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瑞达期货菜籽系产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:26
菜籽系产业日报 2025-07-10 | 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):菜籽油(日,元/吨) | 9468 | -42 期货收盘价(活跃合约):菜籽粕(日,元/吨) | 2611 | 25 | | 期货市场 | 菜油月间差(9-1):(日,元/吨) 主力合约持仓量:菜油(日,手) | 56 275066 | -4 菜粕月间价差(9-1)(日,元/吨) -6801 主力合约持仓量:菜粕(日,手) | 295 567403 | 22 -26 | | | 期货前20名持仓:净买单量:菜油(日,手) | 17084 | 1352 期货前20名持仓:净买单量:菜粕(日,手) | -11937 | -109 | | | 仓单数量:菜油(日,张) | 3021 | 0 仓单数量:菜粕(日,张) | 15030 | -633 | | | 期货收盘价(活跃):ICE油菜籽(日,加元/吨) | 681.6 | -23 期货收盘价(活跃合约):油菜籽(日,元/吨) | 5069 ...
瑞达期货PVC产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:26
Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Short - term market trend is bullish, and attention should be paid to the pressure around 5100 on the daily K - line of V2509 [3]. - In July, domestic PVC plants are undergoing centralized maintenance, and the capacity utilization rate is expected to continue to decline. Although some plants are planned to be put into production, the exit of backward production capacity driven by policies is expected to relieve supply pressure [3]. - It is the off - season for domestic downstream demand, and the demand in the Indian market is suppressed by the rainy season. The anti - dumping policy may be implemented in early July [3]. - The impact of power rationing in Inner Mongolia has weakened, and some calcium carbide plants have resumed production. The lifting of the export restriction on ethane to China by the US may drive down the cost of the ethylene - based method in the future [3]. 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of PVC futures is 5040 yuan/ton, with a daily increase of 77 yuan/ton. The trading volume is 1242330 lots, an increase of 267395 lots, and the open interest is 932779 lots, a decrease of 34594 lots [3]. - The net long position of the top 20 futures holders is 23605 lots, an increase of 6984 lots [3]. 3.2 Spot Market - In the East China region, the price of ethylene - based PVC is 4980 yuan/ton, up 10 yuan/ton, and the price of calcium carbide - based PVC is 4822.31 yuan/ton, up 30 yuan/ton [3]. - In the South China region, the price of ethylene - based PVC is 4945 yuan/ton, unchanged, and the price of calcium carbide - based PVC is 4860 yuan/ton, up 18.75 yuan/ton [3]. - The CIF price of PVC in China is 700 US dollars/ton, unchanged, and the CIF price in Southeast Asia is 660 US dollars/ton, unchanged. The FOB price in Northwest Europe is 750 US dollars/ton, unchanged [3]. - The basis of PVC is - 180 yuan/ton, a decrease of 7 yuan/ton [3]. 3.3 Upstream Situation - The mainstream average price of calcium carbide in Central China is 2650 yuan/ton, unchanged; in North China, it is 2630 yuan/ton, a decrease of 1.67 yuan/ton; in the Northwest, it is 2388 yuan/ton, unchanged [3]. - The mainstream price of liquid chlorine in Inner Mongolia is 50.5 yuan/ton, unchanged [3]. - The CFR mid - price of VCM in the Far East is 524 US dollars/ton, unchanged, and in Southeast Asia is 564 US dollars/ton, unchanged [3]. - The CFR mid - price of EDC in the Far East is 184 US dollars/ton, an increase of 8 US dollars/ton, and in Southeast Asia is 188 US dollars/ton, an increase of 10 US dollars/ton [3]. 