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瑞达期货多晶硅产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:26
Report Industry Investment Rating - Not provided Core Viewpoints - The cost of polysilicon production will increase as the dry season approaches in Southwest China in November, and some enterprises have started to reduce raw material input and production [2]. - The demand side is relatively weak, with the demand for polysilicon from downstream photovoltaic industry chains declining, component tender prices falling, and concentrated projects being postponed [2]. - Although N-type silicon materials maintain a certain premium ability, the price of ordinary materials is approaching the cost line, and the overall gross profit margin of the industry is narrowing [2]. - The high inventory in the European market suppresses import demand, while the US tariff policy has loosened, driving the growth of energy storage system exports, but it is difficult to completely offset the negative impact of the European market [2]. - The demand in emerging markets such as the Middle East and Latin America is surging, buffering the decline in the demand side to some extent [2]. - The rumored policy of strengthening photovoltaic capacity regulation has boosted market confidence, but the specific details and implementation time are still unclear [2]. - There are rumors of downstream photovoltaic capacity integration, which stimulates the increase of polysilicon prices, but the subsequent weakening of the demand side will still have a counter - effect. It is recommended to buy on dips [2]. Summary by Directory Market Data - **Futures Market**: The closing price of the main polysilicon contract is 54,990 yuan/ton, with a week - on - week increase of 635 yuan/ton; the open interest of the main contract is 118,430 lots, with a week - on - week increase of 3,498 lots; the basis between December and January contracts is 50 yuan/ton, with a week - on - week decrease of 30 yuan/ton; the price difference between polysilicon and industrial silicon is 45,820 yuan/ton, with a week - on - week increase of 420 yuan/ton [2]. - **Spot Market**: The spot price of polysilicon is 52,980 yuan/ton, unchanged from the previous period; the average price of N - type silicon wafers (210R) is 1.36 yuan/piece, unchanged; the weekly average price of photovoltaic - grade polysilicon is 6.51 US dollars/kg, with a week - on - week decrease of 0.02 US dollars/kg; the basis of polysilicon is - 1,375 yuan/ton, with a week - on - week increase of 145 yuan/ton [2]. Upstream Situation - The closing price of the main industrial silicon contract is 9,170 yuan/ton, with a week - on - week increase of 215 yuan/ton; the spot price of industrial silicon is 9,350 yuan/ton, unchanged; the monthly export volume of industrial silicon is 70,232.72 tons, with a month - on - month decrease of 6,409.29 tons; the monthly import volume is 1,939.85 tons, with a month - on - month increase of 602.27 tons; the monthly output is 402,800 tons, with a month - on - month increase of 36,000 tons; the total social inventory is 552,000 tons, with a day - on - day increase of 10,000 tons [2]. Industry Situation - The monthly output of polysilicon is 130,000 tons, with a month - on - month increase of 5,000 tons; the monthly import volume is 1,292 tons, with a month - on - month increase of 286 tons; the weekly spot price of imported polysilicon materials in China is 6.9 US dollars/kg, with a week - on - week increase of 0.01 US dollars/kg; the monthly average import price is 2,350 US dollars/ton, with a month - on - month decrease of 270 US dollars/ton [2]. Downstream Situation - The monthly output of solar cells is 70,873,000 kilowatts, with a month - on - month increase of 1,016,000 kilowatts; the average price of mainstream photovoltaic modules is 0.74 yuan/watt, unchanged; the comprehensive price index of the photovoltaic industry (SPI) for polysilicon is 32.82, unchanged; the average price of solar cells is 0.82 yuan/W, with a day - on - day increase of 0.01 yuan/W; the monthly export volume of photovoltaic modules is 129,531,200 units, with a month - on - month decrease of 19,491,300 units; the monthly import volume is 14,733,700 units, with a month - on - month decrease of 6,706,500 units; the monthly average import price is 0.3 US dollars/unit, with a month - on - month increase of 0.06 US dollars/unit [2]. Industry News - On October 28, GCL mentioned in a CCTV interview that 17 enterprises have basically signed, and the establishment of the consortium is expected to be completed within the year [2].
