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集运早报-20251029
Yong An Qi Huo· 2025-10-29 01:23
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - On Monday night, multiple shipping companies reduced prices, leading to a downward oscillation in the Tuesday trading session. Currently, there is no obvious improvement in cargo volume, but shipping companies have implemented numerous sailings cancellations. The market anticipates that the freight rates in November will settle between $2000 - $2200 (1400 - 1540 points). Overall, driven by subsequent price - support and contract - signing factors, it is recommended to adopt a strategy of buying on dips for contracts 12 and 02. Contract 12 has a neutral valuation, and trading should focus on the "announced increase - implementation - announced increase - implementation" cycles. For contract 04, a strategy of shorting on rallies is advised [1] Summary by Relevant Catalogs Futures Contracts - EC2512 closed at 1788.3 with a 0.75% increase, a basis of - 475.6, trading volume of 26019, and an open interest of 28900 with an increase of 905 - EC2602 closed at 1548.7 with a 1.46% decrease, a basis of - 236.0, trading volume of 6213, and an open interest of 13910 with an increase of 772 - EC2604 closed at 1162.7 with a 1.37% decrease, a basis of 150.0, trading volume of 2279, and an open interest of 14279 with an increase of 133 - EC2606 closed at 1374.0 with a 0.94% decrease, a basis of - 61.3, trading volume of 154, and an open interest of 1402 with an increase of 31 [1] Month - to - Month Spreads - EC2510 - 2512 spread was - 1144.2, with a daily change of - 1136.6, and previous values of - 1788.3, - 644.1, - 693.2 - EC2512 - 2602 spread was 36.2, with a daily change of 34.2, and previous values of 239.6, 203.4, 230.0 [1] Spot Indexes - SCEIS was updated on 2025/10/27, reaching 1312.71 points, up 15.11% from the previous period, which had a 10.52% increase - SCFI (European Line) was updated on 2025/10/24, at $1246/TEU, up 8.82% from the previous period, which had a 7.21% increase - CCFI (European Line) was updated on 2025/10/24, at 1293.12 points, up 1.99% from the previous period, which had a 1.49% decrease - NCFI was updated on 2025/10/24, at 822.3 points, up 2.38% from the previous period, which had a 14.96% increase [1] Recent European Line Quotations - Currently, downstream customers are booking cargo space for early November (Week 45). In Week 44, offline quotes were PA $1400, GEMINI $1600, and OA $1800 - Shipping companies announced price increases to $2500 - $2700 in November, with an average equivalent of about 1800 points on the futures market. MSK opened bookings at $2350, in line with expectations. Subsequently, shipping companies reduced prices to $1900 - $2300 - On Monday, HMM cut prices to $1900, HPL to $2335, ONE to $2135, and MSC to $2265 - On Tuesday, MSK dropped to $2200, OOCL to $2150, and YML on a single route to $1900 [1] News - On 10/28, Hamas militants fired at Israeli troops in Gaza, and the Israeli Prime Minister ordered a strong counter - attack - On 10/29, Hamas denied involvement in the attack on Israeli troops in Rafah, southern Gaza, and stated its commitment to the current cease - fire agreement. It also claimed that Israeli military attacks violated the cease - fire and called on mediators to pressure Israel to stop the violations - On 10/29, US Vice - President Vance stated that the cease - fire agreement was still in effect [1]
燃料油早报-20251029
Yong An Qi Huo· 2025-10-29 01:14
Report Industry Investment Rating - No relevant information provided Core Viewpoints - This week, the crack spread of Singapore 380 fuel oil strengthened slightly, the monthly spread declined month-on-month, and the basis fluctuated at a low level. The high-low sulfur spread is at a historically low level year-on-year. The crack spread of Singapore 0.5 low-sulfur fuel oil weakened, and the monthly spread and basis fluctuated at historically low levels. In terms of inventory, Singapore residue oil was de-stocked, the high-sulfur floating storage was higher than the historical average for the same period, and the low-sulfur floating storage increased slightly. [3] - The heavy oil inventory in Fujairah increased significantly to 8,520 thousand tons. The high-sulfur floating storage was de-stocked but remained at a historically high level year-on-year. The ARA port was de-stocked, and the inventory was at a historically low level year-on-year. In terms of logistics, the total arrival of domestic fuel oil remained flat, and the arrival of low-sulfur fuel oil strengthened slightly. Saudi Arabia's shipments