3.4 Industry Situation - The weekly operating rate of PVC is 77.44%, a decrease of 0.65 percentage points. The operating rate of calcium carbide - based PVC is 80.8%, a decrease of 0.17 percentage points, and the operating rate of ethylene - based PVC is 68.54%, a decrease of 1.92 percentage points [3]. - The total social inventory of PVC is 37.31 tons, an increase of 1.14 tons. The inventory in East China is 33.03 tons, an increase of 1.1 tons, and the inventory in South China is 4.28 tons, an increase of 0.04 tons [3]. 3.5 Downstream Situation - The national real estate climate index is 93.72, a decrease of 0.14. The cumulative value of new housing construction area is 23183.61 million square meters, an increase of 5347.77 million square meters [3]. - The cumulative value of real estate construction area is 625019.54 million square meters, an increase of 4704.49 million square meters. The cumulative value of real estate development investment is 19154.81 billion yuan, an increase of 4281.68 billion yuan [3]. 3.6 Option Market - The 20 - day historical volatility of PVC is 14.54%, an increase of 0.83 percentage points, and the 40 - day historical volatility is 15.28%, a decrease of 1.36 percentage points [3]. - The implied volatility of at - the - money put options is 19.11%, a decrease of 0.06 percentage points, and the implied volatility of at - the - money call options is 19.1%, a decrease of 0.07 percentage points [3]. 3.7 Industry News - On July 10, the spot exchange price of PVCSG5 in East China increased by 60 - 70 yuan/ton compared with the previous day, with the price ranging from 4830 to 4920 yuan/ton [3]. - From June 28 to July 4, the capacity utilization rate of PVC in China was 77.44%, a decrease of 0.65% compared with the previous period [3]. - As of July 3, the new sample statistics of Longzhong's social inventory increased by 2.89% month - on - month to 59.18 tons, a year - on - year decrease of 37.66% [3].
瑞达期货鸡蛋产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:25
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 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 3446 | -38 期货前20名持仓:净买单量:鸡蛋(日,手) | -27697 | 244 | | 克) | 鸡蛋期货月间价差(9-1):(日,元/500千克) | -31 | -11 期货持仓量(活跃合约):鸡蛋(日,手) | 139539 | -11247 | | | 注册仓单量:鸡蛋(日,手) | 7 | -46 | | | | 现货市场 | 鸡蛋现货价格(日,元/斤) | 2.55 | 0 基差(现货-期货)(日,元/500千克) | -893 | 38 | | 上游情况 | 产蛋鸡存栏指数:全国(月,2015=100) | 110.89 | -1.46 淘汰产蛋鸡指数:全国(月,2015=100) | 108.68 | 11.92 | | | 主产区平均价:蛋鸡苗(周,元/羽) | ...
瑞达期货锰硅硅铁产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:25
| 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | SM主力合约收盘价(日,元/吨) | 5,808.00 | +90.00↑ | SF主力合约收盘价(日,元/吨) | 5,576.00 | +184.00↑ | | | SM期货合约持仓量(日,手) | 589,143.00 | +6757.00↑ | SF期货合约持仓量(日,手) | 433,593.00 | +24431.00↑ | | 期货市场 | 锰硅前20名净持仓(日,手) | -45,999.00 | -15137.00↓ | 硅铁前20名净持仓(日,手) | -51,970.00 | -1588.00↓ | | | SM1-9月合约价差(日,元/吨) | 36.00 | -4.00↓ | SF1-9月合约价差(日,元/吨) | 38.00 | -4.00↓ | | | SM 仓单(日,张) | 85,444.00 | -547.00↓ | SF 仓单(日,张) | 17,855.00 | +5028.00↑ | | ...