瑞达期货不锈钢产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:26
Report's Investment Rating for the Industry - No investment rating for the industry is provided in the report. Core Viewpoints of the Report - On the raw material side, the Indonesian government's PNBP policy restricts issuance, increasing the cost of nickel resource supply; the growth of Indonesian ferronickel production has slowed down, and domestic production has gradually declined. Recently, the ferronickel price has rebounded from a low level, strengthening the support of raw material costs [2]. - On the supply side, steel mills' production profits have shrunk, but with the arrival of the traditional consumption peak season and the gradual increase in infrastructure and real - estate demand, stainless - steel mills' production schedules have still increased [2]. - On the demand side, infrastructure construction in October is expected to speed up, combined with the favorable domestic fiscal investment policies. Anti - involution measures are expected to improve the supply - demand pattern. Market procurement demand has resilience, and domestic inventories continue to decline [2]. - Technically, with the reduction of positions and price adjustments, both long and short sides are trading cautiously. Attention should be paid to the resistance at 12,900. It is recommended to wait and see for now [2]. Summary by Relevant Catalogs Futures Market - The closing price of the stainless - steel futures main contract is 12,805 yuan/ton, up 55 yuan; the spread between the November - December contracts is - 5 yuan/ton, down 10 yuan [2]. - The net long position of the top 20 futures holders is - 13,437 lots, an increase of 1,329 lots; the position of the main contract is 98,223 lots, a decrease of 2,030 lots [2]. - The warehouse receipt quantity is 73,777 tons, a decrease of 119 tons [2]. Spot Market - The price of 304/2B rolled cut - edge stainless steel in Wuxi is 13,500 yuan/ton, down 50 yuan; the market price of scrap 304 stainless steel in Wuxi is 9,150 yuan/ton, down 100 yuan [2]. - The basis of the SS main contract is 320 yuan/ton, down 85 yuan [2]. Upstream Situation - The monthly electrolytic nickel output is 29,430 tons, an increase of 1,120 tons; the total monthly ferronickel output is 21,700 metal tons, a decrease of 300 metal tons [2]. - The monthly import volume of refined nickel and alloys is 28,570.87 tons, an increase of 4,144.03 tons; the monthly import volume of ferronickel is 1.0853 million tons, an increase of 211,200 tons [2]. - The spot price of SMM1 nickel is 121,900 yuan/ton, down 250 yuan; the average price of ferronickel (7 - 10%) nationwide is 930 yuan/nickel point, unchanged [2]. - The monthly Chinese ferrochrome output is 757,800 tons, a decrease of 26,900 tons [2]. Industry Situation - The monthly output of 300 - series stainless steel is 1.7627 million tons, an increase of 24,800 tons; the weekly total inventory of 300 - series stainless steel is 576,700 tons, a decrease of 6,900 tons [2]. - The monthly stainless - steel export volume is 458,500 tons, a decrease of 29,500 tons [2]. Downstream Situation - The cumulative monthly new housing construction area is 453.99 million square meters, an increase of 55.9799 million square meters [2]. - The monthly output of large and medium - sized tractors is 26,200 units, an increase of 4,000 units; the monthly output of excavators is 31,600 units, an increase of 4,000 units; the monthly output of small tractors is 10,000 units, an increase of 1,000 units [2]. Industry News - The full text of the "15th Five - Year Plan" proposal is released, clarifying the main goals of economic and social development during the "15th Five - Year Plan" period, including maintaining economic growth within a reasonable range, steadily increasing total factor productivity, significantly increasing the household consumption rate, greatly improving the level of scientific and technological self - reliance, making new breakthroughs in comprehensive deep - seated reforms, and synchronizing household income growth with economic growth and labor compensation growth with labor productivity growth. It also proposes to accelerate the development of strategic emerging industry clusters such as new energy, new materials, aerospace, and low - altitude economy, promote new economic growth points in quantum technology, biological manufacturing, hydrogen energy and nuclear fusion energy, brain - computer interfaces, embodied intelligence, and 6G, and take extraordinary measures to achieve decisive breakthroughs in key core technologies in key areas such as integrated circuits, industrial mother machines, high - end instruments, basic software, advanced materials, and biological manufacturing [2].