declined month-on-month, while the UAE's shipments increased month-on-month. Recently, the weak fundamentals of low-sulfur fuel oil continued, and it is expected to maintain a low-level fluctuating pattern. The high-sulfur fuel oil has started to accumulate inventory globally. The crack spread in Singapore is still supported by purchasing demand, but in the medium term, it faces downward pressure due to factors such as sanctions on Russia. The internal and external spread of FU mainly fluctuated, and it weakened slightly this week. [4] Summary by Related Catalogs Rotterdam Fuel Oil Swap Data - From October 22 to October 28, 2025, the prices of Rotterdam 3.5% HSF O swap M1, Rotterdam 0.5% VLS FO swap M1, etc. showed certain fluctuations. For example, the price of Rotterdam 3.5% HSF O swap M1 decreased from 373.89 on October 22 to 389.95 on October 28, a decrease of 10.48. [1][8] Singapore Fuel Oil Spot Data - From October 22 to October 28, 2025, the FOB prices of Singapore 380cst and FOB VLSFO showed fluctuations. The FOB 380cst price decreased from 364.70 to 383.42, a decrease of 3.60, and the FOB VLSFO price decreased from 427.30 to 441.88, a decrease of 4.37. The 380 basis, high-sulfur internal and external spread, and low-sulfur internal and external spread also changed accordingly. [2] Domestic FU Data - From October 22 to October 28, 2025, the prices of domestic FU 01, FU 05, and FU 09 showed fluctuations. The price of FU 01 decreased from 2691 to 2818, a decrease of 24, and the price differences between different contracts also changed. [2] Domestic LU Data - From October 22 to October 28, 2025, the prices of domestic LU 01, LU 05, and LU 09 showed fluctuations. The price of LU 01 increased from 3136 to 3273, an increase of 16, and the price differences between different contracts also changed significantly. [3]
永安期货贵金属早报-20251029
Yong An Qi Huo· 2025-10-29 01:13
Price Performance - London Gold's latest price is 3948.50, with a change of -22.30 [1] - London Silver's latest price is 46.44, with a change of -0.93 [1] - London Platinum's latest price is 1602.00, with a change of -4.00 [1] - London Palladium's latest price is 1402.00, with a change of -38.00 [1] - LME Copper's latest price is 10902.00, with a change of -157.50 [1] - The latest value of the US Dollar Index is 98.72, with a change of -0.10 [1] - The latest exchange rate of Euro to US Dollar is 1.17, with a change of 0.00 [1] - The latest exchange rate of British Pound to US Dollar is 1.33, with a change of -0.01 [1] - The latest exchange rate of US Dollar to Japanese Yen is 152.09, with a change of -0.79 [1] Trading Data - COMEX Silver inventory is 15180.45, with a change of -139.79 [1] - SHFE Silver inventory is 657.43, with a change of 9.79 [1] - Gold ETF holdings are 1038.92, with no change [1] - Silver ETF holdings are 15209.57, with a change of -131.22 [1] - The payment direction of the Shanghai Gold Exchange's gold deferred fee is 1, with no change [1] - The payment direction of the Shanghai Gold Exchange's silver deferred fee is 2, with no change [1]
甲醇聚烯烃早报-20251029
Yong An Qi Huo· 2025-10-29 01:07
Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Report's Core View - Methanol: The current situation remains poor. Iran's plant shutdown is slower than expected, and high imports are expected in November. The contradiction in the 01 contract is difficult to resolve. The port sanctions issue is expected to be resolved before the end of gas restrictions, and inventory reduction is difficult. Methanol has limited upward momentum, and the downward space depends on the inland market. Although coal prices have strengthened recently, it has no impact on profits [1]. - Polyethylene: The inventory of Sinopec and PetroChina is neutral year - on - year. Upstream Sinopec and PetroChina and coal - chemical enterprises are reducing inventory, while social inventory remains flat. Downstream raw material and finished - product inventories are neutral. Overall inventory is neutral. The 09 contract basis is around - 110 in North China and - 50 in East China. The import profit is around - 200 with no further increase for now. The price of non - standard HD injection molding is stable, and other price differentials are fluctuating. LD is weakening. Domestic linear production has decreased recently. Attention should be paid to the LL - HD conversion and US quotes. The pressure from new plants in 2025 is significant [5]. - Polypropylene: The upstream and mid - stream of polypropylene are reducing inventory. In terms of valuation, the basis is - 60, the non - standard price differential is