| 今值 | 变动 2025/8/1 指标 单位 近期趋势 | | --- | --- | | 元/吨 | SMM1#铅锭平均价格 16,675.00 -0.45% | | 16,735.00 | 期货主力合约收盘价 元/吨 -0.92% | | 元/吨 | 沪铅基差 -60.00 80.00 | | 美元/吨 | 升贴水-LME 3-15 -63.50 2.20 | | 元/吨 | 沪铅近月-沪铅连一 -295.00 -275.00 | | 元/吨 | 沪铅连一-沪铅连二 -20.00 -10.00 | | 铅 | 元/吨 沪铅连二-沪铅连三 -35.00 -15.00 | | 手 | 期货活跃合约成交量 53,359.00 42.98% | | 72,631.00 | 期货活跃合约持仓量 手 8.83% | | / | 成交持仓比 0.73 31.39% | | 吨 | 276,500.00 0.00% LME库存 | | 沪铅仓单库存 | 吨 62,360.00 0.69% | | 美元/吨 | LME3个月铅期货收盘价（电子盘） 1,969.50 -1.13% | | / | 沪伦铅价比值 8.50 ...

| 工业硅&多晶硅日评20250801：或有回调 | | | | --- | --- | --- | | 2025/8/1 指标 单位 今值 变动 近期趋势 | | | | 不通氧553#（华东）平均价格 元/吨 9,550.00 -2.05% | | | | 工业硅期现价格 期货主力合约收盘价 元/吨 8,760.00 -5.65% | | | | 基差（华东553#-期货主力） 元/吨 790.00 325.00 | | | | N型多晶硅料 元/千克 45.50 0.00% | | | | 多晶硅期现价格 期货主力合约收盘价 元/吨 49,130.00 -10.19% | | | | 元/吨 -3,630.00 5,575.00 基差 | | | | 不通氧553#（华东）平均价格 元/吨 9,550.00 -2.05% | | | | 不通氧553#（黄埔港）平均价格 元/吨 9,600.00 -2.04% | | | | 不通氧553#（天津港）平均价格 元/吨 9,450.00 -2.07% | | | | 不通氧553#（昆明）平均价格 元/吨 9,650.00 0.00% | | | | 不通 ...

镍与不锈钢日评20250731:"反内卷"情绪变化快、波动大 | 2025-07-29 | 2025-07-23 | 交易日期(日) | 2025-07-30 | 较昨日变化 | 近两周走势 | 期货近月合约 | 收盘价 | 123220.00 | 121520.00 | 121620.00 | -100.00 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 121720.00 | 121800.00 | 123370.00 | -80.00 | 期货连一合约 | 收盘价 | 期货连二合约 | 收盘价 | 121850.00 | 121930.00 | 123540.00 | -80.00 | | | | | | 123770.00 | -50.00 | 期货连三合约 | 收盘价 | 122060.00 | 122110.00 | 121720.00 | 121800.00 | 123370.00 | -80.00 | 收盘价 | | | ...

| HONGYUAN FUTURES | | | | | | --- | --- | --- | --- | --- | | 变量名称 2025-07-30 | 2025-07-29 | 2025-07-22 | 较昨日变动 | 近期走势 | | 收盘价 14945 天然橡胶 | 15010 | 15060 | -65.00 | | | 成交量(手) 377621 | 369834 | 567016 | | 7,787.00 ----- | | 期货活跃合约 持仓量(手) 193642 | 198795 | 216311 | -5.153.00 ~~~~ | | | 注册仓单量 179910 | 181920 | 186620 | -2,010.00 | | | 天然橡胶基差 30 | -135 | -85 | 165.00 | | | 天然橡胶基差 天津-上海标准胶SCRWF日度价差 -175 | -125 | -125 | -50.00 | | | (现货与期货) 山东-上海标准胶SCRWF日度价差 -200 | -200 | -175 | 0.00 - | | | 云南-上海标准胶SCRWF日度价差 2 ...

