving forces, and the treasury bond market may show a narrow - range oscillation. It is recommended to conduct interval - band operations, and currently, the odds are limited, so it is advisable to wait and see [2]. Precious Metals - Gold forms a "double - top" pattern with resistance at the previous high of $3430. It may have a pulse - type rise affected by news in the short - term. A strategy of selling out - of - the - money gold options on both sides can be adopted to earn time value. Silver may冲击 the high - level resistance of $34.8 after breaking through the previous high resistance of $33.5, and beware of long - position profit - taking at high levels [2]. Container Shipping Index (European Line) - The CMA continues to raise prices in July, and the market oscillates upwards. It is considered to go long on the 08 contract at low prices [2]. Steel - The demand and inventory of industrial materials are deteriorating. Pay attention to the decline in apparent demand. It is recommended to wait and see for unilateral operations and focus on the arbitrage operation of going long on materials and short on raw materials [2]. Iron Ore - It is in a range - bound state, with a reference range of 700 - 745. Pay attention to the marginal change in terminal demand [2]. Coke - The third round of price cuts by mainstream steel mills started on June 4th. The coking coal is weakly conceding profits, and the coke price may continue to decline. It is recommended to short after the price rebounds [2]. Coking Coal - The market auction continues to be cold, the coal mine production is at a high level, and the inventory is at a high level. The spot price may still decline, but the expectation has improved. It is recommended to short after the price rebounds [2]. Silicon - Iron - The large - scale factories in Ningxia have resumed production, and the cost side has rebounded and repaired. It is recommended to wait and see [2]. Manganese - Silicon - The shipment from Groote Eylandt has resumed, but the supply of manganese - silicon still has weak driving forces. It is recommended to wait and see [2]. Copper - The main contract should pay attention to the pressure level of 78000 - 79000 [2]. Tin - The resumption of production in Myanmar is slow, and the short - term shortage of tin ore boosts the tin price. It can be considered to try to go long [2]. Crude Oil - Saudi Arabia's willingness to increase production remains strong, and the increase in EIA refined oil inventory has aggravated the long - term supply concerns, dragging down the oil price. In the long - term, a band - trading strategy is still recommended. In the short - term, it is necessary to observe whether the macro - environment eases before making long or short positions. The fluctuation range of WTI is given as [59, 69], Brent as [61, 71], and SC as [440, 500]. Options can buy a straddle structure to capture the opportunity of increased volatility after the holiday [2]. Urea - In the short - term, the upstream continues to tighten inventory, and the export scale is difficult to increase for the time being, providing limited support to the market. In the long - term, a band - trading strategy is adopted. In the short - term, the market oscillates. It is recommended to wait and see for unilateral operations and wait for the rebound opportunity. The main contract should pay attention to the support around [1730, 1750] [2]. PX - The supply - demand situation has weakened marginally, and the price is under pressure, but the tight spot market still provides support. In the short - term, pay attention to the support around 6500; focus on the reverse - arbitrage opportunity for PX9 - 1; shrink the PX - SC spread when it is high [2]. PTA - The supply - demand situation has weakened marginally, but the raw material support is strong. In the short - term, it still has support. In the short - term, pay attention to the support around 4600; mainly conduct reverse - arbitrage for TA9 - 1 [2]. Short - Fiber - Some factories have reduced contracts, and the short - term processing fee has been repaired. The unilateral operation is the same as that of PTA; mainly expand the processing fee on the PF futures market when it is low [2]. Bottle - Chip - During the peak demand season, there is an expectation of production reduction for bottle - chips, and the processing fee is supported. PR follows the cost fluctuation. The unilateral operation is the same as that of PTA; the main contract's processing fee on the futures market is expected to fluctuate in the range of 350 - 600 yuan/ton. Pay attention to the opportunity to expand it at the lower limit of the range [2]. Ethanol - The