Guo Tai Jun An Qi Huo
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商品研究晨报:贵金属及基本金属-20260206
Guo Tai Jun An Qi Huo· 2026-02-06 03:45
1. Report Industry Investment Ratings No specific industry investment ratings are provided in the report. 2. Core Views - Gold is releasing risks, and silver is falling from a high level [2][4]. - Copper is under pressure due to pessimistic sentiment, and zinc is operating weakly [2][10][13]. - Lead prices are under pressure due to increased domestic inventories, and tin is in a sideways consolidation [2][17][19]. - Aluminum is under pressure at high levels, alumina has a slight rebound, and cast aluminum alloy follows electrolytic aluminum [2][23]. - Platinum is following silver and weakening further, and palladium is relatively weak and back to a low level [2][27][28]. - Nickel is dominated by macro - sentiment at the margin, with fundamentals and speculative positions in a game, and stainless - steel has frequent maintenance and production cuts in February, with nickel - iron expectations providing a bottom [2][32][33]. 3. Summaries by Related Catalogs Gold and Silver - **Price and Trading Volume**: For example, the closing price of Shanghai Gold 2602 was 1,141.70 with a daily increase of 4.38%, and the trading volume decreased by 263,338 compared to the previous day. The closing price of Shanghai Silver 2602 was 23,511 with a daily increase of 8.32%, and the trading volume increased by 12,158 compared to the previous day [4]. - **Inventory and ETF Positions**: The inventory of Shanghai Gold was 103,032 kilograms with no change, and the position of SPDR Gold ETF decreased by 1. The inventory of Shanghai Silver decreased by 26,412 kilograms, and the position of SLV Silver ETF (the day before yesterday) decreased by 68 [4]. - **Macro and Industry News**: There were high - level diplomatic interactions, central bank policies, and changes in US economic data such as employment and service industry indices [5][7][8]. Copper - **Price and Trading Volume**: The closing price of the Shanghai Copper main contract was 100,980 with a daily decline of 3.97%, and the trading volume of the Shanghai Copper index increased by 115,881. The closing price of LME Copper 3M electronic disk was 12,855 with a daily decline of 1.42%, and the trading volume increased by 3,912 [10]. - **Inventory and Spread**: The inventory of Shanghai Copper increased by 907 tons, and the inventory of LME Copper increased by 1,925 tons. The LME copper spread decreased by 17.59 [10]. - **Macro and Industry News**: Weak US employment data, AI panic, and various industry - related events such as production declines in Chile and corporate investment adjustments [10][12]. Zinc - **Price and Trading Volume**: The closing price of the Shanghai Zinc main contract was 24,395 with a daily decline of 1.97%, and the trading volume decreased by 11,838. The closing price of LME Zinc 3M electronic disk was 3,305.5 with a daily decline of 0.53%, and the trading volume decreased by 1,519 [13]. - **Inventory and Spread**: The inventory of Shanghai Zinc increased by 524 tons, and the inventory of LME Zinc decreased by 400 tons. The Shanghai 0 zinc spread increased by 10 [13]. - **News**: US job vacancies reached a five - year low in December, and there were issues related to the Fed's nominee hearing [14]. Lead - **Price and Trading Volume**: The closing price of the Shanghai Lead main contract was 16,555 with a daily decline of 0.21%, and the trading volume decreased by 6,760. The closing price of LME Lead 3M electronic disk was 1,967 with a daily increase of 0.28%, and the trading volume decreased by 3,065 [17]. - **Inventory and Spread**: The inventory of Shanghai Lead increased by 198 tons, and the LME Lead spread decreased by 1.45 [17]. - **News**: Weak US employment data, AI panic, and the ECB's decision to keep interest rates unchanged [17]. Tin - **Price and Trading Volume**: The closing price of the Shanghai Tin main contract was 365,140 with a daily decline of 3.72%, and the trading volume increased by 15,298. The closing price of LME Tin 3M electronic disk was 46,990 with a daily decline of 2.83%, and the trading volume increased by 16 [19][20]. - **Inventory and Spread**: The inventory of Shanghai Tin decreased by 399 tons, and the LME tin spread increased by 51 [20]. - **Macro and Industry News**: The daily limit range of tin futures contracts was adjusted, NVIDIA postponed the release of new game chips, and the European Central Bank kept the deposit rate unchanged [22]. Aluminum, Alumina, and Cast Aluminum Alloy - **Price and Trading Volume**: The closing