Hua Tai Qi Huo
Search documents
化工日报:PTA震荡运行,现货基差上涨-20250826
Hua Tai Qi Huo· 2025-08-26 05:19
化工日报 | 2025-08-26 PTA震荡运行,现货基差上涨 市场分析 成本端,原鲍威尔立场突然转鸽,美联储降息预期升温,宏观情绪受到提振,基本面依旧围绕美俄会晤下俄乌地 缘冲突前景波动,整体区间震荡运行。 PX方面,上上个交易日PXN270美元/吨(环比变动+0.50美元/吨)。近期中国PX负荷陆续恢复,同时PTA检修增加下 PX平衡表由去库转为松平衡,基本面环比转弱,近月PX浮动价有所松动转弱,但PX整体仍处于低库存状态,考虑 到新PTA装置对PX的刚需采购,PXN下方有支撑,继续关注窗口商谈和仓单情况。 TA方面,TA主力合约现货基差 22 元/吨(环比变动+0元/吨),PTA现货加工费203元/吨(环比变动-26元/吨),主力 合约盘面加工费378元/吨(环比变动+6元/吨),PTA检修增加下供需好转,9月PTA平衡表由松平衡转为大幅去库, 恒力减9月合约或引起华南区域供需紧张,关注该装置停车时长;需求端当前也陆续回暖,关注利润修复下检修装 置回归情况。 需求方面,聚酯开工率90.0%(环比+0.6%),当前需求呈现回暖迹象,外贸出货增加同时内销备货逐步启动,织造 加弹负荷进入上升通道,开机高点预 ...
成本支撑走强,聚烯烃小幅走高
Hua Tai Qi Huo· 2025-08-26 05:17
Report Summary 1. Report Industry Investment Rating - Unilateral: Neutral; Inter - period: None; Inter - variety: None [3] 2. Core Viewpoints - International oil prices rebounded, strengthening the cost support of oil - based production. Propane prices rose slightly, and the profit of PDH - made PP was near the break - even point. The number of PE shutdown and maintenance devices increased, slightly alleviating the supply pressure. However, the overall current operation was still at a relatively high level, with inventory accumulation in production enterprises and certain de - stocking pressure upstream. The PP operation rate was flat month - on - month, and the inventory in the upstream and mid - stream links decreased slightly. The new 900,000 - ton/year Phase II device of Daxie Petrochemical started trial operation, and it was expected to produce qualified products soon. The continuous release of new production capacity would bring greater supply pressure in the long - term. The recovery of downstream demand was slow. The agricultural film entered the seasonal demand conversion stage, with the overall order follow - up slow and the terminal operation recovering slightly [2] 3. Summary According to the Directory a. Polyolefin Basis Structure - The closing price of the L main contract was 7,423 yuan/ton (+43), and the closing price of the PP main contract was 7,074 yuan/ton (+36). The LL North China spot price was 7,270 yuan/ton (+0), the LL East China spot price was 7,320 yuan/ton (+0), and the PP East China spot price was 6,980 yuan/ton (+0). The LL North China basis was - 153 yuan/ton (-43), the LL East China basis was - 103 yuan/ton (-43), and the PP East China basis was - 94 yuan/ton (-36) [1] b. Production Profit and Operation Rate - The PE operation rate was 78.7% (-5.5%), and the PP operation rate was 78.2% (+0.3%). The PE oil - based production profit was 332.5 yuan/ton (+17.9), the PP oil - based production profit was - 247.5 yuan/ton (+17.9), and the PDH - made PP production profit was 88.2 yuan/ton (+12.0) [1] c. Polyolefin Non - standard Price Difference - Not elaborated in the provided text d. Polyolefin Import and Export Profit - The LL import profit was - 44.2 yuan/ton (+23.4), the PP import profit was - 556.9 yuan/ton (+3.4), and the PP export profit was 36.6 US dollars/ton (-0.4) [1] e. Polyolefin Downstream Operation and Downstream Profit - The PE downstream agricultural film operation rate was 14.5% (+0.7%), the PE downstream packaging film operation rate was 49.9% (+0.8%), the PP downstream plastic braiding operation rate was 42.0% (+0.6%), and the PP downstream BOPP film operation rate was 60.7% (-0.5%) [1] f. Polyolefin Inventory - PE shutdown and maintenance devices increased, slightly alleviating the supply pressure, but the overall current operation was still at a relatively high level, with inventory accumulation in production enterprises and certain de - stocking pressure upstream. The PP operation rate was flat month - on - month, and the inventory in the upstream and mid - stream links decreased slightly [2]
