纯苯苯乙烯日报 | 2025-10-10 节后纯苯库存再度下降，苯乙烯库存压力仍存 纯苯与苯乙烯观点 市场要闻与重要数据 纯苯方面：纯苯主力基差-13元/吨（-73）。纯苯港口库存9.10万吨（-1.50万吨）；纯苯CFR中国加工费126美元/吨（+4 美元/吨），纯苯FOB韩国加工费115美元/吨（+7美元/吨），纯苯美韩价差69.6美元/吨（-5.0美元/吨）。华东纯苯现货 -M2价差35元/吨（+10元/吨）。 纯苯下游方面：己内酰胺生产利润-1900元/吨（+110），酚酮生产利润-332元/吨（+51），苯胺生产利润478元/吨（+140）， 己二酸生产利润-1325元/吨（-19）。己内酰胺开工率96.00%（+0.00%），苯酚开工率78.00%（-1.00%），苯胺开工率 77.16%（+1.12%），己二酸开工率66.90%（+4.00%）。 苯乙烯方面：苯乙烯主力基差-28元/吨（+7元/吨）；苯乙烯非一体化生产利润-486元/吨（+36元/吨），预期逐步压 缩。苯乙烯华东港口库存201900吨（+4400吨），苯乙烯华东商业库存116400吨（+9600吨），处于库存回建阶段。 苯乙烯开 ...

丙烯日报 | 2025-10-10 丙烷跌价明显，成本端拖累丙烯走弱 市场要闻与重要数据 单边：中性； 跨期：PL01-02逢高反套； 跨品种：无 风险 原油价格波动；上游装置检修动态；外盘丙烷价格波动 丙烯方面：丙烯主力合约收盘价6210元/吨（-110），丙烯华东现货价6290元/吨（-10），丙烯华北现货价6495元/吨 （+90），丙烯华东基差80元/吨（+100），丙烯华北基差285元/吨（+200）。丙烯开工率75%（-1%），中国丙烯CFR- 日本石脑油CFR201美元/吨（+2），丙烯CFR-1.2丙烷CFR147美元/吨（+60），进口利润-381元/吨（-25），厂内库存 44910吨（+2000）。 丙烯下游方面：PP粉开工率39%（+2.01%），生产利润-210元/吨（-175）；环氧丙烷开工率72%（+5%），生产利润 -344元/吨（-115）；正丁醇开工率88%（+1%），生产利润-289元/吨（-206）；辛醇开工率96%（+0%），生产利润-98 元/吨（-14）；丙烯酸开工率83%（+3%），生产利润1034元/吨（+107）；丙烯腈开工率80%（+1%），生产利润-82 ...

Report Industry Investment Ratings - Glass: Oscillating weakly [2] - Soda Ash: Oscillating weakly [2] - Silicomanganese: Oscillating [4] - Ferrosilicon: Oscillating [4] Core Views - The market's weak reality persists, and steel prices are oscillating. The glass and soda ash markets have a strong wait - and - see sentiment, with prices oscillating. The dual - silicon market has high finished product inventories, and alloy prices are oscillating weakly [1][3] Summary by Related Catalogs Glass and Soda Ash Market Analysis - Glass: Yesterday, glass futures oscillated with large intraday fluctuations and active trading. The main 2601 contract fell 0.98% at the close. Spot market quotes were generally stable, but trading sentiment weakened. Domestic strong policy expectations intermittently boosted low - valued commodity prices, disturbing the market. Currently, glass production is generally stable, and overall rigid demand has limited changes. The weak fundamentals still strongly suppress prices, and policy changes and glass supply should be continuously monitored [1] - Soda Ash: Yesterday, soda ash futures oscillated weakly with active trading. The main 2601 contract fell 1.73% at the close, and all contracts declined to varying degrees. In the spot market, some heavy - soda quotes were lowered, and the spot - futures trading situation was good. Domestic strong policy expectations intermittently boosted low - valued commodity prices, disturbing the market. The supply - demand contradiction of soda ash remains, and the subsequent supply pressure will further increase. The spot - futures price premium stimulates spot - futures purchases, strongly