Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoint of the Report - The cotton market shows an overall trend of slightly stronger fluctuations in a range. In the international market, the favorable weather has increased the good - quality rate of U.S. cotton, and factors such as a stronger dollar and a weaker grain market have pushed down U.S. cotton prices. Macroeconomic factors like U.S. tariff policies pose risks. In the domestic market, it's the off - season for textile consumption, with poor new orders and a slow decline in the overall operating rate. Enterprises are cautious in purchasing raw materials. Cotton is in a de - stocking state, and high - temperature risks in some Xinjiang areas support price increases, but the slow de - stocking process drags down the price rhythm [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - Zhengmian main contract closing price: 13,830 yuan/ton, up 45 yuan; cotton yarn main contract closing price: 19,985 yuan/ton, up 20 yuan - Cotton futures top 20 net positions: - 20,573 lots, up 3,092 lots; cotton yarn futures top 20 net positions: - 14 lots, up 58 lots - Cotton main contract positions: 546,763 lots, up 3,515 lots; cotton yarn main contract positions: 22,435 lots, down 557 lots - Cotton warehouse receipts: 9,932 sheets, down 39 sheets; cotton yarn warehouse receipts: 51 sheets, up 49 sheets - China Cotton Price Index (CCIndex:3128B): 15,184 yuan/ton, down 9 yuan; China Yarn Price Index (pure - cotton carded yarn 32S): 20,420 yuan/ton, unchanged - China Imported Cotton Price Index (FCIndexM:1% tariff): 13,632 yuan/ton; China Imported Cotton Price Index (FCIndexM: sliding - duty tariff): 14,377 yuan/ton; Imported cotton yarn price index (pure - cotton carded yarn 32S) arrival price: 22,044 yuan/ton, up 24 yuan; Imported cotton yarn price index (pure - cotton combed yarn 32S) arrival price: 23,837 yuan/ton, up 26 yuan [2] 3.2 Spot Market - Not mentioned separately other than data in the futures section 3.3 Upstream Situation - National cotton sowing area: 2,838.3 thousand hectares, up 48.3 thousand hectares; national cotton output: 6.16 million tons, up 540,000 tons [2] 3.4 Industry Situation - Cotton - yarn price difference: 5,236 yuan/ton, up 9 yuan; industrial inventory of cotton nationwide: 850,000 tons, up 24,000 tons - Cotton import volume (monthly): 40,000 tons, down 20,000 tons; cotton yarn import volume (monthly): 100,000 tons, down 20,000 tons - Imported cotton profit: 816 yuan/ton, up 62 yuan; commercial inventory of cotton nationwide: 3.4587 million tons, down 693,900 tons [2] 3.5 Downstream Situation - Yarn inventory days: 23.86 days, up 1.52 days; grey fabric inventory days: 35.46 days, up 2.57 days - Monthly cloth production: 2.67 billion meters, down 50 million meters; monthly yarn production: 1.951 million tons, down 36,000 tons - Monthly clothing and clothing accessories export value: 1.3577737 billion US dollars, up 197.1179 million US dollars; monthly textile yarn, fabric and product export value: 1.2631773 billion US dollars, up 5.2109 million US dollars - Cotton at - the - money call option implied volatility: 10.06%, up 1%; cotton at - the - money put option implied volatility: 10.06%, up 1%; cotton 20 - day historical volatility: 5.11%, unchanged; cotton 60 - day historical volatility: 9.22%, down 0.86% [2] 3.6 Industry News - Nationwide commercial cotton inventory is decreasing. As of July 4, 2025, the total commercial cotton inventory was 2.7476 million tons, down 132,300 tons (a decrease of 4.59%) from the previous week. In Xinjiang, the commercial cotton inventory was 1.9128 million tons, down 117,100 tons (a decrease of 5.77%); in inland areas, it was 435,500 tons, down 2,500 tons (a decrease of 0.57%) - According to the U.S. Department of Agriculture (USDA) weekly crop growth report, as of the week ending July 6, 2025, the boll - setting rate of U.S. cotton was 14% (9% the previous week, 18% the same period last year, and a five - year average of 15%); the budding rate was 48% (40% the previous week, 51% the same period last year, and a five - year average of 49%); the good - quality rate was 52% (51% the previous week, 45% the same period last year). Favorable weather has increased the good - quality rate, while a stronger dollar and a weaker grain market have pushed down U.S. cotton prices [2] 3.7 Suggestions - Pay attention to weather and macro - economic factors as the cotton market shows an overall trend of slightly stronger fluctuations in a range, with the de - stocking process being slow and the textile industry in a consumption off - season [2]

