Yong An Qi Huo
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动力煤早报-20260121
Yong An Qi Huo· 2026-01-21 01:18
最新 日变化 周变化 月变化 年变化 最新 日变化 周变化 月变化 年变化 秦皇岛5500 696.0 -4.0 -10.0 -12.0 -69.0 25省终端可用天数 19.2 -0.5 -0.7 -1.7 1.6 秦皇岛5000 610.0 -4.0 -9.0 5.0 -65.0 25省终端供煤 601.6 4.6 -6.9 -38.4 -21.2 广州港5500 795.0 0.0 -15.0 -25.0 -75.0 北方港库存 2560.0 -8.0 -33.0 -263.0 244.7 鄂尔多斯5500 490.0 -5.0 -20.0 -15.0 -60.0 北方锚地船舶 103.0 -12.0 -6.0 49.0 28.0 大同5500 545.0 -5.0 -20.0 -15.0 -85.0 北方港调入量 151.9 13.0 3.4 1.5 -7.8 榆林6000 670.0 0.0 -20.0 -20.0 -92.0 北方港吞吐量 144.9 25.6 42.5 -2.2 4.5 榆林6200 745.0 0.0 0.0 0.0 -45.0 CBCFI海运指数 648.2 14.3 32. ...
合成橡胶早报-20260121
Yong An Qi Huo· 2026-01-21 01:16
Report Information - Report Title: Synthetic Rubber Morning Report [2] - Research Team: Research Center's Energy and Chemicals Team [3] - Report Date: January 21, 2026 [3] Report Core Content 1. BR (Butadiene Rubber) Futures Market - On January 20, the closing price of the BR main contract was 11,585, a daily decrease of 20 and a weekly decrease of 665 [4]. - The open interest was 91,002, a daily decrease of 3,182 and a weekly decrease of 9,574 [4]. - The trading volume was 106,084, a daily decrease of 8,713 and a weekly decrease of 70,947 [4]. - The warrant quantity was 24,330, a daily decrease of 1,700 and a weekly decrease of 2,000 [4]. - The long - short ratio was 18.70, with a daily increase of 1 and a weekly increase of 0 [4]. Basis and Spread - The butadiene rubber basis was -32, a daily decrease of 130 and a weekly increase of 215 [4]. - The styrene - butadiene rubber basis was 315, a daily decrease of 180 and a weekly increase of 315 [4]. - The 02 - 03 spread was -25, with no daily change and a weekly decrease of 25 [4]. - The 03 - 04 spread was -40, a daily decrease of 10 and a weekly decrease of 15 [4]. - The RU - BR spread was 4,035, a daily decrease of 105 and a weekly increase of 125 [4]. - The NR - BR spread was 1,050, a daily decrease of 85 and a weekly increase of 200 [4]. Spot Market - The Shandong market price was 11,550, a daily decrease of 150 and a weekly decrease of 450 [4]. - The Transfar market price was 11,450, a daily decrease of 100 and a weekly decrease of 500 [4]. - The Qilu ex - factory price was 11,700, with no daily change and a weekly decrease of 400 [4]. - The CFR Northeast Asia price was 1,550, with no daily change and a weekly increase of 100 [4]. - The CFR Southeast Asia price was 1,750, with no daily change and a weekly increase of 75 [4]. Profit - The spot processing profit was -340, a daily decrease of 99 and a weekly decrease of 144 [4]. - The import profit was -1,140, a daily decrease of 144 and a weekly decrease of 1,208 [4]. - The export profit was 1,496, a daily increase of 125 and a weekly increase of 886 [4]. 2. BD (Butadiene) Spot Market - The Shandong market price was 9,500, a daily decrease of 50 and a weekly decrease of 300 [4]. - The Jiangsu market price was 9,300, a daily decrease of 100 and a weekly decrease of 350 [4]. - The Yangzi ex - factory price was 9,550, with no daily or weekly change [4]. - The CFR China price was 1,180, with no daily change and a weekly increase of 75 [4]. Profit - The ethylene cracking profit was -23 on January 19, and data for January 20 was not available [4]. - The C4 extraction profit was 2,742 on January 19, and data for January 20 was not available [4]. - The butadiene oxidative dehydrogenation profit was 710, a daily decrease of 100 and a weekly decrease of 280 [4]. - The import profit was -132, a daily decrease of 96 and a weekly decrease of 919 [4]. - The export profit was -758, a daily increase of 223 and a weekly increase of 1,926 [4]. Production Profit of Related Products - The styrene - butadiene production profit was 438, with no daily change and a weekly decrease of 250 [4]. - The ABS production profit data after January 17 was not available [4]. - The SBS production profit was -645, with no daily change and a weekly decrease of 60 [4].
