| 农产品早报 | | --- | 研究中心农产品团队 2025/08/15 玉米/淀粉 玉米 淀粉 日期 长春 锦州 潍坊 蛇口 基差 贸易利润 进口盈亏 黑龙江 潍坊 基差 加工利润 2025/08/08 2230 2250 2448 2390 -5 10 373 2900 2980 213 -70 2025/08/11 2230 2250 2440 2390 -12 10 380 2900 2980 213 -48 2025/08/12 2230 2250 2434 2390 -10 10 372 2900 2980 210 -48 2025/08/13 2230 2250 2428 2390 -29 5 413 2900 2980 204 -38 2025/08/14 2230 2270 2428 2410 -11 5 425 2900 2980 207 -31 变化 0 20 0 20 18 0 12 0 0 3 7 【行情分析】： 棉花棉纱 棉花 棉纱 日期 3128 进口M级美棉 CotlookA(F E) 进口利润 仓单+预报 越南纱 现货 越南纱进口利 润 32S纺纱利润 2025/08/0 ...

| LPG早报 | 研究中心能化团队 2025/08/15 | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | L P G | 华东液化 | 丙烷CFR华 | 丙烷CIF日 | MB丙烷 | CP预测合 | 纸面进口 | | | | | | | | | | | | | | | | | | | 日期 | 华南液化气 | 山东液化气 | 山东醚后碳四 山东烷基化油 | 主力基差 | 气 | 南 | 本 | 现货 | 同价 | 利润 | 2025/08/0 | 4380 | 4403 | 4520 | 555 | 516 | 67 | 522 | 4910 | 7830 | -207 | 606 | | | 8 | 2025/08/1 | 4360 | 4401 | 4490 | 55 ...

jis 灰安期货 永安合成橡胶早报 研究中心能化团队 2025/8/15 160000 BR主力合约盘面概览 BR价格结构 17000 140000 12000 - 120000 15000 11900 1000000 11800 13000 80000 11700 11600 60000 11000 11500 40000 11400 9000 20000 11300 7000 11200 08合约 10台约 现货 09合约 -- 8/14 -- 8/13 -- 8/12 -- 8/7 --- 8/7 --- 7/15 丁苯-BR基差 顺丁-BR基差 BR08-09 2500 600 800 2000 400 600 1 200 200 400 1000 200 500 -20Q 0 -400 -20Q -50Q -600 -400 -1000 -800 -600 -1500 -800 - -1000 2023 -- 2024 -- - 2024 -- 2023 - · 2025 2025 2023 - · 2024 · · 2025 顺丁山东市场价(贴近下游) 顺丁浙江传化市场价(贴近现货) BR09-1 ...

铁合金早报 | | | | | | | | | | 2025/8/15 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 品种 | 项目 | | 现货 | | 仓单 | | 盘面 | | | | | | 最新 | 日变化 | 周变化 | 出厂价折盘面 | 最新 | | 日变化 | 周变化 | | 硅铁自然块 | 宁夏#72 | 5500 | 0 | 0 | 5800 | 主力合约 | 5744 | -50 | -90 | | | 内蒙#72 | 5450 | 0 | -50 | 5800 | 01合约 | 5904 | -60 | -108 | | 产区汇总价 | 青海#72 | 5500 | 0 | 0 | 5830 | 05合约 | 6038 | -64 | -52 | | | 陕西#72 | 5450 | 0 | 0 | 5750 | 09合约 | 5744 | -50 | -90 | | | 陕西#75 | 5800 | 0 | -50 | | 主力月基差 | 56 | 50 | 90 | | 硅铁合格块 | 江苏#72 ...