合成橡胶产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:26
合成橡胶产业日报 2025-10-29 产能利用率小幅波动。br2512合约短线预计在10500-11000区间波动。 免责声明 | 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:合成橡胶(日,元/吨) | 10795 | -10 主力合约持仓量:合成橡胶(日,元/吨) | 52216 | 3565 | | | 合成橡胶12-1价差(日,元/吨) 主流价:顺丁橡胶(BR9000,齐鲁石化):山 | 25 | 5 仓单数量:丁二烯橡胶:仓库:总计(日,吨) | 3010 | 0 | | | 东(日,元/吨) | 10950 | -50 主流价:顺丁橡胶(BR9000,大庆石化):山 | 10950 | -50 | | 现货市场 | 主流价:顺丁橡胶(BR9000,大庆石化):上 | 10950 | 东(日,元/吨) -50 主流价:顺丁橡胶(BR9000,茂名石化):广 | 11150 | -100 | | | 海(日,元/吨) 基差:合成橡胶(日,元/吨) 布伦特原油( ...
瑞达期货工业硅产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The supply of industrial silicon sees concurrent reduction in the southwest and increase in the northwest; the demand from polysilicon is highly uncertain, while the demand from silicone and aluminum alloy is relatively stable; cost provides support for prices, while high inventory restricts the upward price movement. The industrial silicon price showed an upward trend today, with the overall price remaining high. Currently, the cost is maintained at 8,800 - 9,000 yuan/ton. It is expected that industrial silicon will rely on cost support, and it is recommended to buy on dips [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main contract was 9,170 yuan/ton, up 215 yuan; the main contract's open interest was 211,670 lots, up 10,152 lots; the net position of the top 20 was -55,846 lots, down 7,555 lots; the warehouse receipts of the GFE were 48,044 lots, down 141 lots; the closing price of the December contract for industrial silicon was -375 yuan/ton, unchanged; the spread between the November and December contracts for industrial silicon was -375, unchanged [2] 3.2 Spot Market - The average price of oxygen - passed 553 silicon was 9,350 yuan/ton, unchanged; the average price of 421 silicon was 9,650 yuan/ton, unchanged; the basis of the Si main contract was 180 yuan/ton, down 215 yuan; the spot price of DMC was 11,275 yuan/ton, unchanged [2] 3.3 Upstream Situation - The average price of silica was 410 yuan/ton, unchanged; the average price of petroleum coke was 2,110 yuan/ton, up 80 yuan; the average price of clean coal was 1,850 yuan/ton, unchanged; the average price of wood chips was 490 yuan/ton, unchanged; the ex - factory price of graphite electrodes (400mm) was 12,250 yuan/ton, unchanged [2] 3.4 Industry Situation - The monthly output of industrial silicon was 402,800 tons, up 36,000 tons; the weekly social inventory of industrial silicon was 552,000 tons, up 10,000 tons; the monthly import volume of industrial silicon was 70,232.72 tons, up 1,939.85 tons; the monthly export volume of industrial silicon was down 6,409.29 tons [2] 3.5 Downstream Situation - The weekly output of silicone DMC was 44,900 tons, up 700 tons; the average price of aluminum alloy ADC12 in the Yangtze River spot market was 21,100 yuan/ton, unchanged; the overseas market price of photovoltaic - grade polysilicon was 15.85 US dollars/kg, unchanged; the weekly average spot price of photovoltaic - grade polysilicon was 6.51 US dollars/kg, down 0.02 US dollars/kg; the monthly export volume of unforged aluminum alloy was 23,495.34 tons, down 5,568.37 tons; the weekly operating rate of silicone DMC was 70.05%, up 0.69 percentage points; the monthly output of aluminum alloy was 1,776,000 tons, up 141,000 tons; the monthly export volume of aluminum alloy was down 5,568.37 tons [2] 3.6 Industry News - On October 28th, GCL mentioned in a CCTV interview that 17 enterprises have basically signed, and the establishment of the consortium is expected to be completed within this year. In terms of industrial silicon, from the fundamental perspective, on the