大类资产早报-20260121
Yong An Qi Huo· 2026-01-21 01:16
Group 1: Global Asset Market Performance - **10 - year Treasury Bonds**: The latest yields of 10 - year Treasury bonds in major economies are as follows: US 4.294, UK 4.457, France 3.526, Germany 2.858, Italy 3.501, Spain 3.254, Switzerland 0.248, Greece 3.492, Japan 2.351, Brazil 6.271, China 1.832, South Korea (not available), Australia 4.782, New Zealand 4.515 [1] - **2 - year Treasury Bonds**: The yields of 2 - year Treasury bonds are: US 3.598, UK 3.667, Germany 2.068, Japan 1.212, Italy 2.168, China (1Y yield) 1.270, South Korea (not available), Australia 4.102 [1] - **USD Exchange Rates against Major Emerging - Market Currencies**: The latest exchange rates are: South Africa zar 5.376, Russia 16.425, South Korean won 1477.550, Thai baht 31.075, Malaysian ringgit 4.055 [1] - **Renminbi**: The latest values are: on - shore RMB 6.961, off - shore RMB 6.956, mid - price 7.001, 12 - month NDF 6.834 [1] - **Stock Indices of Major Economies**: The latest indices are: Dow Jones 6796.860, S&P 500 48488.590, Industrial Index 22954.320, Nasdaq 67683.380, Mexican Index 10126.780, UK Index 8062.580, France CAC 24703.120, Germany DAX 17429.100, Spanish Index (not available), Russian Index (not available), Nikkei 52991.100, Hang Seng Index 26487.510, Shanghai Composite Index 4113.649, Taiwan Index 31759.990, South Korean Index 4885.750, Indian Index 9134.700, Thai Index 1296.370, Malaysian Index 1699.060, Australian Index 9138.573, Index 1480.630 [1] - **Credit Bond Indices**: The latest values are: US investment - grade credit bond index 3534.390, Eurozone investment - grade credit bond index 266.750, emerging - economy investment - grade credit bond index 289.830, US high - yield credit bond index 2925.390, Eurozone high - yield credit bond index 411.820, emerging - economy high - yield credit bond index 1823.969 [1] Group 2: Stock Index Futures Trading Data - **Index Performance**: The closing prices of A - shares, CSI 300, SSE 50, ChiNext, and CSI 500 are 4113.65, 4718.88, 3070.65, 3277.98, and 8247.80 respectively. The percentage changes are - 0.01%, - 0.33%, - 0.17%, - 1.79%, and - 0.48% respectively [2] - **Valuation**: The PE (TTM) of CSI 300, SSE 50, CSI 500, S&P 500, and Germany DAX are 14.22, 11.74, 37.41, 27.14, and 19.17 respectively. The环比 changes are 0.00, 0.03, - 0.19, - 0.58, and - 0.20 respectively [2] - **Risk Premium**: The risk premium (1/PE - 10 - year interest rate) of S&P 500 and Germany DAX are - 0.61 and 2.36 respectively. The环比 changes are 0.01 and 0.03 respectively [2] - **Fund Flows**: The latest values of fund flows for A - shares, main board, SME board, ChiNext, and CSI 300 are - 1609.92, - 783.62, (not available), - 635.48, and - 346.24 respectively. The 5 - day