焦炭日报 研究中心黑色团队 2025/8/15 免责声明 建议及入市依据，您应当自主做出期货交易决策，独立承担期货交易后果，凡据此入市者，我司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生利益冲突。未经我司 授权，不得随意转载、复制、传播本网站中所有研究分析报告、行情分析视频等全部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息 中断、延迟、遗漏、误导或造成资料传输或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我司均不承担任何责任。 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 4000.00 4500.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 日照港准一平仓 2021 2022 2023 2024 2025 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 长治出厂价 2021 2022 2023 2024 2025 400 ...

1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 普氏峰景 2021 2022 2023 2024 2025 900.00 1400.00 1900.00 2400.00 2900.00 3400.00 3900.00 4400.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 沙河驿进口主焦 A11，V26，S0.7，G80，Y15，CSR60 2021 2022 2023 2024 2025 60.00 160.00 260.00 360.00 460.00 560.00 660.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 普氏中挥发 免责声明 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯，我们力求分析及建议内容的客观、公正，研究方法专业审慎，分 析结论合理，但我司对信息来源的准确性和完整性不作任何保证，也不保证所依据的信息和建议不会发生任何变化。我们提供的全部分析及建议内容仅供参考，不构成对您的任何投资 建议及入市依据，您应当自 ...

地区 品种 最新 日变化 周变化 折盘面 最新 日变化 周变化 进口利润 103.30 -0.70 2.10 纽曼粉 767 -14 -2 820.5 99.30 -1.50 0.05 -29.92 PB粉 771 -13 -2 817.4 102.00 -1.55 0.40 -11.57 麦克粉 762 -12 -1 832.4 98.00 -1.50 0.25 -1.14 金布巴 743 -15 -2 835.5 95.00 -1.45 0.30 -3.33 主流 混合粉 700 -8 1 826.8 90.60 -1.35 0.05 -8.86 超特粉 645 -13 -3 856.3 85.60 -1.25 0.00 -16.57 卡粉 878 -10 -2 821.9 119.70 -1.45 0.30 -44.87 巴西 巴混 807 -15 -5 821.1 106.00 -0.75 0.45 -9.00 主流 巴粗IOC6 763 -11 0 837.0 巴粗SSFG 768 -11 0 乌克兰精粉 877 -11 11 940.7 61%印粉 732 -15 -2 卡拉拉精粉 877 -11 ...

沥青厚报 研究中心能化团队 2025/8/15 | | 指标 | 7/16 | 8/6 | 8/12 | 8/13 | 8/14 | 日度变化 | 間度5% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | BU主力合约 | 3623 | 3529 | 3506 | 3503 | 3472 | -31 | -57 | | | BU06 | 3388 | 3370 | 3340 | 3338 | 3325 | -13 | -45 | | | BU09 | 3623 | રૂટરર | 3530 | 3534 | 3510 | -24 | -45 | | | BU12 | 3450 | 3441 | 3406 | 3406 | 3383 | -23 | -58 | | 房 | BU03 | 3405 | 3381 | 3353 | 3340 | 3344 | 4 | -37 | | | 成交量 | 151019 | 219521 | 168649 | 176721 | 222526 | 45805 | 3002 | | | 持仓量 | 46 ...