纯苯苯乙烯日报:纯苯去库而苯乙烯再度累库-20250826
Hua Tai Qi Huo· 2025-08-26 05:16
Report Industry Investment Rating No relevant content provided. Core Viewpoints - Korean petrochemical companies may cut 270 - 370 million tons of naphtha cracking capacity, potentially affecting EB supply more than BZ as Korean styrene accounts for 16% of overseas styrene capacity while Korean cracked pure benzene only accounts for 3.5% of overseas pure benzene capacity [3]. - For pure benzene, port inventory is slightly decreasing from a high level but still at a high absolute level, and the port basis is waiting to strengthen further. Attention should be paid to the inventory pressure in the CPL - PA6 - nylon industry chain and the MDI inventory pressure in the aniline downstream [3]. - For styrene, port inventory is accumulating due to high current operating rates, but there are concentrated maintenance plans in September, which may lead to destocking. The operating rates of EPS and PS in the downstream continue to rise, but inventory has not continued to decline, indicating slow downstream follow - up, and ABS maintains a state of high inventory and low operating rate [3]. Summary by Directory I. Pure Benzene and EB's Basis Structure and Inter - Period Spreads - Figures include pure benzene's main contract basis, spot - M2 paper cargo spread, and inter - period spreads between contracts, as well as EB's main contract basis and inter - period spreads [9][13][17] II. Pure Benzene and Styrene Production Profits and Domestic - Foreign Spreads - Figures cover naphtha processing fees, pure benzene's FOB spreads in different regions, styrene's non - integrated production profits, and import profits of pure benzene and styrene [20][23][33] III. Pure Benzene and Styrene Inventory and Operating Rates - Figures show pure benzene's East China port inventory and operating rate, and styrene's East China port inventory, commercial inventory, factory inventory, and operating rate [40][42][45] IV. Styrene Downstream Operating Rates and Production Profits - Figures present the operating rates and production profits of EPS, PS, and ABS in the styrene downstream [52][54][57] V. Pure Benzene Downstream Operating Rates and Production Profits - Figures display the operating rates and production profits of caprolactam, phenol - acetone, aniline, adipic acid, and other downstream products of pure benzene [60][67][71]
甲醇日报:港口基差弱势盘整-20250826
Hua Tai Qi Huo· 2025-08-26 05:16
内地方面:Q5500鄂尔多斯动力煤460元/吨(-10),内蒙煤制甲醇生产利润688元/吨(+25);内地甲醇价格方面, 内蒙北线2083元/吨(+5),内蒙北线基差259元/吨(-14),内蒙南线2080元/吨(+0);山东临沂2345元/吨(+3), 鲁南基差121元/吨(-17);河南2225元/吨(+5),河南基差1元/吨(-14);河北2240元/吨(+0),河北基差76元/吨 (-19)。隆众内地工厂库存310793吨(+15220),西北工厂库存198000吨(+15500);隆众内地工厂待发订单207370 吨(-11995),西北工厂待发订单105200吨(-1800)。 港口方面:太仓甲醇2297元/吨(+2),太仓基差-127元/吨(-17),CFR中国262美元/吨(-2),华东进口价差-10元/ 吨(+3),常州甲醇2445元/吨;广东甲醇2295元/吨(+8),广东基差-129元/吨(-11)。隆众港口总库存1075960吨 (+54160),江苏港口库存547500吨(-500),浙江港口库存158700吨(+19700),广东港口库存217500吨(+4500); 下游MTO开 ...
