Guo Mao Qi Huo
Search documents
原油&燃料油数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 08:29
投资咨询业务资格:证监许可【2012】31号 能源化工研究中心 叶海文 从业资格证号:F3071622 投资咨询证号: Z0014205 2025/10/15 | | | | | | | 国际油价延续弱势下跌表现,中美贸易关税仍具有不确定性,对全球原油 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 需求仍存在扰动。原油自身供需来仍处于宽松格局,供给端方面,OPEC+延续 | | | | | | | | | | 增产政策,该组织就11月再次小幅增产达成原则性协议,继续努力夺回在全球 | | | | | | | | | | 石油市场的份额。需求端方面,9月开始原油消费量逐渐下滑,其中美国原油 | | | | | | | | | | 消费旺季结束的标志是9月初的劳工节,全球原油淡季消费量较旺季下滑100万 | | | | | | 県油 | | | | ~300万桶/日。地缘局势也有所降温,以色列和哈马斯签署停火协议、俄乌局 | | | | | | | | | 势缓和,叠加美国对伊朗及俄罗斯的制裁效果减弱,让地缘 ...
工业硅数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:42
投资咨询业务资格:证监许可【2012】31号 | | 四川 421# | 9750 | 0 | | 8000 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | DMC价格 | 11300 | 0 | | | | | | | | 107胶 | 11500 | | 6000 | | | | | | | | 51. 25 | 0 | | | | | | | | 铝合金ADC12平均价 | 21000 | 0 | | | | | | | | 名称 | 现值 | 変化值 | 2000 | | -3000 | | | | | si2510-si2511 | -30 | -55 | | | | | | | 价 差 | | | | | | | | | | | 421现货-553通氧现货 | 300 | 50 | | | | | | | | 基差(华东53#现货-主力合约) | 880 - | 235 | | | - SI. GFE 19 | | | | | 仓库/分库 | 库容(万吨) | 升贴水标准 | 昨日仓单 | | 増/減 | 今日 ...
多晶硅数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:33
,VI 本报告中的信息均源于公开可获得的资料,国贸期货力求准确可靠,但不对上述信息的准确性及完整性做任何保证。本报告不构成个 免责 人投资建议,也未针对个别投资者特殊的投资目标、财务状况或需要,投资者需自行判断本报告中的任何意见或建议是否符合其特定 状况,据此投资,责任自负。本报告未经国贸期货授权许可,任何引用、转载以及向第三方传播的行为均构成对国贸期货的侵权, 声明 司将视情况追究法律责任。期市有风险,入市需谨慎。 500 FEE 3 電留機能有限公 一流的衍生品综合服务商 00-8888-598 | | | | | | ITG国贸期货 | | 投资咨询业务资格:证监许可【2012】31号 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 方富强 合约 | 国贸期货研究院 研究助理 陈宇森 从业资格号: F03123927 收盘价 | 有色金属研究中心 投资咨询号:Z0015300 人业资格号:F3043701 涨跌幅 (%) | 数据来源:SMM,百川盈孚,Wind,广期所,公开新闻整理 - N型致容粒 一 主连收盘价 一 基差 ...
双胶纸数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:31
行情分析,当前双胶纸现货价格仍未止跌企稳,大部分双旋纸仍有阴跌,金九银十利好尚未体现。原料端周中浆价格有所上涨。双胶纸生产利润 受到压缩,产量受晨鸣纸业复产有所上涨,库存略有上涨;但期货市场目前资金参与度较差。整体震荡运行,目前双胶纸盘面基本处于合理运行 区间,建议短期观望。 投资咨询业务资格:证监许可【2012】31号 | (G国贸期货 双胶纸数据日报 国贸期货研究院 农产品研究中心 杨璐琳 | 投资咨询号:Z0015194 | | --- | | 从业资格号:F3042528 | 2025/10/15 | 双胶纸期货数据 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025年10月14日 2025年10月13日 | | | 日环比 | | 2025年10月14日 | 2025年10月13日 | 日环比 | | OP2601 | 4216 | 4210 | 0.14% | 主力合约持仓量 | 1140 | 1169 | -2. 48% | | 现货价格数据(元/吨) | | | | | | | | | 双胶纸价格数据 ...