port inventory continues to decline. Pay attention to the positive - arbitrage opportunity. EG09 pays attention to the opportunity to go long at around 4200; conduct positive - arbitrage for EG9 - 1 at low prices [2]. Styrene - With the expectation of gradually weakening supply - demand, the price is under pressure. Adopt a high - short strategy [2]. Caustic Soda - The alumina procurement supports the spot market. Pay attention to the marginal pressure of supply - demand and the warehouse receipts. Before the fundamental situation weakens significantly or the warehouse receipts flow out, still pay attention to the opportunity to expand the spread between the near - month and the 09 contract [2]. PVC - The supply - demand contradiction is difficult to effectively relieve. Pay attention to the change in India's BIS policy in June. Adopt a high - short strategy, and the operating range is 4500 - 5000 [2]. Synthetic Rubber - BR follows the commodity rebound. Hold the short position of BR2507 [2]. LLDPE - The spot price rises with the futures market, and the trading volume is moderate. It is in an oscillating state [2]. PP - The supply and demand are both weak, and it oscillates weakly. Adopt a high - short strategy [2]. Methanol - The inventory inflection point has appeared, and it is in an oscillating state [2]. Grains - The CBOT has stabilized and rebounded, and the two grains oscillate. M2509 oscillates in the range of 2900 - 3000 [2]. Live Pig - The demand is weak after the holiday, and the spot price is under pressure again. Pay attention to the support at 13500 [2]. Corn - The spot price is relatively stable, and the corn oscillates in a narrow range. It oscillates around 2330 in the short - term [2]. Palm Oil - The palm oil inventory may increase significantly, suppressing the increase in the market. Test the support at 8000 in the short - term [2]. White Sugar - The overseas supply outlook is relatively loose. Adopt a short - selling strategy on rebounds, with a reference range of 5600 - 5850 [2]. Cotton - The downstream market remains weak. Adopt a short - selling strategy on rebounds [2]. Egg - The spot price may weaken again. Short - sell on rebounds for the 07 contract and hold the short position [2]. Apple - It is in the off - season of demand, and the trading follows the market. The main contract operates around 7700 [2]. Orange Juice - The market price is weakly stable. It is in the process of bottom - building [2]. Peanut - The market price oscillates. The main contract operates around 8400 [2]. Special Commodities - For soda ash, the oversupply logic continues. Adopt a high - short strategy on rebounds and hold the short position. Conduct positive - arbitrage for the 7 - 9 spread. For glass, the market sentiment has reversed, and the futures price rebounds. Adopt a short - selling strategy on rebounds. For rubber, the market sentiment has improved, and the rubber price rebounds slightly. Hold the short position and pay attention to the support at the 13000 level. For industrial silicon, the short - position closing on the industrial silicon futures market leads to a rebound. If there is a short position, it is recommended to close it. For polysilicon, although the warehouse receipts increase, the polysilicon futures price rebounds. If there is a long position, it is recommended to hold it carefully. For lithium carbonate, the sentiment improves, and the intraday futures price rebounds significantly, but the fundamental logic has not reversed. The main contract is expected to operate in the range of 56,000 - 62,000 [2]. Non - Ferrous Metals - For zinc, the supply increase is less than expected, which supports the price. Pay attention to the inventory change. The main contract refers to the range of 21500 - 23500. For nickel, the sentiment improves, and the futures price oscillates and recovers, with little change in the fundamentals. The main contract refers to the range of 118000 - 126000. For stainless steel, the futures price mainly oscillates, with cost support and supply - demand contradictions still existing. The main contract refers to the range of 12600 - 13200 [3].
《特殊商品》日报-20250605
Guang Fa Qi Huo· 2025-06-05 07:08
、复制、如引用、 | 然橡胶产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | 2025年6月5日 | | | | 超带動 | Z0021810 | | 现货价格及基差 | | | | | | | 品中 | 6月4日 | 6月3日 | 活失 | 派鉄帽 | के य | | 云南国营会乱胶(SCRWF):上海 | 13400 | 13350 | 50 | 0.37% | | | 全乳基差(切换至2509合约) | -255 | -100 | -155 | -155.00% | 元/吨 | | 泰标混合胶报价 | 13600 | 13500 | 100 | 0.74% | | | 非标价差 | -રેર | 50 | -105 | -210.00% | | | 品种 | 6月4日 | 6月2日 | 涨跌 | 涨跌幅 | 单位 | | 杯胶:国际市场:FOB中间价 | 44.55 | 45.95 | -1.40 | -3.05% | 泰铢/公斤 | | 胶水:国际市场:F ...