price of the Shanghai Aluminum main contract was 23,385, and the trading volume of the main contract was 473,671. The closing price of the Shanghai Alumina main contract was 2,790, and the trading volume was 435,829. The closing price of the aluminum alloy main contract was 21,915, and the trading volume was 6,836 [23]. - **Inventory and Spread**: The domestic aluminum ingot social inventory was 853,000 tons, and the LME aluminum ingot inventory was 493,000 tons. There were various spread data for different contracts [23]. - **Comprehensive News**: The ECB kept interest rates unchanged, and Amazon's capital expenditure plan led to a significant drop in its stock price [25]. Platinum and Palladium - **Price and Trading Volume**: The closing price of platinum futures 2606 was 540.30 with a decline of 9.93%, and the trading volume of Shanghai Platinum increased by 16,980. The closing price of palladium futures 2606 was 442.70 with a decline of 3.97%, and the trading volume of Shanghai Palladium increased by 4,491 [27]. - **Inventory and Spread**: The position of the platinum ETF decreased by 16,265 ounces, and the position of the palladium ETF decreased by 13,635 ounces. There were various spread data for different contracts [27]. - **Macro and Industry News**: CME raised the margin ratios for gold and silver futures, and there were changes in US employment and international political news [30]. Nickel and Stainless - steel - **Price and Trading Volume**: The closing price of the Shanghai Nickel main contract was 134,430, and the trading volume was 582,524. The closing price of the stainless - steel main contract was 13,810, and the trading volume was 330,157 [33]. - **Industry - related Data**: There were various data such as the price of 1 imported nickel, the spread of nickel contracts, and the price of stainless - steel products [33]. - **Macro and Industry News**: The Indonesian government restricted the issuance of new smelting licenses, and there were policies and events related to the steel and nickel industries [33][34].
商品研究晨报:能源化工-20260206
Guo Tai Jun An Qi Huo· 2026-02-06 03:37
1. Report Industry Investment Ratings - No specific industry - wide investment ratings are provided in the report 2. Core Views - The report analyzes the futures market of various energy - chemical products, including their price trends, supply - demand fundamentals, and provides corresponding investment suggestions. For different products, the market is generally characterized by fluctuations, with some products facing supply - demand imbalances, cost pressures, or geopolitical impacts [2][9][10] 3. Summary by Related Catalogs 3.1 PX, PTA, MEG - **PX**: Cost collapse leads to price decline and weakening of the monthly spread. It is in a state of inventory accumulation, and the processing fee has declined. It is recommended to control positions before the holiday, with a downward trend in the single - side price following the cost [5][9] - **PTA**: It is in a state of range - bound oscillation, with a bearish monthly spread. The polyester start - up rate is expected to decline marginally, and the supply is stable, resulting in a situation of inventory accumulation in January - February. The single - side price should focus on the support level of 5100 - 5200 yuan/ton [10] - **MEG**: It is a single - side range - bound market, and it is recommended to operate within the range of 3700 - 4000. The supply is increasing, and the import volume remains high. The downstream demand is weak, and the inventory accumulation pattern is difficult to change [10] 3.2 Rubber - It shows a wide - range oscillation. The price of Thai raw materials has increased, and the production in some regions has decreased. However, the overall market trend is neutral [11][12][14] 3.3 Synthetic Rubber - It oscillates under pressure. The inventory of domestic cis - butadiene rubber sample enterprises has decreased, and the port inventory of butadiene has declined. The supply pressure of butadiene is increasing, and the futures price is falling from a high - valuation level [15][16][17] 3.4 LLDPE - The import is narrowing, and the bids are limited. The strong naphtha compresses the cracking profit. The raw material oil price has stabilized, and the downstream demand has weakened. The supply side has some changes, and attention should be paid to the inventory accumulation during the holiday and the destocking rate after the holiday [18][19] 3.5 PP - The valuation repair is limited, and the L - PP spread is under pressure. The cost side has stabilized, and the supply - demand game of existing inventory has