suppressing near - term prices. Supply changes and downstream demand should be continuously monitored [1] Strategy - Glass: Oscillating weakly [2] - Soda Ash: Oscillating weakly [2] Dual - Silicon (Silicomanganese and Ferrosilicon) Market Analysis - Silicomanganese: Since the National Day holiday, the inventory accumulation of steel products, mainly building materials, has exceeded market expectations. Although there was a rebound in the afternoon affected by coking coal, the rebound was still weak. The main contract closed at 5768 yuan/ton, up 10 yuan/ton from the previous trading day. In the spot market, the silicomanganese market oscillated. After the holiday, the market was stable with a strong wait - and - see sentiment. The price of 6517 in the northern market was 5620 - 5670 yuan/ton, and in the southern market, it was 5650 - 5700 yuan/ton. Overall, silicomanganese production remained high and stable, and downstream demand for silicomanganese was resilient. There was still support for silicomanganese prices after the holiday. In the long term, the supply - demand of the silicomanganese industry is relatively loose, and prices are expected to fluctuate with the sector. Changes in manganese ore cost support and regional policies should be monitored [3] - Ferrosilicon: Yesterday, ferrosilicon futures showed a weak downward trend. The main contract closed at 5472 yuan/ton, down 22 yuan/ton from the previous trading day. In the spot market, market sentiment worsened, and the trading atmosphere needed to be strengthened. The cash - inclusive ex - factory price of 72 - grade ferrosilicon in the main production areas was 5150 - 5200 yuan/ton, and the price of 75 - grade ferrosilicon was 5800 - 6100 yuan/ton. Overall, ferrosilicon production in September remained high, but with continuous profit compression, pre - holiday sentiment declined, and the improvement in ferrosilicon demand during the traditional peak season was limited. Prices are expected to fluctuate with the sector, and cost support, electricity price changes, and industrial policies should be monitored [3] Strategy - Silicomanganese: Oscillating [4] - Ferrosilicon: Oscillating [4]

黑色建材日报 | 2025-10-10 市场分析 昨日螺纹钢期货合约收于3096元/吨，热卷主力合约收于3286元/吨。现货方面，根据钢联数据显示，螺纹产量203.4 万吨，环比减少3.62万吨；总库存659.64万吨，增加57.39万吨。热卷产量323.29万吨，环比减少1.4万吨；总库存329.3 万吨，环比增加29.92万吨。昨日，全国建材成交11.99万吨。 市场弱现实持续，钢材价格震荡运行 策略 单边：震荡偏弱 跨期：无 跨品种：无 期现：无 期权：无 供需与逻辑：建材：传统旺季过半，终端需求表现仍较弱，高库存暂未缓解，弱现实压制价格底部震荡。板材： 假期后首个工作日，板材价格相对稳定，供需格局维持下，消费韧性持续。短期来看，成材基本面矛盾暂无改变， 高铁水下成本支撑仍在，关注临近会议对盘面带动作用及后续供需格局改变。 钢材：市场弱现实持续，钢材价格震荡运行 风险 宏观政策、关税政策、成材需求情况、钢材出口、钢厂利润、成本支撑等。 铁矿：市场观望为主，铁矿震荡运行 市场分析 期现货方面：昨日铁矿石期货盘面价格小幅上涨。现货方面，唐山港口进口铁矿主流品种价格持涨运行，贸易商 报价积极性一般，钢厂采购多 ...