average values are - 890.02, - 614.69, (not available), - 245.35, and - 396.73 respectively [2] Group 3: Other Trading Data - **Trading Volume**: The latest trading volume of Shanghai and Shenzhen stock markets, CSI 300, SSE 50, SME board, and ChiNext are 27776.57, 6719.61, 1757.36, 5667.08, and 7026.80 respectively. The环比 changes are 693.08, 168.12, 95.56, 190.51, and - 64.76 respectively [3] - **Main Contract Basis and Spread**: The basis of IF, IH, and IC are - 10.28, 4.75, and 1.00 respectively, with spreads of - 0.22%, 0.15%, and 0.01% respectively [3] - **Treasury Bond Futures**: The closing prices of T2303, TF2303, T2306, and TF2306 are 108.18, 105.88, 108.11, and 105.88 respectively. The percentage changes are 0.13%, 0.09%, 0.12%, and 0.06% respectively [3] - **Funding Rates**: The funding rates of R001, R007, and SHIBOR - 3M are 1.4212%, 1.5429%, and 1.6000% respectively. The daily changes are - 11.00 BP, 1.00 BP, and 0.00 BP respectively [3]
燃料油早报-20260121
Yong An Qi Huo· 2026-01-21 01:09
Report Summary 1) Report Industry Investment Rating No information about the industry investment rating is provided in the given content. 2) Core Viewpoints of the Report - This week, the cracking of Singapore 380 strengthened, and the monthly spread rebounded significantly. The high - sulfur cracking in Europe rebounded, and the monthly spread also rebounded significantly. The high - sulfur EW oscillated at a high level. The cracking of Singapore 0.5% was at a historical low for the same period, rebounded month - on - month, the monthly spread strengthened slightly, and the basis oscillated at a low level [3][4]. - In terms of inventory, Singapore's residual oil had a slight inventory build - up, with the inventory at a historical high year - on - year. ARA's residual oil had a slight inventory drawdown, and Fujairah's residual oil had an inventory build - up [4]. - This week, the situation in Iran affected the global heavy oil valuation. In the short term, the driving force of high - sulfur fuel oil was stronger than that of low - sulfur fuel oil. The high - sulfur spot market tightened, the cracking rebounded, and the short - term downside space was limited. The external market of low - sulfur fuel oil remained weak [4]. 3) Summary According to Relevant Catalogs Rotterdam Fuel Oil Swap Data | Type | 2026/01/14 | 2026/01/15 | 2026/01/16 | 2026/01/19 | 2026/01/20 | Change | | --- | --- | --- | --- | --- | --- | --- | | Rotterdam 3.5% HSF O Swap M1 | 342.84 | 333.76 | 341.06 | 336.61 | 335.92 | -0.69 | | Rotterdam 0.5% VLS FO Swap M1 | 397.96 | 384.56 | 389.58 | 385.89 | 385.56 | -0.33 | | Rotterdam HSFO - Brent M1 | -11.23 | -10.45 | -10.09 | -10.43 | -10.35 | 0.08 | | Rotterdam 10ppm Gasoil Swap M1 | 639.10 | 621.40 | 634.20 | 630.80 | 633.90 | 