| 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) | 9757 | -77 期货收盘价(活跃合约):菜籽粕(日,元/吨) | 2339 | 32 | | 期货市场 | 菜油月间差(1-5):(日,元/吨) 主力合约持仓量:菜油(日,手) | 389 260299 | 3 菜粕月间价差(1-5)(日,元/吨) -2728 主力合约持仓量:菜粕(日,手) | 27 364445 | 19 -13022 | | | 期货前20名持仓:净买单量:菜油(日,手) | 7132 | -1570 期货前20名持仓:净买单量:菜粕(日,手) | -103418 | 3684 | | | 仓单数量:菜油(日,张) | 7540 | 0 仓单数量:菜粕(日,张) | 4702 | 0 | | | 期货收盘价(活跃):ICE油菜籽(日,加元/吨) | 626.7 | -2.5 期货收盘价(活跃合约):油菜籽(日,元/吨) | 5341 | -93 | | 现货市场 | 现 ...

免责声明 锰硅硅铁产业日报 2025/10/23 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 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。 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | SM主力合约收盘价（日，元/吨） | 5,818.00 | +8.00↑ SF主力合约收盘价（日，元/吨） | 5,574.00 | +36.00↑ | | | SM期货合约持仓量（日，手） | 549,668.00 | -8 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价(日,元/吨) 主力-连二合约价差:沪铝(日,元/吨) | 21,165.00 -35.00 | +120.00↑ 氧化铝期货主力合约收盘价(日,元/吨) 0.00 主力-连二合约价差:氧化铝(日,元/吨) | 2,838.00 -34.00 | +9.00↑ -4.00↓ | | | 主力合约持仓量:沪铝(日,手) | 286,749.00 | +29550.00↑ 主力合约持仓量:氧化铝(日,手) | 360,127.00 | +4192.00↑ | | | LME铝注销仓单(日,吨) | 76,875.00 | 0.00 库存:氧化铝:合计(周,万吨) | 239,607.00 | | | | | | | | +33021.00↑ | | 期货市场 | LME电解铝三个月报价（日，美元/吨） 沪铝前20名净持仓（日，手） | 2,805.50 15,625.00 | +24.50↑ LME铝库存（日，吨） +476.00↑ ...

Report Industry Investment Rating - Not provided Core Viewpoints - High egg production capacity remains the main concern in the market, with high in - production laying hen inventory and no over - culling of old hens. Post - holiday consumption seasonally weakens, leading to poor terminal digestion, cautious purchasing by traders, which drags down the egg market and suppresses near - month contracts. However, continuous losses reduce market replenishment enthusiasm, which is beneficial to forward prices. There is a tendency for previous short positions to take profits and exit the market, causing the futures price to rebound at a low level. But high production capacity pressure may limit the rebound space. The far - month contract may perform stronger than the near - month contract due to the logic of production capacity reduction [2] Summary by Relevant Catalogs Futures Market - The futures closing price of the active egg contract is 3027 yuan/500 kilograms, with a week - on - week increase of 102; the net long position of the top 20 futures holders is - 24073 lots, with a week - on - week increase of 9306; the egg futures spread between January and May contracts is - 126 yuan/500 kilograms, with a week - on - week increase of 55; the futures open interest of the active contract is 247685 lots, with a week - on - week decrease of 11145; the registered warehouse receipt volume is 0 lots, with no week - on - week change [2] 现货市场 - The spot price of eggs is 2.87 yuan/jin, with a week - on - week increase of 0.03; the basis (spot - futures) is - 161 yuan/500 kilograms, with a week - on - week decrease of 71 [2] Upstream Situation - The national laying hen inventory index is 115.26 (with 2015 = 100), with a month - on - month increase of 0.86; the national culled laying hen index is 124.63 (with 2015 = 100), with a month - on - month increase of 31.02; the average price of laying hen chicks in the main production areas is 2.6 yuan/chick, with no week - on - week change; the national new chick index is 76.65 (with 2015 = 100), with a month - on - month increase of 3.3; the average price of laying hen compound feed is 2.75 yuan/kg, with a week - on - week decrease of 0.01; the laying hen breeding profit is - 0.46 yuan/hen, with a week - on - week decrease of 0.06; the average price of culled hens in the main production areas is 8.64 yuan/kg, with a week - on - week decrease of 0.28; the national average age of culled hens is 507 days, with a month - on - month decrease of 3 [2] Industry Situation - The average wholesale price of pork is 17.62 yuan/kg, with a day - on - day decrease of 0.1; the average wholesale price of 28 key - monitored vegetables is 5.3 yuan/kg, with a day - on - day increase of 0.13; the average wholesale price of dressed chickens is 17.72 yuan/kg, with a day - on - day decrease of 0.05; the weekly inventory in the circulation link is 1.1 days, with a week - on - week decrease of 0.24; the weekly inventory in the production link is 1.05 days, with a week - on - week decrease of 0.45; the monthly export volume of fresh eggs is 13121.03 tons, with a month - on - month increase of 264.92 [2] Downstream Situation - The weekly consumption volume of eggs in the sales areas is 7179 tons, with a week - on - week decrease of 442 [2] Industry News - The average price of eggs in Shandong's main production area is 5.64 yuan/kg, up 0.06 from yesterday; in Hebei, it is 5.51 yuan/kg, up 0.20 from yesterday; in Guangdong, it is 6.20 yuan/kg, unchanged from yesterday; in Beijing, it is 6.14 yuan/kg, up 0.20 from yesterday. The in - production laying hen inventory remains high, old hens have not been over - culled, high production capacity is the main market concern, post - holiday consumption seasonally weakens, terminal digestion is poor, and traders are cautious in purchasing [2]

