苹果产业日报 2026-02-09 稳中偏弱，优质货源价格维持稳定。长假临近，短期注意风险控制。 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 数据指标 | 最新 | 环比 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) -18 主力合约持仓量:苹果(日,手) | 9517 | | 102387 | -8178 | | | 期货前20名持仓:净买单量:苹果(日,手) | 6624 | 1669 | | | | 现货市场 | 甘肃静宁苹果现货价格(纸袋75#以上)(日, 山东沂源苹果现货价格(纸袋75#以上)( ...

85%。盘面来看，近期淀粉期价略有回落，总体仍维持震荡，短期观望。 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 玉米系产业日报 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 | 项目类别 | 数据指标 最新 环比 数据指标 | | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):(日,元/吨) | 2265 | -9 玉米淀粉期货收盘价(活跃合约):(日,元/ | 2538 | -2 | | | 玉米月间价差(5-9):(日,元/吨) | -27 | 吨) -6 玉米淀粉月间价差(3-5):(日,元/吨) | -58 | -4 | | 期货市场 | 期货持仓量(活跃合约):黄玉米(日,手) | 440400 | -64526 期货持仓量(活跃合约):玉米淀粉(日,手) | 112232 | -14650 | | | 期货前20名持仓:净买单量:玉米(日,手) | -130650 | -10549 期货前20名持仓:净买单量:玉米淀粉(日, | -28 ...

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - In the short term, after the previous sharp fluctuations, the volatility of the precious metals market may decline. The US employment and inflation data this week will be the core variables. If the slowdown in employment and inflation is further verified, gold and silver may have a chance to make up for lost ground [2]. - In the medium to long term, the actual impact of Wash's election as the Fed Chairman on the interest - rate policy path may be relatively limited. As market sentiment calms down, the precious metals market may return to the pricing framework dominated by macro and fundamentals. If the cooling trend of inflation and employment data continues, the logic of bottom - fishing in the precious metals market still holds [2]. - The support range for London gold is $4,700 - $4,800 per ounce, and the resistance range is $5,200 - $5,300 per ounce. The support range for London silver is $65 - $70 per ounce, and the resistance range is $90 - $95 per ounce [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai Gold main contract is 1,125.94 yuan per gram, up 35.8 yuan; the closing price of the Shanghai Silver main contract is 20,873 yuan per kilogram, up 2,074 yuan [2]. - The main contract positions of Shanghai Gold are 158,759 lots, down 5,081 lots; the main contract positions of Shanghai Silver are 9,210 lots, down 38 lots [2]. - The main contract trading volume of Shanghai Gold is 331,307 lots, down 163,435 lots; the main contract trading volume of Shanghai Silver is 1,015,255 lots, down 276,289 lots [2]. - The warehouse receipt quantity of Shanghai Gold is 104,052 kilograms, unchanged; the warehouse receipt quantity of Shanghai Silver is 318,546 kilograms, down 31,354 kilograms [2]. 3.2 Spot Market - The spot price of gold on the Shanghai Gold Exchange is 1,116.02 yuan, up 22.17 yuan; the spot price of Huatong No.1 silver is 19,595 yuan, up 2,485 yuan [2]. - The basis of the Shanghai Gold main contract is - 9.92 yuan per gram, down 13.65 yuan; the basis of the Shanghai Silver main contract is - 1,278 yuan per gram, up 411 yuan [2]. 3.3 Supply and Demand Situation - The SPDR Gold ETF holdings are 1,076.23 tons, down 1.72 tons; the SLV Silver ETF holdings are 16,191.09 tons, down 56.36 tons [2]. - The non - commercial net positions of gold in CFTC are 165,604 contracts, down 39,792 contracts; the non - commercial net positions of silver in CFTC are 25,877 contracts, up 2,174 contracts [2]. - The total supply of gold in the quarter is 1,302.80 tons, down 0.19 tons; the total annual supply of silver is 32,056 tons, up 482 tons [2]. - The total demand for gold in the quarter is 1,345.32 tons, up 79.57 tons; the total annual demand for silver is 35,716 tons, down 491 tons [2]. 3.4 Macroeconomic Data - The US dollar index is 97.61, down 0.35; the 10 - year US Treasury real yield is 1.88, down 0.01 [2]. - The VIX volatility index is 17.76, down 4.01; the CBOE gold volatility index is 33.96, down 1.57 [2]. - The ratio of the S&P 500 to the gold price is 66.03, down 0.00; the gold - silver ratio is 4.44, up [2]. 3.5 Industry News - The preliminary reading of the University of Michigan Consumer Confidence Index reached 57.3, the highest level in six months. The 1 - year inflation expectation dropped to 3.5%, the lowest level in a year [2]. - China's central bank's gold reserves have increased for 15 consecutive months. As of the end of January 2026, the gold reserve scale was 74.19 million ounces, a month - on - month increase of 40,000 ounces [2]. - US President Trump signed an executive order threatening to impose tariffs on countries that buy goods and services from sanctioned Iran, which took effect on February 7 [2]. - The US announced a temporary trade agreement framework reached with India. India will cancel or reduce tariffs on US industrial products, various foods and agricultural products, and the US will reduce the so - called "reciprocal tariffs" on Indian goods from 25% to 18% [2]. - The nuclear negotiations between Iran and the US in Oman ended, and the two sides reached a consensus on continuing the dialogue. Iranian Foreign Minister Araqchi said that this round of consultations was a "good start" [2]. - Fed Vice - Chairman Jefferson said he was "cautiously optimistic" about the US economic outlook, suggesting that strong productivity growth is expected to help inflation fall back to the central bank's 2% target [2]. 3.6 Key Points to Watch - February 10, 21:30, US January retail sales data [2]. - February 11, 21:30, US January non - farm payrolls data [2]. - February 13, 21:30, US January CPI data [2].

