新能源及有色金属日报 | 2025-09-24 多晶硅现货价格仍有支撑，盘面回落后有所企稳 工业硅： 市场分析 2025-09-23，工业硅期货价格震荡运行，主力合约2511开于8930元/吨，最后收于8925元/吨，较前一日结算变化（-210） 元/吨，变化（-2.30）%。截止收盘，2511主力合约持仓273696手，2025-09-23仓单总数为49963手，较前一日变化 161手。 供应端：工业硅现货价格企稳。据SMM数据，昨日华东通氧553#硅在9400-9600（0）元/吨；421#硅在9600-9800 （0）元/吨，新疆通氧553价格8900-9100（0）元/吨，99硅价格在8900-9100（0）元/吨。昆明、黄埔港、西北、天 津、新疆、四川、上海地区硅价小幅持稳。97硅价格小幅持稳。 消费端：据SMM统计，有机硅DMC报价10900-11200（0）元/吨。SMM报道，当前部分单体厂预售排单已至本月 底及下月初，在预售订单，及成本端支撑逐渐增强的情况下，单体厂挺价意愿逐步提升，但根据市场反馈来看， 价格上行仍面临明显制约，自价格开始探涨后，新单成交情况转淡，下游企业对高于低位区间的报价仍 ...

FICC日报 | 2025-09-24 风险 若国内政策落地不及预期、海外货币政策超预期、地缘风险升级，股指有下行风险 市场分析 关注"十五五"规划。国内方面，工信部部长李乐成表示，"十五五"时期，要实施培育新兴产业打造新动能行动， 加快打造一批新兴支柱产业；建立未来产业投入增长机制，开辟人形机器人、脑机接口、元宇宙、量子信息等新 赛道，创建一批未来产业先导区。海外方面，鲍威尔表示，从许多衡量指标来看，比如股票价格，目前的确相当 高估。但他也表示，目前并不是金融稳定风险高企的时候；美联储的职责不是盯着股价或决定合理估值是多少。 此外，他未就美联储是否会在10月会议上降息给出任何暗示，令市场失望。 指数坚挺。现货市场，A股三大指数震荡收红，沪指跌0.18%收于3821.83点，创业板指涨0.21%。行业方面，板块 指数涨多跌少，仅银行、煤炭、电力设备等五个行业收红，社会服务、商贸零售、计算机、钢铁行业跌幅居前。 当日沪深两市成交金额为2.5万亿元。海外方面，美国三大股指全线收跌，纳指跌0.95%报22573.473点。 期指增仓。期货市场，基差方面，IC、IM贴水程度继续加深。成交持仓方面，股指期货成交量和持仓 ...

新能源及有色金属日报 | 2025-09-24 节前备货相对缓慢 铜价维持震荡格局 市场要闻与重要数据 期货行情： 库存与仓单方面，LME 仓单较前一交易日变化-400.00吨万144975吨。SHFE 仓单较前一交易日变化-2166 吨至 27727吨。9 月 22 日国内市场电解铜现货库 14.45万吨，较此前一周变化 -0.44万吨。 策略 2025-09-23，沪铜主力合约开于 80080元/吨，收于 79920元/吨，较前一交易日收盘-0.30%，昨日夜盘沪铜主力合 约开于 79980元/吨，收于 79970元/吨，较昨日午后收盘上涨0.06%。 现货情况： 据 SMM 讯，昨日电解铜现货升水小幅回落，SMM1#铜均价79860-80160元/吨，主力合约升水55元/吨（跌5元）。 沪铜早盘冲高80160元/吨后回落，收于79940元/吨，进口亏损维持500元/吨。市场出货情绪减弱，销售意愿略升（采 购指数3.12，销售指数3.15）。进口品牌如波兰、秘鲁等从升水60-80元/吨降至40-60元/吨成交，国产平水铜在贴水 10元至升水30元/吨区间交易，安徽地区出厂贴水30元/吨。非注册货源贴水收窄 ...

