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瑞达期货塑料产业日报-20260210
Rui Da Qi Huo· 2026-02-10 08:51
本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 工艺盈利小幅缩窄。本周暂无计划新增检修产能,前期停车装置陆续重启,PE产能利用率预计维持上升趋 数据来源第三方,观点仅供参考。市场有风险,投资需谨慎! 势。受制品企业陆续休假停工,PE需求端预计延续弱势。成本方面,美伊地缘局势再次出现紧张信号,近 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员: 徐天泽 期货从业资格号F03133092 期WTI、布伦特油价偏强波动。L2605日度区间预计在6660-6820附近。 免责声明 塑料产业日报 2026-02-10 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:聚乙烯(日,元/吨) | 6775 | 54 1月合约收盘价:聚乙烯(日,元/吨) | 6839 | 51 | | | 5月合约收盘价:聚乙烯(日,元/吨) | 6775 | 54 9月合约收盘价: ...
瑞达期货股指期货全景日报-20260209
Rui Da Qi Huo· 2026-02-09 12:55
股指期货全景日报 2026/2/9 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | IF主力合约(2603) IH主力合约(2603) | 4721.2 3084.0 | +64.8↑ IF次主力合约(2602) +38.6↑ IH次主力合约(2602) | 4722.6 3083.6 | +64.8↑ +39.6↑ | | | IC主力合约(2603) | 8311.6 | +135.2↑ IC次主力合约(2602) | 8322.0 | +133.0↑ | | | IM主力合约(2603) | 8232.6 | +175.2↑ IM次主力合约(2602) | 8256.0 | +173.6↑ | | | IF-IH当月合约价差 | 1639.0 | +36.2↑ IC-IF当月合约价差 | 3599.4 | +98.6↑ | | 期货盘面 | IM-IC当月合约价差 | -66.0 | +47.8↑ IC-IH当月合约价差 | 5238.4 | +134.8↑ | | | IM-IF当月合 ...
瑞达期货集运指数(欧线)期货日报-20260209
Rui Da Qi Huo· 2026-02-09 12:54
1. Report's Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - On February 9, 2026, the freight index (European line) futures prices fluctuated slightly, with the main contract EC2604 closing down 0.39% and the far - month contracts down between -1% and -1%. The latest SCFIS European line settlement freight rate index was 1657.94, down 134.2 points from last week, a 7.5% week - on - week decline. The cancellation of full - refund VAT for photovoltaic products may lead to a rush of shipments, boosting long - term contract cargo volume, but the price increase may be reversed later. China's foreign trade improved significantly in December 2025, which may be related to the cancellation of VAT export rebates and pre - holiday rush exports. It is expected that China's exports will maintain a high growth rate in 2026. Shipowners' price hikes from Asia to Northwest Europe and the Mediterranean may not meet expectations due to unchanged supply - demand patterns. The resumption of Red Sea Canal passage by Maersk and Hapag - Lloyd has implementation risks. The market is optimistic about the eurozone's economic recovery, supporting the expectation of the European Central Bank to keep interest rates unchanged. The current freight market is greatly affected by seasonal demand, and investors are advised to be cautious [1] 3. Summary by Relevant Catalogs 3.1 Futures Data - **Futures Prices**: The closing price of the EC main contract was 1238.00, down 4.8; the closing price of the EC secondary main contract was 1553, down 0.5. The EC2604 - EC2606 spread was -315.00, down 15.20; the EC2604 - EC2608 spread was -376.80, up 5.20. The EC contract basis was 554.14, down 6.80 [1] - **Futures Positions**: The main contract EC's open interest was 31132, down 295 [1] 3.2 Spot Price Data - **Freight Indexes**: The SCFIS (European line) (weekly) was 1657.94, down 134.20; the SCFIS (US West Coast line) (weekly) was 1155.66, up 54.26. The SCFI (composite index) (weekly) was 1266.56, down 50.19. The CCFI (composite index) (weekly) was 1122.15, down 53.44; the CCFI (European line) (weekly) was 1535.03, down 39.66 [1] - **Shipping - related Indexes**: The Baltic Dry Index (daily) was 1923.00, up 13.00; the Panamax Freight Index (daily) was 