《能源化工》日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:46
Report Industry Investment Rating No relevant content found. Core Views of the Report Polyester Industry - PX: Recent downstream demand and new device commissioning limit short - term downside. Strategies include focusing on 6500 support, 9 - 1 reverse spread, and narrowing PX - SC spread [20]. - PTA: Supply - demand weakens, but short - term support is strong due to raw materials. Strategies are to focus on 4600 support and 9 - 1 reverse spread [20]. - MEG: June supply remains low, with de - stocking expected. Strategies are to focus on 4200 support for EG09 and 9 - 1 positive spread [20]. - Short - fiber: Price and basis are boosted, but processing fee repair is limited. Strategies are similar to PTA for PF and expanding processing fee at low levels [20]. - Bottle - chip: June supply - demand may improve, processing fee is supported. Strategies are similar to PTA for PR and expanding processing fee at the lower end of 350 - 600 yuan/ton [20]. Methanol Industry - Market sentiment recovers, but the driving force is weak. There may be a short - term rebound, but the port's July inventory build - up expectation remains. The unilateral range is 2150 - 2350 [23]. PE and PP Industry - Plastic: Early June maintenance increases, imports are low, and inventory is expected to decline. PP: June maintenance returns, increasing supply pressure. Strategies are to go short on PP at high prices and expect LP spread to expand [31]. Crude Oil Industry - International oil prices rebound and then fall significantly. Short - term, the market is range - bound. Long - term, a band - trading approach is recommended. WTI range is [59, 69], Brent is [61, 71], and SC is [440, 500]. Options can use a straddle structure [36]. Chlor - alkali Industry - Caustic soda: Supply - side contradiction is limited, demand from alumina supports prices. Short - term, spot is strong, and consider expanding the near - month to 09 spread [40]. - PVC: Long - term, supply - demand is weak. Short - term, supply pressure increases, and demand is sluggish. Maintain a short - selling strategy with a range of 4500 - 5000 [40]. Urea Industry - The market has priced in strong supply and weak demand. Future supply contraction, cost support, agricultural demand time - difference, and potential export increase may form a multi - factor resonance [57]. Summary by Related Catalogs Polyester Industry - **Prices and Spreads**: Brent crude (August) on June 4 was 64.86 dollars/barrel, down 0.77 dollars from the previous day. CFR China PX was 852 dollars/ton, up 1 dollar [20]. - **开工率**: Asian PX开工率 was 72.0%, up 2.6% from the previous period. PTA开工率 was 75.7%, down 1.4% [20]. Methanol Industry - **Prices and Spreads**: MA2601 closing price on June 4 was 2330 yuan/ton, up 41 yuan. The port - to - inland price difference increased [24]. - **Inventory**: Methanol enterprise inventory was 37.049%, up 4.38%. Methanol port inventory was 58.1 million tons, up 11.14% [24]. - **开工率**: Upstream domestic enterprise开工率 was 12%, down 62.5%. Downstream外采MTO装置开工率 was 84.52%, up 1.0% [24]. PE and PP Industry - **Prices and Spreads**: L2601 closing price on June 4 was 7018 yuan/ton, up 82 yuan. The basis of some products decreased [27]. - **Inventory**: PE企业库存 was 51.8 million tons, up 7.41%. PP贸易商库存 was 13.6 million tons, down 11.05% [29][30]. - **开工率**: PE装置开工率 was 76.8%, down 1.51%. PP装置开工率 was 75.4%, down 1.8% [29][30]. Crude Oil Industry - **Prices and Spreads**: Brent on June 5 was 64.77 dollars/barrel, down 0.09 dollars. The crack spread of some refined oils changed slightly [36]. - **EIA Data**: As of May 30, US crude production was 1340.8 million barrels/day, up 0.7 million barrels/day. Commercial crude inventory decreased by 430.4 million barrels [44]. Chlor - alkali Industry - **Prices and Spreads**: Shandong 32% liquid caustic soda equivalent price was 2750 yuan/ton, unchanged. The export profit of caustic soda decreased [40]. - **开工率**: Caustic soda industry开工率 was 87.2%, up 0.4%. PVC总开工率 was 74.6%, up 1.5% [40]. - **Inventory**: Liquid caustic soda East China factory inventory was 20.8 million tons, up 1.8%. PVC总社会库存 was 36.3 million tons, down 1.5% [40]. Urea Industry - **Prices and Spreads**: 01 contract closing price on June 4 was 1706 yuan/ton, up 10 yuan. The spread between some contracts changed [51][52]. - **Inventory**: Domestic urea internal inventory was 103.54 million tons, up 5.48%. Port inventory was 20.50 million tons, unchanged [57]. - **开工率**: Urea production factory开工率 was 90.16%, up 0.63% [57].