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 备注：RB：螺纹钢；HC：热轧卷板 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 螺纹钢产业链日报 2026/2/9 | 项目类别 | | 数据指标 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | RB主力合约收盘价(元/吨) | 3,064.00 | -13↓ RB主力合约持仓量(手) | 2005501 | +90248↑ | | | RB合约前20名净持仓(手) | -6490 | +24227↑ RB5-10合约价差(元/吨) | -46 | +1↑ | | | RB上期所仓单日报(日，吨) | 31310 | -305↓ HC2605-RB2605合约价差(元/吨) | 175 | +1↑ | | 现货市场 | 杭州 HRB400E 20MM(理计，元/吨) | 3,250.00 | 0.00 杭州 HRB400E 20MM(过磅，元/吨) | 3,333 | 0.00 | | | 广州 HRB400E 2 ...

| | | 甲醇产业日报 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 | 主力合约收盘价甲醇(日,元/吨) | 2231 | -13 甲醇5-9价差(日,元/吨) | -36 | -7 | | | 主力合约持仓量:甲醇(日,手) | 831646 | 5357 期货前20名持仓:净买单量:甲醇(日,手) | -146398 | -14155 | | | 仓单数量:甲醇(日,张) | 7082 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2200 | 0 内蒙古(日,元/吨) | 1805 | 7.5 | | | 华东-西北价差(日,元/吨) | 395 | -7.5 郑醇主力合约基差(日,元/吨) | -44 | -19 | | | 甲醇:CFR中国主港(日,美元/吨) | 262 | 0 CFR东南亚(日,美元/吨) | 323 | 0 | | | FOB鹿特丹(日,欧元/吨) | 297 | -1 中国主港-东南亚价差(日,美元/吨) ...

研究员: 陈思嘉 期货从业资格号F03118799 期货投资咨询从业证书号Z0022803 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 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 环比 沪铝主力合约收盘价(日,元/吨) | 最新 23,540.00 | 环比 数据指标 +225.00↑ 氧化铝期货主力合约收盘价(日,元/吨) | 最新 2,868.00 | +44.00↑ | | --- | --- | --- | --- | --- | --- | | | 主力-连二合约价差:沪铝(日,元/吨) 主力合约持仓量:沪铝(日,手) | -165.00 197,639.00 | -60.00↓ 主力-连二合约价差:氧化铝(日,元/吨) -1843.00↓ 主力合约持仓量:氧化铝(日,手) | -108.00 333,870.00 | +71.00↑ -7930.00↓ | | | LME铝注销仓单(日,吨) | 5 ...

铁矿石产业链日报 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。 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 免责声明 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | I 主力合约收盘价（元/吨） | 761.50 | +1.00↑ I 主力合约持仓量(手) | 513,384 | -1361↓ | | | I 5-9合约价差（元/吨） | 18.5 | +0.50↑ I 合约前20名净持仓(手) | -16661 | -3475↓ | | | I 大商所仓单（手） | ...

增量。国内镍库存延续增长，市场逢回调采买为主，现货升水回升；海外LME库存延续增长，现货升水下 调。技术面，持仓持稳价格调整，市场情绪修复。观点参考：预计短线沪镍震荡调整，关注13-14区间。 免责声明 | | | 沪镍产业日报 2026-02-09 | 项目类别 | 数据指标 环比 数据指标 | 最新 | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:沪镍(日,元/吨) 2680 03-04月合约价差:沪镍(日,元/吨) | 134520 | -240 | 0 -792 | | | LME3个月镍(日,美元/吨) 175 主力合约持仓量:沪镍(日,手) | 17235 | 83976 | -1500 | | | 期货前20名持仓:净买单量:沪镍(日,手) -1365 LME镍:库存(日,吨) | -45261 | 285282 | | | | 上期所库存:镍(周,吨) 2061 LME镍:注销仓单:合计(日,吨) | 57457 | 9630 | -1092 | | | 仓单数量:沪镍(日,吨) 447 | 51721 | | | ...

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 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 | HC 主力合约收盘价(元/吨) | 3,239 | -12↓ HC 主力合约持仓量(手) | 1499810 | +15200↑ | | | HC 合约前20名净持仓(手) | 9,478 | +20335↑ HC5-10合约价差(元/吨) | -19 | -1↓ | | | HC 上期所仓单日报(日，吨) | 249176 | +231 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪锌主力合约收盘价(日,元/吨) | 24540 | 90 03-04月合约价差:沪锌(日,元/吨) | -25 | 15 | | | LME三个月锌报价(日,美元/吨) | 3383 | 84.5 沪锌总持仓量(日,手) | 194027 | 3475 | | | 沪锌前20名净持仓(日,手) | 444 | -1103 沪锌仓单(日,吨) | 0 | 0 | | | 上期所库存(周,吨) | 70689 | 5535 LME库存(日,吨) | 107600 | -200 | | 现货市场 | 上海有色网0#锌现货价(日,元/吨) | 24660 | 110 长江有色市场1#锌现货价(日,元/吨) | 24690 | 570 | | | ZN主力合约基差(日,元/吨) | 120 | 20 LME锌升贴水(0-3)(日,美元/吨) | -21.56 | -0.81 | | | 昆明50%锌精矿到厂价(日,元/吨) | 21400 | ...