| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑州尿素主力合约收盘价(日,元/吨) | 1748 | 13 郑州尿素9-1价差(日,元/吨) | 36 | 3 | | | 郑州尿素主力合约持仓量(日,手) | 213258 | 2436 郑州尿素前20名净持仓 | -22993 | -991 | | | 郑州尿素交易所仓单(日,张) | 1277 | 777 | | | | 现货市场 | 河北(日,元/吨) | 1790 | 10 河南(日,元/吨) | 1810 | 10 | | | 江苏(日,元/吨) | 1820 | 10 山东(日,元/吨) | 1820 | 10 | | | 安徽(日,元/吨) | 1830 | 10 郑州尿素主力合约基差(日,元/吨) | 72 | -3 | | | FOB波罗的海(日,美元/吨) | 395 | -30 FOB中国主港(日,美元/吨) | 382.5 | -22.5 | | 产业情况 | 港口库存(周,万吨) | 44 | 5.9 企业 ...

| | | | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪铅主力合约收盘价(日,元/吨) | 17210 | -85 LME3个月铅报价(日,美元/吨) | 2057 | -6 | | | 08-09月合约价差:沪铅(日,元/吨) | -10 | 20 沪铅持仓量(日,手) | 86558 | -194 | | | 沪铅前20名净持仓(日,手) | -221 | -382 沪铅仓单(日,吨) | 46814 | 375 | | | 上期所库存(周,吨) | 53303 | 1374 LME铅库存(日,吨) | 263275 | -2625 | | | 上海有色网1#铅现货价(日,元/吨) | 16975 | -50 长江有色市场1#铅现货价(日,元/吨) | 17140 | -120 | | 现货市场 | 铅主力合约基差(日,元/吨) | -235 | 35 LME铅升贴水(0-3)(日,美元/吨) | -24.63 | 1.84 | | | 铅精矿50%-60%价格,济源(日) ...

Report Investment Rating - No investment rating information is provided in the report. Core Viewpoints - The overall demand for industrial silicon from its three major downstream industries is showing a slowdown trend. It is recommended to wait and see in the short - term and maintain a short - selling strategy in the medium - to - long - term [2]. Summary by Directory Futures Market - The closing price of the main contract is 8045 yuan/ton, the main contract position is 384,707 lots, the net position of the top 20 is - 5935 lots, and the Guangzhou Futures Exchange warehouse receipt is 51,701 lots. The 8 - 9 month industrial silicon price difference is 5 [2]. Spot Market - The average price of oxygen - passing 553 silicon is 8750 yuan/ton, the average price of 421 silicon is 9050 yuan/ton, the Si main contract basis is - 65 yuan/ton, and the DMC spot price is 10,560 yuan/ton [2]. Upstream Situation - The average price of silica is 410 yuan/ton, the average price of petroleum coke is 1690 yuan/ton, the average price of clean coal is 1850 yuan/ton, the average price of wood chips is 490 yuan/ton, and the ex - factory price of graphite electrodes (400mm) is 12,250 yuan/ton [2]. Industry Situation - The monthly industrial silicon output is 305,200 tons, the weekly social inventory is 552,000 tons, the monthly import volume is 71.51 tons, and the monthly export volume is 52,919.65 tons [2]. Downstream Situation - The weekly output of organic silicon DMC is 44,900 tons, the average price of aluminum alloy ADC12 in the Yangtze River spot is 20,100 yuan/ton, the weekly average price of photovoltaic - grade polysilicon is 15.75 US dollars/kg, the monthly export volume of unforged aluminum alloy is 24,179.3 tons, the weekly organic silicon DMC operating rate is 68.24%, the monthly aluminum alloy output is 1.645 million tons, and the monthly aluminum alloy export volume is 20,187.85 tons [2]. Industry News - The US Solar Energy Industries Association (SEIA) states that the federal photovoltaic tax credit costs $25 billion annually but saves residents $51 billion in electricity bills and brings $15 billion in tax revenue. Canceling the subsidy would increase electricity bills, affect over 300,000 jobs, and thousands of billions in investments. Trump signed a spending bill that restricts many new energy sources and affects the demand of the new energy industry [2]. Viewpoint Summary - From the supply side, the spot price of industrial silicon has risen significantly. The electricity price in the southwest region has decreased, and large factories have plans to start production. In July, the electricity price in the southwest will further decrease, and small and medium - sized enterprises also have复产 plans. However, due to an anti - involution meeting, the probability of small factories starting furnaces is low. In the Xinjiang Yili region in the northwest, the government will continue to subsidize production enterprises with electricity price subsidies, and the supply will remain loose. From the demand side, the downstream of industrial silicon is mainly in the organic silicon, polysilicon, and aluminum alloy fields. The demand from these three major downstream industries is showing a slowdown trend [2].