intensified. The demand side has limited support, and attention should be paid to the marginal changes of PDH devices [21][22] 3.6 Caustic Soda - The near - month delivery pressure is relatively large. The inventory in Shandong is high, and the short - term spot weakness is difficult to reverse. However, the far - month contract may face cost increases and large - scale production cuts [24][25] 3.7 Pulp - It oscillates. The import pulp market has declined, mainly affected by weak demand, the inability of cost increases to be transmitted, and the slowdown of downstream production activities before the holiday [30][31][33] 3.8 Glass - The price of glass original sheets is stable. The market demand is weakening before the holiday, and the local production capacity is expected to decrease, which provides some support for the price [35][36] 3.9 Methanol - It oscillates with support. The port methanol price has declined, and the inventory has decreased. The inland price has continued to decline. The macro - level has both positive and negative factors, and the supply - demand pattern suppresses the upward price space. The cost provides support at the bottom [38][40][41] 3.10 Urea - It oscillates in the short term. The enterprise inventory has decreased slightly, and the spot price is stable. The short - term oscillation has support, with a fundamental pressure level of around 1830 yuan/ton and a support level of around 1750 - 1760 yuan/ton [43][44][45] 3.11 Styrene - It oscillates strongly. The capital sentiment has receded, and the market is in a high - production and high - inventory pattern. The downstream profit has been squeezed, and the inventory is expected to enter a seasonal accumulation phase. The upward driving force is limited [46][47] 3.12 Soda Ash - The spot market has little change. The domestic soda ash market is oscillating at a low level, the enterprise production is slightly decreasing, and the downstream demand is tepid. The price may oscillate weakly and stably [51] 3.13 LPG and Propylene - **LPG**: Short - term geopolitical disturbances are strong, but the fundamental driving force is downward. The price of CP paper has increased, and the PDH device has some maintenance plans [54][59] - **Propylene**: The upward driving force is limited, and attention should be paid to cost - side disturbances [54] 3.14 PVC - It oscillates weakly. The spot supply and demand are weak, the export atmosphere has weakened, and the industry continues to accumulate inventory. The high - production and high - inventory structure is difficult to change [62][63] 3.15 Fuel Oil and Low - Sulfur Fuel Oil - **Fuel Oil**: It continues to rebound, and the short - term weakness is suspended [65] - **Low - Sulfur Fuel Oil**: It adjusts in a narrow range, and the price difference between high - and low - sulfur in the overseas spot market remains at a historical low [65] 3.16 Container Freight Index (European Line) - The expectation of price increase is rising again. The futures price has increased, and shipping companies have announced price increases. The supply - side capacity has been adjusted, and the geopolitical situation affects the shipping routes. Different contracts have different investment strategies [67][77][80] 3.17 Short - Fiber and Bottle Chips - **Short - Fiber**: It is in a short - term oscillating market. The futures price oscillates weakly, and the spot price is stable. The factory sales rate is highly differentiated [82] - **Bottle Chips**: It is in a short - term oscillating market. The upstream raw material price has declined, and the factory price has been partially adjusted. The market trading atmosphere is acceptable [83] 3.18 Offset Printing Paper - It is recommended to hold short positions and reverse spreads. The spot price in Shandong and Guangdong markets is stable, the paper mill orders are average, and the market trading atmosphere is weak [85][86][88] 3.19 Pure Benzene - It oscillates strongly. The port inventory of pure benzene has decreased slightly, and the spot and paper - cargo prices have declined. The market is in a state of strong oscillation [90][91][92]
国泰君安期货商品研究晨报-绿色金融与新能源-20260206
Guo Tai Jun An Qi Huo· 2026-02-06 02:18
2026年02月06日 国泰君安期货商品研究晨报-绿色金融与新能源 观点与策略 | 镍:宏观情绪主导边际,基本面与投机盘博弈 | 2 | | --- | --- | | 不锈钢:二月检修减产频出,镍铁预期托底下方 | 2 | | 碳酸锂:关注商品宏观情绪变化 | 4 | | 工业硅:关注库存变化情况 | 6 | | 多晶硅:区间震荡格局 | 6 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2026 年 2 月 6 日 镍:宏观情绪主导边际,基本面与投机盘博弈 不锈钢:二月检修减产频出,镍铁预期托底下方 张再宇 投资咨询从业资格号:Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力(收盘价) | 134,430 | -3,250 | -13,040 | -8,070 | -5,370 | ...