计短期企业装置运行平稳为主。ru2601合约短线预计在14700-15400区间波动，nr2512合约短线预计在120 免责声明 00-12600区间波动。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪胶主力合约收盘价(日,元/吨) | 15245 | 95 20号胶主力合约收盘价(日,元/吨) | 12430 | 80 | | | 沪胶1-5价差(日,元/吨) | -55 | -60 20号胶12-1价差(日,元/吨) | 10 | -5 | | | 沪胶与20号胶价差(日,元/吨) | 2815 | 15 沪胶主力合约 持仓量(日,手) | 148828 | -1539 | | | 20号胶主力合约持仓量(日,手) | 61890 | -1523 沪胶前20名净持仓 | -25462 | -20 | | | 20号胶前20名净持仓 | -11411 | -89 沪胶交易所仓单(日,吨) | 127210 | -530 | | | 20号胶交易所仓单(日,吨) 上海市场国营全 ...

尿素产业日报 2025-10-23 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。 叠加部分装置短停检修，一定程度也放缓了企业库存上涨趋势，本周国内尿素企业库存仅小幅增加，但根 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 据农业推进情况，后期需求持续时间有限，库存或仍呈现增加趋势。UR2601合约短线预计在1600-1650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 | 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) | 1638 | 17 郑州尿素1-5价差(日,元/ ...

合成橡胶产业日报 2025-10-23 见明显转好，为控制库存增加，部分企业仍处灵活控产状态，预计短期企业装置运行平稳为主。br2512合 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 约短线预计在10800-11300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 环比 数据指标 | 最新 | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价:合成橡胶(日,元/吨) 70 主力合约持仓量:合成橡胶(日,元/吨) | 11120 | 69872 | -2100 | | | 合成橡胶12-1价差( ...

不过，新兴领域的储能需求表现向好，在一定程度上弥补了传统领域需求的不足，但总体而言，整体需求 免责声明 沪铅产业日报 2025-10-23 | 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) | 17615 | 455 LME3个月铅报价(日,美元/吨) | 1995 | 2 | | | 11-12月合约价差:沪铅(日,元/吨) | 50 | 65 沪铅持仓量(日,手) | 115683 | 27111 | | | 沪铅前20名净持仓(日,手) | -3686 | -958 沪铅仓单(日,吨) | 23734 | -1243 | | | 上期所库存(周,吨) | 41701 | 1785 LME铅库存(日,吨) | 244125 | -3175 | | | 上海有色网1#铅现货价(日,元/吨) | 17125 | 125 长江有色市场1#铅现货价(日,元/吨) | 17270 | 60 | | 现货市场 | 铅主力合约基差(日,元/吨) | -490 | ...

合约震荡微跌，呈现调整走势，承压前期缺口。操作上建议等待反弹抛空机会。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 免责声明 生猪产业日报 2025-10-23 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 12200 | -20 主力合约持仓量:生猪(日,手) | 107371 | 3801 | | | 仓单数量:生猪(日,手) | 111 | 0 期货前20名持仓:净买单量:生猪(日,手) | -30896 | 713 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 11900 | 0 生猪价 吉林 四平(日,元/吨) | 12200 | -200 | | | 生猪价 广东 云浮(日,元/吨) | 11700 | 200 生猪主力基差(日,元/吨) | -300 | 20 | | 上游情况 | 生猪存栏(月,万头) | 42447 | 716 生猪存栏:能繁母猪(月,万头) ...

甲醇产业日报 2025-10-23 | 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) | 2292 | 31 甲醇1-5价差(日,元/吨) | -37 | 2 26598 | | | 主力合约持仓量:甲醇(日,手) | 1066380 | -31400 期货前20名持仓:净买单量:甲醇(日,手) | -137185 | | | | 仓单数量:甲醇(日,张) | 14092 | 0 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2230 | 0 内蒙古(日,元/吨) | 2010 | -5 | | | 华东-西北价差(日,元/吨) | 220 | -15 郑醇主力合约基差(日,元/吨) | -62 | -31 | | | 甲醇:CFR中国主港(日,美元/吨) | 260 | -1 CFR东南亚(日,美元/吨) | 325 | 0 | | | FOB鹿特丹(日,欧元/吨) | 272 | 0 中国主港-东南亚价差(日,美元/吨) | -65 | ...