Report Industry Investment Rating - Not provided Core Viewpoints - The resumption progress of tin mines in Wa State, Myanmar, has great uncertainty, and Thailand has banned the transit transportation of tin ore from Myanmar, restricting the import supply of tin ore. The Bisie mine in the Congo plans to resume production in stages, and currently, the tin ore processing fee remains at a historical low. On the smelting side, the shortage of raw materials and cost pressure in Yunnan's production area are intertwined; the waste recycling system in Jiangxi's production area is under pressure, and the operating rate remains at a low level. On the demand side, after the rush to install photovoltaic installations, the operating rate of some manufacturers has decreased; the electronics industry has entered the off - season, and the wait - and - see sentiment is strong. Recently, the tin price has回调, the spot premium has been lowered to 400 yuan/ton, the trading is light, and most downstream enterprises are waiting and seeing the current price, with a slight increase in domestic inventory. However, overseas inventory continues to decline, the LME cancelled warrants increase, the premium rises, and the strong LME tin drives up the domestic price. Technically, there is a decline with reduced positions, breaking below the M10 support and returning to the previous range. It is recommended to wait and see temporarily, with a reference range of 260,000 - 270,000 yuan/ton [3] Summary by Directory 1. Futures Market - The closing price of the main futures contract of Shanghai tin is 263,520 yuan/ton, a decrease of 3,730 yuan; the price of LME 3 - month tin is 33,770 US dollars/ton, a decrease of 35 US dollars. The closing price difference between the August - September contracts of Shanghai tin is - 150 yuan/ton, a decrease of 70 yuan. The position of the main contract of Shanghai tin is 28,262 lots, a decrease of 2,457 lots. The net position of the top 20 futures of Shanghai tin is - 398 lots, an increase of 362 lots. The total inventory of LME tin is 2,110 tons, a decrease of 55 tons. The inventory of tin in the Shanghai Futures Exchange is 7,198 tons (weekly), an increase of 243 tons. The cancelled warrants of LME tin are 640 tons, a decrease of 25 tons [3] 2. Spot Market - The warehouse receipts of tin in the Shanghai Futures Exchange are 6,868 tons, an increase of 61 tons. The SMM 1 tin spot price is 266,800 yuan/ton, a decrease of 500 yuan; the spot price of 1 tin in the Yangtze River Non - ferrous Metals Market is 267,110 yuan/ton, a decrease of 710 yuan. The basis of the main contract of Shanghai tin is 3,280 yuan/ton, an increase of 3,230 yuan. The LME tin premium (0 - 3) is 22 US dollars/ton, an increase of 64 US dollars [3] 3. Upstream Situation - The import volume of tin ore concentrates is 12,100 tons (monthly), a decrease of 2,900 tons. The average price of 40% tin concentrate is 255,300 yuan/ton, a decrease of 1,700 yuan; the processing fee of 40% tin concentrate is 10,500 yuan/ton, unchanged. The average price of 60% tin concentrate is 259,300 yuan/ton, a decrease of 1,700 yuan; the processing fee of 60% tin concentrate is 6,500 yuan/ton, unchanged [3] 4. Industry Situation - The monthly output of refined tin is 14,000 tons, a decrease of 1,600 tons. The monthly import volume of refined tin is 3,762.32 tons, an increase of 143.24 tons [3] 5. Downstream Situation - The price of 60A solder bars in Gejiu is 173,170 yuan/ton, a decrease of 1,180 yuan. The cumulative output of tin - plated sheets (strip) is 1.6014 million tons (monthly), an increase of 144,500 tons. The monthly export volume of tin - plated sheets is 140,700 tons, a decrease of 33,900 tons [3] 6. Industry News - US President Trump said that starting from July 4, the US government will issue notifications of new tariff rates to countries that have not reached trade agreements, with the tariff range from 10% to 70%, and plans to officially implement it on August 1. The upper limit of this tariff (70%) is much higher than the 50% announced in April. The data from the China Federation of Logistics and Purchasing shows that the global manufacturing purchasing