投资咨询业务资格:证监许可【2012】 31号 【 一 国贸 期货 瓶片短纤数据日报 完整性做任何保证。本报告不构成个人投资建议,也未针对个别投资者特殊的投资目 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 责任自负。本报告仅向特定客户推送,未经国贸期货授权许可, 布播的行为均构成对国贸期货的侵权,我司将视情况追究法 险,入市需谨慎。 ITG 国贸期货 世界500强投资企业 国贸期货有限公司 成为一流的衍生品综合服务商 入 用 市 市 W FF 客 服 热线 官 方 网 站 la jat 400-8888-598 www.itf.com.cn | | | | 国贸期货研究院 能源化工研究中心 陈胜 | 技资咨询号 Z0017251 2025/6/6 从业资格号: | | --- | --- | --- | --- | --- | | | | | | F3066728 | | 指标 | 2025/6/4 | 2025/6/5 | 变动值 | | | PTA现货价格 | 4865 | 4845 | (20. 00) | | | | | | | 现货资讯: | | MEG内盘价格 | 4 ...

种类 利润估算 外购锂辉石精矿现金成本 60708 H # 利 -1347 王 外购锂辉石精矿利润 外购锂云母精矿现金成本 64355 外购锂云母精矿利润 -6488 玻利维亚法院暂停中俄锂矿合作项目。2025年 年 6 月 2 日，据报道玻利维亚乌尤尼盐沼（Salar de Uyuni）的锂矿开发计划遭遇重大挫折。 = IT 地科查卡（Coloha K）混合法院于上周作出裁决，暂停该国与中国、俄罗斯签署的两项大型锂矿开采协议。这两项协议签署于 2023 年至 2024 价值超 20 亿美元, 分别涉及中国 CBC 财团(成员包括电池制造商宁德时代 CATL) 和俄罗斯国家核能公司 Rosatom 子公司 Ura 旨在乌尤尼盐沼建设直接提锂（DLE）设施。乌尤尼盐沼是全球最大锂矿储量地区之一，与智利、阿根廷共同构成 "锂一用 H 短期偏弱为主. 1、供给端由于周内价格上涨，给到部分一体化工厂套保空间,碳酸锂周度产业有增加,材料需求较为平稳。2、 碳酸锂成本中性下移,双方形成负反馈,需要矿端出现减停产来打破,但目前暂未出现,是后续要重点观测的变量。 心理。 对原料采购需求个强。 员 免 告申的信息均源于公开可获 ...

| | 远月合约收盘价 | RB2601 | HC2601 | -12601 | J2601 | JM2601 | | --- | --- | --- | --- | --- | --- | --- | | | (元/吨) | | | | | | | | 6月5日 | 2951.00 | 3075.00 | 665. 00 | 1358. 50 | 773.00 | | | 涨跌值 | 10. 00 | 0.00 | 1.00 | 6.00 | 9.00 | | | 涨跌幅(%) | 0. 34 7 | 0. 00 | 0. 15 | 0.44 | 1.18 - | | | 近月合约收盘价 (主力合约元/吨) | RB2510 | HC2510 | 12509 | J2509 | JM2509 | | | 6月5日 | 2959.00 | 3077.00 | 701.00 | 1342.00 | 757. 00 | | 期货 | 涨跌值 | 4.00 | -6. 00 | -1.00 | 7.50 | 12. 50 | | 市场 | 涨跌幅(%) | 14.0088 | -0. 19 | -0. 14 | 0 ...

| | | | | 投资咨询业务资格:证监许可【2012】31号 | | | ITC 国贸期货 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | SAL | | | | | | 农产品研究中心 | | | 国贸期货研究院 | 杨璐琳 | 投资咨询号:Z0015194 从业资格号:F3042528 | | | 2025/6/6 | | | | | | | | 纸浆价格数据 | | | | | | 2025年6月5日 | | | 日环比 | 周环比 | | | 2025年6月5日 | 日环比 | 107 W/N | | SP2601 | | 5242 | -0. 15% | 0. 15% | | 针叶浆银星 | 6150 | 0. 00% | 0. 00% | | 期货价格 | SP2507 | 5280 | -0. 34% | -0. 86% | 现货价 | 针织我针 | 5320 | 0. 00% | 0. 00% | | SP2509 | | 5228 | -0. 15% | 0. 27% | | ...