supply side, Sichuan and Yunnan are transitioning from the wet season to the dry season in October, leading to an increase in manufacturers' production costs. Some enterprises with exhausted raw materials have chosen to stop production. As November approaches, the scale of production cuts during the dry season is expected to further expand. In Xinjiang, with stable and low - cost power supply, some manufacturers are actively investing in production, increasing the number of open furnaces and continuously releasing production capacity. On the demand side, the downstream of industrial silicon is mainly concentrated in the silicone, polysilicon, and aluminum alloy fields [2] 3.7 Viewpoint Summary - In the silicone segment, the inventory is lower than the historical average. The production profit of silicone has slightly rebounded but is still in the loss range, providing a certain rigid - demand procurement support for industrial silicon. Currently, most silicone manufacturers still have some pre - sold orders, and there are many maintenance manufacturers, with some planning to enter maintenance, which maintains the demand for industrial silicon to a certain extent. In the polysilicon segment, the inventory is as high as 278,300 tons, higher than the historical average. The price of silicon wafers is flat, and the price of solar cells is falling. The downstream transmission is not smooth, and leading enterprises have maintenance expectations, so there is a risk of weakening demand support for industrial silicon in the future. In the aluminum alloy segment, the operating rate of aluminum alloy enterprises remains stable, and the demand for industrial silicon remains high. The demand performance is relatively stable, but in terms of marginal effect, the pulling effect on the price of industrial silicon is limited [2]
瑞达期货沪锌产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The zinc market has complex supply - demand dynamics. The import of zinc ore has increased due to long - term agreement ores arriving at ports and refineries' raw material reserves for winter, but domestic zinc ore processing fees have decreased, sulfuric acid prices have fallen, squeezing smelter profits and limiting refined zinc production growth. Overseas zinc supply is tight, the export window has opened, and it is expected to turn to net exports. The demand side has a weak traditional peak - season effect, with the real estate sector being a drag and policy support in the automotive and home - appliance sectors bringing some highlights. Domestically, social inventories have slightly increased, downstream procurement demand is weak, while LME inventories have continuously decreased and the spot premium has reached a historical high. Technically, the short - selling atmosphere has weakened, and it is recommended to go long on dips [3] Group 3: Summary by Relevant Catalogs 1. Futures Market - The closing price of the main Shanghai zinc futures contract is 22,430 yuan/ton, up 120 yuan; the 11 - 12 - month contract spread is - 50 yuan/ton, down 15 yuan. The LME three - month zinc quote is 3,056.5 dollars/ton, down 2 dollars. The total Shanghai zinc open interest is 210,352 lots, up 1,255 lots. The net position of the top 20 in Shanghai zinc is 8,341 lots, down 268 lots. Shanghai zinc warehouse receipts are 67,424 tons, down 847 tons. The SHFE inventory is 109,168 tons, down 459 tons, and the LME inventory is 35,250 tons, down 1,800 tons [3] 2.