广发期货《特殊商品》日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:43
Report 1: Natural Rubber Industry Spot and Futures Daily Report 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View In the context of expected increase in supply and weakening demand, it is predicted that the subsequent rubber price will show a weakening and fluctuating trend. Short positions should be held, and attention should be paid to the performance at the 13,000 level, as well as the raw material volume in the producing areas and macro - event disturbances [1]. 3. Summary by Relevant Catalogs Spot Price and Basis - Yunnan state - owned standard rubber (SCRWF) in Shanghai rose from 13,350 yuan/ton on June 3 to 13,400 yuan/ton on June 4, an increase of 50 yuan/ton or 0.37% [1]. - The basis of whole - milk rubber (switched to the 2509 contract) decreased from - 100 yuan/ton on June 3 to - 255 yuan/ton on June 4, a decrease of 155 yuan/ton or 155.00% [1]. Monthly Spread - The 9 - 1 spread decreased from - 810 yuan/ton on June 3 to - 832 yuan/ton on June 4, a decrease of 25 yuan/ton or 3.09% [1]. Fundamental Data - In April, Thailand's natural rubber production decreased from 149.2 ten - tons to 105.7 ten - tons, a decrease of 43.5 ten - tons or 29.16% [1]. - In April, China's natural rubber production increased from 15.8 ten - tons to 58.1 ten - tons, an increase of 42.3 ten - tons [1]. Inventory Change - The bonded area inventory (bonded + general trade inventory) increased from 614,189 tons on the previous day to 614,584 tons, an increase of 385 tons or 0.06% [1]. - The factory - warehouse futures inventory of natural rubber on the SHFE decreased from 43,544 tons to 17,641 tons, a decrease of 25,903 tons or 59.49% [1]. Report 2: Glass and Soda Ash Spot and Futures Daily Report 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - Glass: It will continue to be under pressure, fluctuate weakly, and should be treated bearishly [2]. - Soda Ash: The spot market is average, the market sentiment is still pessimistic. In the short - term, during the rainy season, the glass price may stop falling. For the 09 contract, a long - short spread trade between the 7th and 9th contracts can be considered, and short - term short - selling operations on the far - month contracts during rebounds are recommended [2]. 3. Summary by Relevant Catalogs Glass - related Prices and Spreads - The central China glass price decreased from 1,110 yuan/ton to 1,070 yuan/ton, a decrease of 40 yuan/ton or 3.60% [2]. - The basis of the glass 2505 contract decreased from 91 yuan/ton to 62 yuan/ton, a decrease of 29 yuan/ton or 31.87% [2]. Soda Ash - related Prices and Spreads - The soda ash 2509 contract price increased from 1,185 yuan/ton to 1,225 yuan/ton, an increase of 40 yuan/ton or 3.28% [2]. - The basis of the 05 contract decreased from 197 yuan/ton to 165 yuan/ton, a decrease of 32 yuan/ton or 13.97% [2]. Supply - Soda ash weekly output increased from 67.77 tons to 68.50 tons, an increase of 0.73 tons or 1.08% [2]. - Float glass daily melting volume increased from 15.67 tons to 15.77 tons, an increase of 0.1 tons or 0.64% [2]. Inventory - Soda ash 2505 contract inventory increased from 1,221 tons to 1,253 tons, an increase of 32 tons or 2.62% [2]. - Glass factory inventory decreased from 6,776.90 ten - thousand