managers' index in June was 49.5%, an increase of 0.3 percentage points from the previous month, rising month - on - month for two consecutive months. Although the index is still in the contraction range, the consecutive two - month slight increase reflects that the recovery strength of the global economy has increased [3]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Global natural rubber production areas are gradually starting to tap rubber. In the Yunnan production area, there are still weather disturbances, with high raw material purchase prices. In the Hainan production area, due to continuous precipitation, the rubber - tapping operation has recovered slowly, and the raw material supply is limited. The overall supply is affected [2]. - The total inventory of spot goods at Qingdao Port has shown a slight increase. The bonded warehouse is in a state of destocking, while the general trade inventory has a narrowing increase. Overseas supplies arriving at the port and entering the warehouse have decreased month - on - month, and the downstream demand has weakened [2]. - Last week, the capacity utilization rate of domestic tire enterprises decreased month - on - month. Some semi - steel tire enterprises had maintenance arrangements, and some enterprises reduced their production loads. This week, as the maintenance of enterprises gradually ends, production will gradually recover, which will drive the overall capacity utilization rate of tire enterprises [2][3]. - The RU2509 contract is expected to fluctuate in the range of 13,800 - 14,200 yuan/ton in the short - term, and the NR2508 contract is expected to fluctuate in the range of 11,950 - 12,200 yuan/ton in the short - term [2]. 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the main contract of Shanghai rubber is 13,970 yuan/ton, down 35 yuan/ton; the 9 - 1 spread is - 875 yuan/ton, up 20 yuan/ton. The closing price of the main contract of 20 - number rubber is 12,040 yuan/ton, down 55 yuan/ton; the 8 - 9 spread is 10 yuan/ton, unchanged [2]. - The spread between Shanghai rubber and 20 - number rubber is 1,930 yuan/ton, up 20 yuan/ton. The position of the main contract of Shanghai rubber is 153,660 lots, up 827 lots; the position of the main contract of 20 - number rubber is 32,672 lots, down 1,047 lots [2]. - The net position of the top 20 in Shanghai rubber is - 21,393 lots, up 2,510 lots; the net position of the top 20 in 20 - number rubber is - 4,423 lots, up 1,688 lots. The exchange warehouse receipts of Shanghai rubber are 188,820 tons, down 30 tons; the exchange warehouse receipts of 20 - number rubber are 32,760 tons, up 3,024 tons [2]. 3.2 Spot Market - The price of state - owned whole latex in the Shanghai market is 14,000 yuan/ton, down 50 yuan/ton; the price of Vietnamese 3L is 14,450 yuan/ton, down 50 yuan/ton. The price of Thai RMB mixed rubber is 13,850 yuan/ton, down 50 yuan/ton; the price of Malaysian RMB mixed rubber is 13,800 yuan/ton, down 50 yuan/ton [2]. - The price of Qilu Petrochemical's styrene - butadiene 1502 is 11,700 yuan/ton, down 200 yuan/ton; the price of Qilu Petrochemical's cis - butadiene BR9000 is 11,700 yuan/ton, unchanged [2]. - The basis of Shanghai rubber is 30 yuan/ton, down 15 yuan/ton; the basis of non - standard products of the main contract of Shanghai rubber is - 155 yuan/ton, down 40 yuan/ton. The price of 20 - number rubber in the Qingdao market is 12,232 yuan/ton, down 34 yuan/ton; the basis of the main contract of 20 - number rubber is 192 yuan/ton, up 21 yuan/ton [2]. 3.3 Upstream Situation - The market reference price of Thai raw rubber (smoked sheet) is 65.55 Thai baht/kg, down 0.11 Thai baht/kg; the market reference price of Thai raw rubber (film) is 62.52 Thai baht/kg, up 0.21 Thai baht/kg. The market reference price of Thai raw rubber (glue) is 54.5 Thai baht/kg, unchanged; the market reference price of Thai raw rubber (cup rubber) is 48.45 Thai baht/kg, down 0.1 Thai baht/kg [2]. - The theoretical production profit of RSS3 is 152.4 US dollars/ton, up 15 US dollars/ton; the theoretical production profit of STR20 is 6.6 US dollars/ton, down 5.8 US dollars/ton [2]. - The monthly import volume of technically specified natural rubber is 148,200 tons, down 38,600 tons; the monthly import volume of mixed rubber is 222,300 tons, down 26,400 tons [2]. 