现货市场 - The SMM 0 zinc spot price is 22,290 yuan/ton, up 20 yuan; the Yangtze River Non - ferrous Market 1 zinc spot price is 22,410 yuan/ton, up 30 yuan. The basis of the main ZN contract is - 140 yuan/ton, down 100 yuan. The LME zinc cash - 3 spread is 171.09 dollars/ton, down 41.8 dollars. The arrival price of 50% zinc concentrate in Kunming is 17,400 yuan/ton, up 90 yuan, and the price of 85% - 86% crushed zinc in Shanghai is 15,850 yuan/ton, unchanged. The WBMS monthly zinc supply - demand balance is - 27,800 tons, down 5,700 tons, and the ILZSG monthly zinc supply - demand balance is 47,900 tons, up 17,700 tons [3] 3. Upstream Situation - The ILZSG global zinc mine production is 1.0976 million tons, up 21,400 tons. Domestic refined zinc production is 651,000 tons, up 34,000 tons. Zinc ore imports are 505,400 tons, up 38,100 tons [3] 4. Industry Situation - Refined zinc imports are 22,677.51 tons, down 2,979.32 tons, and refined zinc exports are 2,477.83 tons, up 2,166.92 tons. The social zinc inventory is 163,100 tons, up 7,700 tons [3] 5. Downstream Situation - The monthly output of galvanized sheets is 2.32 million tons, up 10,000 tons, and the sales volume is 2.28 million tons, down 90,000 tons. The monthly new housing construction area is 453.99 million square meters, up 55.9799 million square meters, and the monthly housing completion area is 311.2888 million square meters, up 34.3534 million square meters. The monthly automobile production is 3.227 million vehicles, up 474,600 vehicles, and the monthly air - conditioner production is 18.0948 million units, up 1.276 million units [3] 6. Option Market - The implied volatility of at - the - money zinc call options is 13.54%, down 0.46 percentage points, and that of at - the - money zinc put options is 13.54%, down 0.46 percentage points. The 20 - day historical volatility of at - the - money zinc options is 9.29%, up 0.93 percentage points, and the 60 - day historical volatility is 9.67%, down 0.15 percentage points [3] 7. Industry News - The "15th Five - Year Plan" suggestions aim for economic growth in a reasonable range, improved total factor productivity, increased resident consumption rate, enhanced scientific and technological self - reliance, and breakthroughs in key core technologies in key fields. The central bank will implement a moderately loose monetary policy. The ADP will launch weekly employment data, and the first report shows an average increase of 14,250 private - sector jobs in the four weeks to October 11 [3]
瑞达期货沪镍产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
| | | 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 | 期货主力合约收盘价:沪镍(日,元/吨) | 121540 | 980 11-12月合约价差:沪镍(日,元/吨) | -290 | -30 | | | LME3个月镍(日,美元/吨) | 15245 | -90 主力合约持仓量:沪镍(日,手) | 109686 | -5360 | | | 期货前20名持仓:净买单量:沪镍(日,手) | -35609 | 2531 LME镍:库存(日,吨) | 251436 | 198 | | ...
瑞达期货焦煤焦炭产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
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 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 。 焦煤焦炭产业日报 2025/10/29 | 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) | 1302.00 | +60.00↑ | J主力合约收盘价(日,元/吨) | 1801.00 | +53.50↑ | | 期货市场 | JM期货合约持仓量(日,手) | 986010.00 | +74792.00↑ | J期货合约持仓量(日,手) | 50565.00 | +1262.00↑ | | | 焦煤前20名合约净持仓(日,手) | -53839.00 | +9484.00↑ | 焦炭前20名合约净持仓(日,手) | -5040.00 ...
瑞达期货沪铅产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
增加,以及再生铅产量后续可能的提升,下周库存可能有一定变化,若库存去化速度放缓,将对价格上涨 免责声明 沪铅产业日报 2025-10-29 | 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) | 17355 | 0 LME3个月铅报价(日,美元/吨) | 2025 | 1.5 | | | 12-01月合约价差:沪铅(日,元/吨) | -25 | -15 沪铅持仓量(日,手) | 122463 | -566 | | | 沪铅前20名净持仓(日,手) | -974 | -2084 沪铅仓单(日,吨) | 22997 | -100 | | | 上期所库存(周,吨) | 36333 | -5368 LME铅库存(日,吨) | 229675 | -2700 | | | 上海有色网1#铅现货价(日,元/吨) | 17200 | -25 长江有色市场1#铅现货价(日,元/吨) | 17290 | -50 | | 现货市场 | 铅主力合约基差(日,元/吨) | -155 ...