Report Industry Investment Rating - Gold: Cautiously bullish [8] - Silver: Cautiously bullish [8] - Arbitrage: Short the gold-silver ratio at high levels [8] - Options: On hold [8] Core View of the Report - The divergence within the Federal Reserve has increased, and the US economic data continues to be weak. The market tends to bet on the Fed's interest rate cut. Therefore, the gold price is expected to be in a volatile and slightly stronger pattern in the near future, with the Au2512 contract oscillating between 845 yuan/gram and 875 yuan/gram. The silver price is also expected to maintain a volatile and slightly stronger pattern, with the Ag2512 contract oscillating between 10,250 yuan/kilogram and 10,550 yuan/kilogram [8]. Summary According to Relevant Catalogs Market Analysis - The divergence within the Federal Reserve on the future monetary policy path has increased. Fed Governor Bowman supports three 25-basis-point interest rate cuts this year, while Goolsbee believes the Fed should be cautious about further rate cuts. The US economic data in September showed that the preliminary value of the S&P Global Manufacturing PMI was 52, the preliminary value of the Services PMI was 53.9, and the preliminary value of the Composite PMI was 53.6, all lower than expected and hitting a three-month low [1]. Futures Quotes and Trading Volume - On September 23, 2025, the Shanghai Gold main contract opened at 847.50 yuan/gram and closed at 855.44 yuan/gram, up 1.06% from the previous trading day's close. The trading volume was 258,495 lots, and the open interest was 271,554 lots. The night session opened at 861.34 yuan/gram and closed at 859.88 yuan/gram, up 0.52% from the afternoon close. The Shanghai Silver main contract opened at 10,276 yuan/kilogram and closed at 10,349 yuan/kilogram, down 1.31% from the previous trading day's close. The trading volume was 811,054 lots, and the open interest was 508,755 lots. The night session opened at 10,442 yuan/kilogram and closed at 10,394 yuan/kilogram, up 0.43% from the afternoon close [2]. US Treasury Yield and Spread Monitoring - On September 23, 2025, the US 10-year Treasury yield closed at 4.106%, unchanged from the previous trading day. The spread between the 10-year and 2-year Treasury yields was 0.533%, also unchanged from the previous trading day [3]. Changes in Positions and Trading Volume of Gold and Silver on the Shanghai Futures Exchange - On the Au2502 contract, the long positions increased by 2,078 lots compared with the previous day, while the short positions decreased by 458 lots. The total trading volume of the Shanghai Gold contract on the previous trading day was 398,549 lots, up 9.79% from the previous trading day. On the Ag2502 contract, the long positions decreased by 1,690 lots, and the short positions increased by 1 lot. The total trading volume of the Shanghai Silver contract on the previous trading day was 1,332,060 lots, down 0.63% from the previous trading day [4]. Precious Metal ETF Position Tracking - The gold ETF holdings were 1,000.57 tons, unchanged from the previous trading day. The silver ETF holdings were 15,469 tons, an increase of 100 tons from the previous trading day [5]. Precious Metal Arbitrage Tracking - On September 23, 2025, the domestic premium for gold was -18.29 yuan/gram, and the domestic premium for silver was -1,005.13 yuan/kilogram. The price ratio of the main gold and silver contracts on the Shanghai Futures Exchange was about 82.66, up 0.74% from the previous trading day. The foreign gold-silver ratio was 85.33, down 0.52% from the previous trading day [6]. Fundamental Analysis - On September 23, 2025, the trading volume of gold on the Shanghai Gold Exchange T+d market was 53,156 kilograms, up 3.63% from the previous trading day. The trading volume of silver was 548,328 kilograms, down 9.60% from the previous trading day. The gold delivery volume was 10,000 kilograms, and the silver delivery volume was 55,200 kilograms [7].