化工日报:到港偏少,EG主港库存下降至低位-20250826
Hua Tai Qi Huo· 2025-08-26 05:16
Report Investment Rating - The report does not explicitly mention the industry investment rating. Core View - The closing price of the main EG contract was 4,509 yuan/ton, up 35 yuan/ton or 0.78% from the previous trading day; the spot price in the East China market was 4,550 yuan/ton, up 38 yuan/ton or 0.84%. The spot basis in East China was 98 yuan/ton, up 6 yuan/ton [1]. - The production profit of ethylene - made EG was -$49/ton, down $1/ton; that of coal - made syngas EG was -59 yuan/ton, down 6 yuan/ton [1]. - The inventory in the main ports of East China decreased to around 500,000 tons. The actual arrival at the main ports last week was 61,000 tons, and the planned arrival this week is 54,000 tons. The main port inventory may continue to decline. The planned arrival at the secondary ports is 31,000 tons [2]. - On the supply side, domestic ethylene glycol load has returned to a high level and is expected to remain stable in the short term. Overseas, the Malaysian plant has restarted, and imports are expected to exceed 650,000 tons after August. On the demand side, there are signs of recovery, and the polyester load is expected to remain stable with a slight increase, reaching a high in late September [2]. - The supply - demand balance from August to September is loose, with few supply - demand contradictions [2]. Summary by Directory Price and Basis - The closing price of the main EG contract was 4,509 yuan/ton, up 35 yuan/ton or 0.78% from the previous trading day; the spot price in the East China market was 4,550 yuan/ton, up 38 yuan/ton or 0.84%. The spot basis in East China was 98 yuan/ton, up 6 yuan/ton [1]. Production Profit and Operating Rate - The production profit of ethylene - made EG was -$49/ton, down $1/ton; that of coal - made syngas EG was -59 yuan/ton, down 6 yuan/ton [1]. - Domestic ethylene glycol load has returned to a high level and is expected to remain stable in the short term [2]. International Price Difference - The report does not provide specific content about international price differences other than the chart title "Ethylene glycol international price difference: US FOB - China CFR" [19]. Downstream Sales, Production and Operating Rate - There are signs of recovery in downstream demand, with increased foreign trade shipments and the start of domestic sales stocking. The polyester load is expected to remain stable with a slight increase, reaching a high in late September [2]. Inventory Data - The inventory in the main ports of East China decreased to around 500,000 tons. The actual arrival at the main ports last week was 61,000 tons, and the planned arrival this week is 54,000 tons. The main port inventory may continue to decline. The planned arrival at the secondary ports is 31,000 tons [2]. Strategy - Unilateral: Cautiously bullish. Both supply and demand are on an increasing trend, with few fundamental contradictions. However, the short - term arrival is low, and the increase in imports is expected to be realized in mid - to - late September. There is support under the short - term low inventory [3]. - Inter - period: No strategy [3]. - Inter - variety: No strategy [3].
