1. Report Industry Investment Rating - Unilateral: Neutral, short - term wait - and - see, focus on the geopolitical situation in the Middle East [2] - Inter - period: None [2] - Inter - variety: None [2] - Futures - spot: None [2] - Options: None [2] 2. Core View of the Report - The domestic LPG spot price fluctuated on January 7, 2026, with the ether - after carbon four market being relatively weak. The LPG market shows a pattern of "strong overseas and weak domestic". Although the overseas supply has tightened marginally and the external market price is relatively strong, the domestic market's response is limited. The price inversion between ether - after carbon four and civil gas suppresses the PG disk. The increase in registered warehouse receipts also suppresses the disk structure. In the short - term, the fundamentals have both positive and negative factors. In the medium - term, the overseas supply is expected to continue growing, and the global balance sheet is still expected to have oversupply. The escalation of the geopolitical situation may lead to a tightening of LPG supply [1] 3. Summary According to Relevant Contents Market Analysis - On January 7, the regional prices of LPG were as follows: Shandong market, 4400 - 4460 yuan/ton; Northeast market, 3890 - 4150 yuan/ton; North China market, 4080 - 4420 yuan/ton; East China market, 4300 - 4500 yuan/ton; Yangtze River market, 4780 - 4950 yuan/ton; Northwest market, 4200 - 4350 yuan/ton; South China market, 4800 - 4950 yuan/ton [1] - In the first half of February 2026, the CIF price of frozen propane in East China, China was 593 US dollars/ton, down 3 US dollars/ton, and butane was 588 US dollars/ton, down 3 US dollars/ton. The RMB price of propane was 4582 yuan/ton, down 26 yuan/ton, and butane was 4543 yuan/ton, down 26 yuan/ton. In South China, the CIF price of frozen propane was 586 US dollars/ton, down 3 US dollars/ton, and butane was 581 US dollars/ton, down 3 US dollars/ton. The RMB price of propane was 4528 yuan/ton, down 26 yuan/ton, and butane was 4489 yuan/ton, down 26 yuan/ton [1] - The domestic civil gas spot price fluctuated on the previous day. The ether - after carbon four market was weak, with prices generally falling. In East China, civil gas was stable, and industrial gas was weakly adjusted. Due to poor crude oil performance, downstream sentiment was cautious, upstream sales were average, and market expectations were weak [1] Strategy - Unilateral strategy: Neutral, short - term wait - and - see, focus on the geopolitical situation in the Middle East [2] - Inter - period, inter - variety, futures - spot, and option strategies: None [2]

1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report - Industrial silicon prices are expected to maintain range - bound fluctuations. With both supply and demand decreasing, along with the upward price transmission effects of coking coal and the photovoltaic industry chain, price support is evident. The upside potential depends on downstream demand recovery and inventory reduction progress, while the downside is limited by cost support and production - cut expectations [1][3]. - Polysilicon prices are expected to oscillate within the range of 54,000 - 60,000 yuan per ton. The risk - control measure of raising the margin by the Guangzhou Futures Exchange has increased the trading threshold and dampened market sentiment. Inventory backlog and supply - side pressure may be the reasons for the high - price transactions being scarce and the price decline on that day [3][6]. 