ijis 加安期货 永安合成橡胶早报 研究中心能化团队 2025/8/15 | | | 指标 | 7/15 | 8/7 | 8/12 | 8/13 | 8/14 | 日度変化 | 周度变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 主力合约收盘价 | 11535 | 11535 | 11825 | 11750 | 11645 | -105 | 110 | | | | 主力合约持仓量 | 22739 | 26456 | 26687 | 26557 | 23673 | -2884 | -2783 | | | : TET | 主力合约成交量 | 101885 | 60111 | 60045 | 80181 | 68153 | -12028 | 8042 | | | | 仓单数量 | 9400 | 10310 | 10470 | 10470 | 10470 | 0 | 160 | | | | 虚实比 | 12.10 | 12.83 | 12.74 | 12.68 | 11.31 | -1 | -2 | | | | 顺丁基 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The current main contradictions in the EC market are the decline slope during the off - season, uncertainties in geopolitics and tariffs, and the repeated domestic macro - sentiment [1] - In terms of fundamentals, in the second week of August (week33), MSK performed well, OA was average, and PA was poor; cargo volume in week34 significantly declined. EMC cancelled its independent ship in week35 this week, and OA added a sailing suspension in week39. The capacity reduction situation was not ideal, with a slight decline but still at a high level. The average weekly capacities in August, September (tentative), and October (tentative) 2025 are 327,000, 321,000, and 319,000 TEU respectively, and after including all TRN as sailing suspensions, they are 327,000, 300,000, and 287,000 TEU [1] - From the perspective of the futures market, the current October contract has a large discount to the spot price. The decline of shipping companies in the past two weeks basically met market expectations and did not drive the futures price further down. The December contract is a peak - season contract with certain flexibility, and continuous position - shifting and contract - changing support it. However, the overall future trend is downward, and there is still some room for valuation adjustment. It is recommended to continue holding short positions in the October contract and maintain the logic of shorting on rallies [1] Group 3: Summary by Related Catalogs Futures Contract Information - For EC2508, the closing price is 2083.0, with a change of 0.05%, a basis of 152.5, a trading volume of 329, an open interest of 2629, and a change in open interest of - 227 [1] - For EC2510, the closing price is 1333.1, with a change of - 5.96%, a basis of 902.4, a trading volume of 66391, an open interest of 60740, and a change in open interest of 4786 [1] - For EC2512, the closing price is 1700.1, with a change of - 2.41%, a basis of 535.4, a trading volume of 8332, an open interest of 11515, and a change in open interest of 103 [1] - For EC2602, the closing price is 1488.0, with a change of - 2.62%, a basis of 747.5, a trading volume of 1870, an open interest of 4459, and a change in open interest of 270 [1] - For EC2604, the closing price is 1328.6, with a change of - 1.59%, a basis of 906.9, a trading volume of 1257, an open interest of 5551, and a change in open interest of 125 [1] - For EC2606, the closing price is 1473.0, with a change of - 0.61%, a basis of 762.5, a trading volume of 126, an open interest of 828, and a change in open interest of 61 [1] Month - to - Month Spread Information - The spread of EC2508 - 2510 is 749.9, with a day - on - day change of 85.5 and a week - on - week change of 97.6 [1] - The spread of EC2510 - 2512 is - 367.0, with a day - on - day change of - 42.6 and a week - on - week change of - 24.2 [1] - The spread of EC2512 - 2602 is 212.1, with a day - on - day change of - 1.9 and a week - on - week change of - 4.5 [1] Shipping Index Information - The SCFI (European Line) index on August 11, 2025, is 2235.48 points, with a month - on - month change of - 2.71% and a year - on - year change of - 4.39% [1] - The European Line freight rate on August 8, 2025, is 1961 US dollars/TEU, with a month - on - month change of - 1.87% [1] - The CCFI index on August 8, 2025, is 1799.05 points, with a month - on - month change of 0.53% and a year - on - year change of 0.13% [1] - The NCFI index on August 8, 2025, is 1257.71 points, with a month - on - month change of - 8.37% and a year - on - year change of - 3.3% [1] Recent European Line Quotation Information - In week34, shipping companies' prices decreased by 200 - 300 US dollars, with an average of 2850 US dollars (2000 points). Among them, the PA Alliance is 2700 US dollars, MSK is 2600 US dollars, and the OA Alliance is 2900 - 3000 US dollars [2] - In week35, the average shipping company's quotation is 2700 US dollars (1850 points). On Monday, MSK opened bookings at 2200 US dollars; HPL reduced the price by 400 to 2435 US dollars; on Wednesday, EMC reduced the price by 200 to 2934 US dollars [2] Related News - On August 12, the Israeli military stated that its operation in Gaza had entered a "new stage" [3] - On August 13, China emphasized maintaining the safety of the Red Sea shipping route and promoting the political settlement of the Yemen issue [3]