国泰君安期货商品研究晨报-黑色系列-20260206
Guo Tai Jun An Qi Huo· 2026-02-06 02:18
1. Report Industry Investment Rating No information provided in the report. 2. Core Viewpoints of the Report - Iron ore: As steel mills' inventory replenishment nears completion, ore prices will fluctuate downward [2][4]. - Rebar and hot - rolled coil: Their apparent demands decline month - on - month, and prices will fluctuate widely [2][9][10]. - Ferrosilicon and silicomanganese: There is a game between fundamentals and sentiment, and prices will fluctuate widely [2][14]. - Coke and coking coal: Prices will fluctuate at high levels [2][18]. - Steam coal: News of production cuts in Indonesia stimulates the import market, and domestic coal prices will remain stable before the Spring Festival [2][22]. - Logs: Prices will consolidate with fluctuations [2][25]. 3. Summary by Directory Iron Ore - **Fundamentals**: The closing price of I2605 was 768.5 yuan/ton, down 13 yuan/ton or 1.66%. The positions increased by 9,456 lots to 525,113 lots. Spot prices of imported ores such as PB and super - special decreased, while domestic ores remained stable. The basis and spreads had minor changes [5]. - **Macro and Industry News**: China's January RatingDog manufacturing PMI was 50.3, and some real - estate enterprises no longer need to report "three red lines" indicators monthly [5]. - **Trend Intensity**: - 1, indicating a bearish view [6]. Rebar and Hot - Rolled Coil - **Fundamentals**: The closing prices of RB2605 and HC2605 were 3,101 yuan/ton and 3,263 yuan/ton respectively, down 9 yuan/ton and 13 yuan/ton, with decreases of 0.29% and 0.40%. Spot prices in most regions remained stable. There were changes in basis and spreads [10]. - **Macro and Industry News**: According to February 5th steel union weekly data, rebar production decreased by 8.15 tons, hot - rolled coil production decreased by 0.05 tons, and the total inventory of five major varieties increased by 59.24 tons. The apparent demand of rebar decreased by 28.76 tons, and that of hot - rolled coil decreased by 5.87 tons. In late January 2026, the average daily output of key steel enterprises' crude steel decreased by 2.2%, pig iron decreased by 3.0%, and steel increased by 3.2%. The steel inventory of key enterprises decreased by 8.8% compared with the previous ten - day period [11][12]. - **Trend Intensity**: 0, indicating a neutral view [12]. Ferrosilicon and Silicomanganese - **Fundamentals**: The prices of silicon - iron 72 and 75 in some regions increased. The closing prices and positions of relevant futures contracts had changes. There were also changes in spot prices, basis, and spreads [15]. - **Macro and Industry News**: The proportion of coal - fired power generation units' fixed - cost recovery through capacity tariffs will be increased to at least 50%. UMK's March 2026 manganese ore price for China increased. River Steel's February 75B ferrosilicon procurement price remained the same as in January, but the quantity decreased. In January, the electricity price of ferrosilicon in Ningxia showed a downward trend, while in Qinghai, it increased [14][15][16]. - **Trend Intensity**: 0, indicating a neutral view [17]. Coke and Coking Coal - **Fundamentals**: The closing prices of JM2605 and J2605 were 1,172 yuan/ton and 1,738 yuan/ton respectively, down 37 yuan/ton and 32 yuan/ton, with decreases of 3.1% and 1.8%. Spot prices of some coking coals and cokes changed slightly, and there were changes in basis and spreads [18]. - **Macro and Industry News**: On February 5th, the CCI metallurgical coal index of China Coal Resources Network showed a decline in some coal prices. The coke market was running weakly, with steel mills' procurement enthusiasm being average [18]. - **Trend Intensity**: 0, indicating a neutral view [20]. Steam Coal - **Fundamentals**: The prices of steam coal in different regions and ports had slight changes, and the long - term agreement prices decreased [23]. - **Macro and Industry News**: On February 5th, the port steam coal market was stable with a slight upward trend. Near the Spring Festival, the spot market showed weak supply and demand, and port inventories continued to decline. News of import coal reduction led to an increase in import coal prices, providing support for the domestic market. There were also reports of potential production cuts in Indonesian coal mines [24]. Logs - **Fundamentals**: The closing prices, trading volumes, and positions of log futures contracts had different degrees of change. Spot prices of most log products remained stable [25]. - **Macro and Industry News**: China's January RatingDog manufacturing PMI was 50.3, and some real - estate enterprises no longer need to report "three red lines" indicators monthly [27]. - **Trend Intensity**: 0, indicating a neutral view [28].
