价，投资者偶比投资，风险自担。本报告言在发送给广发期货特定客户及其他专业人士，版权归广发期货所有，未经广发期货书面授权，任何人不得对本报自进行 任何形式的发布、复制。如引用、刊发，需注明出处为"广发明货"。 广发期货有限公司提醒广大投资者:期市有风险 入市需谨慎! | 贵金属期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292- 2026年1月27日 | | | | 叶倩宁 | Z0016628 | | 国内期货收盘价 | | | | | | | 品中 | 1月26日 | 1月23日 | 涨跌 | 涨跌幅 | 单位 | | AU2604合约 | 1143.32 | 1115.64 | 27.68 | 2.48% | 元/克 | | AG2604合约 | 27207 | 24965 | 2242 | 8.98% | 元/十兄 | | PT2606合约 | 744.70 | 685.90 | 58.80 | 8.57% | | | PD2606合约 | 534.80 | 497.95 | 36.85 | 7 ...

股指期货持仓日度跟踪 投资咨询业务资格： 广发期货研究所 电 话：020-88818051 E-Mail：yeqianning@gf.com.cn 目录： 股指期货： IF、IH、IC、IM | 品种 | | 主力合 约 | 总持仓点评 | 前二十席位重要变动 | | --- | --- | --- | --- | --- | | 沪深 | 300 | IF2603 | 总持仓大幅上升 | 中信国君大幅加仓超 4000 手 | | 上证 | 50 | IH2603 | 总持仓明显上升 | 中信多头加仓超 2000 手 | | 中证 | 500 | IC2603 | 总持仓小幅上升 | 中信多头加仓 3000 手以上 | | 中证 | 1000 | IM2603 | 总持仓小幅下降 | 国君空头加仓超 1000 手 | 2026 年 1 月 27 日星期二 证监许可【2011】1292 号 联系信息： 叶倩宁（投资咨询资格：Z0016628） 电话：020-88818051 邮箱：yeqianning@gf.com.cn 本报告中所有观点仅供参考，请务必阅读正文之后的免责声明。 股指期货持仓日度变动简评 18, ...

本报告中的信息均来源于被广发期货有 期货对这些信息的准确性及完整性不作 本综合 保证。本报司 或其附属机构 并不代表 报告中的 定期货 下，报告内容仅供 的出价或询价，投 爱白区甘化专业 在在 有的奇仅供参考，很佳中的信息或所·表达的意思群不去意成的意思 我都你，我参考，很告中的信息或所·表达的意思我并不被感成了波斯 在他专业人生+ 摄影视员资 · 网络自拍 · 本彩经营员并不会感觉到了波斯 ·银鲁进行任何形式的发布 · 夏制 · 如引用 · 刊发 · 看主眼视处 · 任 不得对本 发期货 " -20 -3.0 -4.00 -5.00 | 股指期货价差日报 | 投资销售业务资格:证监许可【2011】1292号 | Z0016628 | 叶倩宁 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026年1月27日 | 品种 | 最新值 | 较前一日变化 | 历史1年分位数 | 全历史分位数 | | | | | ...

| 材产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2026年1月27日 | | | 問數波 | Z0010559 | | | 钢材价格及价差 | | | | | | | 品种 | 现值 | 即日 | 旅跌 | 基产 | 里立 | | 螺纹钢现货(华东) | 3280 | 3270 | 10 | 61 | | | 螺纹钢现货(华北) | 3170 | 3170 | 0 | -49 | | | 螺纹钢现货(华南) | 3290 | 3280 | 10 | 71 | | | 螺纹钢05合约 | 3143 | 3124 | 19 | 137 | | | 螺纹钢10合约 | 3193 | 3169 | 24 | 87 | | | 螺纹钢01合约 | 3219 | 3190 | 29 | 61 | | | 热卷现货(华东) | 3290 | 3290 | 0 | -51 | 7C/ HP | | 热卷现货(华北) | 3180 | 3170 | 10 | -161 | | | 热卷现货(华南) | ...

投资咨询业务资格:证监许可【2011】1292号 2026年1月27日 | 聚烯烃产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2026年1月27日 | | | | 张晓珍 | Z0003135 | | 品种 | 1月26日 | 1月23日 | 涨跌 | 派扶喝 | 单位 | | L2605收盘价 | ୧୦32 | 6887 | 48 | 0.70% | 元/吨 | | L2609收盘价 | 6962 | 6887 | 75 | 1.09% | | | PP2605收益价 | 6737 | 6656 | 81 | 1.22% | | | PP2609 收盘价 | 6778 | 6688 | 90 | 1.35% | | | L59价差 | -27 | 0 | -27 | #DIV/0! | | | PP59价差 | -41 | -32 | -d | -28.13% | | | LP05价差 | 198 | 231 | -33 | -14.29% | | | 华东PP拉丝现货价格 | 6 ...

