| | | 沪锡产业日报 2025-07-31 | 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:沪锡(日,元/吨) | 265290 | -2580 LME3个月锡(日,美元/吨) | 33410 | -210 | | | 8月-9月合约收盘价:沪锡(日,元/吨) | -300 | -20 主力合约持仓量:沪锡(日,手) | 27818 | -765 | | | 期货前20名净持仓:沪锡(日,手) | -1199 | -438 LME锡:总库存(日,吨) | 1945 | 90 | | | 上期所库存:锡(周,吨) | 7417 | 269 LME锡:注销仓单(日,吨) | 580 | 75 | | 现货市场 | 上期所仓单:锡(日,吨) | 7429 | -4 | | | | | SMM1#锡现货价格(日,元/吨) | 265500 | -2600 长江有色市场1#锡现货价(日,元/吨) | 265110 | -2960 | | | 沪锡主力合约基差(日,元/吨 ...

生猪产业日报 2025-07-31 际支撑作用更加明显。 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 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14075 | 0 主力合约持仓量:生猪(日,手) | 45199 | -7850 | | | 仓单数量:生猪(日,手) | 0 | 0 期货前20名持仓:净买单量:生猪(日,手) | -21650 | 4258 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 14000 | 200 生猪价 吉林 四平(日,元/ ...

甲醇产业日报 2025-07-31 | 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) | 2405 | -14 甲醇9-1价差(日,元/吨) | -88 | 3 | | | 主力合约持仓量:甲醇(日,手) | 564414 | -14931 期货前20名持仓:净买单量:甲醇(日,手) | -95446 | -7265 | | | 仓单数量:甲醇(日,张) | 8716 | -118 | | | | 现货市场 | 江苏太仓(日,元/吨) | 2395 | -5 内蒙古(日,元/吨) | 2060 | 2.5 | | | 华东-西北价差(日,元/吨) | 335 | -7.5 郑醇主力合约基差(日,元/吨) | -10 | 9 | | | 甲醇:CFR中国主港(日,美元/吨) | 275 | 0 CFR东南亚(日,美元/吨) | 333 | 0 | | | FOB鹿特丹(日,欧元/吨) | 246 | 7 中国主港-东南亚价差(日,美元/吨) | -58 ...

谨慎。新作方面，2025年中国棉花总体种植面积增长，本周稍晚时候新疆气温有所下降，天气题材降温。 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 总体来说，虽然新棉上市前供应偏紧，但是下游需求持续疲软，天气题材降温，加上市场对配额有预期， 免责声明 棉花2509合约收跌，维持偏弱行情。操作上建议逢高短空交易，注意控制风险。 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 棉花(纱)产业日报 2025-07-31 | 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) | 13650 | -105 棉纱主力合约收盘价(日,元/吨) | 19770 | -100 | | | 棉花期货前20名净持仓(手) | -26047 | -3301 棉纱期货前20名净持仓(手) | -36 | 141 | | | 主力合约持仓量:棉花(日,手) | 349549 | -26 ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report The overall supply of Shanghai lead is expected to decline slightly, demand remains largely unchanged, and lead prices are expected to fluctuate upward in the short term. It is recommended to go long on dips [3]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai lead main contract was 16,735 yuan/ton, down 155 yuan; the LME 3 - month lead quote was 1,992 US dollars/ton, down 28 US dollars [3]. - The spread between the 08 - 09 contracts of Shanghai lead was - 20 yuan/ton, unchanged; the position of Shanghai lead was 105,944 lots, an increase of 6,528 lots [3]. - The net position of the top 20 in Shanghai lead was - 567 lots, a decrease of 243 lots; the warehouse receipts of Shanghai lead were 61,934 tons, an increase of 1,002 tons [3]. - The inventory of the Shanghai Futures Exchange was 63,254 tons, an increase of 919 tons; the LME lead inventory was 276,375 tons, an increase of 6,025 tons [3]. 3.2 Spot Market - The spot price of 1 lead on Shanghai Non - ferrous Metals Network was 16,675 yuan/ton, down 75 yuan; the spot price of 1 lead in the Yangtze River Non - ferrous Metals Market was 16,830 yuan/ton, down 50 yuan [3]. - The basis of the lead main contract was - 60 yuan/ton, an increase of 80 yuan; the LME lead premium (0 - 3) was - 36.37 US dollars/ton, down 4.57 US dollars [3]. 3.3 Upstream Situation - The average operating rate of primary lead was 73.81%, an increase of 2.97 percentage points; the weekly output of primary lead was 3.35 tons, an increase of 0.03 tons [3]. - The processing fee of 60% lead concentrate at major ports was - 60 US dollars/kiloton, a decrease of 10 US dollars; the global lead ore output was 399.7 kilotons, a decrease of 3.7 kilotons [3]. - The lead ore import volume was 11.97 tons, an increase of 2.48 tons [3]. 3.4 Industry Situation - The import volume of refined lead was - 1,021.76 tons; the export volume of refined lead was 2,109.62 tons, an increase of 223.33 tons [3]. - The average domestic processing fee of lead concentrate was 815.37 yuan/ton; the average price of waste batteries in the market was 10,158.93 yuan/ton, down 23.21 yuan [3]. 3.5 Downstream Situation - The export volume of lead - acid batteries was 41,450,000 units, down 50 units; the average price of lead - antimony alloy was 1,9925 yuan/ton, down 50 yuan [3]. - The Shenwan industry index of batteries was 1,726.56 points, down 33.34 points; the automobile output was 280.86 tons, an increase of 16.66 tons; the new energy vehicle output was 164.7 tons [3]. 3.6 Industry News - **Fed Interest Rate Decision**: The Fed maintained the interest rate at 4.25% - 4.50%, with two members voting against and advocating a rate cut. Powell was hawkish, and market bets on a full - year rate cut decreased by 8BP to 36BP [3]. - **Tariffs**: Trump signed an executive order to suspend the minimum tax - free treatment for low - value goods, and announced a 50% tariff on imported semi - finished copper products from August 1 [3].