neutral, and the import profit is around - 700. Exports have been good this year. The non - standard price differential is neutral. The PDH profit is around - 400, propylene is fluctuating, and the powder production start - up rate is stable. The拉丝 production ratio is neutral. Future supply is expected to increase slightly. Downstream orders are average, and raw material and finished - product inventories are neutral. Under the background of over - capacity, the 01 contract is expected to face moderate to excessive pressure. If exports continue to increase or there are many PDH plant overhauls, the supply pressure can be alleviated to a neutral level [5]. - PVC: The basis remains at 01 - 270, and the factory - pickup basis is - 480. Downstream operating rates are seasonally weakening, and the willingness to hold goods at low prices is strong. Mid - and upstream inventories are continuously accumulating. In summer, Northwest plants have seasonal overhauls, and the load center is between the spring overhaul and the high production in Q1. Attention should be paid to the commissioning of new plants and the sustainability of exports in Q4. Recent export orders have declined slightly. Coal sentiment is positive, the cost of semi - coke is stable, and the profit of calcium carbide is under pressure due to PVC overhauls. The FOB price of caustic soda exports is 380. PVC comprehensive profit is - 100. Currently, the static inventory contradiction is accumulating slowly, costs are stable, downstream performance is average, and the macro - environment is neutral. Attention should be paid to exports, coal prices, commercial housing sales, terminal orders, and operating rates [5]. 3. Summary by Commodity Methanol - **Price Data**: From October 22 to October 28, the power coal futures price remained at 801. The Jiangsu spot price decreased from 2252 to 2217, and the South China spot price decreased from 2243 to 2213. The Runan converted price increased from 2470 to 2475 and then decreased to 2450. The Southwest converted price increased from 2490 to 2495. The Hebei converted price remained at 2435, and the Northwest converted price increased from 2620 to 2640 and then decreased to 2638. The CFR China price increased from 262 to 264 and then decreased to 262. The import profit increased from 325 to 326 and then decreased to 324. The main contract basis decreased from - 14 to - 50 [1]. Polyethylene - **Price Data**: From October 22 to October 28, the Northeast Asia ethylene price decreased from 780 to 765. The North China LL price decreased from 6860 to 6880, and the East China LL price increased from 7025 to 7125. The East China LD price increased from 9100 to 9175, and the East China HD price increased from 7200 to 7230. The LL import profit decreased from - 127 to - 156 (estimated based on the trend). The main futures price decreased from 6936 to 6985, and the basis decreased from - 50 to - 100. The two - oil inventory decreased from 78 to 76, and the warehouse receipts decreased from 12964 to 12745 [5]. Polypropylene - **Price Data**: From October 22 to October 28, the Shandong propylene price remained at 6000. The Northeast Asia propylene price decreased from 740 to 730. The East China PP price increased from 6500 to 6560, and the North China PP price decreased from 6468 to 6525. The Shandong powder price remained at 6490, and the East China copolymer price increased from 6820 to 6896. The PP export profit decreased from - 18 to - 29. The main futures price decreased from 6619 to 6657, and the basis decreased from - 100 to - 130. The two - oil inventory decreased from 78 to 76, and the warehouse receipts decreased from 14586 to 14573 [5]. PVC - **Price Data**: From October 22 to October 28, the Northwest calcium carbide price remained at 2500, and the Shandong caustic soda price decreased from 822 to 802. The calcium - carbide - based East China price remained at 4680, and the calcium - carbide - based Northwest price remained at 4300. The import price (CFR China) remained at 690, and the basis remained at - 90 [5].
永安期货钢材早报-20251029
Yong An Qi Huo· 2025-10-29 01:03
| | | | 钢材早报 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 研究中心黑色团队 2025/10/29 | | | 现 货 价 格 | | | | | | | | 日期 | 北京螺纹 | 上海螺纹 | 成都螺纹 | 西安螺纹 | 广州螺纹 | 武汉螺纹 | | 2025/10/22 | 3120 | 3230 | 3210 | 3130 | 3280 | 3210 | | 2025/10/23 | 3120 | 3230 | 3210 | 3130 | 3300 | 3250 | | 2025/10/24 | 3080 | 3190 | 3210 | 3130 | 3260 | 3250 | | 2025/10/27 | 3130 | 3230 | 3210 | 3130 | 3310 | 3260 | | 2025/10/28 | 3150 | 3230 | 3250 | 3180 | 3330 | 3280 | | 变化 | 20 | 0 | 40 | 50 | 20 | 20 | | 日期 | 天津热卷 | 上海热 ...