生猪产业期现日报 投资咨询业务资格:证监许可 【2011】1292号 2026年1月27日 朱 迪 Z0015979 | 期货指标 | | | | | | | --- | --- | --- | --- | --- | --- | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 单位 | | 主力合约基差 | 1685 | 1685 | O | 0.00% | | | 生猪2605 | 11760 | 11850 | -90 | -0.76% | 元/吨 | | 生猪2603 | 11465 | 11565 | -100 | -0.86% | | | 生猪3-5价差 | -295 | -285 | -10 | -3.51% | | | 主力合约持仓 | 133394 | 131413 | 1981 | 1.51% | 글 | | 合車 | 433 | 433 | 0 | 0.00% | | | 现货价格 | | | | | | | 品种 | 现值 | 前值 | 涨跌 | 当地升贴水 | 单位 | | 河南 | 13150 | 13250 | -100.0 | O | | | 山东 | 13200 | ...

产业期现日报 厅 广发期货 投资次拍业名资格:证监许可 【2011】1202号 2026年1月27日 Z0021810 寇帝斯 | 现货价格及基差 | | | | | | | --- | --- | --- | --- | --- | --- | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 单位 | | SMM 1#锡 | 420300 | 403250 | 17050 | 4.23% | | | SMM 1#锡开贴水 | -100 | 0 | -100 | 0.00% | 元/吨 | | 长江 1#锡 | 420800 | 403750 | 17050 | 4.22% | | | LME 0-3升贴水 | -245.00 | -189.00 | -56.00 | -29.63% | 美元/吨 | | 内外比价及进口盈亏 | | | | | | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 車位 | | 进口盈亏 | -6632.02 | -7675.70 | 1043.68 | 13.60% | 元/吨 | | 沪伦比值 | 7.98 | 7.96 | - | - | | | 月间价差 ...