1. Report Industry Investment Rating - The report gives a neutral rating for L and PP [4]. 2. Core View of the Report - After the holiday, the accumulation of petrochemical inventory, new device production, and weak cost - side support drive the downward trend of polyolefins. For PE, the supply increases significantly, while the demand improvement is limited, and the cost - side support weakens. For PP, the supply is restricted by high raw material prices and maintenance, the demand recovery is slow, and the cost support is weak. Overall, the weak demand restricts the upward space of polyolefins, and PP's profit level also limits its downward space [2][3]. 3. Summary Based on Related Catalogs Market News and Important Data - **Price and Basis**: The closing price of the L main contract is 7077 yuan/ton (-76), and that of the PP main contract is 6745 yuan/ton (-107). LL North China spot is 7000 yuan/ton (-120), LL East China spot is 7140 yuan/ton (+0), and PP East China spot is 6750 yuan/ton (+0). LL North China basis is -77 yuan/ton (-44), LL East China basis is 63 yuan/ton (+76), and PP East China basis is 5 yuan/ton (+107) [1]. - **Upstream Supply**: PE operating rate is 83.9% (+1.9%), and PP operating rate is 77.7% (+1.1%) [1]. - **Production Profit**: PE oil - based production profit is 247.7 yuan/ton (+72.5), PP oil - based production profit is -382.3 yuan/ton (+72.5), and PDH - based PP production profit is -224.0 yuan/ton (+40.0) [1]. - **Import and Export**: LL import profit is -41.5 yuan/ton (-0.1), PP import profit is -517.2 yuan/ton (-0.1), and PP export profit is 13.4 US dollars/ton (+0.0) [1]. - **Downstream Demand**: The operating rate of PE downstream agricultural film is 35.6% (+2.8%), the operating rate of PE downstream packaging film is 52.9% (+0.5%), the operating rate of PP downstream plastic weaving is 44.3% (+0.4%), and the operating rate of PP downstream BOPP film is 60.7% (+0.5%) [1]. Market Analysis - **PE**: After the holiday, the petrochemical inventory accumulates significantly. The supply pressure from new device production and weak cost - side support drive the downward trend. The supply increases due to the commissioning of a 500,000 - ton LDPE device, the resumption of previous maintenance devices, and concentrated arrival of imported resources. In October, the demand in the "Silver October" period has no obvious improvement, the procurement rhythm is slow, and the downstream follow - up is less than expected. The cost - side support weakens due to OPEC+ increasing oil production [2]. - **PP**: The supply is restricted by high propylene prices, and the production enthusiasm of enterprises decreases. In October, a 400,000 - ton/year device in Guangxi is expected to be put into production, but the return of some devices may be blocked. The demand in the "Golden September and Silver October" season fails to meet expectations, the downstream demand recovers slowly, and the cost support is weak [3]. Strategy - **Unilateral**: Neutral for L and PP [4]. - **Inter - period**: Reverse spread for L01 - L05 and PP01 - PP05 [4]. - **Inter - variety**: Shrink the spread of PP01 - 3MA01 when it is high [4].

氯碱日报 | 2025-10-10 节后累库，关注下游采购情况 市场要闻与重要数据 PVC: 期货价格及基差：PVC主力收盘价4769元/吨（-70）；华东基差-149元/吨（-10）;华南基差-59元/吨（+20）。 现货价格：华东电石法报价4620元/吨（-80）；华南电石法报价4710元/吨（-50）。 上游生产利润：兰炭价格690元/吨（+0）；电石价格2890元/吨（+0）；电石利润48元/吨（+0）；PVC电石法生产毛 利-775元/吨（+9）；PVC乙烯法生产毛利-558元/吨（+87）；PVC出口利润8.3美元/吨（+2.5）。 PVC库存与开工：PVC厂内库存30.0万吨（-1.9）；PVC社会库存53.8万吨（+0.3）；PVC电石法开工率81.76%（+1.75%）； PVC乙烯法开工率78.54%（+1.33%）；PVC开工率80.80%（+1.63%）。 下游订单情况：生产企业预售量77.6万吨（+1.7）。 现货价格：山东32%液碱报价800元/吨（+0）；山东50%液碱报价1300元/吨（+0）。 上游生产利润：山东烧碱单品种利润1509元/吨（+0）；山东氯碱综合利润（0.8吨 ...