3. Summary by Related Catalogs Industrial Silicon Market Analysis - On January 7, 2026, the industrial silicon futures price fluctuated upward. The main contract 2605 opened at 9,050 yuan per ton and closed at 8,980 yuan per ton, a change of 95 yuan per ton (1.07%) from the previous settlement. As of the close, the position of the main contract 2605 was 244,734 lots, and the number of warehouse receipts on January 6, 2026, was 10,799 lots, a change of 112 lots from the previous day [1]. - Industrial silicon spot prices remained basically stable. According to SMM data, the price of oxygen - passing 553 silicon in East China was 9,200 - 9,300 yuan per ton; 421 silicon was 9,500 - 9,800 yuan per ton. The price of oxygen - passing 553 silicon in Xinjiang was 8,600 - 8,800 yuan per ton, and 99 silicon was 8,600 - 8,800 yuan per ton. Silicon prices in Kunming, Huangpu Port, Northwest, Tianjin, Xinjiang, Sichuan, and Shanghai remained flat, and the price of 97 silicon was stable [1]. - As of December 31, the total social inventory of industrial silicon in major regions was 557,000 tons, a change of 0.36% from the previous week [1]. Consumption End - The quoted price of organic silicon DMC was 13,500 - 13,700 yuan per ton. Recently, an orange pollution alert was issued in Shihezi, Xinjiang, and the expected supply contraction reduced short - term supply pressure and supported price increases. The weekly output of organic silicon enterprises changed little. Against the background of emission reduction and price support, organic silicon monomer enterprises began to gradually reduce production since early December. The operating rate of aluminum - silicon alloy enterprises remained stable. The secondary aluminum enterprises in Chongqing that reduced production due to air pollution last week maintained the production - cut state this week. The downstream demand for aluminum alloys showed marginal weakness, and the subsequent operating rate is expected to be stable with a slight decline [2]. Strategy - Industrial silicon prices are expected to maintain range - bound fluctuations. Short - term range operation is recommended for single - side trading. There are no strategies for inter - period, cross - variety, spot - futures, and options trading [3]. Polysilicon Market Analysis - On January 7, 2026, the main contract 2605 of polysilicon futures fluctuated downward, opening at 59,400 yuan per ton and closing at 58,300 yuan per ton, a change of - 2.13% from the previous trading day. The position of the main contract reached 67,800 lots (72,353 lots the previous day), and the trading volume on that day was 20,581 lots [3]. - Polysilicon spot prices strengthened slightly. According to SMM statistics, the price of N - type material was 50.00 - 57.00 yuan per kilogram, and N - type granular silicon was 50.00 - 51.00 yuan per kilogram. Polysilicon manufacturers' inventory and silicon wafer inventory increased. The latest polysilicon inventory was 30.60 (unit not specified), a change of 0.90% month - on - month, silicon wafer inventory was 23.19 GW, a change of 6.92% month - on - month. The weekly polysilicon output was 24,000 tons, a change of - 5.10% month - on - month, and the silicon wafer output was 10.18 GW, a change of - 1.45% month - on - month [3]. - In terms of silicon wafers, the price of domestic N - type 18Xmm silicon wafers was 1.38 yuan per piece, N - type 210mm was 1.68 yuan per piece, and N - type 210R silicon wafers were 1.48 yuan per piece [4]. - In terms of battery cells, the price of high - efficiency PERC182 battery cells was 0.27 yuan per watt; PERC210 battery cells were about 0.28 yuan per watt; Topcon M10 battery cells were about 0.39 yuan per watt; Topcon G12 battery cells were 0.39 yuan per watt; Topcon 210RN battery cells were 0.39 yuan per watt; HJT210 half - cell battery was 0.37 yuan per watt [4][5]. - For components, the mainstream transaction price of PERC182mm was 0.67 - 0.74 yuan per watt, PERC210mm was 0.69 - 0.73 yuan per watt, N - type 182mm was 0.69 - 0.70 yuan per watt, and N - type was 0.70 - 0.72 yuan per watt [5]. Strategy - Polysilicon prices are expected to oscillate within the range of 54,000 - 60,000 yuan per ton. Short - term range operation is recommended for single - side trading, and the main contract is expected to fluctuate within the range of 54,000 - 60,000 yuan per ton. There are no strategies for inter - period, cross - variety, spot - futures, and options trading [6].