永安期货焦煤日报-20251029
Yong An Qi Huo· 2025-10-29 00:54
Report Information - Report Title: Coking Coal Daily Report - Date: October 29, 2025 - Research Team: Black Team of the Research Center [1] Key Data Summary Price - LiuLin Main Coking Coal: The latest price is 1575.00, with no daily change, no weekly change, a monthly increase of 72.00, and an annual increase of 5.00% [2] - Raw Coal Port Pick - up Price: The latest price is 1131.00, a daily decrease of 4.00, a weekly increase of 31.00, a monthly increase of 93.00, and an annual decrease of 2.92% [2] - ShaHeYi Meng 5: The latest price is 1470.00, with no daily change, a weekly increase of 50.00, a monthly increase of 80.00, and an annual decrease of 12.50% [2] - AnZe Main Coking Coal: The latest price is 1600.00, with no daily change, a weekly increase of 50.00, a monthly increase of 20.00, and an annual decrease of 7.51% [2] - Peak Downs: The latest price is 209.70, with no daily change, a weekly increase of 5.20, a monthly increase of 4.70, and an annual decrease of 5.70 [2] - Goonyella: The latest price is 209.70, with no daily change, a weekly increase of 5.20, a monthly increase of 4.20, and an annual decrease of 5.70 [2] - Futures Contract 05: The latest price is 1321.00, a daily increase of 6.00, a weekly increase of 49.00, a monthly decrease of 2.00, and an annual decrease of 9.27% [2] - Futures Contract 09: The latest price is 1393.50, a daily increase of 9.00, a weekly increase of 42.50, a monthly increase of 4.00, and an annual decrease of 5.24% [2] - Futures Contract 01: The latest price is 1258.00, a daily increase of 6.50, a weekly increase of 61.00, a monthly increase of 29.00, and an annual decrease of 9.40% [2] Inventory - Total Inventory: The latest value is 3303.53, a weekly decrease of 14.87, a monthly decrease of 43.88, and an annual decrease of 12.73% [2] - Coal Mine Inventory: The latest value is 189.54, a weekly decrease of 15.87, a monthly decrease of 21.42, and an annual decrease of 27.22% [2] - Port Inventory: The latest value is 272.71, a weekly decrease of 22.28, a monthly decrease of 9.48, and an annual decrease of 33.58% [2] - Steel Mill Coking Coal Inventory: The latest value is 788.32, a weekly increase of 7.19, a monthly decrease of 2.02, and an annual increase of 7.16% [2] - Coking Plant Coking Coal Inventory: The latest value is 997.37, a weekly increase of 38.31, a monthly increase of 56.96, and an annual increase of 4.17% [2] - Coking Plant Coke Inventory: The latest value is 85.03, a weekly increase of 0.31, a monthly decrease of 0.61, and an annual decrease of 1.72% [2] Other Indicators - Coking Capacity Utilization Rate: The latest value is 73.47, a weekly decrease of 0.77, a monthly decrease of 1.96, and an annual decrease of 0.66% [2] - 05 Basis: The latest value is - 74.10, a daily decrease of 6.00, a weekly decrease of 20.26, a monthly increase of 119.24, and an annual decrease of 0.63 [2] - 09 Basis: The latest value is - 146.60, a daily decrease of 9.00, a weekly decrease of 13.76, a monthly increase of 113.24, and an annual increase of 0.67 [2] - 01 Basis: The latest value is - 11.10, a daily decrease of 6.50, a weekly decrease of 32.26, a monthly increase of 88.24, and an annual increase of 0.86 [2] - 5 - 9 Spread: The latest value is - 72.50, a daily decrease of 3.00, a weekly increase of 6.50, a monthly decrease of 6.00, and an annual increase of 4.00 [2] - 9 - 1 Spread: The latest value is 135.50, a daily increase of 2.50, a weekly decrease of 18.50, a monthly decrease of 25.00, and an annual increase of 0.65 [2] - 1 - 5 Spread: The latest value is - 63.00, a daily increase of 0.50, a weekly increase of 12.00, a monthly increase of 31.00, and an annual decrease of 0.07 [2]
永安期货焦炭日报-20251029
Yong An Qi Huo· 2025-10-29 00:51
