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蛋白数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 11:12
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 投资咨询号: Z0021658 从业资格号:F03110419 2025/9/11 | 指标 | | 9月10日 | 涨跌 | | | 豆粕主力合约基差(张家港) ==== 19/20 | ----- 20/21 | | ===== 21/22 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大连 天津 | 14 -26 | -11 | 1600 1200 | こここー・18/19 ----- 22/23 | == | - 24/25 | | - 25/26 | | | | | | 800 | | | | | | | | 日照 | -86 | -11 | 400 | | | | | | | 43%豆粕现货基差 (对主力合约) | 张家港 | -36 | | | | | | | | | | | | | 400 01/21 | 02/21 03/24 04/24 | 05/25 06/25 | 07/26 08/26 ...
黑色金属数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:53
Report Industry Investment Rating No relevant content provided. Core Views of the Report - The steel market's supply and demand may shift from weak to strong as the "Golden September and Silver October" season approaches. The focus in the next two weeks is to observe the steel's apparent demand, and the futures price valuation is neutral [2]. - The short - term trading style of the double - silicon market changes rapidly, following the black sector. Fundamentally, the industry's profit has recovered, supply is increasing, and demand may be under pressure, with high inventory and de - stocking pressure [3]. - The coking coal and coke market is oscillating. Although the first round of coke price cuts has been implemented, the downside of the futures market may be limited. There are opportunities for mid - line low - position long - position layout [5]. - Guinea's policy affects the market's expectation of iron ore supply increment. The short - term upward breakthrough of iron ore prices allows early low - position long - positions to take profit. The 01 - contract iron ore still has support below [6]. Summary by Relevant Catalogs Steel - On September 10, the closing prices of far - month contracts RB2605, HC2605, etc. and their changes were presented. The current futures price valuation is neutral, and the basis is briefly favorable for end - users' buying hedging. The market is waiting for the performance of this week's apparent demand [1][2]. - The trading strategy is to stay on the sidelines for single - side trading and close the cash - and - carry arbitrage [7]. Silicon Iron and Manganese Silicon - The short - term market sentiment fluctuates greatly, and the double - silicon market follows the black sector. The industry's profit has recovered, supply is increasing, and terminal demand may be difficult to improve significantly, with high inventory and de - stocking pressure [3]. - Industrial customers are advised to focus on cash - and - carry arbitrage [7]. Coking Coal and Coke - On September 10, the closing prices of far - month and near - month contracts of coking coal and coke and their changes were shown. The first round of coke price cuts has been implemented, but the futures market's previous low may have priced in 2 - 3 rounds of cuts. The downside may be limited. Mid - line investors can consider low - position long - position layout based on last week's low [1][5][7]. Iron Ore - Guinea's policy affects the market's expectation of iron ore supply increment. The iron ore price has broken through upward, and early low - position long - positions can take profit. In September, there is support from the demand side due to pre - holiday restocking. The 01 - contract iron ore still has support below [6]. - The trading strategy is to continue the low - position long - position idea [7].