Industry Overview - Concerns on the expansion of mid - stream AI technology [1] - Upstream: Liquefied natural gas and international crude oil prices fluctuate slightly; nickel prices rise significantly [3] - Mid - stream: PX chemical product's operating rate increases, while other chemical products have low operating rates; power plant coal consumption rises [3] - Downstream: The sales of commercial housing in first - and second - tier cities recover; the number of domestic flights increases [3] Industry Policies - The Ministry of Industry and Information Technology and other eight departments issued the Implementation Opinions on the Special Action of "Artificial Intelligence + Manufacturing", aiming to achieve safe and reliable supply of key core AI technologies by 2027, with the industry scale and enabling level ranking among the world's top [1] - The People's Bank of China will conduct 1.1 trillion yuan of outright reverse repurchase operations on January 8, 2026, with a term of 3 months, to maintain sufficient liquidity in the banking system [1] Key Data (Prices and Indices) | Industry | Indicator | Price/Index (1/7) | YoY Change | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2248.6 yuan/ton | - 0.06% | | | Spot price of eggs | 6.6 yuan/kg | 3.45% | | | Spot price of palm oil | 8530.0 yuan/ton | - 0.40% | | | Spot price of cotton | 15770.5 yuan/ton | 1.42% | | | Average wholesale price of pork | 18.0 yuan/kg | 2.05% | | | Spot price of copper | 103571.7 yuan/ton | 2.49% | | | Spot price of zinc | 24284.0 yuan/ton | 3.77% | | Non - ferrous metals | Spot price of aluminum | 24160.0 yuan/ton | 7.42% | | | Spot price of nickel | 151183.3 yuan/ton | 13.46% | | | Spot price of aluminum | 17593.8 yuan/ton | 0.93% | | | Spot price of rebar | 3241.7 yuan/ton | 0.26% | | Ferrous metals | Spot price of iron ore | 817.8 yuan/ton | 0.14% | | | Spot price of wire rod | 3505.0 yuan/ton | 0.86% | | | Spot price of glass | 12.8 yuan/square meter | 0.39% | | Non - metals | Spot price of natural rubber | 15941.7 yuan/ton | 3.91% | | | China Plastics City Price Index | 754.7 | 0.37% | | Energy | Spot price of WTI crude oil | 57.1 dollars/barrel | - 1.42% | | | Spot price of Brent crude oil | 60.7 dollars/barrel | - 1.03% | | | Spot price of liquefied natural gas | 3230.0 yuan/ton | - 2.18% | | | Coal price | 796.0 yuan/ton | - 0.38% | | Chemical | Spot price of PTA | 5126.8 yuan/ton | 1.60% | | | Spot price of polyethylene | 6500.0 yuan/ton | 1.88% | | | Spot price of urea | 1730.0 yuan/ton | - 0.14% | | | Spot price of soda ash | 1214.3 yuan/ton | - 0.93% | | Real estate | Cement price index (national) | 135.6 | - 0.04% | | | Building materials composite index | 115.6 points | 0.03% | | | Concrete price index (national) | 90.4 points | 0.00% | [34]

1. Report Industry Investment Rating - Copper: Cautiously bullish [6] - Options: Sell put options [6] 2. Core Viewpoints of the Report - The copper market is currently facing tight supply at the mine end, increased refined copper exports due to foreign market premiums, and relatively reluctant sales of scrap copper. However, demand is relatively weak due to high prices and holiday factors. If copper prices decline, the downstream replenishment enthusiasm is expected to increase. Therefore, it is recommended to conduct batch and dip - buying hedging between 98,000 yuan/ton and 98,500 yuan/ton. Attention should be paid to the short - term decline of copper varieties caused by the rebalancing of the Bloomberg Commodity Index [6]. 3. Summary by Relevant Catalogs 3.1 Futures Market - On January 7, 2026, the opening price of the main SHFE copper contract was 104,480 yuan/ton, and the closing price was 103,410 yuan/ton, a decrease of 1.81% from the previous trading day's closing price. The opening price of the main SHFE copper contract in the night session was 103,200 yuan/ton, and the closing price was 102,030 yuan/ton, a decrease of 1.98% from the afternoon closing price [1]. 3.2 Spot Market - According to SMM, the spot quotation of SMM 1 electrolytic copper was at a discount of 150 yuan/ton to a premium of 50 yuan/ton, with an average discount of 50 yuan/ton, narrowing by 30 yuan/ton compared with the previous day. The spot price range was 102,830 - 103,990 yuan/ton. It is expected that today's spot will still be mainly traded at a discount, and the discount may narrow slightly as the delivery approaches [2]. 3.3 Important News - **Domestic**: As of the end of December 2025, China's foreign exchange reserves reached 3.3579 trillion US dollars, a month - on - month increase of 1.15 billion US dollars, reaching a new high since December 2015. The gold reserve was 74.15 million ounces, a month - on - month increase of 300,000 ounces, increasing for the 14th consecutive month [3]. - **Overseas**: In December 2025 in the US, the ADP private - sector employment increased by 41,000, reversing the previous month's decline but falling short of market expectations. In November 2025, the JOLTS job openings in the US dropped to 7.146 million, far lower than the market expectation of 7.6 million, reaching the lowest level since September 2024 [3]. 3.4 Supply Side - **Mining End**: In December 2025, the average processing fee of domestic southern crude copper was reported at 1,500 yuan/ton, and the northern average was 1,050 yuan/ton, with a month - on - month increase of 250 yuan/ton and 150 yuan/ton respectively. The latest weekly average processing fee of southern crude copper has reached 2,000 yuan/ton. SMM expects that the crude copper market in January 2026 will remain loose, and the processing fees will remain high [4]. - **Smelting and Import**: Fitch's BMI maintains the average copper price forecast for 2026 at 11,000 US dollars/ton, stating that supply shortages, green - transition demand, and the Fed's interest - rate cuts will support copper prices. BMI expects the global refined copper production growth rate to drop to 1.1% in 2026, and the market may face a shortage [4]. 3.5 Demand Side - The Department of Industry and Information Technology of Shandong Province and other departments jointly issued the "Stable Growth Work Plan for the Non - ferrous Metals Industry in Shandong Province", aiming to break through key technologies such as high - quality alumina, new cathode preparation, and high - end rolled copper foil [5]. 3.6 Inventory and Warehouse Receipts - LME warehouse receipts changed by 3,525 tons to 143,225 tons compared with the previous trading day. SHFE warehouse receipts changed by 3,203 tons to 96,474 tons. On January 7, the domestic electrolytic copper spot inventory was 257,600 tons, with a change of 18,700 tons compared with the previous week [5].