1652.00, up 7.00. The average charter price of Panamax ships was 0.00, unchanged; the average charter price of Capesize ships was 21150.00, up 136.00 [1] - **Container Ship Capacity**: The container ship capacity was 1227.97 (ten thousand TEUs), unchanged [1] 3.3 Industry News - **Geopolitical News**: Iran and the US ended nuclear negotiations in Oman, reaching a consensus on continued dialogue. The US and India reached a temporary trade agreement framework, with India reducing tariffs on US products and the US lowering the "counter - tariff" rate on Indian goods from 25% to 18. US President Trump cancelled the additional 25% tariff on Indian goods imported into the US due to India's import of Russian oil [1] - **Domestic Policy**: The State Council executive meeting studied measures to promote effective investment, aiming to use funds and new policy - based financial instruments in key areas and promote major projects [1] 3.4 Key Data to Watch - On February 10, 2026, key data to watch include the US January New York Fed 1 - year inflation expectation at 00:00, the French fourth - quarter ILO unemployment rate at 14:30, and multiple US economic data at 21:30 (December retail sales month - on - month rate, fourth - quarter labor cost index quarter - on - quarter rate, December import price index month - on - month rate) [1]
瑞达期货红枣产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:45
红枣产业日报 2026-02-09 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) 30 主力合约持仓量:红枣(日,手) | 8725 | | 120716 | 1879 0 | | | 期货前20名持仓:净买单量:红枣(日,手) 751 仓单数量:红枣(日,张) | -19807 | | 3350 | | | | 有效仓单预报:红枣:小计(日,张) 0 喀什红枣统货价格(日,元/公斤) | 768 | | | | | 现货市场 | 0 河北一级灰枣批发价格(日,元/斤) | 6.5 | | 4.1 | 0 | | | 阿拉尔红枣统货价格(日,元/公斤) 0 河南一级灰枣批发价格(日,元/斤) | 5.65 | | 4.15 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) 0 河南红枣特级价格(元/公斤) | 5.15 | | 9.44 | 0 | | | 河北红枣特级价格(元/公斤) -0.03 广东红枣特级价格(日,元/公斤) ...
瑞达期货焦煤焦炭产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:45
数据来源第三方,观点仅供参考。市场有风险,投资需谨慎! 研究员:蔡跃辉 期货从业资格号: F0251444 期货投资咨询从业证书号: Z0013101 助理研究员: 陈星宇 期货从业资格号: F03146061 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任自负。本 以任何形式翻版、复制和发布。如引用、刊发,需注明出处为瑞 达 研 究瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改 。 焦煤焦炭产业日报 2026/2/9 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价(日,元/吨) | 1147.00 | +8.50↑ J主力合约收盘价(日,元/吨) | 1703.50 | +5.00↑ | | 期货市场 | JM期货合约持仓量(日,手) | 628953.00 | -6740.00↓ J期货合约持仓量(日,手) | 37611.00 | +54.00↑ | ...
瑞达期货碳酸锂产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:45
碳酸锂产业日报 2026/2/9 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任自负。本报告不构成个人投资建 议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发, 需注明出处为瑞 达研究瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 137,000.00 | +4080.00↑ 前20名净持仓(日,手) | -119,189.00 | +770.00↑ | | | 主力合约持仓量(日,手) | 344,071.00 | +15496.00↑ 近远月合约价差(日,元/吨) | -660.00 | +4660.00↑ | | | 广期所仓单(日,手/吨) | 34,597.00 | + ...
瑞达期货白糖产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:44
| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:白糖(日,元/吨) | 5261 | 33 主力合约持仓量:白糖(日,手) | 453913 | 7005 | | 期货市场 | 仓单数量:白糖(日,张) | 14461 | 87 期货前20名持仓:净买单量:白糖(日,手) | -65058 | 4017 | | | 有效仓单预报:白糖:小计(日,张) | 258 | -87 | | | | | 进口加工估算价(配额内):巴西糖(日,元/ | 4014 | 75 进口加工估算价(配额内):泰国糖(日,元/ | 4059 | 75 | | 吨) 现货市场 | 进口巴糖估算价(配额外,50%关税)(日,元 | 5083 | 吨) 98 进口泰糖估算价(配额外,50%关税)(日,元 | 5152 | | | | | | | | 108 | | /吨) | 云南昆明白糖现货价格(日,元/吨) | 5155 | 5 广西南宁白糖现货价格(日,元/吨) /吨) | 5310 | 10 | ...