瓶片短纤数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:49
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints - OPEC+ plans to increase production, leading to a significant drop in crude oil prices. Domestic PTA plants are gradually resuming operations, resulting in a rise in PTA production and a rapid decline in PTA basis. The spread between PX and naphtha remains stable. With the recent improvement in sales and inventory reduction, especially the significant reduction in filament inventory, downstream profits have been significantly restored, and the operating load of polyester has rebounded to 91%. However, due to the decline in crude oil prices and the weakening of the basis, PTA has shown weak performance [2] Group 3: Summary of Related Catalogs Price Changes - PTA spot price increased from 4605 to 4625, a change of 20.00; PTA closing price rose from 4678 to 4698, a change of 20.00 [2] - MEG domestic price decreased from 4454 to 4439, a change of -15.00; MEG closing price dropped from 4322 to 4319, a change of -3.00 [2] - 1.4D direct-spun polyester staple fiber price increased from 6535 to 6540, a change of 5.00; short fiber basis decreased from 82 to 65, a change of -17.00 [2] - 10 - 11 spread decreased from 17 to 14, a change of -3.00; polyester staple fiber cash flow increased from 240 to 246, a change of 6.00 [2] - 1.4D imitation large chemical fiber price remained unchanged at 5700; the price difference between 1.4D direct-spun and imitation large chemical fiber increased from 835 to 840, a change of 5.00 [2] - East China water bottle chip price decreased from 5868 to 5856, a change of -9.00; hot-filled polyester bottle chip price dropped from 5887 to 5859, a change of -28.00 [2] - Carbonated polyester bottle chip price decreased from 5987 to 6966, a change of -28.00; foreign water bottle chip price increased from 765 to 766, a change of 1.00 [2] - Bottle chip spot processing fee decreased from 439 to 418, a change of -21.08; T32S pure polyester yarn price remained unchanged at 10300 [2] - T32S pure polyester yarn processing fee decreased from 3765 to 3760, a change of -5.00; polyester-cotton yarn 65/35 45S price remained unchanged at 16300 [2] - Cotton 328 price decreased from 14980 to 14955, a change of -25.00; polyester-cotton yarn profit increased from 1305 to 1311, a change of 6.13 [2] - Virgin three-dimensional hollow (with silicon) price remained unchanged at 7110; hollow staple fiber 6 - 15D cash flow decreased from 481 to 469, a change of -12.08 [2] - Virgin low-melting staple fiber price remained unchanged at 7450 [2] Load and Production and Sales - Direct-spun staple fiber load (weekly) increased from 90.60% to 91.10%, a change of 0.01 [3] - Polyester staple fiber production and sales increased from 45.00% to 54.00%, a change of 9.00% [3] - Polyester yarn startup rate (weekly) increased from 62.00% to 62.80%, a change of 0.01 [3] - Recycled cotton-type load index (weekly) increased from 49.00% to 49.50%, a change of 0.01 [3]
聚酯数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:48
1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The PTA market is affected by a small increase in crude oil prices, but the ample PTA spot and poor promotion results of downstream polyester filament lead to a slight weakening of the PTA spot basis. The domestic PTA production is rising as domestic PTA plants gradually resume operation, and the PTA basis is dropping rapidly. OPEC+ will increase oil production again at the Sunday meeting. The downstream profits are significantly repaired, and the operating load of polyester has rebounded to 91%. - The ethylene glycol (MEG) basis is weakening, and the upcoming commissioning of Yulong Petrochemical's MEG plant exerts pressure on the futures market. The arrival of overseas MEG plants has decreased, but the hedging volume has increased after the price recovery. The polyester inventory is in good condition, and the operating load of downstream weaving has increased [2] 3. Summary by Related Catalogs 3.1 Market Data Comparison - **INE Crude Oil and PTA-SC**: On September 9th, INE crude oil was 482.8 yuan/barrel, and PTA - SC was 1169.4 yuan/ton. On September 10th, INE crude oil rose to 486.2 yuan/barrel, and PTA - SC dropped to 1164.7 yuan/ton. The PTA/SC ratio decreased from 1.3333 to 1.3296 [2] - **CFR China PX and Related Indicators**: CFR China PX increased from 836 to 838, and the PX - naphtha spread decreased from 242 to 241 [2] - **PTA Indicators**: The PTA主力期价 rose from 4678 yuan/ton to 4698 yuan/ton, the PTA现货价格 increased from 4605 to 4625, the 现货加工费 rose from 123.4 