Report Industry Investment Rating - The investment ratings for RU and NR are neutral, and the rating for BR is also neutral [7] Core Viewpoints - For natural rubber (RU and NR), until the end of September, rainfall in major producing areas will continue to support rubber costs, limiting the downside of rubber prices. The concentrated replenishment of downstream tire factories may be over, and with a slight increase in recent domestic arrivals, the domestic inventory reduction is expected to slow down. Tire demand is in a seasonal peak, with recent increases in tire factory operating rates and ongoing raw material consumption, resulting in limited supply - demand contradictions. After the downstream purchasing demand subsides, rubber prices are expected to weaken, but the overall decline will be limited [7] - For cis - 1,4 - polybutadiene rubber (BR), recently shut - down plants will gradually restart, increasing the supply. The demand side shows peak - season characteristics, but raw material demand has declined after the concentrated replenishment of tire factories. Supply - demand is becoming more relaxed. There are concerns about cost drag, mainly due to the weakening of crude oil prices and high inventories of butadiene. BR prices are expected to weaken, but the large price difference with natural rubber will still support the downside [7] Market News and Data Futures - The closing price of the RU main contract was 15,525 yuan/ton, down 90 yuan/ton from the previous day; the NR main contract was 12,395 yuan/ton, down 30 yuan/ton; the BR main contract was 11,430 yuan/ton, down 75 yuan/ton [2] Spot - The price of Yunnan - produced whole latex in the Shanghai market was 14,750 yuan/ton, unchanged from the previous day. The price of Thai mixed rubber in Qingdao Free Trade Zone was 14,780 yuan/ton, down 70 yuan/ton. The price of Thai 20 - standard rubber in Qingdao Free Trade Zone was 1,835 US dollars/ton, unchanged; the price of Indonesian 20 - standard rubber was 1,750 US dollars/ton, unchanged. The ex - factory price of BR9000 from PetroChina Qilu Petrochemical was 11,700 yuan/ton, unchanged; the market price of BR9000 in Zhejiang Chuanhua was 11,450 yuan/ton, unchanged [2] Market Information Import and Export of Rubber and Tires - In August 2025, China imported 664,000 tons of natural and synthetic rubber (including latex), a month - on - month increase of 4.73% and a year - on - year increase of 7.79%. From January to August 2025, the cumulative import was 5.373 million tons, a cumulative year - on - year increase of 19.06% [3] - In the first eight months of 2025, China's rubber tire exports reached 650,000 tons, a year - on - year increase of 5.1%; the export value was 114.2 billion yuan, a year - on - year increase of 4.6%. Among them, the export volume of new pneumatic rubber tires was 626,000 tons, a year - on - year increase of 4.8%; the export value was 109.7 billion yuan, a year - on - year increase of 4.4%. In terms of the number of tires, the export volume was 47.86 billion, a year - on - year increase of 5.6% [3] - From January to August, the export volume of automobile tires was 555,000 tons, a year - on - year increase of 4.6%; the export value was 94.4 billion yuan, a year - on - year increase of 4.1% [4] - In the first eight months of 2025, Cote d'Ivoire's rubber export volume was 1.05 million tons, a 14.4% increase compared to 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 [4] Automobile Production, Sales and Export - In August 2025, China's heavy - truck market sales were about 84,000 units (wholesale basis, including exports and new energy), a month - on - month decrease of 1% and a year - on - year increase of about 35%. From January to August, the cumulative sales of the heavy - truck market were about 708,000 units, a year - on - year increase of about 13% [4] - From January to August, China's automobile production and sales were 21.051 million and 21.128 million units respectively, a year - on - year increase of 12.7% and 12.6% respectively. Among them, the production and sales of new energy vehicles were 9.625 million and 9.62 million units respectively, a year - on - year increase of 37.3% and 36.7% respectively, and the sales of new energy vehicles accounted for 45.5% of the total new vehicle sales. In terms of exports, from January to August, automobile exports were 4.292 million units, a year - on - year increase of 13.7%. Among them, new energy vehicle exports were 1.532 million units, a year - on - year increase of 87.3% [4] Spot and Spreads - On September 23, 2025, the RU basis was - 775 yuan/ton (+90), the spread between the RU main contract and mixed rubber was 745 yuan/ton (-20), the import profit of smoked sheet rubber was - 3,556 yuan/ton (-136.43), the NR basis was 644.00 yuan/ton (+21.00); the price of whole latex was 14,750 yuan/ton (+0), the price of mixed rubber was 