3.10 | | Rotterdam VLSFO - Gasoil M1 | -241.14 | -236.84 | -244.62 | -244.91 | -248.34 | -3.43 | | LGO - Brent M1 | 21.50 | 21.81 | 23.19 | 22.94 | 22.94 | 0.00 | | Rotterdam VLSFO - HSFO M1 | 55.12 | 50.80 | 48.52 | 49.28 | 49.64 | 0.36 | [1] Singapore Fuel Oil Swap Data | Type | 2026/01/14 | 2026/01/15 | 2026/01/16 | 2026/01/19 | 2026/01/20 | Change | | --- | --- | --- | --- | --- | --- | --- | | Singapore 380cst M1 | 360.39 | 359.16 | 356.84 | 359.12 | 357.08 | -2.04 | | Singapore 180cst M1 | 366.14 | 363.46 | 363.27 | 364.49 | 364.98 | 0.49 | | Singapore VLSFO M1 | 428.26 | 426.98 | 426.45 | 427.95 | 426.15 | -1.80 | | Singapore Gasoil M1 | 82.45 | 81.65 | 81.51 | 82.07 | 82.61 | 0.54 | | Singapore 380cst - Brent M1 | -7.37 | -7.10 | -6.79 | -6.30 | -6.58 | -0.28 | | Singapore VLSFO - Gasoil M1 | -181.87 | -177.23 | -176.72 | -179.37 | -185.16 | -5.79 | [1] Singapore Fuel Oil Spot Data | Type | 2026/01/14 | 2026/01/15 | 2026/01/16 | 2026/01/19 | 2026/01/20 | Change | | --- | --- | --- | --- | --- | --- | --- | | FOB 380cst | 358.10 | 358.88 | 358.34 | 359.26 | - | - | | FOB VLSFO | 431.74 | 429.02 | 429.37 | 431.00 | - | - | | 380 Basis | -1.50 | -1.45 | -1.65 | -1.45 | - | - | | High - Sulfur Domestic - Foreign Spread | 13.0 | 13.9 | 13.7 | 12.6 | 10.8 | -1.8 | | Low - Sulfur Domestic - Foreign Spread | 16.0 | 14.9 | 15.3 | 15.6 | 16.9 | 1.3 | [2] Domestic FU Data | Type | 2026/01/14 | 2026/01/15 | 2026/01/16 | 2026/01/19 | 2026/01/20 | Change | | --- | --- | --- | --- | --- | --- | --- | | FU 01 | 2513 | 2510 | 2485 | 2478 | 2467 | -11 | | FU 05 | 2578 | 2566 | 2520 | 2526 | 2507 | -19 | | FU 09 | 2546 | 2533 | 2498 | 2500 | 2487 | -13 | | FU 01 - 05 | -65 | -56 | -35 | -48 | -40 | 8 | | FU 05 - 09 | 32 | 33 | 22 | 26 | 20 | -6 | | FU 09 - 01 | 33 | 23 | 13 | 22 | 20 | -2 | [2] Domestic LU Data | Type | 2026/01/14 | 2026/01/15 | 2026/01/16 | 2026/01/19 | 2026/01/20 | Change | | --- | --- | --- | --- | --- | --- | --- | | LU 01 | 3159 | 3166 | 3088 | 3136 | 3120 | -16 | | LU 05 | 3087 | 3074 | 3041 | 3052 | 3066 | 14 | | LU 09 | 3112 | 3090 | 3056 | 3073 | 3085 | 12 | | LU 01 - 05 | 72 | 92 | 47 | 84 | 54 | -30 | | LU 05 - 09 | -25 | -16 | -15 | -21 | -19 | 2 | | LU 09 - 01 | -47 | -76 | -32 | -63 | -35 | 28 | [3]
废钢早报-20260121
Yong An Qi Huo· 2026-01-21 01:09
| 日期 | 华东 | 华北 | 中部 | 华南 | 东北 | 西南 | | --- | --- | --- | --- | --- | --- | --- | | 2026/01/14 | 2183 | 2262 | 2050 | 2250 | 2216 | 2105 | | 2026/01/15 | 2185 | 2262 | 2051 | 2250 | 2216 | 2105 | | 2026/01/16 | 2186 | 2265 | 2054 | 2252 | 2217 | 2105 | | 2026/01/19 | 2186 | 2264 | 2054 | 2250 | 2217 | 2109 | | 2026/01/20 | 2185 | 2264 | 2054 | 2250 | 2217 | 2109 | | 环比 | -1 | 0 | 0 | 0 | 0 | 0 | 废钢早报 研究中心黑色团队 2026/01/21 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 ...