Report Highlights - Since no investment rating for the industry is provided, this part is skipped. - As there is no clear core view presented, this part is skipped. Price and Market Information - On July 31, 2025, the price of refined naphtha was $608.30 per ton, up 3.23% from the previous day [1] - As of July 29, 2025, the price index of Northeast Asia ethylene was $821.00 per ton, showing no change [1] - On July 31, 2025, the ex - factory price of East China ethylene oxide was 6,450 yuan per ton, with no change [1] - As of July 30, 2025, the spot price of methanol was 2,405 yuan per ton, remaining unchanged [1] - As of July 30, 2025, the pit - mouth price of Inner Mongolia lignite (Q3500) was 290 yuan per ton, showing no change [1] - As of July 30, 2025, the closing price of the main contract of GD was 4,450 yuan per ton, down 0.38% [1] - As of July 30, 2025, the settlement price of the main contract of GD was 4,465 yuan per ton, up 0.34% [1] - As of July 30, 2025, the closing price of the nearby contract of GD was 4,423 yuan per ton, up 0.02% [1] - As of July 30, 2025, the settlement price of the nearby contract of GD was 4,420 yuan per ton, up 0.07% [1] - As of July 30, 2025, the mid - market price of ethylene glycol in East China was 4,520 yuan per ton, with no change [1] - As of July 30, 2025, the CFEI price index of ethylene glycol was 4,515 yuan per ton, down 0.33% [1] - As of July 30, 2025, the price difference between far and near months was - 45 yuan per ton, a decrease of 12 yuan [1] - As of July 30, 2025, the basis was 65 yuan per ton, an increase of 2 yuan [1] Operating Conditions - As of July 30, 2025, the comprehensive operating rate of ethylene glycol was 58.13%, showing no change [1] - As of July 30, 2025, the operating rate of ethylene glycol from naphtha was 58.98%, with no change [1] - As of July 30, 2025, the operating rate of ethylene glycol from coal was 56.89%, remaining unchanged [1] - As of July 30, 2025, the production load rate of polyester plants in the APT industry chain was 86.28%, showing no change [1] - As of July 30, 2025, the production load rate of textile machines in Zhejiang in the APT industry chain was 58.75%, with no change [1] Cash Flow and Profitability - As of July 29, 2025, the external market profit of ethylene glycol from naphtha was - $95.29 per ton, a decrease of $12.09 [1] - As of July 29, 2025, the external market profit of ethylene glycol from ethylene was - $103.65 per ton, an increase of $3.00 [1] - As of July 30, 2025, the post - tax gross profit of G produced by MMT was - 1,573.30 yuan per ton, a decrease of 2.79 yuan [1] - As of July 30, 2025, the post - tax gross profit of the coal - based synthesis gas unit was 667.70 yuan per ton, with no change [1] Polyester Price Index - As of July 30, 2025, the CFEI price index of polyester yarn was 8,625 yuan per ton, up 0.29% [1] - As of July 30, 2025, the CFEI price index of POY polyester yarn was 7,150 yuan per ton, up 0.35% [1] - As of July 30, 2025, the CFEI price index of polyester staple fiber was 6,610 yuan per ton, up 0.23% [1] - As of July 30, 2025, the CFEI price index of bottle - grade chips was 6,000 yuan per ton, showing no change [1]

| | CCFEI价格指数:涤纶DTY | 2025/7/30 | 元/吨 | 8625.00 | 8600.00 | 0.29% | | --- | --- | --- | --- | --- | --- | --- | | | CCFEI价格指数:涤纶POY CCFEI价格指数:涤纶FDY68D | 2025/7/30 2025/7/30 | 元/吨 元/吨 | 7150.00 6900.00 | 7125.00 6900.00 | 0.35% 0.00% | | 下 游 | CCFEI价格指数:涤纶FDY150D | 2025/7/30 | 元/吨 | 6900.00 | 6900.00 | 0.00% | | | CCFEI价格指数:涤纶短纤 | 2025/7/30 | 元/吨 | 6610.00 | 6595.00 | 0.23% | | | CCFEI价格指数:聚酯切片 | 2025/7/30 | 元/吨 | 5945.00 | 5900.00 | 0.76% | | | CCFEI价格指数:瓶级切片 | 2025/7/30 | 元/吨 | 6000.00 | 6000.00 | 0.00% | ...