Report Industry Investment Rating - Not provided Core View of the Report - The fundamentals of Shanghai copper are currently in a state where supply is boosted, but demand is still weak. However, due to the support of the macro - environment, the industry is expected to operate favorably. The option market sentiment is bullish, and the implied volatility has slightly decreased. It is recommended to conduct light - position short - term long trades at low prices, while paying attention to controlling the rhythm and trading risks [2]. Summary by Relevant Catalogs Futures Market - The closing price of the Shanghai copper futures main contract is 78,400 yuan/ton, down 1,220 yuan; the LME 3 - month copper price is 9,611.50 dollars/ton, down 179 dollars. The main contract's inter - month spread is 200 yuan/ton, up 30 yuan; the main contract's open interest of Shanghai copper is 193,999 lots, down 13,383 lots. The top 20 futures positions of Shanghai copper are 9,545 lots, down 5,230 lots. The LME copper inventory is 102,500 tons, up 5,100 tons; the SHFE inventory of cathode copper is 84,589 tons, up 3,039 tons; the LME copper cancelled warrants are 37,100 tons, up 225 tons; the SHFE warrants of cathode copper are 21,336 tons, down 2,856 tons [2]. Spot Market - The SMM 1 copper spot price is 79,190 yuan/ton, down 605 yuan; the Yangtze River Non - ferrous Market 1 copper spot price is 79,255 yuan/ton, down 550 yuan. The Shanghai electrolytic copper CIF (bill of lading) price is 62 dollars/ton, unchanged; the Yangshan copper average premium is 28.50 dollars/ton, up 12 dollars. The CU main contract basis is 790 yuan/ton, up 615 yuan; the LME copper cash - 3 months spread is 51.31 dollars/ton, down 28.49 dollars [2]. Upstream Situation - The import volume of copper ore and concentrates is 239.52 million tons, down 50.98 million tons. The copper smelter's TC is - 44.25 dollars/thousand tons, up 0.56 dollars. The copper concentrate price in Jiangxi is 70,110 yuan/metal ton, down 70 yuan; in Yunnan, it is 70,810 yuan/metal ton, down 70 yuan. The southern processing fee for blister copper is 800 yuan/ton, unchanged; the northern processing fee is 750 yuan/ton, unchanged [2]. Industry Situation - The refined copper output is 125.40 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 55,990 yuan/ton, down 100 yuan; the price of 2 copper (94 - 96%) in Shanghai is 68,100 yuan/ton, unchanged. The ex - factory price of 98% sulfuric acid of Jiangxi Copper is 600 yuan/ton, unchanged [2]. Downstream and Application - The copper product output is 209.60 million tons, up 1.50 million tons. The cumulative completed investment in power grid infrastructure is 2,039.86 billion yuan, up 631.69 billion yuan. The cumulative completed investment in real estate development is 36,233.84 billion yuan, up 8,504.27 billion yuan. The monthly output of integrated circuits is 4,235,000 thousand pieces, up 68,000 thousand pieces [2]. Option Situation - The 20 - day historical volatility of Shanghai copper is 11.25%, up 1.31 percentage points; the 40 - day historical volatility is 10.33%, up 0.78 percentage points. The implied volatility of the current - month at - the - money IV is 10.86%, down 0.0038 percentage points; the call - put ratio of at - the - money options is 1.49, up 0.0312 [2]. Industry News - From January to June, policies to expand domestic demand and promote consumption continued to show effects. The year - on - year CPI changed from a decline to a 0.1% increase; the month - on - month decrease was 0.1%, with the decline narrowing by 0.1 percentage points. The core CPI excluding food and energy prices continued to rise, up 0.7%. The month - on - month PPI decreased by 0.4%, the same as last month; the year - on - year decrease was 3.6%, with the decline expanding by 0.3 percentage points. Trump announced that tariffs would start on August 1st, with a 50% tariff on imported copper and up to 200% on drugs. He also mentioned possible tariffs on semiconductors. Chinese Premier Li Qiang met with the Director - General of the WTO and stated that China has the resources and means to hedge against external adverse effects. In June, the production and retail of passenger cars increased year - on - year, with new energy vehicles showing more significant growth. By 2035, about 32% of global semiconductor production may be affected by climate - change - related copper supply disruptions [2].