3.4 Downstream Situation - The weekly operating rate of all - steel tires is 63.75%, down 1.89 percentage points; the weekly operating rate of semi - steel tires is 70.41%, down 7.64 percentage points [2]. - The inventory days of all - steel tires in Shandong at the end of the week are 40.45 days, down 1.48 days; the inventory days of semi - steel tires in Shandong at the end of the week are 46.48 days, down 1.67 days [2]. - The monthly output of all - steel tires is 12.62 million pieces, up 800,000 pieces; the monthly output of semi - steel tires is 55.23 million pieces, up 1.08 million pieces [2]. 3.5 Option Market - The 20 - day historical volatility of the underlying is 17.18%, down 0.02 percentage points; the 40 - day historical volatility of the underlying is 22.82%, down 0.03 percentage points [2]. - The implied volatility of at - the - money call options is 23.09%, down 0.17 percentage points; the implied volatility of at - the - money put options is 23.09%, down 0.16 percentage points [2]. 3.6 Industry News - In the first week of July 2025, the rainfall in the main natural rubber producing areas in Southeast Asia decreased compared with the previous period. The impact on rubber - tapping work in the northern part of the equator decreased slightly, while the impact in the southern part of the equator increased slightly [2]. - As of July 6, 2025, the total inventory of natural rubber in Qingdao Port was 632,400 tons, up 300 tons, an increase of 0.05%. The bonded area inventory was 78,800 tons, a decrease of 2.36%; the general trade inventory was 553,600 tons, an increase of 0.40% [2]. - In June 2025, the sales volume of China's heavy - truck market was about 92,000 vehicles, a month - on - month increase of 4% and a year - on - year increase of about 29%. From January to June this year, the cumulative sales volume of China's heavy - truck market was about 533,300 vehicles, a year - on - year increase of about 6% [2].

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report The zinc price is running weakly. The downstream is in the off - season, the processing enterprise's operating rate has decreased year - on - year, the downstream consumption is gradually weakening, the inventory shipment speed has slowed down, and the domestic social inventory is stable. However, the overseas LME zinc premium has risen, and the inventory has continued to decline, driving up the domestic price. Technically, the position has decreased, both long and short sides are cautious, the price has broken below the MA10 support, and attention should be paid to the 22,000 mark. It is recommended to wait and see for now [3][4]. 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the main Shanghai zinc contract is 22,090 yuan/ton, down 320 yuan; the 08 - 09 contract spread of Shanghai zinc is 50 yuan/ton, down 10 yuan [3]. - The LME three - month zinc quotation is 2,735.5 dollars/ton, down 2.5 dollars; the total open interest of Shanghai zinc is 261,401 lots, down 1,332 lots [3]. - The net position of the top 20 in Shanghai zinc is 15,031 lots, down 6,186 lots; the Shanghai zinc warehouse receipts are 8,071 tons, up 825 tons [3]. - The SHFE inventory is 45,364 tons (weekly), up 1,731 tons; the LME inventory is 112,325 tons (daily), down 350 tons [3]. 3.2现货市场 - The spot price of 0 zinc on Shanghai Non - ferrous Metals Network is 22,270 yuan/ton, down 140 yuan; the spot price of 1 zinc in Yangtze River Non - ferrous Metals Market is 22,050 yuan/ton, down 470 yuan [3]. - The basis of the main ZN contract is 180 yuan/ton; the LME zinc premium (0 - 3) is - 21.64 dollars/ton, up 0.35 dollars [3]. - The ex - factory price of 50% zinc concentrate in Kunming is 17,100 yuan/ton, down 220 yuan; the price of 85% - 86% broken zinc in Shanghai is 15,800 yuan/ton, down 100 yuan [3]. 3.3 Upstream Situation - The WBMS zinc supply - demand balance is - 124,700 tons (monthly), down 104,100 tons; the ILZSG zinc supply - demand balance is - 69,100 tons (monthly), up 10,400 tons [3]. - The global zinc mine production (monthly) is 1.0075 million tons, down 4,300 tons; the domestic refined zinc production (monthly) is 583,000 tons, up 7,000 tons [3]. - The zinc ore import volume (monthly) is 455,900 tons up 124,900 tons [3]. 