14,780 yuan/ton (-70), the price of 3L spot was 15,200 yuan/ton (+0). The STR20 was quoted at 1,835 US dollars/ton (+0), the spread between whole latex and 3L was - 450 yuan/ton (+0); the spread between mixed rubber and styrene - butadiene rubber was 2,680 yuan/ton (-70) [5] Raw Materials - The price of Thai smoked sheet was 59.73 Thai baht/kg (+0.06), the price of Thai latex was 55.30 Thai baht/kg (-0.50), the price of Thai cup lump was 50.45 Thai baht/kg (+0.10), and the spread between Thai latex and cup lump was 4.85 Thai baht/kg (-0.60) [5] Operating Rates - The operating rate of all - steel tires was 66.36% (+0.05%), and the operating rate of semi - steel tires was 72.74% (+0.13%) [6] - The operating rate of high - cis cis - 1,4 - polybutadiene rubber was 69.72% (-3.76%) [6] Inventories - The social inventory of natural rubber was 1,235,510 tons (-22,205.00), the inventory of natural rubber at Qingdao Port was 461,188 tons (-3,550), the RU futures inventory was 154,920 tons (+3,180), and the NR futures inventory was 44,553 tons (-1,411) [6] - The inventory of cis - 1,4 - polybutadiene rubber held by traders was 7,820 tons (-390), and the inventory held by enterprises was 25,900 tons (-400) [6] Cis - 1,4 - Polybutadiene Rubber Spot and Spreads - On September 23, 2025, the BR basis was - 30 yuan/ton (+25), the ex - factory price of butadiene from Sinopec was 9,150 yuan/ton (+0), the price of BR9000 from Qilu Petrochemical was 11,700 yuan/ton (+0), the price of BR9000 in Zhejiang Chuanhua was 11,450 yuan/ton (+0), the price of private - owned cis - 1,4 - polybutadiene rubber in Shandong was 11,400 yuan/ton (+0), and the import profit of cis - 1,4 - polybutadiene rubber in Northeast Asia was - 1,514 yuan/ton (+214) [6]

Report Industry Investment Rating - The investment rating for both soybeans and peanuts is neutral [4][7] Core Viewpoints - The soybean market is affected by rainy weather, increasing the risk of mildew during storage and potentially raising processing costs. The new soybean supply is gradually coming onto the market, but the market trading is slow. The peanut market has a situation where the supply pressure of new peanuts has not been fully released, and there is a short - term shortage of high - quality goods. The demand from food processing enterprises and oil mills is relatively weak [1][3][5] Summary by Related Catalogs Soybean Market Analysis - Futures: The closing price of the soybeans 2511 contract yesterday was 3878.00 yuan/ton, a change of - 34.00 yuan/ton from the previous day, a decrease of 0.87%. - Spot: The spot basis of edible soybeans is A11 + 342, a change of + 34 from the previous day, an increase of 32.14%. The purchase price of new - season soybean rough grains in the Northeast region has been decreasing, with prices ranging from 1.85 - 1.9 yuan/jin. The prices of tower - processed grains show a "high - quality, high - price" characteristic. The loading prices of national standard first - class soybean grains in various regions of Heilongjiang remained flat compared to the previous day [1][2] Market Trends - Yesterday, the soybean futures rebound was blocked. Continuous rainy weather in some areas increases the risk of mildew during soybean storage and may raise processing costs. The impact of Typhoon "Hikaa" on soybean supply in relevant producing areas needs to be continuously tracked [3] Strategy - The strategy is neutral [4] Peanut Market Analysis - Futures: The closing price of the peanut 2511 contract yesterday was 7768.00 yuan/ton, a change of - 38.00 yuan/ton from the previous day, a decrease of 0.49%. - Spot: The average spot price of peanuts was 8430.00 yuan/ton, a change of + 50.00 yuan/ton from the previous day, an increase of 0.60%. The spot basis was PK11 + 432.00, a change of + 38.00 from the previous day, an increase of 9.64%. The average price of general - quality peanuts in the national market was 4.19 yuan/jin, an increase of 0.03 yuan/jin. Oil mills' procurement is cautious, and the arrival volume is low [4] Market Trends - Yesterday, peanut futures continued to fluctuate weakly. The supply pressure of new peanuts has not been fully released, and there is a short - term shortage of high - quality goods. Rain has postponed the harvest of wheat - stubble peanuts in Henan and slowed down the drying in Liaoning. The demand from food processing enterprises is mainly on a "use - as - needed" basis, and the rigid demand during festivals is gradually weakening. The overall operating rate of oil mills is low [5][6] Strategy - The strategy is neutral, and the risk is weakening demand [7]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Views - PVC: The PVC market fluctuates with the macro - environment. Supply is abundant due to new capacity and some restarted plants. Although downstream demand has increased with more pre - sales, social inventory is rising, and export expectations are weakening in Q4. The market is in a weak supply - demand situation with potential for further profit compression [4]. - Caustic Soda: The spot price of 32% caustic soda has been decreasing, while the orders for 50% caustic soda are improving. Production may increase slightly as some plants resume operation. Demand support is wavering, but cost support remains, and the profit is at a medium level compared to the same period [4]. 