PVC数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:31
| | | | | | 投资咨询业务资格: 证监许可[ 2012 ]31号 ITG国贸期货 | | --- | --- | --- | --- | --- | --- | | | | | | | PVC数据日报 | | | | | | 国贸期货研究院 | 投资咨询证:Z0015946 | | | | | | 能源化工研究中心 | 2025/10/15 陈一凡 · · 从业资格证:F3054270 | | | 指标 | 2025/10/13 | 2025/10/14 | 变动值 | 现货综述 | | 煤灰 | Q5500 | 715 | 720 | 5 | | | 兰炭 | 陕西中料 | 730 | 730 | | | | 电石 | 内蒙 | 2550 | 2500 | -50 | | | | 山东 | 2830 | 2830 | 0 | 今日国内PVC粉市场价格下行,主流市场跌幅多在10- | | 期货 | 丰力件学 | 4721 | 4692 | -29 | | | | 华东SG-5 | 4610 | 4580 | -30 | 30元/吨。期货昨日夜盘走低,今日区间震荡后略回 | | | 华南SG-5 | ...
原木数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:31
投资咨询业务资格:证监许可【2012】31号 原木数据日报 国贸期货研究院 杨路林 ITC国贸期货 世界500 - K 500 - K 国贸期货有限公司 司不可 - 流的衍生品综合服务商 服 热线 官 方 网 站 译 风 www.itf.com.cn 400-8888-598 2025/10/15 | | 地区 | 树和 | 规格 | 现货尺价格 | 期货尺价格 | 期货尺±升贴水 | 基差 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 山东 | 辐射松 | 3.9米中A | 760 | 820 | 820 | | | | | | 5.9米中A | 800 | 860 | 810 | 32.5 22.5 | | | | | 3.9米小A | 720 | 790 | 840 | 52.5 | | 现货价 | | | 5.9米小A | 760 | 830 | 830 | 42.5 | | | 江苏 | 辐射松 | 4米中A | 770 | 830 | 830 | 42.5 | | | | | 6米中A | 800 | 860 | 810 | 22. ...
尿素数据日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:31
入 期 情 借 服 源 在 热线 官 方 客 网 站 ile 限 www.itf.com.cn 400-8888-598 ts Po 212 . 2018 | | | | 投资咨询业务资格:证监许可[2012]31号 | | × IG国贸期货 | | --- | --- | --- | --- | --- | --- | | | | | | | 尿素数据日报 | | | | | 国贸期货研究院 | | 期货从业号:F305 170 | | | 指标 | 2025/10/14 | 能源化工研究中心 陈一州 2025/10/13 | 涨跌值 | N 资容如证号:Z0015946 行情评述 | | | 沫煤 | 465.00 | 465.00 | 0. 00 | | | 成本 | 无烟小块 | 920.00 | 920. 00 | 0.00 | | | | 天然气 | 3680. 00 | 3680.00 | 0. 00 | | | | 河南 | 1540.00 | 1510.00 | 30. 00 | | | | 河北 | 1570.00 | 1560.00 | 10. 00 | 本周工业复合肥开工率逐渐提升,但 ...