铂钯金期货日报-20260209
Rui Da Qi Huo· 2026-02-09 12:44
1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The successful breakthrough in the first - round US - Iran nuclear talks has marginally warmed market sentiment. The rebound in risk appetite has pressured the US dollar to correct, leading to a collective rebound in the precious metals market. The price of the platinum main contract on the Guangzhou Futures Exchange has risen by over 10%. If the slowdown in employment and inflation is further verified, platinum and palladium may catch up in price with the boost of the financial attributes of gold and silver. In the short term, the trends of platinum and palladium may follow the rhythm of gold and silver, and high - volatility行情 may continue. In the medium - to - long term, the industrial logic of platinum and palladium still dominates the trading rhythm, and the supply - demand pattern differentiation may continue to drive the "platinum - strong, palladium - weak" market [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - Platinum main contract closing price: 545.05 yuan/gram, up 52.15 yuan; palladium main contract closing price: 438.15 yuan/gram, up 30.90 yuan - Platinum main contract open interest: 10387.00 lots, down 277.00 lots; palladium main contract open interest: 3179.00 lots, up 90.00 lots [2] 3.2 Spot Market - Shanghai Gold Exchange platinum spot price (Pt9995): 543.99 yuan/gram, up 16.00 yuan; Yangtze River palladium spot average price: 428.00 yuan/gram, up 40.00 yuan - Platinum main contract basis: - 1.06 yuan/gram, down 36.15 yuan; palladium main contract basis: - 10.15 yuan/gram, up 9.10 yuan - Platinum CFTC non - commercial long positions (weekly): 9966.00 contracts, down 243.00 contracts; palladium CFTC non - commercial long positions (weekly): 3003.00 contracts, down 342.00 contracts [2] 3.3 Supply and Demand Situation - 2025 estimated total platinum supply: 220.40 tons, down 0.80 tons; 2025 estimated total palladium supply: 293.00 tons, down 5.00 tons - 2025 estimated total platinum demand: 261.60 tons, up 25.60 tons; 2025 estimated total palladium demand: 287.00 tons, down 27.00 tons [2] 3.4 Macroeconomic Data - US dollar index: 97.61, down 0.35; VIX volatility index: 17.76; 10 - year US Treasury real yield: 1.88%, down 0.01 percentage points [2] 3.5 Industry News - The US - Iran nuclear talks in Oman ended, and the two sides reached a consensus on continuing dialogue. - The Fed Vice - Chair Jefferson is "cautiously optimistic" about the US economic outlook. - The preliminary value of the University of Michigan Consumer Sentiment Index in February in the US reached 57.3, the highest in six months, and the 1 - year inflation expectation dropped to 3.5%, the lowest in a year. - The People's Bank of China's gold reserves have increased for 15 consecutive months, reaching 74.19 million ounces by the end of January 2026, an increase of 40,000 ounces month - on - month. - US President Trump signed an executive order threatening to impose tariffs on countries that purchase sanctioned Iranian goods and services. - The US and India reached a temporary trade agreement framework, with India canceling or reducing tariffs on US industrial products, food, and agricultural products, and the US reducing the so - called "reciprocal tariffs" on Indian goods from 25% to 18% [2] 3.6 Key Points of Concern - US January retail sales data on February 10 at 21:30 - US January non - farm payrolls data on February 11 at 21:30 - US January CPI data on February 13 at 21:30 [2]
瑞达期货锰硅硅铁产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:44
数据来源第三方,观点仅供参考。市场有风险,投资需谨慎! 研究员:蔡跃辉 期货从业资格号: F0251444 期货投资咨询从业证书号: Z0013101 助理研究员: 陈星宇 期货从业资格号: F03146061 免责声明 锰硅硅铁产业日报 2026/2/9 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任 自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有,未经书面许可,任 何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为瑞 达 研 究瑞达期货股份有限公司研究院,且不得对本报告进行有悖 原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | SM主力合约收盘价(日,元/吨) | 5,812.00 | -44.00↓ SF主力合约收盘价(日,元/吨) | 5,594.00 | -30.00↓ | | | SM ...
瑞达期货鸡蛋产业日报-20260209
Rui Da Qi Huo· 2026-02-09 12:44
鸡蛋产业日报 2026-02-09 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 2909 | 5 期货前20名持仓:净买单量:鸡蛋(日,手) | -9275 | 1839 | | | 克) 鸡蛋期货月间价差(5-9):(日,元/500千克) | -483 | -28 期货持仓量(活跃合约):鸡蛋(日,手) | 139465 | - ...