表 1：豆粕生猪期货日度数据监测 | | 老日期货 TIORHI EILLIBER | | | 粕 类 生 猪 每 日 数 据 追 踪 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 載至 | 单位 | �日 | 昨日 | 涨跌 | 涨跌幅 | | 期货 | DCE豆粕: 01 | 4月16日 | 元/吨 | 3039 | 3069 | -30.00 | -0.98% | | | DCE豆粕: 05 | 4月16日 | 元/吨 | 2839 | 2910 | -71.00 | -2.44% | | | DCE豆粕: 09 | 4月16日 | 元/吨 | 3013 | 3066 | -53.00 | -1.73% | | | CZCE菜籽柏: 01 | 4月16日 | 元/吨 | 2425 | 2452 | -27.00 | -1.10% | | | CZCE菜籽柏: 05 | 4月16日 | 元/吨 | 2506 | 2584 | -78.00 | -3.02% | | | CZCE菜籽柏: 09 | 4月16日 | 元/吨 ...

棉花：美棉小幅反弹 郑棉受关税战影响下跌 朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 表 1：棉花期货日度数据监测 | | | | 截止 | 車位 | 昨日 | �日 12830 | 派兵士 | 涨跌幅 | 目同比 | 电图片 | 力史应直 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | CF09 | | | | | | | | | | 58.32% | | | | 收盘价 成交量 | 4/16 4/16 | 7C/UB ਜੇ | 12880 245575 | 215736 | -50 -29839 | -0.39% -12.15% | -850 78011 | -3515 -65668 | 12.74% | | | (主力) | 持仓营 | 4/16 | ਜੇ | 474965 | 493417 | 18452 | 3.88% | -109131 | 33605 | 82.96% | | | | 注册仓卓 | 4/16 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The recent market's macro sentiment has been restored, and there may be short - term expectations for bottom - support policies. However, the destocking of the five major steel products has slowed down. Currently, the steel market still maintains a weak pattern, with cautious market sentiment and little hope for significant improvement in the short term [1] Group 3: Summary by Related Catalogs Market Overview - Today, the black - series commodity futures continued to be weak. The main contract of coking coal has been switched, and the main contract of coke is expected to be switched tomorrow. The main contract of rebar closed at 3,093 yuan/ton, down 1.06%; the main contract of hot - rolled coil closed at 3,205 yuan/ton, down 1.05%; the main contract of iron ore closed at 708 yuan/ton, down 0.14%; the 2509 contracts of coking coal and coke continued to decline sharply [1] Market Analysis - In terms of macro data, the growth rates of China's major financial indicators rebounded in March. At the end of March, the stock of China's social financing scale was 422.96 trillion yuan, a year - on - year increase of 8.4%, reaching a high level in the past year. In the first quarter, RMB loans increased by 9.78 trillion yuan. The US has removed smartphones, routers, and some computers and laptops from the so - called "reciprocal tariffs" on Chinese imports, alleviating market concerns about trade frictions [1] - In terms of the actual demand for finished steel products, the demand in April is in the recovery stage. Last week, the funds in place for construction sites continued to improve, with a week - on - week increase of 0.55 percentage points to 58.5%, the highest since the Spring Festival. Although counter - cyclical adjustment tools such as national bonds cannot completely reverse the negative feedback of the real - estate downturn in the short term, in the first quarter, the net issuance of national bonds exceeded 1.4 trillion yuan, and the issuance of local government bonds exceeded 2.8 trillion yuan. There is still a large amount of local government bonds and national bonds to be issued, and the market still has expectations for domestic policies [1] Investment Advice - Iron ore: Pay attention to supply - demand changes and inventory levels, and avoid chasing high prices [1] - Rebar: Investors are advised to adopt a volatile trading strategy in the short term and pay attention to the spread between hot - rolled coil and rebar [1] - Hot - rolled coil: Investors are advised to consider high - level consolidation in the short term and pay attention to supply - demand changes [1] - Coking coal and coke: Pay attention to the oscillating market after the decline stabilizes or the strength relationship between coking coal and coke [1]

豆粕生猪：通关冲击减弱 豆粕期现齐跌 朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 表 1：豆粕生猪期货日度数据监测 | | 金口期货 | | | 粕 类 生 猪 每 日 数 据 追 踪 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | JIDGHI FUTURE | | | | | | | | | 指标 | 載至 | 单位 | रेम | 昨日 | 涨跌 | 涨跌幅 | | 期货 | DCE豆粕: 01 | 4月15日 | 元/吨 | 3069 | 3089 | -20.00 | -0.65% | | | DCE豆粕: 05 | 4月15日 | 元/吨 | 2910 | 2958 | -48.00 | -1.62% | | | DCE豆粕: 09 | 4月15日 | 元/吨 | 3066 | 3104 | -38.00 | -1.22% | | | CZCE荣好柏: 01 | 4月15日 | 元/吨 | 2452 | 2482 | -30.00 | -1.2 ...