3. Summary by Directory Market News and Important Data - **PVC** - Futures: The closing price of the main PVC contract is 4891 yuan/ton (- 47), with an East China basis of - 171 yuan/ton (+ 7) and a South China basis of - 81 yuan/ton (+ 17) [2]. - Spot: East China calcium - carbide - based PVC is priced at 4720 yuan/ton (- 40), and South China calcium - carbide - based PVC is 4810 yuan/ton (- 30) [2]. - Upstream Profit: The calcium - carbide profit is 48 yuan/ton (+ 0), the calcium - carbide - based PVC gross profit is - 657 yuan/ton (- 155), the ethylene - based PVC gross profit is - 652 yuan/ton (+ 20), and the PVC export profit is - 4.6 dollars/ton (- 0.1) [2]. - Inventory and Operation: Factory inventory is 30.6 tons (- 0.4), social inventory is 53.5 tons (+ 0.3), the calcium - carbide - based PVC operation rate is 76.91% (- 3.38%), the ethylene - based PVC operation rate is 72.00% (- 5.20%), and the overall PVC operation rate is 75.43% (- 3.96%) [2]. - Downstream Orders: The pre - sales volume of production enterprises is 75.6 tons (+ 6.7) [2]. - **Caustic Soda** - Futures: The closing price of the SH main contract is 2535 yuan/ton (- 69), and the basis of 32% liquid caustic soda in Shandong is - 35 yuan/ton (+ 69) [2]. - Spot: The price of 32% liquid caustic soda in Shandong is 800 yuan/ton (+ 0), and the price of 50% liquid caustic soda is 1300 yuan/ton (+ 30) [2]. - Upstream Profit: The single - product profit of caustic soda in Shandong is 1509 yuan/ton (+ 0), the comprehensive profit of chlor - alkali in Shandong (0.8 tons of liquid chlorine) is 685.8 yuan/ton (+ 0.0), the comprehensive profit of chlor - alkali in Shandong (1 ton of PVC) is 179.78 yuan/ton (+ 0.00), and the comprehensive profit of chlor - alkali in the Northwest (1 ton of PVC) is 1361.25 yuan/ton (- 20.00) [3]. - Inventory and Operation: The liquid caustic soda factory inventory is 37.83 tons (+ 2.15), the flake caustic soda factory inventory is 2.18 tons (- 0.03), and the caustic soda operation rate is 81.90% (- 1.50%) [3]. - Downstream Operation: The alumina operation rate is 86.23% (+ 1.02%), the printing and dyeing operation rate in East China is 65.76% (+ 0.00%), and the viscose staple fiber operation rate is 89.52% (+ 1.75%) [3]. Market Analysis - **PVC** - Supply: Shaanxi Beiyuan plans to conduct maintenance, and some previously maintained plants have restarted, with expected lower maintenance losses. Newly - commissioned plants are increasing, resulting in an abundant supply [4]. - Demand: Downstream pre - sales are increasing, and overall downstream operation has improved, but the trading atmosphere is average. Exports are increasing in the short - term but are expected to weaken in Q4 [4]. - Inventory: Social inventory is rising, and the absolute inventory level is high [4]. - Price: The futures price is under pressure due to high - level warehouse receipts and hedging [4]. - **Caustic Soda** - Supply: Some previously maintained plants in Hubei and Inner Mongolia have restarted, and new capacity in Tianjin Bohua has reached full production [4]. - Demand: Alumina orders in Shandong are stable, but high - price sales are difficult, and inventory is accumulating. Non - aluminum downstream operation is increasing, but there is a fear of high prices [4]. - Price: The price of 32% caustic soda has decreased, while the price of 50% caustic soda has stabilized [4]. - Profit: The profit is at a medium level compared to the same period, with cost support [4]. Strategy - **PVC** - Unilateral: Cautiously bearish [5] - Inter - month Spread: Sell the near - term contract and buy the far - term contract for V01 - 05 when the spread is high [5] - Inter - commodity Spread: None [5] - **Caustic Soda** - Unilateral: Wait - and - see [6] - Inter - month Spread: Buy the near - term contract and sell the far - term contract for SH01 - 05 when the spread is low [6] - Inter - commodity Spread: None [6]

玻璃方面：昨日玻璃期货盘面震荡下行，成交较为活跃。截至收盘，主力2601合约跌幅2.39%。现货方面，下游观 望情绪浓厚，以节前补库为主。 黑色建材日报 | 2025-09-24 市场预期转弱，钢价震荡偏弱 玻璃纯碱：供需矛盾仍存，玻碱震荡偏弱 市场分析 供需与逻辑：目前玻璃供应大体持稳，消费受到投机性需求和下游补库影响，刚需整体变化有限，盘面大幅升水 刺激期现拿货，带动厂库去化。玻璃盘面价格容易受到消息影响，然而基本面对于价格依旧形成压制，持续关注 宏观政策的变化及玻璃旺季需求表现。 纯碱方面：昨日纯碱期货盘面震荡下行，成交较为活跃。截至收盘，主力2601合约跌幅2.6%。现货方面，下游交 投情绪降温，以节前刚需补库为主。 供需与逻辑：目前纯碱供需矛盾依旧存在，同时伴随远兴二期点火，后续纯碱供给压力将进一步提升。关注纯碱 投机性需求有无减弱，或将进一步激化纯碱的供需矛盾。目前纯碱盘面升水，压制纯碱价格，后期关注新产能投 产进度和库存变化情况。 策略 玻璃方面：震荡偏弱 纯碱方面：震荡偏弱 跨期：无 跨品种：无 风险 宏观及房地产政策、纯碱产线检修和库存变化等。 双硅：宏观情绪转弱，合金震荡盘整 市场分析 硅 ...

