甲醇产业日报 2026-02-03 | 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) | 2247 | -5 甲醇5-9价差(日,元/吨) | -32 | -6 | | | 主力合约持仓量:甲醇(日,手) | 817035 | 3725 期货前20名持仓:净买单量:甲醇(日,手) | -140362 | -10556 | | | 仓单数量:甲醇(日,张) | 7082 | -21 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2220 | 0 内蒙古(日,元/吨) | 1790 | 0 5 | | | 华东-西北价差(日,元/吨) | 430 | -30 郑醇主力合约基差(日,元/吨) | -27 | | | | 甲醇:CFR中国主港(日,美元/吨) | 265 | -4 CFR东南亚(日,美元/吨) | 323 | 0 | | | FOB鹿特丹(日,欧元/吨) | 298 | 0 中国主港-东南亚价差(日,美元/吨) | -58 | -4 ...

，其中，山东地区青岛、济南港口及周边仓41.3万吨，同比减少2.93%，江苏地区张家港港口及周边仓库进 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 口棉库存约3.50万吨，其他港口库存约2.94万吨。考虑到当前长假临近，短期暂且观望为主。 免责声明 棉花(纱)产业日报 2026-02-03 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑棉主力合约收盘价(日,元/吨) | 14650 | 75 棉纱主力合约收盘价(日,元/吨) | 20415 | 10 | | | 棉花期货前20名净持仓(手) | -126623 | -9362 棉纱期货前20名净持仓(手) | -1489 | -87 | | | 主力合约持仓量:棉花(日,手) | 717880 | -1626 主力合约持仓量:棉纱(日,手) | 4497 | -387 | | | 仓单数量:棉花(日,张) 中国棉花价格指数:CCIndex:3128B(日,元 | 10400 | 7 ...

续至今，也在价格上得到充分体现。当前市场处于筑底阶段，市场虽无明显利多因素，但利空因素逐步兑 数据来源第三方(同花顺、wind)，观点仅供参考，市场有风险，投资需谨慎！ 白糖产业日报 2026-02-03 | 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:白糖(日,元/吨) | 5167 | -40 主力合约持仓量:白糖(日,手) | 451499 | 10416 10169 | | | 仓单数量:白糖(日,张) | 14216 | 147 期货前20名持仓:净买单量:白糖(日,手) | -62916 | | | | 有效仓单预报:白糖:小计(日,张) 进口加工估算价(配额内):巴西糖(日,元/ | 489 | 292 | | | | | | 3943 | -90 进口加工估算价(配额内):泰国糖(日,元/ | 3988 | -90 | | | 吨) 进口巴糖估算价(配额外,50%关税)(日,元 | | 吨) | | | | 现货市场 | | 4990 | -118 ...