yuan/ton to 134.3 yuan/ton, and the 盘面加工费 increased from 196.4 yuan/ton to 202.3 yuan/ton. The PTA仓单数量 decreased from 19877 to 11842 [2] - **MEG Indicators**: The MEG主力期价 decreased from 4322 yuan/ton to 4319 yuan/ton, the MEG内盘 dropped from 4454 to 4439, and the MEG - naphtha spread increased from (111.77) to (110.96). The MEG主力基差 decreased from 136 to 118 [2] - **Industry Chain Operating Rates**: The PX开工率 remained at 82.59%, the PTA开工率 remained at 78.25%, the MEG开工率 remained at 60.74%, and the 聚酯负荷 increased slightly from 88.16% to 88.25% [2] - **Polyester Filament and Fiber Data**: For polyester filament, POY150D/48F decreased from 6805 to 6725, FDY150D/96F decreased from 7090 to 7025, and DTY150D/48F remained unchanged at 8015. The 长丝产销 increased from 44% to 69%. For polyester short - fiber, 1.4D直纺涤短 remained at 6540, and the 短纤产销 increased from 44% to 55%. For polyester chips, the 半光切片 increased from 5755 to 5770, and the 切片产销 increased from 146% to 198% [2] 3.2 Device Maintenance - A 2.5 - million - ton PTA plant in East China restarted last weekend after shutting down for maintenance around August 26 [2]
宏观金融数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:48
Report Summary 1. Market Investment Ratings - No information provided regarding the report's industry investment rating. 2. Core Viewpoints - The stock index closed up with reduced volatility and shrinking trading volume. There is still upward potential for the stock index due to abundant domestic liquidity, high expectations of a Fed rate cut in September, and the potential marginal repair of PPI, which could improve A-share profitability. The strategy is to go long opportunistically and take advantage of the premium/discount of stock index futures to place long orders [6]. 3. Summary by Relevant Catalogs Money Market - DRO01 closed at 1.43 with a 1.12bp increase, DR007 at 1.48 with a -0.26bp decrease, GC001 at 1.54 with a -5.50bp decrease, and GC007 at 1.49 with a -3.50bp decrease. SHBOR 3M was at 1.55 with a 0.20bp increase, and LPR 5-year remained unchanged at 3.50 [4]. - The 1-year, 5-year, and 10-year Chinese treasury bonds closed at 1.41, 1.65, and 1.89 respectively, with increases of 1.56bp, 2.06bp, and 2.52bp. The 10-year US treasury bond closed at 4.08 with a 3.00bp increase [4]. - The central bank conducted 3040 billion yuan of 7-day reverse repurchase operations, with 2291 billion yuan of reverse repurchases maturing, resulting in a net injection of 749 billion yuan. This week, 10684 billion yuan of reverse repurchases will mature, and the central bank may restart treasury bond trading operations [4]. Stock Index Market - The CSI 300, SSE 50, CSI 500, and CSI 1000 closed at 4445, 2940, 6932, and 7230 respectively, with increases of 0.21%, 0.37%, 0.05%, and 0.06%. Industry sectors showed mixed performance, with the trading volume of the two markets at 19781 billion yuan, a decrease of 1404 billion yuan [5]. - IF, IH, IC, and IM contracts showed different price changes and volume/position changes. For example, IF volume increased by 7.4% to 130680, and its position increased by 2.7% to 275475 [5]. Futures Premium/Discount - IF, IH, IC, and IM contracts in different delivery months have different premium/discount rates. For example, the IF current-month contract has a premium rate of 11.83% [7].
贵金属数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:43
Report Summary 1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints - In the short - term, although the precious metals market experiences high - level fluctuations due to "buy the rumor, sell the fact", factors such as the unexpected decline in the US August PPI and the cooling of the US employment market increase the probability of a Fed rate cut in September and raise the expectation of a 50bp cut, so precious metal prices are still supported. Before the rate cut is implemented, precious metal prices are expected to remain at high levels, but investors should beware of increased volatility. Gold long positions can be held [5]. - In the long - term, with Fed rate cut expectations, continuous global geopolitical uncertainties, intensified great - power competition, and the wave of de - dollarization, the long - term center of gold prices is likely to continue to move up [5]. 