Report Industry Investment Rating - Unilateral: Neutral; Inter - period: After the return of maintenance, pay attention to the short - spread of PL01 - 02 when it rises to a high level; Inter - variety: None [3] Core View - The supply - demand support for propylene has weakened, and the weak trend of oil prices at the cost end has led to a weak operation of propylene. The supply pressure remains large due to the restart of upstream devices and the expected restart of major PDH devices, as well as the increased production of new capacities. The demand is mainly driven by short - term bottom support from pre - holiday stocking by downstream factories, but is still restricted by cost pressure. The cost - end support has weakened as international oil prices have rebounded slightly but remain weak, and the price of external propane is relatively firm [2] Summary by Directory 1. Propylene Basis Structure - Relevant figures include the closing price of the propylene main contract, the East China basis of propylene, the North China basis of propylene, the 01 - 05 contract of propylene, the East China market price of propylene, and the Shandong market price of propylene [6][9][11] 2. Propylene Production Profit and Operating Rate - Relevant figures involve the difference between China's CFR propylene and Japan's CFR naphtha, propylene capacity utilization rate, PDH production gross profit of propylene, PDH capacity utilization rate of propylene, MTO production gross profit of propylene, methanol - to - olefin capacity utilization rate, propylene naphtha cracking production gross profit, and crude oil main refinery capacity utilization rate [15][22][24][29] 3. Propylene Import and Export Profit - Relevant figures are the difference between South Korea's FOB and China's CFR, the difference between Japan's CFR and China's CFR, the difference between Southeast Asia's CFR and China's CFR, and propylene import profit [32][36] 4. Propylene Downstream Profit and Operating Rate - Relevant figures include the production profit and operating rate of PP powder, the production profit and operating rate of propylene oxide, the production profit and capacity utilization rate of n - butanol, the production profit and capacity utilization rate of octanol, the production profit and capacity utilization rate of acrylic acid, the production profit and capacity utilization rate of acrylonitrile, and the production profit and capacity utilization rate of phenol - acetone [39][41][44][52][55][57][59] 5. Propylene Inventory - Relevant figures are propylene in - plant inventory and PP powder in - plant inventory [64]

FICC日报 | 2025-09-24 船司10月下半月尝试挺价，关注MSC以及马士基下半月报价 情况 市场分析 线上报价方面。 Gemini Cooperation：马士基上海-鹿特丹40周报价875/1470，41周报价840/1400；HPL -SPOT 9月下半月价格 935/1435，10月上半月价格935/1435，10月下半月价格1235/2035；11月上半月价格1535/2535. MSC+Premier Alliance：MSC 9月下半月船期报价890/1490，10月上半月价格890/1490；ONE 10月上半月船期报 价915/1435；HMM上海-鹿特丹10月上半月船期报价968/1506; YML 9月22日至10月15日报价850/1300。 Ocean Alliance：CMA 上海-鹿特丹9月下半月船期报价1010/1620，10月上半月船期报价1010/1620;CMA上海-安特 卫普10月下半月尝试挺价，价格为1460/2520。EMC 9月份下半月以及10月上半月船期价格介于1400-1710；OOCL 9月份下半月以及10月上半月船期价格介于1400-1450美元 ...