棉花：美棉受外围影响下跌 郑棉弱势震荡 朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 表 1：棉花期货日度数据监测 | | | 收盘仪 | 載止 4/15 | 单位 | 昨日 12810 | �日 12880 | 涨跌回 70 | 涨跌幅 0.55% | 目回比 -800 | 在自服 -3515 | 历史位置 13.46% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 7L/HB | | | | | | | 62.35% | | | CF09 | 成公室 | 4/15 | = | 147047 | 245575 | 98528 | 67.00% | 107850 | -29459 | | | | (主力) | 持仓量 | 4/15 | ਜੇ | 294227 | 474965 | 180738 | 61.43% | -127583 | 27263 | 80.77% | | | | 汪册仓审 | 4/15 | ...

-400 -200 0 200 400 600 800 1000 日期 01-13 01-26 02-08 02-21 03-05 03-18 03-31 04-13 04-26 05-09 05-22 06-04 06-17 06-30 07-13 07-26 08-08 08-21 09-03 09-16 09-29 10-12 10-25 11-07 11-20 12-03 12-16 12-29 2025 2024 2023 2022 2021 热卷--基差 -200 0 200 400 600 800 1000 日期 01-13 01-26 02-08 02-21 03-05 03-18 03-31 04-13 04-26 05-09 05-22 06-04 06-17 06-30 07-13 07-26 08-08 08-21 09-03 09-16 09-29 10-12 10-25 11-07 11-20 12-03 12-16 12-29 2025 2024 2023 2022 2021 铁矿石--基差 -1000 -500 0 500 1000 1500 日期 01-13 01-26 02 ...

朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 表 1：豆粕生猪期货日度数据监测 | | 美白期货 JIDGHI FILTURE | | | 粕 类 生 猪 每 日 数 据 追 踪 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 載生 | 車位 | �H | 昨日 | 涨跌 | 涨跌幅 | | 期货 | DCE豆粕: 01 | 4月14日 | 元/吨 | 3089 | 3074 | 15.00 | 0.49% | | | DCE豆粕: 05 | 4月14日 | 元/吨 | 2958 | 2912 | 46.00 | 1.58% | | | DCE豆粕: 09 | 4月14日 | 元/吨 | 3104 | 3082 | 22.00 | 0.71% | | | CZCE菜籽粕: 01 | 4月14日 | 元/吨 | 2482 | 2449 | 33.00 | 1.35% | | | CZCE菜籽粕: 05 | 4月14日 | 元/吨 | 2627 | 2 ...

棉花：美棉报告调高库存下跌 郑棉成交锐减平收 朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 表 1：棉花期货日度数据监测 | | | | 截止 | 单位 | 昨日 | 今日 | 涨跌盘 | 涨跌幅 | 月同比 | 电图形 | 历史位置 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | CF09 (主力) | 收盘价 持仓量 | 4/14 4/14 | 元/吨 ਜੇ | 12810 337214 | 12810 294227 | 0 -42987 | 0.00% -12.75% | -870 -308321 | -3545 -117092 | 12.49% 52.69% | | | | 成交量 | 4/14 | ਜੇ | 293386 | 147047 | -146339 | -49.88% | 9322 | -98938 | 47.68% | | | | 注册仓单 | 4/14 | इस | 9507 | 9445 | -6 ...

数据来源：Wind、金石期货研究所 一、宏观及行业要闻 1、据咨询机构 Datagro 称，截至 4 月 4 日，巴西 2024/25 年度大豆销量已达到预期产 量的 52.2%。尽管这一比例超过了 2024 年 4 月的 41.6%，但仍低于五年均值 55.5%。 2、截至 4 月 8 日，阿根廷 2024/25 年度大豆收获进度为 2.6%，同比延迟 8%，比去年均 值低了 4%。大豆平均单产为每公顷 3.54 吨。基于当前作物状况，该交易所维持阿根廷大豆 产量 4860 万吨不变。 油脂：宏观情绪缓和 油脂窄幅震荡 | | | 油 | 脂 每 | 日 | 数 据 | 追 | 踪 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 截至 | 单位 | 今日 | 昨日 | 涨跌 | 涨跌幅 | | 期货 | DCE豆油主力 | 4月14日 | 元/吨 | 7698.00 | 7680.00 | 18.00 | 0.23% | | | DCE棕榈油主力 | 4月14日 | 元/吨 | 8748.00 | 8748.00 | 0.00 | 0 ...

-1000 -500 0 500 1000 1500 日期 01-15 01-30 02-14 02-29 03-15 03-30 04-14 04-29 05-14 05-29 06-13 06-28 07-13 07-28 08-12 08-27 09-11 09-26 10-11 10-26 11-10 11-25 12-10 12-25 2025 2024 2023 2022 2021 焦炭--基差 -200 0 200 400 600 800 1000 日期 01-13 01-26 02-08 02-21 03-05 03-18 03-31 04-13 04-26 05-09 05-22 06-04 06-17 06-30 07-13 07-26 08-08 08-21 09-03 09-16 09-29 10-12 10-25 11-07 11-20 12-03 12-16 12-29 2025 2024 2023 2022 2021 铁矿石--基差 -1000 -500 0 500 1000 1500 日期 01-13 01-26 02-08 02-21 03-05 03-18 03-31 04 ...