1. Report Industry Investment Rating - Not provided 2. Core Viewpoints of the Report - The spot price of asphalt in the domestic market remained stable overall on January 7, 2026, with slight increases in North China and Shandong. The market has entered a volatile stage after pricing in the expectation of tightened Venezuelan crude oil supply, which has not been falsified yet. Although refineries can seek alternative heavy - quality raw materials from the Middle East, Canada, and South America, an increase in costs may be inevitable, providing short - term support for the market [1] 3. Summary by Relevant Catalogs Market Analysis - On January 7, 2026, the closing price of the main asphalt futures contract BU2603 in the afternoon session was 3,160 yuan/ton, a decrease of 4 yuan/ton or 0.13% compared to the previous day's settlement price. The open interest was 222,253 lots, a net increase of 12,839 lots, and the trading volume was 309,749 lots, an increase of 85,312 lots [1] - The spot settlement prices of heavy - traffic asphalt from Zhuochuang Information were as follows: Northeast region, 3,306 - 3,500 yuan/ton; Shandong region, 3,050 - 3,190 yuan/ton; South China region, 3,100 - 3,150 yuan/ton; East China region, 3,100 - 3,200 yuan/ton [1] Strategy - Unilateral trading: Be cautiously bullish. Buy the main BU contract on dips, but avoid excessive chasing of rising prices. - Inter - delivery spread trading: Buy the spread of BU2303/2306 on dips (positive spread trading). - Inter - commodity trading: No recommendation. - Spot - futures trading: No recommendation. - Options trading: No recommendation [2]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The current price of lithium carbonate is highly influenced by the news and there is over - speculation. The inventory depletion speed continues to slow down, and there is a divergence between the futures and spot markets. Short - term sharp increases may lead to a callback risk [3]. - The demand side has been exceeding expectations. Since the fourth quarter of 2025, the operating rate of lithium iron phosphate enterprises has increased, and the restocking demands of energy storage and new energy vehicles have resonated. A temporary supply gap has supported the price increase, and industrial inventory has been continuously depleted. However, the short - term sharp increase in lithium carbonate has made downstream buyers cautious at high prices, and the pressure for long - position profit - taking in the futures market has increased [2]. 3. Summary of Relevant Catalogs Market Analysis - On January 7, 2026, the main contract 2605 of lithium carbonate opened at 144,000 yuan/ton and closed at 142,300 yuan/ton, with a 4.54% change in the closing price compared to the previous day's settlement price. The trading volume was 420,407 lots, and the open interest was 506,520 lots (the previous day's open interest was 534,999 lots). The current basis is - 7,500 yuan/ton (average price of electric carbon - futures). The number of lithium carbonate warehouse receipts on that day was 25,180 lots, with a change of 2,039 lots compared to the previous trading day [1]. Lithium Carbonate Spot - According to SMM data, the price of battery - grade lithium carbonate is 128,000 - 139,000 yuan/ton, with a change of 6,000 yuan/ton compared to the previous trading day. The price of industrial - grade lithium carbonate is 126,000 - 134,000 yuan/ton, with a change of 5,750 yuan/ton. The price of 6% lithium concentrate is 1,755 US dollars/ton, with a change of 75 US dollars/ton compared to the previous day [2]. - The current spot inventory is 109,605 tons, a decrease of 168 tons compared to the previous period. Among them, the smelter inventory is 17,667 tons, a decrease of 184 tons; the downstream inventory is 38,998 tons, a decrease of 894 tons; other inventories are 52,940 tons, an increase of 910 tons. The inventory depletion speed continues to slow down, and the weekly output reaches 22,000 tons, a 1.2% increase compared to the previous period [2]. Strategy - Unilateral: Short - term range operation. Pay attention to the inflection points of consumption and inventory, and choose the opportunity to sell and hedge at high prices [3]. - Options: None [3] - Inter - period: None [4] - Cross - variety: None [4] - Spot - futures: None [4]