瑞达期货碳酸锂产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:20
Report Summary 1. Report Industry Investment Rating No information provided in the report. 2. Core Viewpoints - The lithium carbonate futures main contract declined slightly, with a decrease of 0.43% at the close. The open interest decreased month - on - month, the spot was at a discount, and the basis strengthened [2]. - In terms of fundamentals, on the raw material side, overseas mines held firm on lithium ore prices, which were driven up by spot prices, and smelters' willingness to purchase lithium ore also increased. On the supply side, domestic lithium salt plants significantly increased production. On the demand side, downstream purchases were mainly for rigid - demand replenishment, and the willingness to stock up was not significantly strengthened due to the off - season. In the consumer market, industrial expectations were repaired by macro - policies, but effective demand still needed real consumption to drive [2]. - In the options market, the put - call ratio of open interest was 37.04%, up 1.2231% month - on - month. The options market was dominated by call open interest, with a bullish sentiment, and the implied volatility slightly decreased. Technically, the 60 - minute MACD had both lines above the 0 - axis and the green bars were expanding. The operation suggestion was to lightly short at high prices and control risks [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The main contract closing price was 64,180 yuan/ton, down 220 yuan; the net position of the top 20 was - 91,137 lots, up 2,170 lots; the main contract open interest was 323,683 lots, down 3,212 lots; the spread between near and far - month contracts was 360 yuan/ton, down 180 yuan; the Guangzhou Futures Exchange warehouse receipts were 13,281 lots, up 626 lots [2]. 3.2现货市场 - The average price of battery - grade lithium carbonate was 63,650 yuan/ton, up 350 yuan; the average price of industrial - grade lithium carbonate was 62,050 yuan/ton, up 350 yuan; the basis of the Li₂CO₃ main contract was - 530 yuan/ton, up 570 yuan [2]. 3.3 Upstream Situation - The average price of spodumene concentrate (6% CIF China) was 696 US dollars/ton, unchanged; the average price of amblygonite was 5,400 yuan/ton, up 60 yuan; the price of lepidolite (2 - 2.5%) was 1,736 yuan/ton, up 20 yuan [2]. 3.4产业情况 - The monthly output of lithium carbonate was 42,100 tons, down 5,800 tons; the monthly import volume was 21,145.78 tons, down 7,190.11 tons; the monthly export volume was 286.74 tons, down 447.55 tons; the monthly operating rate of lithium carbonate enterprises was 47%, down 6 percentage points; the monthly output of power batteries was 123,500 MWh, up 5,300 MWh [2]. 3.5下游及应用情况 - The monthly operating rate of ternary cathode materials was 55%, up 2 percentage points; the monthly operating rate of lithium iron phosphate cathode was 49%, up 2 percentage points; the monthly output of new energy vehicles was 1,270,000 units, up 19,000 units; the monthly sales volume was 1,307,000 units, up 81,000 units; the cumulative sales penetration rate of new energy vehicles was 43.99%, up 1.25 percentage points; the monthly export volume of new energy vehicles was 212,000 units, up 12,000 units [2]. 3.6期权情况 - The total call open interest was 128,032 contracts, up 1,815 contracts; the total put open interest was 47,419 contracts, up 2,216 contracts; the total put - call ratio of open interest was 37.04%, up 1.2231 percentage points; the at - the - money implied volatility was 0.23%, down 0.0057 percentage points [2]. 3.7行业消息 - In June, China's CPI increased by 0.1% year - on - year, and the core CPI continued to rise. The PPI decreased by 0.4% month - on - month and 3.6% year - on - year. From 2021 to 2024, China's economy maintained an average annual growth rate of 5.5%. In 2024, the number of new energy vehicles in China reached 31.4 million. The relationship between multinational enterprises and the Chinese market has shifted from "one - way adaptation" to "two - way empowerment" [2].
瑞达期货沪铅产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:20