Report Information - Report Title: Coke Daily Report - Date: October 29, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Not provided in the report Summary by Relevant Catalog Coke Price - The latest price of Shanxi quasi - first wet quenching coke is 1537.01, with no daily change, a weekly increase of 54.61, a monthly increase of 109.23, and a year - on - year decrease of 20.89% [2] - The latest price of Hebei quasi - first dry quenching coke is 1790.00, with no daily change, a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 3.76% [2] - The latest price of Shandong quasi - first dry quenching coke is 1715.00, with no daily change, a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 19.10% [2] - The latest price of Jiangsu quasi - first dry quenching coke is 1755.00, with no daily change, a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 18.75% [2] - The latest price of Inner Mongolia second - grade coke is 1230.00, with no daily change, a weekly increase of 50.00, a monthly increase of 150.00, and a year - on - year decrease of 27.65% [2] Production and Utilization Rate - The blast furnace开工率 is 89.94, with a weekly decrease of 0.39, a monthly decrease of 0.92, and a year - on - year increase of 2.22% [2] - The daily average iron water output is 239.90, with a weekly decrease of 1.05, a monthly decrease of 2.46, and a year - on - year increase of 1.79% [2] - The coking capacity utilization rate is 73.99, with a weekly decrease of 0.96, a monthly decrease of 1.36, and a year - on - year increase of 0.20% [2] - The daily average coke output is 51.21, with a weekly decrease of 0.07, a monthly decrease of 0.81, and a year - on - year increase of 0.37% [2] Inventory - The coking plant inventory is 37.49, with a weekly decrease of 0.10, a monthly decrease of 2.05, and a year - on - year decrease of 6.02% [2] - The port inventory is 200.09, with a weekly increase of 4.94, a monthly increase of 4.03, and a year - on - year increase of 7.47% [2] - The steel mill inventory is 633.16, with a weekly decrease of 6.28, a monthly decrease of 28.15, and a year - on - year increase of 11.46% [2] - The steel mill inventory days are 11.07, with a weekly decrease of 0.12, a monthly decrease of 0.59, and a year - on - year increase of 2.03% [2] Futures Market - The price of futures contract 05 is 1897, with a daily increase of 4.00, a weekly increase of 56.50, a monthly increase of 30.50, and a year - on - year decrease of 10.48% [2] - The price of futures contract 09 is 1980, with a daily increase of 5.50, a weekly increase of 59.00, a monthly increase of 56.50, and a year - on - year decrease of 8.73% [2] - The price of futures contract 01 is 1767.5, with a daily increase of 3.00, a weekly increase of 71.00, a monthly increase of 42.00, and a year - on - year decrease of 13.23% [2] - The 05 basis is - 66.89, with a daily decrease of 4.00, a weekly increase of 2.22, a monthly increase of 70.82, and a year - on - year decrease of 155.63 [2] - The 09 basis is - 149.89, with a daily decrease of 5.50, a weekly decrease of 0.28, a monthly increase of 44.82, and a year - on - year decrease of 188.13 [2] - The 01 basis is 62.61, with a daily decrease of 3.00, a weekly decrease of 12.28, a monthly increase of 59.32, and a year - on - year decrease of 108.13 [2] - The 5 - 9 spread is - 129.50, with a daily decrease of 1.00, a weekly increase of 14.50, a monthly increase of 11.50, and a year - on - year decrease of 47.50 [2] - The 9 - 1 spread is - 83.00, with a daily decrease of 1.50, a weekly decrease of 2.50, a monthly decrease of 26.00, and a year - on - year decrease of 32.50 [2] - The 1 - 5 spread is 212.50, with a daily increase of 2.50, a weekly decrease of 12.00, a monthly increase of 14.50, and a year - on - year increase of 80.00 [2]
永安期货铁合金早报-20251029
Yong An Qi Huo· 2025-10-29 00:51
Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy on October 29, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 are 5170 and 5220 respectively, with daily changes of 0 and weekly changes of 40 and 70 [2]. - The latest price of Shaanxi 75 silicon ferroalloy is 5750, with a daily and weekly change of -50 [2]. - The export prices of Tianjin 72 and Tianjin 75 silicon ferroalloy are 1055 and 1105 (in US dollars) respectively, with no daily or weekly changes [2]. - For silicon manganese, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 are 5680, 5580, 5650, 5600, and 5600 respectively, with no daily changes [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and capacity utilization in different regions such as Inner Mongolia, Ningxia, and Shaanxi [5]. - The production data of silicon manganese in China from 2021 - 2025 are also shown, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [7]. Demand - The demand - related data of silicon ferroalloy and silicon manganese in China from 2021 - 2025 are provided, such as the estimated production of crude steel, the production of stainless - steel crude steel, and the demand for silicon manganese (Steel Union caliber) [5][8]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory in different regions and the number of warehouse receipts and effective forecasts [6]. - The inventory data of silicon manganese from 2021 - 2025 are also shown, including the number of warehouse receipts, effective forecasts, and the inventory of 63 sample enterprises in China [8]. Cost and Profit - The cost - related data of silicon ferroalloy from 2021 - 2025 are provided, such as electricity prices in different regions, the market price of semi - coke, and the production cost and profit in Inner Mongolia and Ningxia [6]. - The cost - related data of silicon manganese from 2021 - 2025 are also presented, including the price of chemical coke, the price of manganese ore, and the profit in different regions [7][8].
铁矿石早报-20251029
Yong An Qi Huo· 2025-10-29 00:49
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Iron Ore Spot Market - **Australian Mainstream Iron Ore**: Newman powder price is 793, up 4 daily and 17 weekly; PB powder price is 796, up 4 daily and 19 weekly; Macarthur powder price is 793, up 6 daily and 17 weekly; Jinbuba powder price is 756, down 4 daily and up 9 weekly; Roy Hill powder price is 783, up 4 daily and 19 weekly [1]. - **Brazilian Mainstream Iron Ore**: Brazilian blend price is 834, up 5 daily and 21 weekly; Brazilian coarse IOC6 price is 797, up 4 daily and 19 weekly; Brazilian coarse SSFG price is 802, up 4 daily and 19 weekly [1]. - **Other Iron Ore**: Ukrainian concentrate price is 910, down 1 daily and up 13 weekly; 61% Indian powder price is 745, down 4 daily and up 9 weekly; Karara concentrate price is 910, down 1 daily and up 13 weekly; 57% Indian powder price is 644, unchanged daily and up 9 weekly; Atlas powder price is 752, unchanged daily and up 18 weekly [1]. - **Domestic Iron Ore**: Tangshan iron concentrate price is 1033, up 6 daily and 12 weekly [1]. Iron Ore Futures Market - **DCE Contracts**: i2601 contract price is 792.5, up 6 daily and 23 weekly; i2605 contract price is 768.5, up 5 daily and 19 weekly; i2609 contract price is 747, up 4.5 daily and 17.5 weekly [1]. - **SGX Contracts**: FE01 contract price is 102.17, up 1.47 daily and 2.02 weekly; FE05 contract price is 100, up 1.46 daily and 1.8 weekly; FE09 contract price is 98, up 1.46 daily and 1.83 weekly [1].
废钢早报-20251029
Yong An Qi Huo· 2025-10-29 00:48
Report Summary 1. Report Information - Report Name: Scrap Steel Morning Report [1] - Research Team: Black Team of the Research Center [3] - Date: October 29, 2025 [3] 2. Core Data - Scrap steel prices in different regions from October 22 - 28, 2025 are as follows: | Region | 2025/10/22 | 2025/10/23 | 2025/10/24 | 2025/10/27 | 2025/10/28 |环比 | | --- | --- | --- | --- | --- | --- | --- | | East China | 2227 | 2228 | 2228 | 2235 | 2238 | 3 | | North China | 2302 | 2304 | 2304 | 2302 | 2302 | 0 | | Central China | 2053 | 2053 | 2053 | 2053 | 2054 | 1 | | South China | 2228 | 2231 | 2230 | 2230 | 2235 | 5 | | Northeast China | 2250 | 2250 | 2250 | 2258 | 2261 | 3 | | Southwest China | 2135 | 2134 | 2131 | 2129 | 2129 | 0 | [4]