Group 1: Overall Investment Rating - No investment rating for the industry is provided in the report. Group 2: Core Viewpoints - Internationally, the arrival of the monsoon season has led to a favorable supply outlook in major Asian sugar - producing countries. Coupled with the year - on - year increase in Brazil's exports, the expectation of loose supply has suppressed the raw sugar price. Brazil's sugar exports in June were 3.359 million tons, a year - on - year increase of 5.24%, but the cumulative sugar exports from the 2025/26 crushing season to June were 7.1682 million tons, a year - on - year decrease of 9.09%. Domestically, the price trends at home and abroad are diverging, the profit window for out - of - quota imports is open, and import pressure will be released, suppressing sugar prices. On the demand side, during the summer consumption peak season, the food and beverage industry has inventory needs, and the seasonal consumption of cold drinks has recovered, providing some support for prices. In general, recent raw sugar fluctuations indirectly affect the domestic white sugar trend, but domestic demand has rebounded, performing stronger than the overseas market. In the later stage, both supply and demand will be strong, and price fluctuations will intensify. Attention should be paid to the arrival of imported sugar and summer consumption [2]. Group 3: Summary by Directory 1. Futures Market - The closing price of the main futures contract for sugar was 5,779 yuan/ton, up 32 yuan; the main contract's open interest was 287,247 lots, down 7,728 lots; the number of warehouse receipts was 22,987, down 105; the net long position of the top 20 futures holders was - 34,710 lots, up 4,107 lots; the total effective warehouse receipt forecast was 106, unchanged [2]. 2. Spot Market - The estimated import - processing price of Brazilian sugar within the quota was 4,457 yuan/ton, down 30 yuan; that of Thai sugar was 4,498 yuan/ton, down 30 yuan. The estimated import price of Brazilian sugar outside the quota (50% tariff) was 5,662 yuan/ton, and that of Thai sugar was 5,715 yuan/ton. The spot price of white sugar in Kunming was 6,365 yuan/ton, up 500 yuan; in Nanning, it was 6,040 yuan/ton, up 20 yuan; in Liuzhou, it was 6,120 yuan/ton, unchanged [2]. 3. Upstream Situation - The national sugar - crop planting area was 1,480 thousand hectares, up 60 thousand hectares; the sugar - cane planting area in Guangxi was 835.09 thousand hectares, down 12.86 thousand hectares [2]. 4. Industry Situation - The cumulative national sugar production was 11.1621 million tons, up 5.49 million tons; the cumulative national sugar sales volume was 8.1138 million tons, up 869,200 tons; the national industrial sugar inventory was 3.0483 million tons, down 814,300 tons; the national sugar sales rate was 72.69%, up 7.47 percentage points; the monthly sugar import volume was 350,000 tons, up 220,000 tons; Brazil's monthly sugar export volume was 3.359 million tons, up 1.1024 million tons [2]. 5. Downstream Situation - The cumulative year - on - year growth rate of refined sugar production was 16.7%, up 2.6 percentage points; the cumulative year - on - year growth rate of soft drink production was 3%, down 0.9 percentage points [2]. 6. Option Market - The implied volatility of at - the - money call options for sugar was 8.24%, down 0.05 percentage points; that of at - the - money put options was 8.31%, up 0.01 percentage points; the 20 - day historical volatility was 7.31%, down 0.07 percentage points; the 60 - day historical volatility was 7.79%, down 0.03 percentage points [2]. 7. Industry News - An S&P Global survey showed that sugar production in the central - southern region of Brazil in the second half of June was expected to decrease by 9.8% to 2.95 million tons. Internationally, with the arrival of the monsoon season, the supply outlook of major Asian sugar - producing countries was good, and Brazil's export volume increased year - on - year, leading to an expectation of loose supply that suppressed raw sugar prices [2].