| | | | | 聚酯数据日 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号: Z0017251 | 2025/6/6 | | | | 能源化工研究中心 | 陈胜 | | 从业资格号:F3066728 | | | 指标 | 2025/6/4 | 2025/6/5 | 变动值 | 行情综述 | | SC | INE原油(元/桶) PTA-SC(元/陣) | 468. 2 1267.5 | 463. 7 1274. 2 | -4. 50 6. 70 | 成交情况: PTA: PTA行情下跌,盘中原油行情偏弱,PTA行情小跌 。PTA去库存利好再度发酵,现货货少推涨现货基差。 | | | PTA/SC(比价) | 1. 3725 | 1. 3781 | 0. 0056 | | | PX | CFR中国PX | 825 | 820 | -5 | | | | PX-石脑油价差 | 263 | 257 | -6 | | | | PTA主力期价(元/吨) | 4670 | 4644 | -26.0 | | | | PTA现货价格 | 48 ...

投资咨询业务资格:证监许可【2012】31号 ITG国贸期 沪深300PCR走势 中证1000PCR走势 【数据日报 于一个广品中心 =: F0251925 2025/6/5 费据来源: Wind,国贸期货研究院 | | 行情回顾 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指数 | 收盘价 张肤帽(%) | | | 成交额(亿元) | | 成交里(亿) | | | 上证50 2690. 8243 | 0.13 | | | 511. 09 | | 27.60 | | | 沪深300 3868. 7429 | 0. 43 | | | 2117. 36 | | 116.80 | | | 中证1000 6123.172 | 0. 88 | | | 2320. 40 | | 186. 96 | | | | 中金所股指期权成交情况 | | | | | | | | 期权成交里 指数 | 认洁期权 | 认购期权 | 日咸交里 | 期权持仓里 | 认购期权 | 认洁期权 | 持仓里 | | (万张) | 成交里 | 成交里 | PCR | ...

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating. 2. Core View - The short - term rainfall in the US soybean producing areas is abundant, which is beneficial to soybean growth. As of last week, domestic soybean inventories continued to accumulate and are currently at a relatively high level compared to the same period. Soybean meal inventories are gradually accumulating but are still at a low level. With a significant increase in开机压榨, soybean meal inventories are expected to accumulate at an accelerated pace in June. In the short term, the soybean meal market is expected to be volatile, and attention should be paid to policy and weather changes [5]. 3. Summary by Related Content 3.1 Basis Data - The basis of the main soybean meal contract (Zhangjiagang) on June 4 showed different values in various regions, such as 2500 in Dalian (down 19), - 79 in Tianjin (down 24), - 119 in Rizhao (down 24), etc. The 43% soybean meal spot basis (against the main contract) also varied by region, with - 39 in Zhangjiagang (down 4). The rapeseed meal spot basis in Guangdong was - 133 (down 76) [3]. 3.2 Spread Data - The spot spread between soybean meal and rapeseed meal in Guangdong was 70, and the spread on the main contract was 396 (up 18). Other spreads like M9 - 1, M9 - RM9, and RM9 - 1 also had corresponding values [4]. 3.3 Inventory Data - Data on Chinese port soybean inventories, national major oil - mill soybean inventories, feed - enterprise soybean meal inventory days, and national major oil - mill soybean meal inventories were presented, showing trends from 2020 to 2025 [4]. 3.4开机 and Pressing Data - Information on the national major oil - mill开机 rate and soybean pressing volume was provided, with trends from 2020 to 2025 [4]. 3.5 Supply and Demand - In terms of supply, the arrival volume of Brazilian soybeans in China is expected to exceed 10 million tons in May, June, and July. The current purchase - shipping progress is 94.4% in June, 80.6% in July, and 33.8% in August. The US soybean planting progress is fast, and the weather in the next two weeks is expected to be favorable for early soybean growth. In terms of demand, from the perspective of inventory, the supply of live pigs is expected to increase steadily before September, the poultry inventory remains at a high level, the cost - performance of soybean meal has significantly improved, and downstream transactions and pick - up have improved [4][5].