铝:高位承压,氧化铝:小幅反弹,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo· 2026-02-06 02:11
Report Summary 1. Industry Investment Ratings - No industry investment ratings are provided in the report. 2. Core Views - Aluminum is under pressure at high levels, alumina shows a slight rebound, and cast aluminum alloy follows the trend of electrolytic aluminum [1]. - The European Central Bank has kept the deposit rate unchanged for the fifth consecutive time due to inflation unpredictability, euro appreciation, and tariff risks [3]. - Amazon's capital expenditure is expected to increase significantly in 2026 as it invests heavily in AI, chips, robots, and low - orbit satellites, leading to a post - market plunge [3]. 3. Summary by Relevant Catalogs Aluminum, Alumina, and Cast Aluminum Alloy Fundamentals - **Futures Market**: - The closing price of the Shanghai Aluminum main contract is 23,385, down 570 from the previous trading day [1]. - The closing price of the Shanghai Alumina main contract is 2,790, down 34 from the previous trading day [1]. - The closing price of the Aluminum Alloy main contract is 21,915, down 680 from the previous trading day [1]. - **Spot Market**: - The domestic average price of alumina is 2,646, unchanged from the previous trading day [1]. - The LME aluminum cash - 3M spread is - 27.72, unchanged from the previous trading day [1]. - The domestic social inventory of aluminum ingots is 853,000 tons, an increase of 24,000 tons from the previous trading day [1]. Comprehensive News - **European Central Bank**: The European Central Bank decided to keep the deposit rate at 2% on Thursday, the fifth consecutive pause in rate - cuts since last June. Officials are concerned about the impact of euro appreciation on export competitiveness and inflation [3]. - **Amazon**: Amazon's Q4 revenue increased by 14% year - on - year. Its cloud business AWS revenue increased by 24%. In 2026, capital expenditure is expected to increase by 50%, higher than analysts' expectations and Google's guidance median. The company's shares tumbled by more than 10% after - hours [3]. Trend Intensity - Aluminum trend intensity is 1, alumina trend intensity is 0, and aluminum alloy trend intensity is 1 [3].
铜:情绪悲观,价格承压
Guo Tai Jun An Qi Huo· 2026-02-06 02:10
商 品 研 究 2026 年 02 月 06 日 铜:情绪悲观,价格承压 季先飞 投资咨询从业资格号:Z0012691 jixianfei@gtht.com 【基本面跟踪】 铜基本面数据 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪铜主力合约 | 100,980 | -3.97% | 101130 | 0.15% | | | 伦铜3M电子盘 | 12,855 | -1.42% | - | - | | | | 昨日成交 | 较前日变动 | 昨日持仓 | 较前日变动 | | 期 货 | 沪铜指数 | 587,802 | 115,881 | 599,957 | -17,292 | | | 伦铜3M电子盘 | 30,234 | 3,912 | 324,000 | -8,112 | | | | 昨日期货库存 | 较前日变动 | 注销仓单比 | 较前日变动 | | | 沪铜 | 160,679 | 907 | - | - | | | 伦铜 | 180,575 | 1,925 | 11.05% | -1.78 ...
螺纹钢:表需环比走弱,宽幅震荡,热轧卷板:表需环比走弱,宽幅震荡
Guo Tai Jun An Qi Huo· 2026-02-06 02:10
| | | 昨日收盘价 (元/吨) | 涨跌 (元/吨) | 涨跌幅 (%) | | --- | --- | --- | --- | --- | | | RB2605 | 3,101 | -9 | -0.29 | | 期 货 | HC2605 | 3,263 | -13 | -0.40 | | | | 昨日成交 (手) | 昨日持仓 (手) | 持仓变动 (手) | | | RB2605 | 681,405 | 1,847,671 | 49,444 | | | HC2605 | 283,875 昨日价格 (元/吨) | 1,494,646 前日价格 (元/吨) | 11,934 涨跌 (元/吨) | | | 上海 杭州 | 3220 3260 | 3230 3260 | -10 0 | | | 螺纹钢 | | | | | | 北京 | 3130 | 3130 | 0 | | 现货价格 | 广州 | 3420 | 3420 | 0 | | | 上海 | 3260 | 3260 | 0 | | | 杭州 热轧卷板 | 3290 | 3290 | 0 | | | 天津 | 3160 | 3160 | 0 | | | ...