1. Report Industry Investment Rating - There is no information about the industry investment rating in the report. 2. Core View of the Report - The overall supply of Shanghai lead is expected to increase slightly. Domestic inventory will increase slightly, while overseas inventory will decline again. Although lead prices are expected to continue rising in the short term, overall demand is gradually decreasing. It is recommended to go short on rallies [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai lead main contract is 17,230 yuan/ton, up 55 yuan; the 3 - month LME lead quote is 2,044 US dollars/ton, up 6.5 US dollars. The 08 - 09 month contract spread of Shanghai lead is - 20 yuan/ton, up 10 yuan. The Shanghai lead open interest is 89,789 lots, up 1,267 lots. The net position of the top 20 in Shanghai lead is - 347 lots, down 310 lots. The Shanghai lead warehouse receipts are 50,608 tons, up 2,895 tons. The SHFE inventory is 53,303 tons, up 1,374 tons; the LME lead inventory is 258,075 tons, down 1,900 tons [2]. 3.2 Spot Market - The spot price of 1 lead in Shanghai Non - ferrous Metals Network is 17,000 yuan/ton, unchanged; the spot price of 1 lead in Yangtze River Non - ferrous Metals Market is 17,200 yuan/ton, up 170 yuan. The basis of the lead main contract is - 230 yuan/ton, down 55 yuan. The LME lead cash - to - 3 - month spread is - 23.04 US dollars/ton, down 83.34 US dollars. The price of lead concentrate 50% - 60% in Jiyuan is 16,320 yuan, up 24 yuan. The price of domestic recycled lead (≥98.5%) is 16,960 yuan/ton, up 130 yuan. The number of recycled lead production enterprises is 68, unchanged. The capacity utilization rate of recycled lead is 34.15%, down 0.8 percentage points. The monthly output of recycled lead is 22.42 tons, down 6.75 tons. The average weekly operating rate of primary lead is 79.05%, up 2.26 percentage points; the weekly output of primary lead is 3.63 tons, up 0.05 tons [2]. 3.3 Upstream Situation - The processing fee of 60% lead concentrate at major ports is - 50 US dollars/kiloton, down 10 US dollars. The global lead mine production by ILZSG is 399.7 kilotons, down 3.7 kilotons. The monthly lead ore import volume is 11.97 tons, up 2.48 tons. The monthly refined lead import volume is 815.37 tons, down 1,021.76 tons. The monthly refined lead export volume is 2,109.62 tons, up 223.33 tons. The domestic average processing fee of lead concentrate at the factory is 560 yuan/ton, down 80 yuan. The average market price of waste batteries is 10,191.07 yuan/ton, up 23.21 yuan [2]. 3.4 Downstream Situation - The monthly export volume of batteries is 41,450 thousand units, down 425 thousand units. The average price of lead - antimony alloy (for batteries, 2% antimony content) is 20,550 yuan/ton, unchanged. The Shenwan tertiary industry index of batteries and other cells is 1,726.54 points, down 17.34 points. The monthly automobile production is 264.2 tons, up 3.8 tons. The monthly new - energy vehicle production is 164.7 tons, up 7.3 tons [2]. 3.5 Industry News - Trump sent tariff letters to 8 countries, with Brazil facing a 50% tariff. The Fed's June meeting minutes showed that officials were divided on interest - rate cuts. The EU aims to reach a trade agreement with the US by August 1st. The White House trade advisor said that Apple thought it was too big to be tariffed. Trump called on the Fed to cut interest rates again [2]. 3.6 Viewpoint Summary - On the supply side, primary lead smelters' operating rates and output increased due to rising lead prices. Recycled lead also saw a slight increase in supply and profit, but the raw - material bottleneck was difficult to reverse in the short term, so the supply increase was limited. On the demand side, market transactions were weak, and the support for lead prices was limited. Affected by the "lithium replacing lead" trend and high - temperature weather, the operating rates of battery enterprises in five provinces decreased. Overseas inventory declined again, while domestic inventory increased slightly, mainly due to the obvious price difference between home and abroad, creating an arbitrage opportunity. The processing fee of lead concentrate began to decline, which would have a negative impact on the output of recycled lead and primary lead [2].
瑞达期货沪铜产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:20