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。 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 | | | | 集运指数（欧线）期货日报 | | | 2025/7/8 | | --- | --- | --- | --- | --- | --- | --- | | 项目类别 数据指标 | | 最新 | 环比 | 数据指标 | 最新 | 环比 | | EC主力收盘价 | | 2006.200 | | 134.0↑ EC次主力收盘价 | 1394.7 | +53.50↑ | | 期货盘面 | EC2508-EC2510价差 +73.00↑ EC2508-EC2512价差 | 611.50 | | | 430.90 | +66.30↑ | | EC合约基差 | | 251.84 | -117.70↓ | | | | | 期货持仓头寸（手） EC主力持仓量 | | 35057 | 536↑ | | | | | SCFIS ...

免责声明 局势升温或带动金价反弹。 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 加速全球去美元化进程，削弱美元作为传统避险资产的需求，提振黄金货币属性。中长期而言，美国财政 研究员: 廖宏斌 期货从业资格号F3082507 期货投资咨询从业证书号Z0020723 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 赤字持续扩大、美元信用边际弱化、全球央行储备调整趋势未改，构成黄金价格的核心支撑，短期内关税 贵金属产业日报 2025-07-08 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪金主力合约收盘价(日,元/克) | 776.22 | 4.92 沪银主力合约收盘价(日,元/千克) | 8953 | 81 | | | 主力合约持仓量:沪金(日, ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - Recently, favorable weather has led to an increase in the good - quality rate of US cotton, limiting its rebound. In China, the textile industry is in a consumption off - season, with poor new orders, a slow decline in the overall operating rate, and cautious raw material procurement. Cotton is in a de - stocking state, and high - temperature weather in some areas of Xinjiang poses a high risk of heat damage to cotton, supporting a slightly stronger price trend. However, the slow de - stocking process drags down the price rhythm, so the overall trend is slightly stronger in a range. Attention should be paid to weather and macro factors, and there are tariff - related macro - factor risks [2] Group 3: Summary by Relevant Catalogs Futures Market - Zhengmian main contract closing price: 13,785 yuan/ton, up 25 yuan; cotton yarn main contract closing price: 19,965 yuan/ton, up 10 yuan. Cotton futures top 20 net positions: - 23,665 hands, down 570 hands; cotton yarn futures top 20 net positions: - 72 hands, up 21 hands. Cotton main contract positions: 543,248 hands, down 617 hands; cotton yarn main contract positions: 22,992 hands, down 574 hands. Cotton warehouse receipts: 9,971 sheets, down 68 sheets; cotton yarn warehouse receipts: 2 sheets, unchanged. China Cotton Price Index (CCIndex:3128B): 15,193 yuan/ton, down 8 yuan; China Yarn Price Index (pure - cotton carded yarn 32S): 20,420 yuan/ton, unchanged. China Imported Cotton Price Index (FCIndexM:1% tariff): 13,736 yuan/ton, unchanged; China Imported Cotton Price Index (FCIndexM: sliding - scale duty): 14,447 yuan/ton, unchanged [2] Spot Market - Arrival price of imported cotton yarn price index (pure - cotton carded yarn 32S): 22,020 yuan/ton, up 82 yuan; arrival price of imported cotton yarn price index (pure - cotton combed yarn 32S): 23,811 yuan/ton, up 83 yuan [2] Upstream Situation - National cotton sowing area: 2,838.3 thousand hectares, up 48.3 thousand hectares; national cotton output: 6.16 million tons, up 0.54 million tons. Cotton - yarn price difference: 5,227 yuan/ton, up 8 yuan; national industrial cotton inventory: 850,000 tons, up 24,000 tons [2] Industry Situation - Cotton import volume: 40,000 tons, down 20,000 tons; cotton yarn import volume: 100,000 tons, down 20,000 tons. Imported cotton profit: 754 yuan/ton, up 1 yuan; national commercial cotton inventory: 3.4587 million tons, down 0.6939 million tons [2] Downstream Situation - Yarn inventory days: 23.86 days, up 1.52 days; grey cloth inventory days: 35.46 days, up 2.57 days. Cloth output: 2.67 billion meters, down 0.05 billion meters; yarn output: 1.951 million tons, down 0.036 million tons. Monthly clothing and clothing accessories export value: 1,357,773,700 US dollars, up 197,117,900 US dollars; monthly textile yarn, fabric and product export value: 1,263,177,300 US dollars, up 5,210,900 US dollars [2] Option Market - Implied volatility of cotton at - the - money call option: 9.06%, up 0.21%; implied volatility of cotton at - the - money put option: 9.06%, up 0.21%. 