Group 1: Report Industry Investment Rating - Aluminum: Cautiously bullish [9] - Alumina: Cautiously bearish [9] - Aluminum alloy: Cautiously bullish [9] - Arbitrage: Neutral [9] Group 2: Core Viewpoints - The supply - demand contradiction of electrolytic aluminum doesn't change much, with consumption shifting from peak to off - peak season. High prices suppress actual consumption, and attention should be paid to the over - expected inventory increase after price hikes. The macro - direction is upward, but a post - sentiment - release correction should be watched for [6]. - The supply surplus situation of alumina remains unchanged. Social inventory is increasing, and price lacks continuous upward momentum. Overseas ore supply is expected to be in surplus, and there is a chance for sell - hedging after the rally [8]. Group 3: Summary by Category Aluminum Spot - East China A00 aluminum price is 24,140 yuan/ton, up 230 yuan/ton from the previous trading day, with a spot premium of - 200 yuan/ton, up 20 yuan/ton [1]. - Central China A00 aluminum price is 23,930 yuan/ton, with a spot premium of - 410 yuan/ton, up 40 yuan/ton [1]. - Foshan A00 aluminum price is 24,130 yuan/ton, up 270 yuan/ton, with a spot premium of - 205 yuan/ton, up 65 yuan/ton [1]. Aluminum Futures - On January 7, 2026, the Shanghai aluminum main contract opened at 24,280 yuan/ton, closed at 24,360 yuan/ton, up 285 yuan/ton, with a high of 24,750 yuan/ton and a low of 24,065 yuan/ton. Trading volume was 639,637 lots, and positions were 230,895 lots [2]. Aluminum Inventory - As of January 7, 2026, domestic electrolytic aluminum ingot social inventory was 684,000 tons, up 15,000 tons from the previous period; warrant inventory was 87,930 tons, up 3,726 tons; LME aluminum inventory was 501,750 tons, down 2,500 tons [2]. Alumina Spot Price - On January 7, 2026, SMM alumina prices were 2,655 yuan/ton in Shanxi, 2,585 yuan/ton in Shandong, 2,680 yuan/ton in Henan, 2,745 yuan/ton in Guangxi, 2,785 yuan/ton in Guizhou, and FOB price in Australia was 304 US dollars/ton [2]. Alumina Futures - On January 7, 2026, the alumina main contract opened at 2,822 yuan/ton, closed at 2,938 yuan/ton, up 139 yuan/ton (4.97%), with a high of 2,975 yuan/ton and a low of 2,822 yuan/ton. Trading volume was 1,854,026 lots, and positions were 494,082 lots [2]. Aluminum Alloy Price - On January 7, 2026, Baotai's civil raw aluminum purchase price was 18,000 yuan/ton, and mechanical raw aluminum purchase price was 18,300 yuan/ton, both up 100 yuan/ton. ADC12 Baotai's quote was 23,300 yuan/ton, up 100 yuan/ton [3]. Aluminum Alloy Inventory - Aluminum alloy social inventory was 70,200 tons, and in - plant inventory was 60,600 tons [4]. Aluminum Alloy Cost and Profit - The theoretical total cost was 21,880 yuan/ton, and the theoretical profit was 120 yuan/ton [5]

FICC日报 | 2026-01-08 市场维持放量，涨价概念领涨 市场分析 美国经济数据喜忧参半。宏观方面，工信部等八部门印发《"人工智能+制造"专项行动实施意见》，目标是到2027 年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世界前列。《意见》提出，有序推进 高水平智算设施布局。培育重点行业大模型。支持端侧模型、开发应用工具链等技术突破。海外方面，美国特朗 普总统称，委内瑞拉将向美国移交五千万桶受制裁的原油，并要求委内瑞拉必须切断与中国、俄罗斯、伊朗和古 巴的经济联系，在石油生产方面只能和美国合作。ADP数据显示，美国企业12月私营部门就业人数增加4.1万，扭 转了前月的下滑趋势，但低于市场预期；美国2025年11月JOLTS职位空缺降至714.6万个，远低于市场预期的760万 个，创2024年9月以来最低水平。美国2025年12月ISM服务业PMI指数上升1.8点至54.4，为2024年10月以来的最高 水平。新订单增幅创下自2024年9月以来的最大水平。价格上涨速度降至九个月来的最慢。 沪指14连阳。现货市场，A股三大指数震荡收涨，沪指实现14连阳，当日涨0.05%收于4085 ...