瑞达期货生猪产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:25
Group 1: Report Summary - The report is a daily report on the pig industry dated October 29, 2025 [1] Group 2: Investment Rating - No investment rating is provided in the report Group 3: Core Viewpoints - At the end of the month, the supply pressure eases briefly, demand rebounds, and the entry of second - round fattening supports short - term price fluctuations. However, price rebounds restrict the sustainability of second - round fattening and terminal demand acceptance, and second - round fattening will delay supply. The expected supply pressure in the fourth quarter will still be realized, limiting the medium - term upside space. Technically, the pig 2601 contract declined slightly, down 0.49%, showing a fluctuating trend [2] Group 4: Data Summary Futures Market - The closing price of the main futures contract for live pigs is 12,185 yuan/ton, up 25 yuan; the main contract's open interest is 119,788 lots, up 2,540 lots; the number of warehouse receipts is 206 lots, unchanged; the net long positions of the top 20 futures holders is - 30,235 lots, up 671 lots [2] Spot Market - The pig prices in Henan Zhumadian, Jilin Siping, and Guangdong Yunfu are 12,600 yuan/ton (unchanged), 12,700 yuan/ton (up 100 yuan), and 12,900 yuan/ton (up 600 yuan) respectively; the main basis of live pigs is 415 yuan/ton, down 25 yuan [2] Upstream Situation - The monthly pig inventory is 42,4470,000 heads, up 7160,000 heads; the inventory of breeding sows is 4,0380,000 heads, down 40,000 heads; the CPI's year - on - year change is - 0.3%, up 0.1 percentage points; the spot price of soybean meal in Zhangjiagang is 2,970 yuan/ton, unchanged; the spot price of corn is 2,242.75 yuan/ton, up 1.87 yuan; the DCE pig feed cost index is 878.85, down 2.58; the monthly output of feed is 31,287,000 tons, up 2,015,000 tons; the price of binary breeding sows is 1,530 yuan/head, unchanged; the breeding profit of purchased piglets is - 289.07 yuan/head, up 86.22 yuan; the breeding profit of self - bred and self - raised pigs is - 185.68 yuan/head, up 59.02 yuan; the monthly import volume of pork is 80,000 tons, unchanged; the average price of white - striped chickens in the main production areas is 14.1 yuan/kg, down 0.2 yuan [2] Downstream Situation - The monthly slaughter volume of designated pig slaughtering enterprises is 33,500,000 heads, up 1,840,000 heads; the monthly retail sales of social consumer goods in the catering industry is 450.86 billion yuan, up 12.9 billion yuan [2] Industry News - On October 29, the daily slaughter volume of key provincial sample slaughtering enterprises was 146,210 heads, a month - on - month decrease of 0.82%. At the supply end, the listing rhythm of large - scale farms slowed down at the end of the month, and the average weight of listed pigs decreased slightly, reducing the supply pressure. In terms of second - round fattening, there was concentrated entry for replenishment, supporting the stabilization of the spot market price, but the sustainability of entry needs to be observed. At the demand end, with the continuous drop in temperature, terminal demand increased, and some slaughtering enterprises actively stored goods, resulting in continuous marginal improvement in demand [2]
瑞达期货鸡蛋产业日报-20251029
Rui Da Qi Huo· 2025-10-29 09:24
步上涨。不过,高产能压力仍存,或限制其反弹空间,谨慎追涨。 数据来源于第三方,观点仅供参考。市场有风险,投资需谨慎! 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 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。 鸡蛋产业日报 2025-10-29 | 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 | 3165 | 66 期货前20名持仓:净买单量:鸡蛋(日,手) | -14280 | 2589 | | 期货市场 | 克) 鸡蛋期货月间价差(1 ...