3. Summary by Relevant Catalogs Price Tracking - On September 10, 2025, compared with September 9, London gold spot decreased by 0.1% to $3641.89/ounce, London silver spot decreased by 0.6% to $41.02/ounce, COMEX gold decreased by 0.2% to $3680.00/ounce, and COMEX silver decreased by 0.9% to $41.47/ounce. AU2510 was at 833.42 yuan/gram with a 0.1% decrease, and AG2510 was at 9796 yuan/kg with a 0.5% decrease. AU (T + D) decreased by 0.2% to 829.50 yuan/gram, and AG (T + D) decreased by 0.6% to 9771 yuan/kg [5]. - Regarding price spreads, from September 9 to 10, the gold TD - SHFE active price spread increased by 12.6%, the silver TD - SHFE active price spread increased by 47.1%, the gold internal - external price spread (TD - London) increased by 53.3%, and the silver internal - external price spread (TD - London) decreased by 0.2%. The SHFE gold - silver ratio increased by 0.4%, and the COMEX gold - silver ratio increased by 0.7% [5]. Position Data - As of September 9, 2025, compared with September 8, the gold ETF - SPDR remained unchanged at 979.68 tons, the silver ETF - SLV decreased by 0.45% to 15069.6026 tons. COMEX gold non - commercial long positions increased by 14.52% to 315796 contracts, and non - commercial short positions increased. COMEX silver non - commercial long positions increased by 16.43% to 249530 contracts, and non - commercial short positions decreased by 14.79% to 18543 contracts [5]. Inventory Data - On September 10, 2025, compared with September 9, SHFE gold inventory increased by 3.46% to 45951 kg, and SHFE silver inventory increased by 0.15% to 1252170 kg. COMEX gold inventory decreased by 0.21% to 38912305 troy ounces, and COMEX silver inventory increased by 0.35% to 520707139 troy ounces [5]. Interest Rates/Exchange Rates/Stock Market - On September 10, 2025, compared with September 9, the US dollar/Chinese yuan central parity rate increased by 0.08% to 7.11. The US dollar index increased by 0.33% to 97.77, the 2 - year US Treasury yield increased by 1.43% to 3.54%, the 10 - year US Treasury yield increased by 0.74% to 4.08%, the VIX decreased by 0.46% to 15.04, the S&P 500 increased by 0.27% to 6512.61, and NYMEX crude oil increased by 0.50% to 62.77 [5]. Market Review - On September 10, the main contract of Shanghai gold futures closed up 0.21% at 833.42 yuan/gram, and the main contract of Shanghai silver futures closed down 0.72% at 9796 yuan/kg [5].
碳酸锂数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:41
Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - Lithium mica extraction of lithium has changed from a contraction to an expansion expectation, which is expected to stimulate bearish sentiment in the market, and the futures price may be weak in the short term [3] Group 3: Summary of Related Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 73,450 yuan, down 1,150 yuan; the average price of SMM industrial - grade lithium carbonate is 71,200 yuan, down 1,150 yuan [1] - The closing prices of lithium carbonate futures contracts 2509, 2510, 2511, 2512, and 2601 are 70,300 yuan (-5.33%), 70,560 yuan (-5.29%), 70,720 yuan (-4.87%), 70,880 yuan (-4.37%), and 70,800 yuan (-4.81%) respectively [1] Lithium Ore - The price of spodumene concentrate (CIF China) is 849 yuan, down 30 yuan; the price of lithium mica (Li₂O: 1.5% - 2.0%) is 1,115 yuan, down 42.5 yuan; the price of lithium mica (Li₂O: 2.0% - 2.5%) is 1,815 yuan, down 50 yuan; the price of amblygonite (Li₂O: 6% - 7%) is 6,000 yuan, down 350 yuan; the price of amblygonite (Li₂O: 7% - 8%) is 7,050 yuan, down 300 yuan [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,620 yuan, down 275 yuan; the average price of ternary material 811 (polycrystalline/power type) is 145,900 yuan; the average price of ternary material 523 (single - crystal/power type) is 118,750 yuan, down 125 yuan; the average price of ternary material 613 (single - crystal/power type) is 123,550 yuan, down 75 yuan [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2,250 yuan; the spread between battery - grade lithium carbonate and the main contract is 2,730 yuan, up 1,030 yuan; the spread between the near - month and the first - continuous contract is - 160 yuan, up 20 yuan; the spread between the near - month and the second - continuous contract is - 320 yuan, down 160 yuan [2] Inventory - The total weekly inventory is 140,092 tons, down 1,044 tons; the weekly inventory of smelters is 39,475 tons, down 3,861 tons; the weekly inventory of downstream is 55,207 tons, up 2,407 tons; the weekly inventory of others is 45,410 tons, up 410 tons; the daily registered warehouse receipts are 38,101 tons [2] Profit Estimation - The cash cost of purchasing spodumene concentrate externally is 73,889 yuan, and the profit is - 1,507 yuan; the cash cost of purchasing lithium mica concentrate externally is 77,715 yuan, and the profit is - 7,321 yuan [3] Industry News - Ningde Times' subsidiary is promoting the resumption of production of the Shixiawo lithium mine and aims to complete the resumption in November this year [3] - Six departments jointly issued a notice to carry out a three - month special rectification action on network chaos in the automotive industry [3]