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The overall production of propylene remains at a high level, and the upstream operation rate has steadily increased. There is still no obvious phenomenon of PDH loss and maintenance in the short term. In January, some PDH units still have the expectation of maintenance, and the supply pressure in the propylene market may be alleviated periodically. [2] - Downstream buyers enter the market at low prices for rigid demand procurement. The spot trading of propylene has improved, and some PP powder units that purchase propylene externally have resumed production. The overall operation rate of powder has increased, and the demand for propylene on the PP side is expected to rise. [2] - Although the profit of butanol and octanol is acceptable and the operation rate is expected to remain stable, the operation rate of PO has slightly decreased due to the reduction of some units. In the future, propylene is expected to rise further, squeezing the downstream profitability, and the overall increase in the support of the demand side may be limited. [2] - The international oil price has回调, while the propane price remains strong and still provides support. The sharp rise in the futures prices of the coal series has also boosted the cost support of the olefin series. However, due to the limited improvement in the supply and demand fundamentals, the rebound space may be limited. [2] - For the trading strategy, it is recommended to wait and see. The supply and demand have improved slightly in the short term, but the support is still limited. Driven by sentiment, the short - term market will mainly fluctuate strongly. Wait for the marginal unit maintenance. [3] 3. Summary According to the Directory 3.1 Propylene Basis Structure - The data includes the closing price of the propylene main contract, the basis of propylene in East China and Shandong, the price difference between the propylene 03 - 04 contracts, the price difference between the PL03 - 05 contracts, and the market prices of propylene in East China, Shandong, and South China. [6][9][12] 3.2 Propylene Production Profit and Operation Rate - The data involves the difference between propylene CFR in China and naphtha CFR in Japan, propylene production capacity utilization, PDH production gross profit and capacity utilization, MTO production gross profit and methanol - to - olefin production capacity utilization, propylene naphtha cracking production gross profit, crude oil main refinery production capacity utilization, the difference between South Korea FOB and China CFR, and propylene import profit. [18][21][28] 3.3 Propylene Downstream Profit and Operation Rate - The data includes the production profit and operation rate of PP powder, epoxy propane, n - butanol, octanol, acrylic acid, acrylonitrile, and phenol - acetone. [37][38][45] 3.4 Propylene Inventory - The data contains the in - plant inventory of propylene and PP powder. [63]

关注供需变动，出栏暂未放量 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2603合约11785元/吨，较前交易日变动-25.00元/吨，幅度-0.21%。现货方面，河南地区 外三元生猪价格12.87元/公斤，较前交易日变动+0.03元/公斤，现货基差 LH03+1085，较前交易日变动+55；江苏 地区外三元生猪价格 13.18元/公斤，较前交易日变动+0.19元/公斤，现货基差LH03+1395，较前交易日变动+215； 四川地区外三元生猪价格12.88元/公斤，较前交易日变动+0.13元/公斤，现货基差LH03+1095，较前交易日变动+155。 据农业农村部监测，1月7日"农产品批发价格200指数"为129.11，比昨天下降0.17个点，"菜篮子"产品批发价格指数 为131.75，比昨天下降0.21个点。全国农产品批发市场猪肉平均价格为17.95元/公斤，比昨天下降0.2%；牛肉66.17 元/公斤，比昨天上升0.1%；羊肉63.27元/公斤，比昨天上升0.3%；鸡蛋7.51元/公斤，比昨天上升0.9%；白条鸡17.74 元/公斤，比昨天上升0.1%。 市场分析 农产品日报 | 2026-01 ...