菜籽系产业日报 2025-07-31 | 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) | 9510 | -111 期货收盘价(活跃合约):菜籽粕(日,元/吨) | 2699 | -36 | | 期货市场 | 菜油月间差(9-1):(日,元/吨) | 61 | -4 菜粕月间价差(9-1)(日,元/吨) | 288 | -19 | | | 主力合约持仓量:菜油(日,手) | 194637 | -20837 主力合约持仓量:菜粕(日,手) | 442990 | -3790 | | | 期货前20名持仓:净买单量:菜油(日,手) | 16891 | -7830 期货前20名持仓:净买单量:菜粕(日,手) | 29067 | -6136 | | | 仓单数量:菜油(日,张) 期货收盘价(活跃):ICE油菜籽(日,加元/吨) | 3487 | 0 仓单数量:菜粕(日,张) | 1200 | 1200 | | 现货市场 | 现货价:菜油:江苏(日,元/吨) 平 ...

碳酸锂产业日报 2025/7/31 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 68,280.00 | -2320.00↓ 前20名净持仓（日，手） | -180,083.00 | -4961.00↓ | | 期货市场 | 主力合约持仓量（日，手） | 229,368.00 | -43385.00↓ 近远月合约价差（日，元/吨） | -600.00 | -280.00↓ | | | 广期所仓单（日，手/吨） | 13,131.00 | +855.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 72,000.00 | -950.00↓ 工业级碳酸锂平均价（日，万元/吨） | 69,900.00 | -950.00↓ | | | Li₂CO₃主力合约基差（日，元/吨） | 3,720.00 | +1370.00↑ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 810.00 | 0.00 磷锂铝 ...

多晶硅产业日报 2025-07-31 | 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) | 49130 | -5575 8-9月多晶硅价差 | -120 | -45 | | | 主力持仓量:多晶硅(日,手) | 126989 | -37501 多晶硅-工业硅价差(日,元/吨) | 40370 | -5050 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 46500 | 0 多晶硅(菜花料)平均价(日,元/千克) | 30 | 0 | | | 基差:多晶硅(日,元/吨) | -8205 | -3900 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) | 4.94 | 0 多晶硅(复投料)平均价(日,元/千克) | 34.8 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 8760 | -525 出口数量工业硅(月,吨) | 52919.65 | -1219 ...

工业硅产业日报 2025-07-31 | 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(日,元/吨) | 8760 | -525 主力合约持仓量(日,手) | 212932 | -29745 -236 | | | 前20名净持仓(日,手) | -66694 | 7394 广期所仓单(日,手) | 49846 | | | | 8-9月工业硅价差 | -5 | 40 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | 9800 | -200 421#硅平均价(日,元/吨) | 10150 | -100 | | | Si主力合约基差(日,元/吨) | 1040 | 325 DMC现货价(日,元/吨) | 12300 | 0 | | 上游情况 | 硅石平均价(日,元/吨) | 410 | 0 石油焦平均价(日,元/吨) | 1720 | 0 0 | | | 精煤平均价(日,元/吨) | 1850 | 0 木片平均价(日,元/吨) | 490 | | | | 石 ...

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 热轧卷板产业链日报 2025/7/31 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | | HC 主力合约收盘价(元/吨) 1433936 | 3,390 | -93↓ HC 主力合约持仓量(手) | | -139278↓ | | 期货市场 | HC 合约前20名净持仓(手) | -102,930 | +1876↑ HC10-1合约价差(元/吨) | -7 | +5↑ | | | HC 上期所仓单日报(日，吨) | 57772 | 0.00 HC2510-RB2510合约价差(元/吨) | 185 | +17↑ | | | 杭州 4.75热轧板卷(元/吨) | 3,460.00 | -90.00↓ 广州 4.75热轧板卷(元/吨) | 3,430.00 | -70.00↓ | | 现货市场 | 武汉 4.75热轧板卷(元/吨) | 3,510.00 | -50.00↓ 天津 4.75热轧板卷(元/吨 ...