原木:震荡盘整
Guo Tai Jun An Qi Huo· 2026-02-06 02:08
1. Report Industry Investment Rating - The report does not mention the industry investment rating [1] 2. Core View of the Report - The report indicates that the log market is in a state of oscillatory consolidation [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Market Data**: - For the 2603 contract, the closing price on February 5, 2026, was 802, with a daily decline of 0.7% and a weekly increase of 0.5%. The trading volume was 6656, a daily decrease of 22.1% and a weekly decrease of 57%. The open interest was 8922, a daily decrease of 4.4% and a weekly decrease of 12% [1] - For the 2605 contract, the closing price was 797.5, a daily decline of 0.6% and a weekly change of 0%. The trading volume was 2497, a daily increase of 4.8% and a weekly decrease of 36%. The open interest was 5085, a daily decrease of 1.2% and a weekly increase of 7% [1] - For the 2607 contract, the closing price was 801.5, a daily decline of 0.7% and a weekly change of 0%. The trading volume was 82, a daily decrease of 18.0% and a weekly decrease of 75%. The open interest was 1125, a daily increase of 1.4% and a weekly increase of 7% [1] - **Spread Data**: - The spread between the spot and the 2603 contract was -52 on February 5, 2026, with a daily decline of 9.6% and a weekly decline of 10% - The spread between the spot and the 2605 contract was -47.5, a daily decline of 8.7% and a weekly decline of 16% - The spreads between different contracts (2603 - 2605, 2603 - 2607, 2605 - 2607) also showed certain changes [1] - **Spot Market Data**: - In the log spot market, the prices of various types of logs in Shandong and Jiangsu markets were mostly stable, with only a few showing slight increases. For example, the price of 3.9 - meter 30 + radiata pine in the Shandong market increased by 1.4% week - on - week [1] - In the wood square spot market, the prices of 3 - meter and 4 - meter radiata pine wood squares in some regions also showed slight increases, such as a 4.1% week - on - week increase in the 3 - meter radiata pine wood square in Rizhao [1] 3.2 Macro and Industry News - China's January RatingDog Manufacturing PMI was 50.3, in line with expectations and higher than the previous value of 50.1 [3] - Multiple real - estate enterprise related personnel stated that currently, their companies are no longer required by regulatory authorities to report the "Three Red Lines" indicators monthly. However, some troubled real - estate enterprises are required to regularly report financial indicators such as asset - liability ratio to the special team in the city where their headquarters are located [3][4] 3.3 Trend Intensity - The log trend intensity is 0, indicating a neutral trend [3]
豆粕:隔夜美豆继续收涨,连粕或跟随;豆一:现货稳定,盘面震荡
Guo Tai Jun An Qi Huo· 2026-02-06 02:04
2026 年 2 月 6 日 豆粕:隔夜美豆继续收涨,连粕或跟随 豆一:现货稳定,盘面震荡 吴光静 投资咨询从业资格号:Z0011992 wuguangjing@gtht.com 【基本面跟踪】 豆粕/豆一基本面数据 | | | 收盘价 (日盘) | 涨 跌 收盘价 | (夜盘) 涨 跌 | | --- | --- | --- | --- | --- | | | DCE豆一2605(元/吨) 4382 | | -3(-0.07%) 4378 | -12 (-0.27%) | | 期 货 | DCE豆粕2605(元/吨) 2731 | | +6(+0.22%) 2735 | +5(+0.18%) | | | CBOT大豆03(美分/蒲) 1110.75 | | +18.75(+1.72%) | | | | CBOT豆粕03(美元/短吨) 302.8 | | +6.4(+2.16%) | n a | | | | | 豆粕 (43%) | | | | 3030~3090, M2605+300, | 较昨-10至+10; 持平; | 现货M2605+410, 持平; 4-5月M2605+100/+130, 持平; | ...
LPG:短期地缘扰动偏强,基本面驱动向下:丙烯:上行驱动有限,关注成本端扰动
Guo Tai Jun An Qi Huo· 2026-02-06 02:04
2026 年 2 月 6 日 LPG:短期地缘扰动偏强,基本面驱动向下 丙烯:上行驱动有限,关注成本端扰动 陈鑫超 投资咨询从业资格号:Z0020238 chenxinchao@gtht.com 赵书岑(联系人) 期货从业资格号:F03147780 zhaoshucen@gtht.com 【基本面跟踪】 LPG、丙烯基本面数据 | | | | 昨日收盘价 | 日涨幅 | 夜盘收盘价 夜盘涨幅 | | | | | 昨日成交 较前日变动 昨日持仓 较前日变动 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2603 | 4,173 | -1.83% | 4,191 | 0.43% | | 2603 | 66,139 | 2,994 | 50,476 | -10,199 | | | PG | 2604 | 4,463 | -1.17% | 4,486 | 0.52% | PG | 2604 | 32,788 | 7,001 | 69,243 | 2,533 | | 期货市场 | | ...