Report Industry Investment Rating - The rating for RU and NR is neutral. The rating for BR is also neutral [7] Core Viewpoints of the Report - After the domestic rubber dumping news was confirmed before the holiday, negative news was exhausted, and market pessimism decreased. During the holiday, rainfall in Thailand decreased, and raw material prices declined slightly. Supported by demand, the decline in raw material prices was small. With the reduction of rainfall, the output of natural rubber is expected to continue to rise. The return of the heavy - truck sales growth in September in China and the resumption of tire factory operating rates after the long - holiday will lead to a situation of strong supply and demand for natural rubber. NR may rebound due to its large previous decline, while RU still has inventory pressure. The short - term price difference between RU and NR is expected to narrow. For BR, although there are still device overhauls in October, the overall supply remains abundant. After the long - holiday, the increase in tire factory operating rates will support the price of BR, but the price of upstream butadiene raw materials may have a negative impact [7] Summary by Related Catalogs Market News and Data Futures - On the previous trading day's close, the RU main contract was at 15,415 yuan/ton, up 385 yuan/ton from the previous day; the NR main contract was at 12,465 yuan/ton, up 365 yuan/ton; the BR main contract was at 11,325 yuan/ton, up 225 yuan/ton [1] Spot - The price of Yunnan - produced whole - latex in the Shanghai market was 14,700 yuan/ton, up 350 yuan/ton from the previous day. The price of Thai mixed rubber in Qingdao Free Trade Zone was 14,850 yuan/ton, up 250 yuan/ton. The price of Thai 20 - grade standard rubber in Qingdao Free Trade Zone was 1,860 US dollars/ton, up 40 US dollars/ton. The price of Indonesian 20 - grade standard rubber in Qingdao Free Trade Zone was 1,750 US dollars/ton, up 40 US dollars/ton. The ex - factory price of BR9000 from PetroChina Qilu Petrochemical was 11,500 yuan/ton, unchanged from the previous day. The market price of BR9000 in Zhejiang Chuanhua was 11,250 yuan/ton, up 100 yuan/ton [1] Market Information Heavy - truck Sales - In September 2025, China's heavy - truck market sold about 105,000 vehicles (wholesale basis, including exports and new energy), a 15% increase from August 2025 and an 82% increase from the 58,000 vehicles in the same period last year [2] Rubber Imports - In August 2025, China imported 664,000 tons of natural and synthetic rubber (including latex), a 4.73% increase from the previous month and a 7.79% increase year - on - year. From January to August 2025, the cumulative import of natural and synthetic rubber (including latex) was 5.373 million tons, a 19.06% cumulative increase year - on - year [2] Tire Exports - In the first eight months of 2025, China's rubber tire export volume reached 650,000 tons, a 5.1% increase year - on - year; the export value was 114.2 billion yuan, a 4.6% increase year - on - year. Among them, the export volume of new pneumatic rubber tires was 626,000 tons, a 4.8% increase year - on - year; the export value was 109.7 billion yuan, a 4.4% increase year - on - year. In terms of quantity, the export volume was 47.86 billion pieces, a 5.6% increase year - on - year [2] Automobile Production, Sales and Exports - From January to August 2025, China's automobile production and sales were 21.051 million and 21.128 million vehicles respectively, a 12.7% and 12.6% increase year - on - year. Among them, the production and sales of new energy vehicles were 9.625 million and 9.62 million vehicles respectively, a 37.3% and 36.7% increase year - on - year, and the sales of new energy vehicles accounted for 45.5% of the total sales of new vehicles. In terms of exports, from January to August, automobile exports were 4.292 million vehicles, a 13.7% increase year - on - year. Among them, new energy vehicle exports were 1.532 million vehicles, an 87.3% increase year - on - year [3] Rubber Exports from Cote d'Ivoire - According to QinRex data, in the first eight months of 2025, the total rubber export volume from Cote d'Ivoire was 1.05 million tons, a 14.4% increase from the 920,000 tons in the same period in 2024. In August alone, the export volume increased by 14.8% year - on - year and decreased by 8.9% month - on - month [3] Market Analysis Natural Rubber - **Spot and