烧碱下游继续上调接货价
Hua Tai Qi Huo· 2025-08-26 05:16
Report Industry Investment Rating - Not provided in the content Core Viewpoints - PVC is affected by the sentiment of the black sector, with its futures price rebounding. In the short - term, attention should be paid to the impact from the macro and cost sides. The supply pressure is large in the medium - to - long - term, and the demand is weak. The cost side needs continuous attention. The supply - demand situation is expected to remain weak [3]. - The spot price of caustic soda continues to rise. The supply is at a high level, and the demand is improving. The cost support exists, and the chlor - alkali profit is at a medium level compared to the same period [3]. Summary by Related Catalogs Market News and Important Data PVC - **Futures price and basis**: The closing price of the PVC main contract is 5047 yuan/ton (+28), the East China basis is - 297 yuan/ton (-8), and the South China basis is - 187 yuan/ton (+2) [1]. - **Spot price**: The East China calcium carbide - based PVC is quoted at 4750 yuan/ton (+20), and the South China calcium carbide - based PVC is quoted at 4860 yuan/ton (+30) [1]. - **Upstream production profit**: The semi - coke price is 630 yuan/ton (+0), the calcium carbide price is 2755 yuan/ton (+0), the calcium carbide profit is - 39 yuan/ton (+0), the gross profit of PVC calcium carbide - based production is - 223 yuan/ton (+8), the gross profit of PVC ethylene - based production is - 592 yuan/ton (-52), and the PVC export profit is 14.1 dollars/ton (+1.0) [1]. - **Inventory and operation rate**: The in - factory PVC inventory is 30.6 tons (-2.1), the social PVC inventory is 50.8 tons (+1.5), the operation rate of PVC calcium carbide - based production is 76.07% (-3.14%), the operation rate of PVC ethylene - based production is 72.44% (-5.48%), and the overall PVC operation rate is 75.02% (-3.82%) [1]. - **Downstream order situation**: The pre - sales volume of production enterprises is 72.5 tons (-6.6) [1]. Caustic Soda - **Futures price and basis**: The closing price of the SH main contract is 2732 yuan/ton (-9), and the basis of 32% liquid caustic soda in Shandong is - 45 yuan/ton (+40) [1]. - **Spot price**: The price of 32% liquid caustic soda in Shandong is 860 yuan/ton (+10), and the price of 50% liquid caustic soda in Shandong is 1350 yuan/ton (+0) [1]. - **Upstream production profit**: The single - variety profit of caustic soda in Shandong is 1696 yuan/ton (+31), the comprehensive profit of chlor - alkali in Shandong (0.8 tons of liquid chlorine) is 713.3 yuan/ton (-88.8), the comprehensive profit of chlor - alkali in Shandong (1 ton of PVC) is 676.28 yuan/ton (+41.25), and the comprehensive profit of chlor - alkali in the Northwest (1 ton of PVC) is 1387.74 yuan/ton (+20.00) [2]. - **Inventory and operation rate**: The inventory of liquid caustic soda factories is 39.64 tons (-4.14), the inventory of flake caustic soda factories is 2.36 tons (+0.03), and the operation rate of caustic soda is 83.20% (-0.90%) [2]. - **Downstream operation rate**: The operation rate of alumina is 85.78% (+0.14%), the operation rate of printing and dyeing in East China is 63.86% (+2.40%), and the operation rate of viscose staple fiber is 86.22% (+0.18%) [2]. Market Analysis PVC - **Supply side**: The number of maintenance increases, and the operation rate decreases month - on - month. However, the overall operation rate is at a high level due to the support of chlor - alkali profits. With the new production capacity gradually reaching full production, the medium - to - long - term supply pressure is large [3]. - **Demand side**: The operation rate of downstream products remains low, and enterprises maintain just - in - time procurement. The export signing and delivery volume increase week - on - week. Affected by the rush to export before the implementation of anti - dumping duties, the PVC export in July exceeded expectations. After India announced an increase in anti - dumping duties, the