Report Summary 1. Industry Investment Rating - No information provided in the report about the industry investment rating. 2. Core Viewpoints - The shipping derivatives market shows a rising trend with a pattern of near - term strength and long - term weakness. The market is influenced by factors such as Sino - US tariff negotiations, demand recovery on US routes, and trade policy news [8]. - It is recommended to hold a long position in the 12 - 4 calendar spread [9]. 3. Summary by Relevant Catalogs 3.1 Shipping Freight Index - **Current and Previous Values and Changes**: The Shanghai Export Container Freight Index (SCFI) has a current value of 2073, up 30.68% from the previous value of 1586; the China Export Container Freight Index (CCFI) is at 1118, up 0.92% from 1107. SCFI - US West has a current value of 5172, a 57.92% increase from 3275; SCFIS - US West is at 1718, down 0.12% from 1720; SCFI - US East is 6243, up 45.73% from 4284; SCFI - Northwest Europe is 1587, up 20.50% from 1317. SCFIS - Northwest Europe is 1252, up 0.40% from 1247; SCFI - Mediterranean is 3061, up 31.49% from 2328 [5]. 3.2 Shipping Derivatives Contracts - **Contract Prices and Changes**: Contracts like EC2506, EC2508, etc. have shown price increases. For example, EC2506 has a current value of 1970.3, up 4.02% from 1894.1; EC2508 is at 2199.1, up 4.71% from 2100.2 [5]. - **Contract Positions and Changes**: There are changes in contract positions. For instance, EC2506's position has decreased by 1467 from 10553 to 9086, while EC2508's position has increased by 2192 from 45769 to 47961 [5]. - **Monthly Spreads and Changes**: The 10 - 12 monthly spread has a current value of 816.1, up 54.9 from 761.2; the 12 - 2 spread is - 187.1, up 13.2 from - 200.3; the 12 - 4 spread is 330.9, down 26.5 from 357.4 [5]. 3.3 Trade Friction News - **Sino - US Trade**: China will reduce tariffs on US goods from 125% to 10% for 90 days, and the US will cut tariffs on Chinese goods from 145% to 30% for 190 days. However, there are signs of a resurgence in Sino - US trade frictions, with the US planning more sanctions on Chinese technology [6]. - **EU - US Trade**: The EU is "strongly regretful" about the US raising steel tariffs to 50% and is preparing "counter - measures" [7]. - **US Trade Policy**: The US International Trade Court has stopped most of the tariffs imposed by Trump since his second term, but tariffs on specific industries like automobiles, steel, and aluminum will continue [7]. 3.4 Market Situation and Strategy - **Spot Market**: Affected by Sino - US tariff negotiations and demand recovery on US routes, airlines are trying to raise freight rates on European routes in June. For example, MSC's online opening price is 2600$/FEU, and Maersk's price has increased from 2200$/FEU to 2300$/FEU. Some companies are also looking to raise prices in late June [8]. - **Futures Market**: Last week, the main - contract futures price declined due to the unmet expectations of the US - route rush shipping. This week, the 6 - and 8 - month contracts are driving up the prices of far - month contracts due to the expected price increase in late June [8]. - **Strategy**: Hold a long position in the 12 - 4 calendar spread [9].

投资咨询业务资格:证监许可【2012】31号 免责声 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 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。本报告仅向特定客户推 授授权许可,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 责任。期市有风险,入市需谨慎。 ITG国贸期货 | | | | | 聚酯数据日报 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号: Z0017251 | 2025/6/5 | | | | 能源化工研究中心 | 陈胜 | 从业资格号:F3066728 | | | | 指标 | 2025/6/3 | 2025/6/4 | 变动值 | 行情综述 | | | INE原油(元/桶) | 462.5 | 468. 2 | 5. 70 | 成交情况: PTA: PTA行情下跌,盘中原油行情微幅震荡,PTA去库 | | SC | PTA-SC(元 ...

瓶片短纤数据日报 | | | | | 投资咨询号: | | --- | --- | --- | --- | --- | | | | | 国贸期货研究院 | Z0017251 2025/6/5 | | | | | 能源化工研究中心 陈胜 | 从业资格号: | | | | | | F3066728 | | 指标 | 2025/6/3 | 2025/6/4 | 变动值 | | | PTA现货价格 | 4915 | 4865 | (50.00) | | | MEG内盘价格 | 4479 | 4417 | (62.00) | 现货资讯: | | | | | | 短纤:涤纶短纤涨4至6408。现货市场:涤纶短 | | PTA收盘价 | 4628 | 4670 | 42. 00 | 纤生产企业价格稳定,贸易商价格小幅上扬,下 | | MEG收盘价 | 4306 | 4292 | (14.00) | 游采购意愿低,场内成交稀少。1.56dtex*38mm | | | | | | 半光本白(1.4D)涤纶短纤华东市场价格在6360- | | 1.4D直纺涤短 | 6545 | ୧୧୨୧ | 50. 00 | 6660现款现汇含 ...