3.4 Industry Situation - The refined zinc import volume (monthly) is 35,156.02 tons, down 22,615.39 tons; the refined zinc export volume (monthly) is 483.88 tons, up 266.83 tons [3]. - The social zinc inventory (weekly) is 63,600 tons, up 2,000 tons [3]. 3.5 Downstream Situation - The monthly output of galvanized sheets is 2.32 million tons, down 130,000 tons; the monthly sales volume of galvanized sheets is 2.34 million tons, down 120,000 tons [3]. - The monthly new housing construction area is 231.8361 million square meters, up 53.4777 million square meters; the monthly housing completion area is 183.8514 million square meters, up 27.3729 million square meters [3]. - The monthly automobile production is 2.642 million vehicles, up 38,000 vehicles; the monthly air - conditioner production is 19.6788 million units, up 3.4764 million units [3]. 3.6 Option Market - The implied volatility of at - the - money call options for zinc is 14.79% (daily), down 0.34 percentage points; the implied volatility of at - the - money put options for zinc is 14.79% (daily), down 0.35 percentage points [3]. - The 20 - day historical volatility of at - the - money zinc options is 8.57% (daily), up 1.16 percentage points; the 60 - day historical volatility of at - the - money zinc options is 14.96% (daily), up 0.2 percentage points [3]. 3.7 Industry News - US President Trump said that the US government will issue notices of new tariff rates to countries without trade agreements from July 4, with rates ranging from 10% to 70%, and plans to implement them officially from August 1. The upper limit of 70% is much higher than the 50% announced in April [3]. - Data from the China Federation of Logistics and Purchasing showed that the global manufacturing PMI in June was 49.5%, up 0.3 percentage points from the previous month, rising month - on - month for two consecutive months. The index is still in the contraction range, but the continuous small increase reflects that the global economic recovery has picked up [3].

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core Viewpoints - The fundamentals show that the Indonesian government's PNBP policy restricts the issuance, increasing the cost of nickel resource supply, and the premium of domestic trade ore remains stable. The supply of nickel ore from the Philippines has recovered, but the port inventory of domestic nickel ore has decreased, and the raw materials are in a tight situation. - On the smelting side, the current high raw material prices and the downward trend of nickel prices have led to profit losses for other smelters, and some non - integrated smelters have chosen to reduce production. - On the demand side, the profit of stainless steel plants has been compressed, and the 300 - series has reduced production. The demand for new energy vehicles continues to rise, but its proportion is small and the impact is limited. - Recently, both supply and demand are weak. Downstream enterprises purchase on demand, and domestic inventory has decreased, while overseas inventory remains stable. - Technically, the position has decreased. Pay attention to the support of MA10, and it is expected to have a short - term strong adjustment. It is recommended to wait and see temporarily or go long lightly on dips [3]. 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of Shanghai nickel is 120,540 yuan/ton, a decrease of 1,730 yuan/ton. The 08 - 09 contract spread of Shanghai nickel is - 140 yuan/ton, a decrease of 50 yuan/ton. - The LME 3 - month nickel price is 15,260 US dollars/ton, a decrease of 95 US dollars/ton. The position of the main contract of Shanghai nickel is 69,366 lots, a decrease of 441 lots. - The net long position of the top 20 futures holders of Shanghai nickel is - 6,296 lots, a decrease of 1,846 lots. The LME nickel inventory is 202,470 tons, unchanged. - The Shanghai Futures Exchange nickel inventory is 24,922 tons, an increase of 204 tons. The LME nickel cancelled warrants total 8,502 tons, unchanged. The warehouse receipt quantity of Shanghai nickel is 20,832 tons, a decrease of 227 tons [3]. 