rush to export is expected to continue, and the export expectation in the fourth quarter weakens [3]. - **Inventory**: The social inventory continues to accumulate and is relatively high compared to the same period. The warehouse receipt pressure of the 09 contract is large [3]. - **Cost side**: Coal and ethylene in the cost side have shown strong consolidation recently, and attention should be paid to their further impact on the PVC cost [3]. Caustic Soda - **Supply side**: The number of maintenance of chlor - alkali enterprises increases, and the operation rate decreases month - on - month but remains at a high level compared to the same period. The operation rate in Shandong increases slightly, also at a high level compared to the same period. After the maintenance of Yantai Wanhua, the operation rate may decline slightly [3]. - **Demand side**: The profit of alumina is acceptable, and the operation rate is stable month - on - month. The delivery volume of caustic soda to alumina plants, the main downstream, is lower than the daily consumption, and downstream manufacturers continue to raise the purchase price. The operation rate of non - aluminum sectors increases slightly month - on - month, and the procurement is good. Affected by the military parade in mid - to - late August, the transportation of caustic soda is restricted, and the downstream stocking sentiment improves. With the approaching of the peak season, the pending orders in Shandong are acceptable, and the enterprise inventory pressure decreases [3]. - **Cost and profit**: The price of liquid chlorine is weak, but the cost support still exists, and the chlor - alkali profit is at a medium level compared to the same period [3]. Strategy PVC - **Single - side**: Neutral [4] - **Inter - delivery spread**: Wait - and - see [4] - **Inter - commodity spread**: None [4] Caustic Soda - **Single - side**: Wait - and - see [5] - **Inter - delivery spread**: Go long on the SH10 - 01 spread when the price is low [5] - **Inter - commodity spread**: None [5]
关注房地产下游新政推进
Hua Tai Qi Huo· 2025-08-26 05:16
Industry Investment Rating - Not provided in the given content Core Views - Attention should be paid to the implementation of new policies in the downstream of the real estate industry and the impact of carbon emission new policies on mid - stream green manufacturing[1] - The price and production of various industries in the upstream, mid - stream, and downstream have changed, such as price fluctuations in the upstream and changes in the production rate in the mid - stream[2][3] Summary by Directory 1. Mid - view Event Overview Production Industry - The "Opinions on Promoting Green and Low - Carbon Transformation and Strengthening the Construction of the National Carbon Market" was released. By 2027, the national carbon emission trading market will basically cover major emission industries in the industrial field, and by 2030, a national carbon emission trading market based on total quota control will be basically established[1] - Huawei will release a new AI SSD product on August 27, and plans to cooperate with all - in - one machine manufacturers to inject new vitality into the AI memory market[1] Service Industry - On August 25, six departments in Shanghai jointly issued a notice to optimize and adjust real estate policies, including reducing housing purchase restrictions, optimizing housing provident funds, personal housing credit, and personal housing property tax policies[1] 2. Industry Overview Upstream - In the black industry, glass prices have dropped significantly; in the agricultural industry, egg prices have declined; in the chemical industry, urea prices have fallen while PTA prices have risen[2] Mid - stream - In the chemical industry, the PX operating rate has increased; in the energy industry, the coal consumption of power plants has risen; in the agricultural industry, the operating rate of pig products has increased[3] Downstream - In the real estate industry, the sales of