| | | | 交易日期(日) | | 2025-07-30 | 2025-07-29 | 2025-07-23 | 较昨日变化 | 近两周走势 | | --- | --- | --- | --- | --- | --- | --- | | 近月合约 收盘价 | | 70260.00 | 70460.00 | 69320.00 | -200.00 | ~~~ | | 连一合约 收盘价 | | 70600.00 | 70840.00 | 69380.00 | -240.00 | 3 | | 收盘价 连二合约 | | 70580.00 | 70560.00 | 68800.00 | 20.00 | w | | 连三合约 收盘价 | | 70580.00 | 70560.00 | 68620.00 | 20.00 | 1 | | 收盘价 | | 70600.00 | 70840.00 | 69380.00 | -240.00 | 3 | | 碳酸锂期货 成交堂(手) 活跃合约 | | 792909.00 | 744160.00 | 1334159.00 | 48,749.00 | n | | (元/吨) 持仓量(手 ...

| | | | 交易日期(日) | | 2025-07-30 | 2025-07-29 | 2025-07-23 | 较昨日变化 | 近两周走势 | | --- | --- | --- | --- | --- | --- | --- | | 近月合约 收盘价 | | 70260.00 | 70460.00 | 69320.00 | -200.00 | ~~~ | | 连一合约 收盘价 | | 70600.00 | 70840.00 | 69380.00 | -240.00 | 3 | | 收盘价 连二合约 | | 70580.00 | 70560.00 | 68800.00 | 20.00 | w | | 连三合约 收盘价 | | 70580.00 | 70560.00 | 68620.00 | 20.00 | 1 | | 收盘价 | | 70600.00 | 70840.00 | 69380.00 | -240.00 | 3 | | 碳酸锂期货 成交堂(手) 活跃合约 | | 792909.00 | 744160.00 | 1334159.00 | 48,749.00 | n | | (元/吨) 持仓量(手 ...

免费声明:宏源规货有限公司是经中国证监会批准设立的规定签管机构,已具备知货交易咨询业务资格。本报告分析及建议所依据的信息均来源于公开资料、本公 司时这些信息的准确性和党整理不作任何保证。也不保证所依据的信息和建议不会发生任何变化。我们已力求报告的采购客观、公正，但文中的观点、精准冲进议 仅供参考，不构成任何投资建议。投资者依据本报告提供的信息进行规资投资所造成的一切后果，本公司概不负责。（风险提示：期市有风险 2市需速使, 镍与不锈钢日评20250731:"反内卷"情绪变化快、波动大 吴金恒(F03100418 Z0021125),联系电话:010-82293229 | 2025-07-29 | 2025-07-23 | 交易日期(日) | 2025-07-30 | 较昨日变化 | 近两周走势 | 期货近月合约 | 收盘价 | 123220.00 | 121520.00 | 121620.00 | -100.00 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

天然与合成橡胶日评20250731: 天然橡胶震荡偏弱 合成橡胶震荡偏弱 | HONGYUAN FUTURES | | | | | | --- | --- | --- | --- | --- | | 变量名称 2025-07-30 | 2025-07-29 | 2025-07-22 | 较昨日变动 | 近期走势 | | 收盘价 14945 天然橡胶 | 15010 | 15060 | -65.00 | | | 成交量(手) 377621 | 369834 | 567016 | | 7,787.00 ----- | | 期货活跃合约 持仓量(手) 193642 | 198795 | 216311 | -5.153.00 ~~~~ | | | 注册仓单量 179910 | 181920 | 186620 | -2,010.00 | | | 天然橡胶基差 30 | -135 | -85 | 165.00 | | | 天然橡胶基差 天津-上海标准胶SCRWF日度价差 -175 | -125 | -125 | -50.00 | | | (现货与期货) 山东-上海标准胶SCRWF日度价差 -200 | -200 | -1 ...