standard boxes to 6,776.20 ten - thousand standard boxes, a decrease of 0.7 ten - thousand standard boxes [2]. Report 3: Industrial Silicon Spot and Futures Daily Report 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View The industrial silicon price is still under pressure due to high supply and high warehouse receipts in the fundamentals. Although demand may recover to some extent, it is difficult to digest the relatively high supply increase. However, rising raw material prices can strengthen cost support, and concentrated short - position closing may lead to a price increase [3]. 3. Summary by Relevant Catalogs Spot Price and Main Contract Basis - The price of East China oxygen - passed SI5530 industrial silicon decreased from 8,200 yuan/ton on June 3 to 8,150 yuan/ton on June 4, a decrease of 50 yuan/ton or 0.61% [3]. - The basis of SI4210 industrial silicon increased from 890 yuan/ton on June 3 to 980 yuan/ton on June 4, an increase of 90 yuan/ton or 10.11% [3]. Monthly Spread - The 2506 - 2507 spread decreased from 10 yuan/ton on June 3 to - 260 yuan/ton on June 4, a decrease of 270 yuan/ton or 2700.00% [3]. Fundamental Data (Monthly) - In April, the national industrial silicon production decreased from 34.22 tons to 30.08 tons, a decrease of 4.14 tons or 12.10% [3]. - In April, the Xinjiang industrial silicon production decreased from 21.08 tons to 16.75 tons, a decrease of 4.33 tons or 20.55% [3]. Inventory Change - Xinjiang factory - warehouse inventory increased from 18.74 tons to 19.01 tons, an increase of 0.27 tons or 1.44% [3]. - Social inventory increased from 58.20 tons to 58.90 tons, an increase of 0.7 tons or 1.20% [3]. Report 4: Polysilicon Spot and Futures Daily Report 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View In June, the polysilicon market is expected to remain in a situation of weak supply and demand. If there is no further production cut, there is a risk of inventory accumulation. Currently, there is an expectation of supply - side contraction in the polysilicon industry. Attention should be paid to the support at the 33,000 - 34,000 range [4]. 3. Summary by Relevant Catalogs Spot Price and Basis - The average price of single - crystal PERC battery slices (182mm) decreased from 0.285 yuan/piece on June 3 to 0.275 yuan/piece on June 4, a decrease of 0.01 yuan/piece or 3.51% [4]. - The N - type material basis (average price) decreased from 2,140 yuan/ton on June 3 to 1,445 yuan/ton on June 4, a decrease of 695 yuan/ton or 32.48% [4]. Futures Price and Monthly Spread - The PS2506 contract price increased from 34,360 yuan/ton on June 3 to 35,055 yuan/ton on June 4, an increase of 895 yuan/ton or 2.02% [4]. - The PS2506 - PS2507 spread increased from 1,940 yuan/ton on June 3 to 2,935 yuan/ton on June 4, an increase of 995 yuan/ton or 51.29% [4]. Fundamental Data (Weekly and Monthly) - Weekly silicon wafer production increased from 13.3 GW to 13.4 GW, an increase of 0.1 GW or 0.75% [4]. - In May, polysilicon production increased from 9.54 tons to 9.61 tons, an increase of 0.07 tons or 0.73% [4]. Inventory Change - Polysilicon inventory increased from 26.00 tons to 27.00 tons, an increase of 1.00 tons or 3.85% [4]. - Silicon wafer inventory decreased from 18.95 GW to 18.57 GW, a decrease of 0.38 GW or 2.01% [4].