commercial housing in first - and second - tier cities have seasonally declined; in the service industry, the number of domestic flights has remained stable at a high level[3] 3. Key Industry Price Index Tracking | Industry Name | Index Name | Value | YoY | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2308.6 yuan/ton | - 0.37% | | | Spot price of eggs | 6.5 yuan/kg | - 2.99% | | | Spot price of palm oil | 9638.0 yuan/ton | 0.12% | | | Spot price of cotton | 15237.0 yuan/ton | 0.01% | | | Average wholesale price of pork | 20.1 yuan/kg | - 0.45% | | Non - ferrous metals | Spot price of copper | 79216.7 yuan/ton | - 0.12% | | | Spot price of zinc | 22302.0 yuan/ton | 0.06% | | | Spot price of aluminum | 20793.3 yuan/ton | 0.32% | | | Spot price of nickel | 121516.7 yuan/ton | - 0.34% | | | Spot price of aluminum | 16818.8 yuan/ton | 0.37% | | | Spot price of rebar | 3260.0 yuan/ton | - 0.21% | | Ferrous metals | Spot price of iron ore | 783.9 yuan/ton | - 0.75% | | | Spot price of wire rod | 3405.0 yuan/ton | - 0.29% | | | Spot price of glass | 13.8 yuan/square meter | - 3.15% | | Non - metals | Spot price of natural rubber | 14975.0 yuan/ton | 0.56% | | | China Plastic City Price Index | 804.6 | - 0.35% | | | Spot price of WTI crude oil | 63.7 dollars/barrel | 1.37% | | Energy | Spot price of Brent crude oil | 67.7 dollars/barrel | 2.85% | | | Spot price of liquefied natural gas | 3910.0 yuan/ton | - 2.59% | | | Coal price | 783.0 yuan/ton | 0.13% | | | Spot price of PTA | 4855.0 yuan/ton | 2.85% | | Chemical industry | Spot price of polyethylene | 7436.7 yuan/ton | - 0.16% | | | Spot price of urea | 1712.5 yuan/ton | - 3.04% | | | Spot price of soda ash | 1290.0 yuan/ton | 0.00% | | Real estate | National cement price index | 130.6 | 0.48% | | | Building materials composite index | 115.2 points | - 0.68% | | | National concrete price index | 93.0 points | - 0.39% |[36]
丙烯日报:下游需求跟进,丙烯维持偏强震荡-20250826
Hua Tai Qi Huo· 2025-08-26 05:13
1. Report Industry Investment Rating - Unilateral: Neutral; PDH propylene supply is expected to tighten, but downstream profits are under pressure and follow - up may be limited. Pay attention to device dynamics. - Inter - period: None. - Inter - variety: None. [2] 2. Core Viewpoints - The expected de - capacity of the South Korean petrochemical industry's naphtha cracking boosts propylene prices. South Korea's propylene capacity accounts for 6% of the global total. From January to July this year, China imported 863,000 tons of propylene from South Korea, accounting for 67.6% of total imports, and 73.7% in 2024. South Korea's petrochemical de - capacity may support overseas propylene prices. - On the supply side, the maintenance of Shandong Zhenhua PDH continues, and Qingdao Jinneng and Wanhua Penglai PDH are shut down for maintenance. The PDH start - up rate has declined month - on - month, and the external release of propylene has tightened, which supports the price in the short term. However, downstream profits are under pressure at high prices, and procurement is cautious, so the upward space for propylene prices may be limited. - On the demand side, the overall downstream start - up rate has rebounded. The start - up rate of octanol has increased significantly, and the PP start - up rate has increased slightly. The start - up rate of acrylic acid has declined significantly. In the short term, demand is supported, but its sustainability is questionable. - On the cost side, the crude oil price has stopped falling and then fluctuated upward, and the landed price of the propane outer market has rebounded, so the cost - side support has shifted upward. [2] 3. Summary by Directory 3.1 Propylene Basis Structure - The closing price of the propylene main contract is 6491 yuan/ton (+21), the spot price of propylene in East China is 6450 yuan/ton (+25), the spot price of propylene in North China is 6455 yuan/ton (-45), the basis of propylene in East China is - 41 yuan/ton (+4), and the basis of propylene in North China