Report Industry Investment Rating - No information provided Core View of the Report - The inventory of apples for the Spring Festival preparation has not changed significantly. Merchants mainly continue to package their own supplies. In some low - price producing areas, the trading of fruit farmers' goods has slightly improved. Merchants mainly package gift boxes, and fruit farmers are actively selling their goods, with prices determined by quality. The trading of high - price and high - quality apples in Shaanxi, such as Luochuan apples, remains sluggish, and the market situation has not changed much. The Spring Festival preparation is gradually entering the incremental stage. In the producing areas, the shipping speed has significantly accelerated, with the Gansu producing area performing better than others. Merchants still mainly ship their own inventory. As of January 28, 2026, the cold - storage inventory of apples in the main producing areas of the country was 6.5405 million tons, a decrease of 287,300 tons from the previous week. The inventory removal speed has accelerated compared to the previous week and is slightly higher than the same period last year. The storage capacity ratio in Shandong is 49.01%, a decrease of 1.29% from the previous week, and in Shaanxi, it is 50.85%, a decrease of 1.91% from the previous week. In the Shandong producing area, the overall packaging and shipping have increased, and some pre - packed gift boxes have been shipped to the market, with the shipment accelerating, but the transaction of fruit farmers' goods is still average. In Shaanxi, the inventory removal has slightly accelerated, and the transactions in Weinan and Xianyang have improved compared to before, with more merchants packing and shipping, and the fruit farmers' goods are mainly sold in two - polar sources. In the sales areas, there is a large backlog of goods in the transfer warehouses and on the ground vehicles, and the sales speed of gift - boxed goods is average. In terms of price, the price of general - quality fruit farmers' goods is stable with a weak trend, while the price of high - quality goods is stable [2] Summary by Relevant Catalogs Futures Market - The closing price of the main apple futures contract is 9,485 yuan/ton, and the position of the main contract is 101,361 hands, a decrease of 8,125 hands compared to the previous period. The net long position of the top 20 futures holders is 1,422 hands, and the previous value was 909 hands [2] Spot Market - The spot price of apples in Gansu Jingning (paper - bagged, above 75) is 5.25 yuan/jin, in Shandong Yiyuan (paper - bagged, above 75) is 2.4 yuan/jin, in Shaanxi Luochuan (paper - bagged, above 70 semi - commercial) is 4.2 yuan/jin, and in Shandong Yantai Qixia (paper - bagged, above 80, first - grade and second - grade fruit farmers' goods) is 3.7 yuan/jin [2] Upstream Situation - The annual apple production in the country is 51.2851 million tons, and the weekly wholesale price of apples is 9.47 yuan/kg, a decrease of 0.05 yuan/kg compared to the previous period [2] Industry Situation - The average weekly wholesale price of Fuji apples is 9.33 yuan/kg, an increase of 0.04 yuan/kg compared to the previous period. The total cold - storage inventory of apples in the country is 6.5405 million tons, a decrease of 287,300 tons compared to the previous week. The storage capacity ratio of apples in Shandong is 49.01%, a decrease of 1.29% compared to the previous week, and in Shaanxi is 50.85%, a decrease of 1.91% compared to the previous week. The monthly export volume of apples is 160,000 tons, an increase of 40,000 tons compared to the previous period. The monthly export amount of apples increased by 30.7% year - on - year, and the monthly import amount of fresh and dried fruits and nuts is 17.75355 million US dollars, an increase of 6.57409 million US dollars compared to the previous period. The weekly profit of storage merchants for first - and second - grade paper - bagged apples of 80 is 0 yuan/jin [2] Downstream Situation - The weekly wholesale price of pears is 6.52 yuan/kg, an increase of 0.02 yuan/kg compared to the previous period; the weekly wholesale price of bananas is 6.97 yuan/kg, a decrease of 0.07 yuan/kg compared to the previous period; the weekly wholesale price of watermelons is 5.9 yuan/kg, an increase of 0.05 yuan/kg compared to the previous period. The average daily number of trucks arriving in the morning at the Guangdong Jiangmen wholesale market is 17.4, an increase of 6.2 compared to the previous period; at the Guangdong Xiaqiao wholesale market is 7.8; at the Guangdong Chalong wholesale market is 23.4, an increase of 11.6 compared to the previous period [2] Option Market - The implied volatility of at - the - money call options for apples is 26.29%, an increase of 0.84% compared to the previous period; the implied volatility of at - the - money put options for apples is 26.29%, an increase of 0.84% compared to the previous period [2] Suggested Attention Points - Pay attention to the cold - storage inventory data on Thursday [2]

铁矿石产业链日报 2026/2/3 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 | I 主力合约收盘价（元/吨） | 777.50 | -5.50↓ I 主力合约持仓量(手) | 518,849 | -1835↓ | | | I 5-9合约价差（元/吨） | 17.5 | +0.50↑ I 合约前20名净持仓(手) | -478 | -5020↓ | | | I 大商所仓单（手） | 2 ...

1. Report's Industry Investment Rating - Not provided in the content 2. Core View of the Report - The continued losses at the breeding end have led to a decline in replenishment enthusiasm and an increase in the culling of old hens. The laying - hen inventory has continued to decline from a high level, and the market sentiment has slightly improved. However, the current in - production laying - hen inventory is still at a high level. Due to the previous high - spirited market stocking sentiment, the inventory at each link has decreased, and after some inventories were cleared, traders actively purchased goods, the turnover speed accelerated, egg prices rose significantly, and the profits at the breeding end improved. This has led to an increase in the enthusiasm for chick replenishment and a slight slowdown in the enthusiasm for old - hen culling, weakening the expectation of inventory decline. From a market perspective, affected by the recent decline in spot prices, futures prices have also weakened, adding market volatility, and short - term participation is recommended [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The futures closing price of the active egg contract is 2,953 yuan/500 kilograms, a decrease of 22 yuan; the net long position of the top 20 futures holders of eggs is - 9,293 hands, a decrease of 8,128 hands; the egg futures monthly spread (5 - 9) is - 446 yuan/500 kilograms, a decrease of 9 yuan; the futures holding volume of the active egg contract is 179,651 hands, a decrease of 772 hands; the registered warehouse receipt volume of eggs is 0 hands, unchanged [2] 3.2 Spot Market - The egg spot price is 3.75 yuan/jin, a decrease of 0.09 yuan; the basis (spot - futures) is 794 yuan/500 kilograms, a decrease of 66 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75; the national culled laying - hen index is 124.98 (with 2015 = 100), an increase of 23.8; the average price of egg - laying chicken seedlings in the main production areas is 3.2 yuan/feather, an increase of 0.1 yuan; the national new - chick index is 71.99 (with 2015 = 100), a decrease of 21.63; the average price of egg - laying chicken feed is 2.84 yuan/kg, unchanged; the breeding profit of egg - laying chickens is 0.3 yuan/head, an increase of 0.19 yuan; the average price of culled chickens in the main production areas is 9.44 yuan/kg, an increase of 0.38 yuan; the national culled chicken age is 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork is 18.56 yuan/kg, an increase of 0.12 yuan; the average wholesale price of 28 key - monitored vegetables is 5.51 yuan/kg, a decrease of 0.05 yuan; the average wholesale price of white - striped chickens is 17.17 yuan/kg, a decrease of 0.18 yuan; the weekly inventory in the circulation link is 1.07 days, an increase of 0.02 days; the weekly inventory in the production link is 1.02 days, an increase of 0.05 days; the monthly export volume of fresh eggs is 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption volume of eggs in the sales area is 7,210 tons, a decrease of 165 tons [2] 3.6 Industry News - The average price of eggs in Shandong, the main production area, is 7.53 yuan/kg, a decrease of 0.16 yuan from yesterday; the average price of eggs in Hebei is 7.23 yuan/kg, a decrease of 0.17 yuan from yesterday; the average price of eggs in Guangdong is 7.47 yuan/kg, a decrease of 0.20 yuan from yesterday; the average price of eggs in Beijing is 7.94 yuan/kg, a decrease of 0.24 yuan from yesterday [2]