20 - day historical volatility of cotton: 5.11%, down 0.84%; 60 - day historical volatility of cotton: 10.08%, down 0.79% [2] Industry News - As of the week ending July 6, 2025, the boll - setting rate of US cotton was 14% (9% last week, 18% in the same period last year, 15% as the five - year average), the budding rate was 48% (40% last week, 51% in the same period last year, 49% as the five - year average), and the good - quality rate was 52% (51% last week, 45% in the same period last year) [2]

Report Industry Investment Rating - Not provided Core Viewpoints - For rapeseed meal, the domestic supply is becoming more abundant as imported soybeans arrive at ports, which exerts downward pressure on the meal market. Although the aquaculture season boosts the demand for rapeseed meal, the substitution advantage of soybean meal weakens its demand expectation. The price of rapeseed meal may continue to fluctuate in the short term due to the influence of the decline in US soybean prices [2]. - For rapeseed oil, the domestic supply of vegetable oil is abundant, and the high inventory pressure of rapeseed oil mills restricts the market price. However, the decrease in the mill's operating rate eases the output pressure, and the potential tightening of China - Canada economic and trade relations may affect rapeseed exports to China. The price of rapeseed oil may experience increased short - term fluctuations due to the boost from the rise in palm oil prices [2]. Summary by Relevant Catalogs Futures Market - Futures prices: The closing price of the active contract of rapeseed oil is 9598 yuan/ton (up 50 yuan), and that of rapeseed meal is 2576 yuan/ton (down 3 yuan). The closing price of the active ICE rapeseed futures is 695 Canadian dollars/ton (down 24.1 Canadian dollars), and that of the active rapeseed futures is 5039 yuan/ton (down 19 yuan) [2]. - Spreads: The 9 - 1 spread of rapeseed oil is 54 yuan/ton (down 2 yuan), and that of rapeseed meal is 266 yuan/ton (up 2 yuan) [2]. - Positions: The position of the main rapeseed oil contract is 294,741 lots (down 12,510 lots), and that of rapeseed meal is 568,141 lots (up 2,383 lots). The net long positions of the top 20 futures holders for rapeseed oil are 18,102 lots (down 986 lots), and for rapeseed meal are - 14,180 lots (down 1,729 lots) [2]. - Warehouse receipts: The number of rapeseed oil warehouse receipts is 2,720 (up 1,915), and that of rapeseed meal is 15,799 (up 581) [2]. Spot Market - Spot prices: The spot price of rapeseed oil in Jiangsu is 9700 yuan/ton (down 50 yuan), and that of rapeseed meal in Nantong is 2480 yuan/ton (down 20 yuan). The average price of rapeseed oil is 9732.5 yuan/ton (down 50 yuan), and the import cost of rapeseed is 4988.49 yuan/ton (down 160.17 yuan) [2]. - Basis: The basis of the main rapeseed oil contract is 152 yuan/ton (up 9 yuan), and that of rapeseed meal is - 96 yuan/ton (down 17 yuan) [2]. - Substitute prices: The spot price of grade - 4 soybean oil in Nanjing is 8100 yuan/ton (unchanged), and the spot price of 24 - degree palm oil in Guangdong is 8550 yuan/ton (up 60 yuan). The spot price of soybean meal in Zhangjiagang is 2800 yuan/ton (unchanged) [2]. - Price differences: The spot price difference between rapeseed oil and soybean oil is 1600 yuan/ton (up 10 yuan), between rapeseed oil and palm oil is 1210 yuan/ton (down 30 yuan), and between soybean meal and rapeseed meal is 320 yuan/ton (up 20 yuan) [2]. Upstream Situation - Production: The global rapeseed production forecast for the year is 89.77 million tons (up 0.21 million tons), and the annual forecasted production of rapeseed is 12,378 thousand tons (unchanged) [2]. - Imports: The total monthly import volume of rapeseed is 33.55 tons (down 15.37 tons), and the monthly import volume of rapeseed oil and mustard oil is 34 tons (up 10 tons), and that of rapeseed meal is 28.79 tons (up 4.13 tons) [2]. - Profits and operating rates: The import rapeseed crushing profit is 53 yuan/ton (down 28 yuan), and the weekly operating rate of imported rapeseed is 12.53% (up 1.07%) [2]. Industry Situation - Inventory: The total inventory of rapeseed in oil mills is 15 tons (unchanged), the coastal rapeseed oil inventory is 10.01 tons (down 1.14 tons), and the coastal rapeseed meal inventory is 0.46 tons (down 0.64 tons). The rapeseed oil inventory in the East China region is 59.95 tons (down 1.64 tons), and the rapeseed meal inventory is 35.58 tons (down 1.32 tons). The rapeseed oil inventory in the Guangxi region is 6.9 tons (down 0.3 tons), and the rapeseed meal inventory in the South China region is 29.3 tons (down 0.8 tons) [2]. -提货量: The weekly rapeseed oil提货量 is 2.11 tons (down 0.89 tons), and the weekly rapeseed meal提货量 is 2.32 tons (down 1.16 tons) [2]. Downstream Situation - Production: The monthly production of feed is 2762.1 tons (up 98.1 tons), and the monthly production of edible vegetable oil is 440.4 tons (down 87 tons) [2]. - Consumption: The monthly social consumer retail sales of catering revenue is 4578.2 billion yuan (up 411.2 billion yuan) [2]. Option Market - Implied volatility: The implied volatility of at - the - money call options for rapeseed meal is 17.1% (up 0.16%), and that of put options is 17.1% (up 0.17%). The implied volatility of at - the - money call options for rapeseed oil is 13.07% (up 0.3%), and that of put options is 13.11% (up 0.34%) [2]. - Historical volatility: The 20 - day historical volatility of rapeseed meal is 14.23% (down 0.2%), and the 60 - day historical volatility is 18.72% (down 0.54%). The 20 - day historical volatility of rapeseed oil is 14.14% (up 0.04%), and the 60 - day historical volatility is 13.45% (down 0.44%) [2]. Industry News - Canadian rapeseed futures: On Monday, ICE Canadian rapeseed futures closed lower, with the largest single - day decline in nearly a month due to expected rainfall in Canada, which improved the crop growth outlook [2]. - US soybean situation: As of July 6, 2025, the good - to - excellent rate of US soybeans was 66%, in line with market expectations, and the weather in US soybean - producing areas is currently favorable [2].

| 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（2509） | 3958.6 | +39.2↑ IF次主力合约（2507） | 3982.4 | +36.0↑ | | | IH主力合约（2509） | 2727.8 | +18.8↑ IH次主力合约（2507） | 2733.0 | +18.2↑ | | | IC主力合约（2509） | 5858.0 | +106.6↑ IC次主力合约（2507） | 5958.0 | +95.2↑ | | | IM主力合约（2509） | 6235.8 | +123.0↑ IM次主力合约（2507） | 6379.8 | +110.6↑ | | | IF-IH当月合约价差 | 1249.4 | +18.0↑ IC-IF当月合约价差 | 1975.6 | +61.4↑ | | 期货盘面 | IM-IC当月合约价差 | 421.8 | +13.8↑ IC-IH当月合约价差 | 3225.0 | +79.4↑ | | | IM-IF当月合约价差 | ...

鸡蛋产业日报 2025-07-08 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 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 3445 | -4 期货前20名持仓:净买单量:鸡蛋(日,手) | -33059 | -2566 | | 期货市场 克) | 鸡蛋期货月间价差(9-1):(日,元/500千克) | -38 | 19 期货持仓量(活跃合约):鸡蛋(日,手) | 173546 | -8043 | | | 注册仓单量:鸡蛋(日,手) | 81 | -72 | | | | ...

| | | 约短线预计在2370-2430区间波动。 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 | 主力合约收盘价甲醇(日,元/吨) | 2373 | -19 甲醇9-1价差(日,元/吨) | -47 | -4 | | | 主力合约持仓量:甲醇(日,手) | 694298 | 8589 期货前20名持仓:净买单量:甲醇(日,手) | -120434 | -22373 | | | 仓单数量:甲醇(日,张) | 8720 | 95 | | | | 现货市场 | 江苏太仓(日, ...