国贸商品指数日报-20251015
Guo Mao Qi Huo· 2025-10-15 07:30
Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core View - On Tuesday, most domestic commodities declined, with industrial products and agricultural products mostly weakening [1]. 3. Summary by Category Black Series - Most black series commodities fell. The market sentiment was weak, with the Shanghai Composite Index dropping from a high. The actual situation of the black series remained weak, and the rebar futures reached a more than three - month low. Last week, the inventory of the five major steel products increased by 8.68% week - on - week to 1.60072 billion tons, with the increase far higher than 3.65% of the same period last year and a year - on - year increase of 19.5%. In the future, the property transactions during the National Day holiday were halved year - on - year, the national replenishment in many places was suspended, the sales of automobiles and home appliances declined, and the accumulated inventory needed time to digest. Exports also faced new challenges, so the fundamental contradictions were prominent, and the upward pressure on prices continued [1]. Basic Metals - Most basic metals declined. In the copper market, there was concern about the Sino - US tariff game. The market had different views on copper, mainly focusing on capital pull and demand pressure in traditional fields. The domestic copper market might continue the feature of "both supply and demand being weak". For aluminum, non - ferrous metals rose and then fell. The spot in East China was at par, and the social inventory of aluminum ingots and aluminum rods had a neutral accumulation. There were signs of inventory reduction in major regions on Tuesday. The apparent consumption of aluminum in the off - season was basically the same year - on - year, and the demand was resilient but lacked a high point. In the short term, Shanghai aluminum would fluctuate, and the upside space should be carefully viewed [1]. Energy and Chemicals - Most energy and chemical products weakened. As the macro - sentiment eased and investors' risk appetite gradually recovered, international crude oil prices rebounded. However, the willingness of domestic funds to chase the rise was relatively cautious, and the main contract of SC crude oil continued to decline. In the future, the market entered the TACO trading mode, and oil prices might fluctuate and repair in the short term. But the unpredictable style of Trump made the macro - level highly uncertain, and the trading rhythm was difficult to grasp. In the medium and long term, as geopolitical risks eased, the price center might move down [1]. Oilseeds and Oils - Most oilseeds and oils declined. The weakening of external - market oils and the decline of crude oil led to a weak overall sentiment in the oil market. According to the National Grain and Oil Information Center, the commercial inventory of the three major domestic oils was 2.41 million tons, up 340,000 tons year - on - year, at a high level in recent years. The fundamentals of oils lacked positive support for the time being, and they were expected to maintain a weak and fluctuating pattern in the short term. Attention should be paid to the trend of crude oil prices. In the long term, palm oil was about to enter the seasonal production - reduction period, and the B50 biodiesel plan in Indonesia would have an impact, so oils still had room to rise. The decline of double - meal (rapeseed meal and soybean meal) widened, and rapeseed meal reached a three - month low. The inventory of imported soybeans and soybean meal in China was at a high level, and the weak fundamentals restricted the upward space of prices. In the short term, double - meal might continue to fluctuate, and attention should be paid to the arrival of imported soybeans and rapeseeds [1]. Others - Shipping futures had a large increase, with the Container Freight Index (European Line) rising 7.36%. All precious metals rose, with Shanghai gold rising 2.70%. Most new - energy materials rose, with polysilicon rising 2.55% [1].
蛋白数据日报-20251014
Guo Mao Qi Huo· 2025-10-14 05:25
投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 数据日报 国贸期货研究院 农产品研究中心 黄向岚 www.itf.com.cn 慎 险 | 指标 | | 10月13日 | 涨跌 | | | | 豆粕主力合约基差(张家港) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大连 | 118 | 10 | 1600 | == == | | ===== 19/20 == | == | - 24/25 | ==== 21/22 25/26 | | 43%豆粕现货基差 | 天津 | 108 | 30 | 1200 800 | | | | | | | | | 日照 | 58 | 50 | 400 | | | | | | | | | 张家港 | -2 | | | | | | | | | | (对主力合约) | | | | 400 01/21 | 02/21 03/24 | 04/24 | | 05/25 06/25 07/26 08/26 09/26 | 10/27 | 11/27 12/28 | | ...
股指期权数据日报-20251014
Guo Mao Qi Huo· 2025-10-14 05:24
投资咨询业务资格:证监许可【2012】31号 股指期权数据日报 投资咨询号: Z0000116 国贸期货研究院 2025/10/14 金融衍生品中心 李泽钜 从业资格号:F0251925 数据来源: Wind,国贸期货研究院 行情回顾 指数 收盘价 涨跌幅(%) 成交额(亿元) 成交量(亿) 1857. 83 上证50 2967. 206 70. 16 -0. 26 沪深300 7140.02 315. 01 4593. 9785 -0. 50 7519. 7636 中证1000 -0. 19 4709. 91 288. 40 中金所股指期权成交情况 期权成交量 认购期权 认沾期权 日成交量 期权持企量 认购期权 认洁期权 持仓量 指数 持仓量 (万张) (万张) 持仓量 成交量 成交量 PCR PCR 上证50 3.79 0. 70 7.72 0. 72 6. 46 2. 67 3. 24 4. 49 11. 74 沪深300 22. 43 0. 91 19. 79 10. 54 9. 25 0. 88 10. 69 21. 61 中证1000 23. 21 29. 23 14. 72 44. 82 1. ...