热轧卷板产业链日报 2026/2/3 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) | 3,265 | +4↑ HC 主力合约持仓量(手) | 1477230 | -21563↓ | | | HC 合约前20名净持仓(手) | -15,885 | +15291↑ HC5-10合约价差(元/吨) | -21 | -6↓ | | | HC 上期所仓单日报( ...

| 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） | 1167.50 | +26.00↑ J主力合约收盘价（日，元/吨） | 1715.00 | +34.50↑ | | 期货市场 | JM期货合约持仓量（日，手） | 577813.00 | +5864.00↑ J期货合约持仓量（日，手） | 38269.00 | -156.00↓ | | | 焦煤前20名合约净持仓（日，手） | -80491.00 | -3441.00↓ 焦炭前20名合约净持仓（日，手） | -1165.00 | -211.00↓ | | | JM9-5月合约价差（日，元/吨） | 78.00 | -6.50↓ J9-5月合约价差（日，元/吨） | 69.00 | +3.00↑ | | | 焦煤仓单（日，张） | 0.00 | 0.00 焦炭仓单（日，张） | 1480.00 | 0.00 | | | 干其毛都蒙5原煤（日，元/吨） | 1027.00 | +3.00↑ 唐山一级冶金焦（日，元 ...

| 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:不锈钢(日,元/吨) | 13585 | 165 03-04月合约价差:不锈钢(日,元/吨) | -100 | -5 | | 期货市场 | 期货前20名持仓:净买单量:不锈钢(日,手) | -11371 | -3498 主力合约持仓量:不锈钢(日,手) | 67925 | -15520 | | | 仓单数量:不锈钢(日,吨) | 44621 | 803 | | | | 现货市场 | 304/2B卷:切边:无锡(日,元/吨) | 14650 | -200 市场价:废不锈钢304:无锡(日,元/吨) | 9700 | -50 | | | 基差:不锈钢(日,元/吨) | 430 | 445 | | | | 上游情况 | 电解镍产量(月,吨) | 29430 | 1120 镍铁产量合计(月,万金属吨) | 2.14 | -0.07 | | | 进口数量:精炼镍及合金(月,吨) | 23861.23 | 11020.74 进口数量:镍铁 ...

产销继续爬升，三元电池贡献小幅需求增量。国内镍库存增长加快，市场逢回调采买为主，现货升水下跌 研究员: 陈思嘉 期货从业资格证F03118799 期货投资咨询从业证书号Z0022803 | | | 沪镍产业日报 2026-02-03 | 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:沪镍(日,元/吨) | 134830 | 5180 03-04月合约价差:沪镍(日,元/吨) | -300 | -550 | | | LME3个月镍(日,美元/吨) | 17045 | -510 主力合约持仓量:沪镍(日,手) | 101500 | -9445 | | | 期货前20名持仓:净买单量:沪镍(日,手) | -46435 | -5 LME镍:库存(日,吨) | 285528 | -756 | | | 上期所库存:镍(周,吨) | 55396 | 4602 LME镍:注销仓单:合计(日,吨) | 10692 | -234 | | | 仓单数量:沪镍(日,吨) | 48180 | ...