纸浆数据日报-20250911
Guo Mao Qi Huo· 2025-09-11 09:41
Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Report Core View - The pulp fundamentals still show no signs of recovery, with no significant reduction in pulp port inventories and the number of warehouse receipts, indicating a short - term weak performance [1]. Group 3: Summary by Related Catalogs Pulp Price Data - On September 10, 2025, the futures price of coniferous pulp Silver Star (SP2601) was 5272, with a daily increase of 0.11% and a weekly decrease of 0.98%; the spot price was 5650, with a daily decrease of 0.88% and a weekly decrease of 1.22%. The futures price of coniferous pulp Russian Needle was 5170, unchanged daily and down 0.58% weekly [1]. - The futures price of broad - leaf pulp Goldfish (SP2509) was 4938, with a daily increase of 0.16% and a weekly decrease of 1.20%; the price was 4180, unchanged daily and down 0.48% weekly [1]. - The external quotation of Chilean Silver Star was 720, a month - on - month decrease of 2.70%; the import cost was 5884, a month - on - month decrease of 2.68%. The external quotation of Brazilian Goldfish was 530, a month - on - month increase of 3.92%; the price was 4344, a month - on - month increase of 3.87% [1]. Pulp Fundamental Data - In July 2025, the import volume of coniferous pulp was 64.6 tons, a month - on - month decrease of 4.72%; the supply of broad - leaf pulp was 135.1 tons, a month - on - month decrease of 5.85%. The pulp shipment volume to China increased by 23% [1]. - As of September 4, 2025, the domestic production volume of broad - leaf pulp was 21.1 tons, and that of chemimechanical pulp was 21.1 tons. The pulp port inventory was 206.6 tons, and the futures delivery warehouse inventory was 24.7 tons [1]. - The production volume of offset paper was 19.50 tons, that of coated paper was 7.80 tons, that of tissue paper was 28.15 tons, and that of white cardboard was 33.80 tons [1]. Pulp Valuation Data - On September 10, 2025, the basis of Russian Needle was 174, with a quantile level of 0.889; the import profit was - 234, with a quantile level of 0.271. The basis of Silver Star was 654, with a quantile level of 0.884 [1]. - The basis of broad - leaf pulp Goldfish was - 164, with a quantile level of 0.478 [1]. Supply, Demand, and Inventory - Supply: Brazil's Suzano announced a $20/ton price increase in the Asian market in August 2025. Chile's Arauco notified the August quotation, with the price of coniferous pulp Silver Star at $720/ton, the supply of broad - leaf pulp Star decreased by 50%, and the price of natural pulp Venus at $590/ton [1]. - Demand: The current demand for paper products remains basically stable. Some offset paper and white cardboard paper mills have issued price increase letters, but the implementation situation remains to be observed [1]. - Inventory: As of September 4, 2025, the inventory of China's mainstream pulp ports was 206.6 tons, a decrease of 1.8 tons from the previous period, a month - on - month decrease of 0.9%, showing a de - stocking trend [1].
日度策略参考-20250910
Guo Mao Qi Huo· 2025-09-10 07:58
Report Industry Investment Ratings - Bullish: Gold, Aluminum, Cotton (short - term), MO1, BR Rubber [1] - Bearish: Glass, Sugar, Corn (C01), Ethylene Glycol, Styrene, Urea (upside limited), Some chemical products (PVC, etc. with weak - side trend) [1] - Neutral (Oscillating): Index Futures (short - term adjustment for long - position opportunity), Treasury Bonds (suppressed in the short - term), Copper, Zinc, Nickel, Stainless Steel, Tin, Industrial Silicon, Polysilicon, Carbonate Lithium, Rebar, Hot - Rolled Coil, Iron Ore, Palm Oil, Rapeseed Oil, Pulp (11 - 1 positive spread), Logs, Crude Oil, Fuel Oil, PTA, Short - Fiber, Some chemical products (like Melamine, etc.) [1] Core Viewpoints - The short - term adjustment of index futures due to the widening of the discount and liquidity drivers may bring opportunities for long - position layout; asset shortage and weak economy are favorable for bond futures, but the central bank's short - term interest - rate risk warning suppresses the upside [1]. - Gold continues to rise due to increased interest - rate cut expectations and the People's Bank of China's continuous ten - month increase in holdings, with an expected long - term upward trend [1]. - Metal prices are affected by factors such as macro - economy, supply and demand, and production capacity. For example, copper has limited downside due to expected interest - rate cuts, while aluminum is expected to be strong as the consumption peak approaches [1]. - Agricultural product prices are influenced by factors like production, inventories, and market expectations. For instance, new cotton has a tight short - term supply, while sugar is expected to be weak with limited downside [1]. - Energy and chemical product prices are affected by production, inventory, and macro - policies. For example, PTA production has recovered, and ethylene glycol is under pressure from new device production [1]. Summary by Categories Macro - Financial - Index Futures: Short - term adjustment may offer long - position opportunities due to the widening of the discount and liquidity drivers [1] - Treasury Bonds: Asset shortage and weak economy are favorable, but short - term central - bank warnings suppress the upside [1] - Gold: Expected to continue rising, with a long - term upward trend due to interest - rate cut expectations and central - bank purchases [1] Non - Ferrous Metals - Copper: Pressured by weak US non - farm data, but limited downside due to expected interest - rate cuts [1] - Aluminum: Expected to be strong as the consumption peak approaches and interest - rate cut expectations rise [1] - Alumina: Weak fundamentals due to increased production and inventory, but long - position opportunities in the far - month contracts [1] - Zinc: Under pressure from inventory accumulation, but limited downside due to LME inventory reduction and macro - support [1] - Nickel: Follows macro - fluctuations in the short - term, with long - term pressure from primary - nickel oversupply [1] - Stainless Steel: Short - term weak - side oscillation, with attention to steel - mill production [1] - Tin: Supported by the current situation, with low - long opportunities [1] - Industrial Silicon: Supply recovery and weak demand in the short - term, with long - term production - capacity reduction expectations [1] - Polysilicon: Limited production expansion and low terminal demand [1] - Carbonate Lithium: Expected to recover production, with limited subsequent replenishment space [1] Agricultural Products - Palm Oil: Expected small inventory increase in the MPOB report, with limited negative impact and callback - long opportunities [1] - Rapeseed Oil: Attention to the USDA report, with long - term bullish logic and callback - long opportunities [1] - Cotton: Tight short - term supply, with acquisition competition as a focus [1] - Sugar: Expected weak - side oscillation with limited downside [1] - Corn: Expected to be abundant, with a recommendation to short C01 at high prices [1] - MO1: In an upward channel, with a recommendation to long at low prices [1] - Pulp: Consider 11 - 1 positive spread due to price decline and reduced warehouse receipts [1] - Logs: Weak - side oscillation with unchanged fundamentals and falling prices [1] Energy and Chemicals - Crude Oil: Affected by geopolitical tensions, OPEC+ production decisions, and interest - rate cut expectations [1] - Fuel Oil: Similar influencing factors as crude oil [1] - PTA: Production recovery and increased downstream开工率 [1] - Ethylene Glycol: Under pressure from new device production and increased hedging [1] - Short - Fiber: Factory device recovery and weakened delivery willingness [1] - Styrene: Supply increase and import pressure, with a bearish outlook [1] - Urea: Limited upside due to weak domestic demand, but supported by anti - involution and cost [1] - Melamine: Weak - side oscillation due to macro - factors and limited demand [1] - PVC: Oscillation with reduced maintenance and increased supply pressure [1] - Alumina Ore: Expected price rebound due to approaching peak season and low inventory [1] - PG: Limited upside due to a bearish fundamental despite rising international oil prices [1] - Container Shipping: Declining freight rates due to high supply and expected price convergence [1]
贵金属数据日报-20250909
Guo Mao Qi Huo· 2025-09-09 13:21
投资咨询业务资格:证监许可【2012】31号 IIG国贸期货 贵金属数据日报 G国贸期货 世界500强投资企业 E 贸期货有限公司 成为一流的衍生品综合服务商 官 方 网 站 fød 服 热 线 400-8888-598 www.itf.com.cn 市 市 需 有 140 pc 入 川 | | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2025/9/9 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 宏观金融研究中心 白素娜 | | 从业资格号:F3023916 | | | | | | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | COMEX白银 | AU2510 | AG2510 | AU (T+D) | AG (T+D) | | 内外盘金 | | (美元/盎司) | (美元/盎司) | (美元/盗司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 银15点价 | | | | | | | | | | | 格跟 ...