3.2现货市场 - The SMM 1 nickel spot price is 122,000 yuan/ton, a decrease of 1,450 yuan/ton. The average spot price of 1 nickel plate in Yangtze River Non - ferrous Metals is 121,800 yuan/ton, a decrease of 1,550 yuan/ton. - The CIF (bill of lading) price of Shanghai electrolytic nickel is 85 US dollars/ton, unchanged. The bonded warehouse (warehouse receipt) price of Shanghai electrolytic nickel is 85 US dollars/ton, unchanged. - The average price of battery - grade nickel sulfate is 28,200 yuan/ton, a decrease of 300 yuan/ton. The basis of the NI main contract is 1,460 yuan/ton, an increase of 280 yuan/ton. The LME nickel (spot/3 - month) premium is - 189.09 US dollars/ton, a decrease of 1.61 US dollars/ton [3]. 3.3 Upstream Situation - The monthly import volume of nickel ore is 392.72 million tons, an increase of 101.31 million tons. The total port inventory of nickel ore is 871.84 million tons, an increase of 112.61 million tons. - The average monthly import unit price of nickel ore is 73.42 US dollars/ton, a decrease of 5.44 US dollars/ton. The含税 price of Indonesian laterite nickel ore with 1.8% Ni is 41.71 US dollars/wet ton, unchanged [3]. 3.4产业情况 - The monthly electrolytic nickel output is 29,430 tons, an increase of 1,120 tons. The total monthly nickel - iron output is 2.39 million metal tons, an increase of 0.22 million metal tons. - The monthly import volume of refined nickel and alloys is 17,687.58 tons, a decrease of 1,058.97 tons. The monthly import volume of nickel - iron is 84.82 million tons, an increase of 3.13 million tons [3]. 3.5下游情况 - The monthly output of 300 - series stainless steel is 178.47 million tons, a decrease of 3.96 million tons. The total weekly inventory of 300 - series stainless steel is 60.59 million tons, a decrease of 1.35 million tons [3]. 3.6行业消息 - US President Trump said that starting from July 4, the US government will issue notices of new tariff rates to countries that have not reached trade agreements, with the tariff range from 10% to 70%, and plans to officially implement them from August 1. The upper limit of this tariff rate (70%) is much higher than the 50% announced in April. - Data from the China Federation of Logistics and Purchasing shows that the global manufacturing purchasing managers' index in June was 49.5%, up 0.3 percentage points from the previous month, rising month - on - month for two consecutive months. Although the index is still in the contraction range, the continuous small increase for two months reflects that the recovery strength of the global economy has rebounded [3].

| 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) | 36515 | 1005 8-9月多晶硅价差 | 525 | -65 | | | 主力持仓量:多晶硅(日,手) | 102403 | 25069 多晶硅-工业硅价差(日,元/吨) | 27530 | 490 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 36000 | 0 多晶硅(菜花料)平均价(日,元/千克) | 30 | 0 | | | 基差:多晶硅(日,元/吨) | 950 | -850 多晶硅(致密料)平均价(日,元/千克) | 36 | 0 | | | 光伏级多晶硅周平均价(周,美元/千克) | 4.22 | 0 多晶硅(复投料)平均价(日,元/千克) | 33 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 7980 | -30 出口数量工业硅(月,吨) | 52919.65 | -12197.89 | | | 品种现货价:工业硅(日,元/吨) | ...

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：HC：热轧卷板 热轧卷板产业链日报 2025/7/7 | 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) | 3,191 | -10↓ HC 主力合约持仓量(手) | 1585555 | +4686↑ | | | HC 合约前20名净持仓(手) | 23,192 | -18327↓ HC10-1合约价差(元/吨) | -5 | +4↑ | | | HC 上期所仓单日报(日，吨) | 64587 | 0.00 HC2510-RB2510合约价差(元/吨) | 130 | +1↑ | | 现货市场 | 杭州 4.75热轧板卷(元/吨) | 3,270.00 | -10.00↓ 广州 4.75热轧板卷(元/吨) | 3,220.00 | -10.00↓ | | | 武汉 4.75热轧板卷(元/吨) | 3,270.00 | -10.00↓ 天津 4.75热轧板卷(元/吨) | 3,150.00 | - ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价（日，元/吨） | 835.00 | -4.50↓ J主力合约收盘价（日，元/吨） | 1422.50 | -10.50↓ | | 期货市场 | JM期货合约持仓量（日，手） | 775478.00 | +13461.00↑ J期货合约持仓量（日，手） | 56292.00 | -616.00↓ | | | 焦煤前20名合约净持仓（日，手） | -77795.00 | -20782.00↓ 焦炭前20名合约净持仓（日，手） | -3979.00 | +106.00↑ | | | JM1-9月合约价差（日，元/吨） | 53.50 | +4.50↑ J1-9月合约价差（日，元/吨） | 45.50 | +6.00↑ | | | 焦煤仓单（日，张） | 200.00 | +200.00↑ 焦炭仓单（日，张） | 90.00 | 0.00 | | | 干其毛都蒙5原煤（日，元/吨） | 745.00 | +3.00↑ 唐山准一级冶金焦 ...