Group 1: General Information - The reports are from Guangfa Futures and cover various industries including oils, cotton, sugar, jujube, apple, corn, hog, meal, and egg, dated January 26, 2026 [1][2][3] Group 2: Oils Industry Investment Rating - Not provided Core View - For soybean oil, the speculation of favorable US biodiesel policy boosts CBOT soybean oil, but domestic pre - Spring Festival factors limit continuous long positions. Supply is sufficient, and the basis quote may still decline in the short - term [1] - Malaysian palm oil may continue to strengthen after a short correction. Domestic port inventory decline and pre - Spring Festival stocking expectations support the market [1] - Rapeseed oil maintains a wide - range shock. The 05 contract faces hedging pressure, and the basis quote of reserve rapeseed oil slightly declines [1] Data Summary - Soybean oil: The price of Y2605 on January 23 was 8094 yuan, up 0.12% from the previous day. The basis was 476 yuan, down 7.75% [1] - Palm oil: The price of P2605 on January 23 was 8910 yuan, down 0.38%. The basis increased by 53.85% [1] - Rapeseed oil: The price of OIROS on January 23 was 8991 yuan, down 0.12%. The basis remained unchanged [1] Group 3: Cotton Industry Investment Rating - Not provided Core View - US cotton maintains a low - level shock. Domestic cotton consumption is high due to high - capacity downstream spinning mills, and the basis is strong. The expected adjustment of the 2026 planting area provides support. Attention should be paid to the support around 14,500 yuan [2] Data Summary - Cotton 2605 on January 23 was 14,695 yuan/ton, down 0.24%. The main contract's open interest increased by 1.62% [2] - Spot prices such as Xinjiang 3128B increased, and the basis of 3128B - 05 contract increased by 9.36% [2] Group 4: Sugar Industry Investment Rating - Not provided Core View - Internationally, Brazilian sugar production in late December decreased year - on - year, but the cumulative production increased. Thai sugar production is slow. Raw sugar is expected to remain in a low - level shock between 14 - 15 cents. Domestically, sugar prices are expected to maintain a low - level shock this week due to factors such as insufficient peak - season consumption and approaching the end of Spring Festival stocking [3] Data Summary - Sugar 2605 on January 23 was 5180 yuan/ton, up 0.43%. The national cumulative sugar production decreased by 16.43% year - on - year [3] Group 5: Jujube Industry Investment Rating - Not provided Core View - The market focuses on peak - season consumption. Sellers are actively shipping, and pre - holiday stocking may drive up spot prices. The price is expected to rebound from the bottom, but the upside is limited by hedging pressure [4] Data Summary - Jujube 2605 on January 23 was 8800 yuan/ton, up 0.63%. The open interest decreased by 2.38% [4] Group 6: Apple Industry Investment Rating - Not provided Core View - With the arrival of the pre - Spring Festival stocking period, the stocking atmosphere in some producing areas has improved. Good - quality apples have firm prices, while poor - quality ones face high inventory pressure. The futures price is expected to be strong due to low good - fruit rate, low inventory, and short - covering [5] Data Summary - Apple 2605 on January 23 was 9535 yuan/ton, up 0.48%. The national cold - storage inventory decreased by 3.11% week - on - week [5] Group 7: Corn Industry Investment Rating - Not provided Core View - The supply of corn is relatively tight in the short - term, and pre - holiday stocking demand supports the price. However, continuous policy corn auctions and limited high - price transmission restrict the upside. Attention should be paid to the enterprise stocking rhythm and policy release intensity [7] Data Summary - Corn 2603 on January 23 was 2300 yuan/ton, up 0.22%. The open interest increased by 2.33% [7] Group 8: Hog Industry Investment Rating - Not provided Core View - Spot prices are strengthening again, but the supply pressure will increase after the snow - weather passes. The market is expected to maintain a bottom - range shock as the main focus is on the post - holiday off - season [10] Data Summary - The main hog contract on January 23 was 1685 yuan, up 5.31%. The slaughter volume increased by 1.79% [10] Group 9: Meal Industry Investment Rating - Not provided Core View - US soybeans are expected to be strong due to macro factors and biodiesel policy. Domestic supply is abundant, but the first - quarter arrival expectation is low, and the meal price is expected to be in a shock range [13] Data Summary - The price of Jiangsu soybean meal on January 23 was 3080 yuan, unchanged. The basis of M2605 increased by 5.45% [13] Group 10: Egg Industry Investment Rating - Not provided Core View - Egg production is stable and sufficient. The demand may weaken as the Spring Festival stocking nears the end and group purchases decrease. Attention should be paid to the digestion ability of high - price eggs [14] Data Summary - The egg 03 contract on January 23 was 3046 yuan/500KG, down 1.58%. The basis increased by 26.72% [14]

| 油脂产业期现日报 | 投资咨询业务资格:证监许可 [2011] 1292号 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Z0019938 | 2026年1月26日 | 王法庭 | | | | | | | | | | | 原 | 1月23日 | 1月22日 | 涨跌幅 | 涨跌 | | | | | | | | | 8570 | 8600 | -30 | -0.35% | 江苏均价 | 现价 | Y2605 | 8094 | 8084 | 0.12% | 期价 | 10 | | 某差 | Y2605 | 476 | ર્સ્ડ | -40 | -7.75% | 现货墓差报价 | 05+480 | 05+490 | -10 | 江苏5月 | - | | 26525 | -0.23% | 仓单 | 26585 | -60 | 棕榈油 | | | | | | | | 1月23日 | 1月22日 | 涨跌 | 涨跌幅 | 8970 | -20 | 现价 | 广东24度 ...

| 硅铁 (SF603) 5652 26 0.46% 5678 折算价:72硅铁合格块:内蒙-天津仓单 | 58.10% | | | --- | --- | --- | | 硅罐 (SM603) 2950 5856 94 1161% 折算价:6517硅锰:内蒙-湖北仓单 | | | | 4:07% 螺纹钢 (RB2605) 3270 3142 128 HRB40020mm:上海 | 56.30% | | | -15 热卷(HC2605) 3290 3305 -0.45% Q235B: 4.75mm: 上海 | | | | 795 રેર 6:95% 铁矿石 (12605) 850 折算价:62.5%巴混粉(BRBF)：淡水河谷:日照港 | 44.10% | | | 1734 12 0 71% 焦炭 (J2605) 1722 折算价:准一级冶金焦A13, S0.7,CSR60,MT7:日照港 | 71.92% | | | 焦煤 (JM2605) 1156 1157 -1 -0.09% 折算价: S1.3 G75主焦 (蒙5) 沙河驿 | 31.40% | | | 品种/合约 现货价格 期货价格 基差 县差率 历 ...