Spreads**: On October 9, 2025, the RU basis was - 715 yuan/ton (- 35), the spread between the RU main contract and mixed rubber was 565 yuan/ton (+ 135), the import profit of smoked sheet rubber was - 2,969 yuan/ton (+ 329.89), the NR basis was 760.00 yuan/ton (- 72.00); the price of whole - latex was 14,700 yuan/ton (+ 350), the price of mixed rubber was 14,850 yuan/ton (+ 250), the price of 3L spot was 15,250 yuan/ton (+ 100). The STR20 was quoted at 1,860 US dollars/ton (+ 40), the spread between whole - latex and 3L was - 550 yuan/ton (+ 250); the spread between mixed rubber and styrene - butadiene rubber was 3,050 yuan/ton (+ 250) [3] - **Raw Materials**: The price of Thai smoked sheet was 58.47 Thai baht/kg (+ 0.47), the price of Thai glue was 53.90 Thai baht/kg (unchanged), the price of Thai cup lump was 50.70 Thai baht/kg (+ 0.45), and the spread between Thai glue and cup lump was 3.20 Thai baht/kg (- 0.45) [4][5] - **Operating Rates**: The operating rate of all - steel tires was 66.39% (+ 0.03%), and the operating rate of semi - steel tires was 72.64% (- 0.10%) [6] - **Inventory**: The social inventory of natural rubber was 1,112,557 tons (- 122,953.00), the inventory of natural rubber in Qingdao Port was 461,188 tons (- 125,451), the RU futures inventory was 149,810 tons (+ 390), and the NR futures inventory was 42,034 tons (- 908) [6] Butadiene Rubber (BR) - **Spot and Spreads**: On October 9, 2025, the BR basis was - 175 yuan/ton (- 175), the ex - factory price of butadiene from Sinopec was 8,900 yuan/ton (unchanged), the price of BR9000 from Qilu Petrochemical was 11,500 yuan/ton (unchanged), the price of BR9000 in Zhejiang Chuanhua was 11,250 yuan/ton (+ 100), the price of private - owned butadiene rubber in Shandong was 11,100 yuan/ton (+ 50), and the import profit of butadiene rubber in Northeast Asia was - 1,773 yuan/ton (unchanged) [6] - **Operating Rates**: The operating rate of high - cis butadiene rubber was 72.95% (+ 2.90%) [6] - **Inventory**: The inventory of butadiene rubber traders was 5,700 tons (unchanged), and the inventory of butadiene rubber enterprises was 26,600 tons (unchanged) [6] Strategy - **Natural Rubber (RU and NR)**: Maintain a neutral view. After the domestic rubber dumping news was confirmed before the holiday, negative news was exhausted, and market pessimism decreased. During the holiday, rainfall in Thailand decreased, and raw material prices declined slightly. Supported by demand, the decline in raw material prices was small. With the reduction of rainfall, the output of natural rubber is expected to continue to rise. The return of the heavy - truck sales growth in September in China and the resumption of tire factory operating rates after the long - holiday will lead to a situation of strong supply and demand for natural rubber. NR may rebound due to its large previous decline, while RU still has inventory pressure. The short - term price difference between RU and NR is expected to narrow [7] - **Butadiene Rubber (BR)**: Maintain a neutral view. There are still device overhauls for the upstream of butadiene rubber in October, and the output may be the same as in September. However, the overall operating rate of butadiene rubber this year is still at a high level compared to the same period last year, and the abundant supply situation remains unchanged. After the long - holiday, the increase in tire factory operating rates will support the price of butadiene rubber, but the price of upstream butadiene raw materials may have a negative impact [7]

策略 FICC日报 | 2025-10-10 有色板块爆发，沪指站上3900点 市场分析 对稀土等出口管制。国内方面，我国域外管辖迈出坚实一步。商务部发布公告，宣布对境外相关稀土物项和稀土 相关技术实施出口管制，并将反无人机技术公司等14家外国实体列入不可靠实体清单。商务部还会同海关总署连 发4则公告，宣布对超硬材料、部分稀土设备和原辅料、部分中重稀土、锂电池和人造石墨负极材料等相关物项实 施出口管制。海外方面，哈马斯高级官员、首席谈判代表哈利勒·哈亚发表声明宣布达成停火协议，哈利勒·哈亚表 示，哈马斯已从包括美国在内的调解方那里获得了保证，"加沙战争已经结束"。美国方面，美国共和党提出的结 束美国政府停摆的法案未能在参议院获得足够票数，法案未获通过。 指数走强。现货市场，A股三大指数走强，沪指涨1.32%收于3933.97点，刷新十年高点创业板指涨0.73%。行业方 面，板块指数涨多跌少，有色金属板块爆发，钢铁、煤炭、公用事业行业领涨，传媒、房地产、社会服务、行业 跌幅居前。当日沪深两市成交金额约为2.6万亿元。海外方面，美国三大股指小幅收跌，道指跌0.52%报46358.42点。 期指增仓。期货市场，基差 ...