is - 36 yuan/ton (-66). [1] 3.2 Propylene Production Profit and Start - up Rate - The propylene start - up rate is 75% (+1%), China's propylene CFR - Japanese naphtha CFR is 193 US dollars/ton (-3), and propylene CFR - 1.2 propane CFR is 97 US dollars/ton (+1). [1] 3.3 Propylene Import and Export Profits - The propylene import profit is - 263 yuan/ton (+3). [1] 3.4 Propylene Downstream Profits and Start - up Rates - PP powder start - up rate is 40% (+1.29%), production profit is - 55 yuan/ton (+75); epoxy propane start - up rate is 74% (+2%), production profit is - 383 yuan/ton (-86); n - butanol start - up rate is 89% (+0%), production profit is 336 yuan/ton (+589); octanol start - up rate is 92% (+6%), production profit is 430 yuan/ton (-18); acrylic acid start - up rate is 70% (-5%), production profit is 446 yuan/ton (-18); acrylonitrile start - up rate is 73% (+1%), production profit is - 572 yuan/ton (+56); phenol - acetone start - up rate is 78% (+1%), production profit is - 727 yuan/ton (+0). [1] 3.5 Propylene Inventory - The in - plant inventory is 40,320 tons (+3470). [1]
油料日报:花生需求偏弱,价格承压-20250826
Hua Tai Qi Huo· 2025-08-26 05:12
Report Industry Investment Rating - The investment strategy for both soybeans and peanuts is neutral [3][4] Core Viewpoints - The demand for peanuts is weak, and prices are under pressure. The price of soybeans is weakly stable in the short - term due to factors such as new bean supply increase, limited market replenishment, and the release of old grains from state - owned reserves [1][2] Market Analysis of Soybeans Futures and Spot Market - The closing price of the soybeans 2511 contract yesterday was 3992.00 yuan/ton, a change of +7.00 yuan/ton (+0.18%) from the previous day. The spot basis of edible soybeans was A11 + 268, a change of - 7 (-32.14%) from the previous day [1] Market Information - The soybean prices in the Northeast market remained stable today. Some traders sold state - owned reserve soybeans at 2.1 - 2.12 yuan/jin, with average sales. As new beans are approaching the market, a bumper harvest is expected, and with continuous state - owned reserve auctions, new bean prices may suppress old bean prices. The prices in various regions of Heilongjiang remained flat compared to the previous day [1] Price Outlook - Yesterday, the soybeans futures price fluctuated. Grain trading enterprises have little inventory and are waiting for a large number of new beans to enter the market. In the short - term, domestic soybean prices are weakly stable due to new bean supply increase, limited market replenishment, and the release of old grains from state - owned reserves [1][2] Market Analysis of Peanuts Futures and Spot Market - The closing price of the peanut 2510 contract yesterday was 7796.00 yuan/ton, a change of - 6.00 yuan/ton (-0.08%) from the previous day. The average spot price of peanuts was 8620.00 yuan/ton, a change of +140.00 yuan/ton (+1.65%) from the previous day. The spot basis was PK10 + 304.00, a change of +6.00 (+2.01%) from the previous day [3] Market Information - Affected by weak terminal demand, peanut oil factory quotes were basically stable. The price difference between peanut oil and related oils changed. New peanuts were increasing in the market, and prices varied by region. Oil mills have a low operating rate, low pressing demand, and are mainly digesting inventory, waiting for summer peanuts to enter the market [3]
农产品日报:需求提振有限,猪价维持震荡-20250826
Hua Tai Qi Huo· 2025-08-26 05:12
农产品日报 | 2025-08-26 需求提振有限,猪价维持震荡 生猪观点 市场要闻与重要数据 期货方面,昨日收盘生猪 2509合约13910元/吨,较前交易日变动+70.00元/吨,幅度+0.51%。现货方面,河南地区 外三元生猪价格13.67元/公斤,较前交易日变动+0.00元/公斤,现货基差 LH09-240,较前交易日变动-10;江苏地 区外三元生猪价格 13.77元/公斤,较前交易日变动-0.04元/公斤,现货基差LH09-140,较前交易日变动-110;四川 地区外三元生猪价格13.65元/公斤,较前交易日变动+0.00元/公斤,现货基差LH09-260,较前交易日变动+30。 据农业农村部监测,8月25日"农产品批发价格200指数"为115.78,比上周五上升0.25个点,"菜篮子"产品批发价格 指数为116.23,比上周五上升0.30个点。全国农产品批发市场猪肉平均价格为20.11元/公斤,与上周五持平;牛肉 65.09元/公斤,与上周五持平;羊肉60.07元/公斤,比上周五上升0.9%;鸡蛋7.65元/公斤,比上周五下降0.3%;白 条鸡17.57元/公斤,比上周五下降0.1%。 市场分析 ...