广发期货原木期货日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:41
| 20019556 | | --- | | 期货和现货价格 | | | | | | | --- | --- | --- | --- | --- | --- | | 品种 | 6月4日 | 6月3日 | 涨跌 | 涨跌幅 | 单位 | | 原木2507 | 758.5 | 765.0 | -6.5 | -0.85% | | | 原木2509 | 777.0 | 786.0 | -9.0 | -1.15% | | | 原木2511 | 784.5 | 791.0 | -6.5 | -0.82% | | | 7-9价差 | -18.5 | -21.0 | 2.5 | | | | 9-11价差 | -7.5 | -5.0 | -2.5 | | | | 7-11价差 | -26.0 | -26.0 | 0.0 | | | | 07合约基差 | -8.5 | -15.0 | 6.5 | | | | 09合约基差 | -27.0 | -36.0 | 9.0 | | | | 11合约基差 | -34.5 | -41.0 | 6.5 | | 元/立方米 | | 日照港3.9A小辐射松 | 720.0 | 720.0 | 0 ...
广发期货《金融》日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:18
| 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6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 | | | F期现价差 | -26.34 | 0.87 | 22.10% | 15.90% | | 期现价差 | H期现价差 | -17.22 | 1.47 | 19.20% | 11.10% | | | IC期现价差 | -50.21 | 6.23 | 18.40% | 19.80% | | | IM期现价差 | -69.17 | 2.86 | 80.00% | 14.90% | | | 次月-当月 | -39.20 | -2.00 | 3.20% | 7.50% | | | 季月-当月 | -73.00 | 0.00 | 7.30% | 13.30% | | | 远月-当月 | -112.20 | -3.40 | 7.70% | 15.40% | | ...
广发期货《黑色》日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:17
| 投资咨询业务资格:证监许可 [2011] 1292号 | 钢材产业期现日报 | | | | | | --- | --- | --- | --- | --- | --- | | 2025年6月5日 | | | | | | | 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) | 3110 | 3090 | 20 | 140 | | | 螺纹钢现货(华北) | 3170 | 3150 | 20 | 200 | | | 螺纹钢现货(华南) | 3240 | 3200 | 40 | 270 | | | 螺纹钢05合约 | 2966 | 2910 | ટેર | 144 | | | 螺纹钢10合约 | 2974 | 2928 | 46 | 136 | | | 螺纹钢01合约 | 2970 | 2905 | ર્શ્ટ | 140 | 元/吨 | | 热卷现货 (华东) | 3200 | 3170 | 30 | 110 | | | 热卷现货(华北) | 3130 | 3100 | 30 | 40 | | | 热卷现货(华南) | 3240 ...
广发期货《有色》日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:14
知识图强, 求实奉献, 客户至上, 合作共赢 | 产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年6月5日 | | | | 林嘉施 | Z0020770 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日涨跌 | 日涨跌幅 | 单位 | | SMM 1#电解键 | 123425 | 122850 | 575 | 0.47% | 76/11/2 | | 1#金川镇 | 124575 | 124050 | ર્સ્ટ | 0.42% | 元/肥 | | 1#金川镇升贴水 | 2500 | 2550 | -50 | -1.96% | 元/吨 | | 1#进口镇 | 122425 | 121800 | 625 | 0.51% | 元/吨 | | 1#进口镇升贴水 | 350 | 300 | 50 | - | 元/吨 | | LME 0-3 | -201 | -203 | 2 | -1.21% | 美元/吨 | | 期货进口盈亏 | -4760 | -3669 | ...
全品种价差日报-20250605
Guang Fa Qi Huo· 2025-06-05 05:13
器色系 全品种价差日报 投资咨询业务资格:证监许可 [2011] 1292号 2025年6月5日 | 留注 | 品种/合约 | 现货价格 | 历史分位数 | 期货价格 | 星差 | 基差率 | 现货参考 | 折算价:72硅铁合格块:内蒙-天津仓单 | 320 | 90.70% | 硅铁 (SF507) | 5258 | 5578 | 6.09% | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 5502 | 折算价:6517硅锰:内蒙-湖北仓单 | 硅罐(SM509) | 5670 | 168 | 3.05% | 53.00% | 3110 | 136 | 2974 | 4.57% | 59.80% | HRB40020mm: 上海 | 螺纹钢(RB2510) | | | | | | Q235B: 4.75mm: 上海 | 3200 | 103 | 3.33% | 热卷(HC2510) | 3097 | 57.60% | ...
广发早知道:汇总版-20250605
Guang Fa Qi Huo· 2025-06-05 03:36
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