1. Report Industry Investment Rating - The investment rating for copper is cautiously bullish [8] 2. Core View of the Report - The current supply at the mine end is tight, and the continuous low operation of TC prices has become the norm, which keeps copper prices in a state where they are more likely to rise than fall. At the same time, the continuous record - high gold prices have stimulated the financial attributes of copper. Therefore, in terms of operation, it is still recommended to mainly use buy - on - dips hedging, with the recommended buying range between 85,600 yuan/ton and 86,000 yuan/ton [8] 3. Summary by Relevant Catalogs 3.1 Market News and Important Data 3.1.1 Futures Quotes - On October 9, 2025, the main contract of Shanghai copper opened at 84,610 yuan/ton and closed at 86,750 yuan/ton, a 4.38% increase from the previous trading day's close. The night - session main contract opened at 87,400 yuan/ton and closed at 86,650 yuan/ton, a 0.12% decrease from the afternoon close [1] 3.1.2 Spot Situation - The domestic electrolytic copper spot price ranged from 85,400 to 86,080 yuan/ton, with an average premium of 15 yuan/ton, slightly up from the previous day. The copper futures price rose from 84,800 yuan/ton in the morning, reaching a maximum of 85,980 yuan/ton, with a daily increase of over 3,000 yuan. The market showed a Contango structure, and the import loss widened to over a thousand yuan. The rapid rise in copper prices suppressed downstream procurement. The purchase sentiment in Shanghai was weak, and the transaction prices in Jiangsu and other places gradually fell to a discount of 60 - 70 yuan/ton. The Shanghai inventory has not accumulated yet, and imported and domestic supplies are still on the way, expected to arrive gradually over the weekend [2] 3.1.3 Important Information Summary - On October 9, the bill proposed by the US Republicans to end the government shutdown failed to get enough votes in the Senate. US President Trump planned to cut some federal projects popular with Democrats. New York Fed President Williams supported further interest - rate cuts this year to deal with the possible sharp slowdown in the labor market. The US Treasury Secretary has completed the last round of interviews for the next Fed Chairman candidate, and Trump will make a final decision from four candidates [3] 3.2 Supply - Side Analysis 3.2.1 Mine End - Canadian miner Teck Resources Ltd. lowered the copper production guidance for its flagship Quebrada Blanca mine in Chile before 2028 after a company - wide operational review and merger with Anglo American. The copper production guidance for next year is adjusted to 20 - 23.5 tons, previously 28 - 31 tons. The expected production for the year after next is 24 - 27.5 tons, and 22 - 25.5 tons in 2028, all lower than previous forecasts, mainly due to tailings problems related to mine waste treatment [4] 3.2.2 Smelting and Import - The International Copper Study Group expects global copper mine production to increase by 1.4% in 2025 and 2.3% in 2026. Global refined copper production is expected to increase by about 3.4% in 2025 and 0.9% in 2026. Global refined copper apparent consumption is expected to increase by about 3% in 2025 and 2.1% in 2026. There will be a supply surplus of about 178,000 tons in 2025 and a supply shortage of 150,000 tons in 2026. European copper producer Aurubis raised the European refined copper selling price for 2026 to a record high of $315 per ton premium over LME copper prices [5] 3.3 Demand - Side Analysis - According to the Mysteel survey, the long National Day holiday had little impact on the production and sales of most enterprises, and the resumption of work was in line with expectations. With the resumption of work, the output of copper rod enterprises recovered. After the holiday, the supply and demand of the copper rod market both showed an upward trend, and the market activity increased significantly [6] 3.4 Inventory and Warehouse Receipts - LME warehouse receipts decreased by 225 tons to 139,475 tons compared with the previous trading day. SHFE warehouse receipts increased by 2,880 tons to 29,703 tons. On October 9, the domestic electrolytic copper spot inventory was 166,300 tons, a change of 18,000 tons from the previous week [7] 3.5 Strategy - For copper, it is recommended to be cautiously bullish, with a buy - on - dips hedging strategy and a recommended buying range between 85,600 yuan/ton and 86,000 yuan/ton. Arbitrage is put on hold, and for options, a short put at 85,000 yuan/ton is suggested [8]

油脂日报 | 2025-10-10 预期B50计划实施，棕榈油价格上涨 油脂观点 市场分析 期货方面，昨日收盘棕榈油2601合约9570.00元/吨，环比变化+342元，幅度+3.71%；昨日收盘豆油2601合约8332.00 元/吨，环比变化+192.00元，幅度+2.36%；昨日收盘菜油2601合约10248.00元/吨，环比变化+204.00元，幅度+2.03%。 现货方面，广东地区棕榈油现货价9450.00元/吨，环比变化+370.00元，幅度+4.07%，现货基差P01+-120.00，环比 变化+28.00元；天津地区一级豆油现货价格8520.00元/吨，环比变化+230.00元/吨，幅度+2.77%，现货基差 Y01+188.00，环比变化+38.00元；江苏地区四级菜油现货价格10500.00元/吨，环比变化+220.00元，幅度+2.14%， 现货基差OI01+252.00，环比变化+16.00元。 近期市场咨询汇总：阿根廷豆油（11月船期）C&F价格1114美元/吨，与上个交易日相比下调8美元/吨；阿根廷豆 油（1月船期）C&F价格1107美元/吨，与上个交易日相比下调17美元/吨。进口菜 ...