1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The Shanghai copper main contract fluctuates slightly, with a decrease in open interest, spot premium, and a weakening basis. The supply of copper concentrates is expected to improve, and domestic supply has room for a small increase. Demand is currently weak due to the traditional off - season, and social inventories are slightly accumulating. Overall, the fundamentals are in a state where supply is boosted, demand is weak, but the macro - environment provides support and industry expectations are positive. The options market sentiment is bullish, and the implied volatility rises slightly. It is recommended to conduct light - position short - term long trades at low prices, paying attention to controlling the rhythm and trading risks [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai copper futures main contract is 78,600 yuan/ton, up 200 yuan; the LME 3 - month copper price is 9,664 dollars/ton, up 33.5 dollars. The main contract's inter - month spread is 140 yuan/ton, down 60 yuan; the open interest of the Shanghai copper main contract is 181,068 lots, down 12,931 lots. The top 20 long positions in Shanghai copper futures are 9,545 lots, down 5,230 lots. The LME copper inventory is 107,125 tons, up 4,625 tons; the Shanghai Futures Exchange's cathode copper inventory is 84,589 tons, up 3,039 tons; the LME copper cancelled warrants are 38,250 tons, up 1,150 tons; the Shanghai Futures Exchange's cathode copper warrants are 21,729 tons, down 2,856 tons [2]. 3.2 Spot Market - The SMM 1 copper spot price is 78,615 yuan/ton, down 575 yuan; the Yangtze River Non - ferrous Market 1 copper spot price is 78,610 yuan/ton, down 645 yuan. The Shanghai electrolytic copper CIF (bill of lading) price is 65 dollars/ton, unchanged; the Yangshan copper average premium is 40.5 dollars/ton, up 5 dollars. The CU main contract basis is 15 yuan/ton, down 775 yuan; the LME copper cash - 3 months spread is 22.37 dollars/ton, down 28.94 dollars [2]. 3.3 Upstream Situation - The import volume of copper ore and concentrates is 239.52 million tons, down 50.98 million tons. The copper smelter's rough smelting fee (TC) is - 44.25 dollars/kiloton, up 0.56 dollars. The copper concentrate price in Jiangxi is 68,900 yuan/metal ton, down 660 yuan; in Yunnan, it is 69,600 yuan/metal ton, down 660 yuan. The southern processing fee for blister copper is 800 yuan/ton, unchanged; the northern processing fee is 750 yuan/ton, unchanged [2]. 3.4 Industry Situation - The refined copper output is 125.4 million tons, unchanged. The import volume of unwrought copper and copper products is 430,000 tons, down 10,000 tons. The social inventory of copper is 41.82 million tons, up 0.43 million tons. The price of 1 bright copper wire in Shanghai is 55,590 yuan/ton, down 400 yuan; the price of 2 copper (94 - 96%) in Shanghai is 67,700 yuan/ton, down 400 yuan. The ex - factory price of 98% sulfuric acid of Jiangxi Copper is 600 yuan/ton, unchanged [2]. 3.5 Downstream and Application - The copper product output is 209.6 million tons, up 1.5 million tons. The cumulative completed investment in power grid infrastructure is 203.986 billion yuan, up 63.169 billion yuan. The cumulative completed investment in real estate development is 3,623.384 billion yuan, up 850.427 billion yuan. The monthly output of integrated circuits is 4,235 million pieces, up 68 million pieces [2]. 3.6 Option Situation - The 20 - day historical volatility of Shanghai copper is 10.89%, down 0.37%; the 40 - day historical volatility is 9.98%, down 0.35%. The implied volatility of the current - month at - the - money IV is 12.66%, up 0.0180%; the call - put ratio of at - the - money options is 1.63, up 0.1377 [2]. 3.7 Industry News - The Fed's June meeting minutes show that officials have increasing differences in interest - rate prospects. Trump said that Sino - US relations have improved. The State Council issued new policies to support stable employment. From 2021 to 2024, China's economy maintained an average annual growth rate of 5.5%, with domestic demand contributing 86.4% on average. In June, the CPI rose 0.1% year - on - year and fell 0.1% month - on - month; the PPI fell 3.6% year - on - year and 0.4% month - on - month. The relationship between multinational enterprises and the Chinese market has shifted to "two - way empowerment", and China's new - energy vehicles have globalization opportunities. In 2024, the number of new - energy vehicles in China reached 31.4 million, and the number of innovative drugs under research accounted for about 30% of the global total [2].
瑞达期货多晶硅产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:20
,对市场价格形成明显压制。短期多晶硅仍处于去库存阶段,今日现货价格抬升15%,带动期货价格继续 免责声明 拉升,短期现货利润已经充分,多晶硅情绪驱动为主,警惕高位换手,不宜过分追高。 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。 多晶硅产业日报 2025-07-10 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 41345 | 2075 8-9月多晶硅价差 | 400 | 155 | | | 主力持仓量:多晶硅(日,手) | 98601 | 1414 多晶硅-工业硅价差(日,元/吨) | ...
瑞达期货工业硅产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:20
1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The supply side of industrial silicon will remain loose as the spot price has risen significantly, electricity prices in the southwest region have decreased, large factories have plans to start operations, and the government in the Yili region of Xinjiang, Northwest China, will continue to subsidize production enterprises. [2] - The overall demand for industrial silicon from its three major downstream industries is showing a slowdown trend. The organic silicon market has a flat spot - price with recovering production profits, but is expected to see an increase in costs and a decline in production next week, negatively impacting the demand for industrial silicon. The polysilicon sector has mainstream enterprises reducing production and the downstream photovoltaic industry having an anti - involution situation, leading to a significant decline in demand. In the aluminum alloy field, enterprises replenish inventory as needed, with inventory increasing and prices remaining flat, being in a passive de - stocking phase and having little ability to drive the demand for industrial silicon. [2] - It is recommended to wait and see in the short term and maintain a short - selling strategy in the medium - to - long term. [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main contract is 8,470 yuan/ton, up 330 yuan; the main contract position is 381,237 hands, down 17,792 hands; the net position of the top 20 is - 93,605 hands, down 8,706 hands; the Guangzhou Futures Exchange warehouse receipt is 50,792 hands, down 285 hands; the price difference between August and September industrial silicon is 5 yuan, unchanged. [2] 3.2 Spot Market - The average price of oxygen - passing 553 silicon is 8,750 yuan/ton, unchanged; the average price of 421 silicon is 9,100 yuan/ton, up 50 yuan; the basis of the Si main contract is 280 yuan/ton, down 330 yuan; the DMC spot price is 10,800 yuan/ton, up 240 yuan. [2] 3.3 Upstream Situation - The average price of silica is 410 yuan/ton, unchanged; the average price of petroleum coke is 1,720 yuan/ton, unchanged; the average price of clean coal is 1,850 yuan/ton, unchanged; the average price of wood chips is 490 yuan/ton, unchanged; the ex - factory price of graphite electrodes (400mm) is 12,250 yuan/ton, unchanged. [2] 3.4 Industry Situation - The monthly output of industrial silicon is 305,200 tons, up 5,500 tons; the weekly social inventory of industrial silicon is 552,000 tons, up 10,000 tons; the monthly import volume of industrial silicon is 2,211.36 tons, up 71.51 tons; the monthly export volume of industrial silicon is 52,919.65 tons, down 12,197.89 tons. [2] 3.5 Downstream Situation - The weekly output of organic silicon DMC is 44,900 tons, up 700 tons; the average price of aluminum alloy ADC12 in the Yangtze River spot is 20,200 yuan/ton, up 100 yuan; the overseas price of photovoltaic - grade polysilicon is 15.75 US dollars/kg; the weekly average price of photovoltaic - grade polysilicon is 4.22 US dollars/kg; the monthly export volume of unforged aluminum alloy is 24,179.3 tons; the weekly operating rate of organic silicon DMC is 68.24%, up 1.07 percentage points; the monthly output of aluminum alloy is 1.645 million tons, up 117,000 tons; the monthly export volume of aluminum alloy is 20,187.85 tons, down 337.93 tons. [2] 3.6 Industry News - There are many unconfirmed rumors in the market, waiting for official announcements. Trump said that tariffs will start to be levied on August 1st, with a 50% tariff on imported copper. In the industrial silicon sector, the spot price has risen significantly, electricity prices in the southwest region have decreased, large factories have plans to start operations, and in July, electricity prices in the southwest will further decline. [2]
瑞达期货苯乙烯产业日报-20250709
Rui Da Qi Huo· 2025-07-09 09:46
| 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):苯乙烯(日,元/吨) | 7350 | 74 期货成交量(活跃:成交量):苯乙烯(EB)(日, | 295912 | -120401 69 | | | 前20名持仓:买单量:苯乙烯(日,手) | 383288 | -2062 9月合约收盘价:苯乙烯(日,元/吨) 手) | 7263 | | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | | | 263168 | -9774 前20名持仓:净买单量:苯乙烯(日,手) | -13915 | 8848 | | | 手) 前20名持仓:卖单量:苯乙烯(日,手) 现货价:苯乙烯(日,元/吨) | 397203 7914 | -10910 仓单数量:苯乙烯:总计(日,手) 0 苯乙烯:FOB韩国:中间价(日,美元/吨) | 0 895 | -7245 -10 | | | 苯乙烯:CFR中国:中间价(日,美元/吨) | 905 | -10 市 ...