沥青早报-20260121
Yong An Qi Huo· 2026-01-21 01:09
Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Relevant Catalogs 3.1. Basis and Calendar Spread - The daily changes of Shandong basis (+80) (non-Jingbo), East China basis (Zhenjiang warehouse), and South China basis (Foshan warehouse) on 1/20 were 3, 3, and 33 respectively [3] - The daily changes of 01 - 03, 02 - 03, and 03 - 06 on 1/20 were 3, 0, and 0 respectively [3] 3.2. BU Main Contract - The price of the BU main contract (02) on 1/20 was 3139, with a daily change of -3 [3] - The trading volume on 1/20 was 166,692, a decrease of 18,207 compared to the previous day [3] - The open interest on 1/20 was 413,904, a decrease of 882 compared to the previous day [3] - The warehouse receipts on 1/20 were 16,110, with no change [3] 3.3. Crude Oil and Asphalt Prices - The price of Brent crude oil on 1/20 was 63.9, with a daily change of -0.2 [3] - The prices of Jingbo, Shandong (non-Jingbo), Zhenjiang warehouse, and Foshan warehouse on 1/20 were 3100, 3100, 3150, and 3130 respectively, among which the price of Foshan warehouse increased by 30 [3] 3.4. Asphalt - Marey Profit - The asphalt - Marey profit data after 1/14 was N/A [3]
有色套利早报-20260121
Yong An Qi Huo· 2026-01-21 01:08
Group 1: Report Industry Investment Rating - No relevant content Group 2: Report's Core View - The report presents cross - market, cross - period, spot - futures, and cross - variety arbitrage tracking data for non - ferrous metals including copper, zinc, aluminum, nickel, lead, and tin on January 21, 2026, including domestic and LME prices, price ratios, equilibrium price ratios, and profit margins [1][3] Group 3: Summary by Related Catalogs Cross - market Arbitrage Tracking - **Copper**: On January 21, 2026, the domestic spot price was 100,660, the LME price was 13,030, with a ratio of 7.72; the three - month domestic price was 101,430, the LME price was 12,929, with a ratio of 7.80. The equilibrium ratio for spot import was 7.89, with a profit of - 1773.40, and the profit for spot export was 1409.82 [1] - **Zinc**: The domestic spot price was 24,340, the LME price was 3181, with a ratio of 7.65; the three - month domestic price was 24,455, the LME price was 3225, with a ratio of 5.33. The equilibrium ratio for spot import was 8.32, with a profit of - 2114.93 [1] - **Aluminum**: The domestic spot price was 23,680, the LME price was 3132, with a ratio of 7.56; the three - month domestic price was 23,995, the LME price was 3145, with a ratio of 7.60. The equilibrium ratio for spot import was 8.32, with a profit of - 2388.30 [1] - **Nickel**: The domestic spot price was 139,850, the LME price was 17,710, with a ratio of 7.90. The equilibrium ratio for spot import was 7.99, with a profit of 1929.60 [1] - **Lead**: The domestic spot price was 17,000, the LME price was 2012, with a ratio of 8.45; the three - month domestic price was 17,285, the LME price was 2058, with a ratio of 11.83. The equilibrium ratio for spot import was 8.51, with a profit of - 125.66 [3] Cross - period Arbitrage Tracking - **Copper**: The spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were 240, 440, 550, and 510 respectively, while the theoretical spreads were 607, 1112, 1626, and 2140 respectively [3] - **Zinc**: The spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were 0, 45, 70, and 40 respectively, and the theoretical spreads were 225, 356, 487, and 618 respectively [3] - **Aluminum**: The spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were - 75, - 30, 15, and 25 respectively, and the theoretical spreads were 231, 363, 495, and 628 respectively [3] - **Lead**: The spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were 100, 160, 190, and 195 respectively, and the theoretical spreads were 211, 317, 424, and 531 respectively [3] - **Nickel**: The spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were - 760, - 490, - 240, and - 260 respectively [3] - **Tin**: The spread of the 5 - 1 contract was 1890, and the theoretical spread was 8149 [3] Spot - Futures Arbitrage Tracking - **Copper**: The spread between the current - month contract and the spot was 315, the theoretical spread was 582; the spread between the next - month contract and the spot was 555, the theoretical spread was 1172 [3] - **Zinc**: The spread between the current - month contract and the spot was 70, the theoretical spread was 193; the spread between the next - month contract and the spot was 70, the theoretical spread was 335 [3] - **Lead**: The spread between the current - month contract and the spot was 125, the theoretical spread was 185; the spread between the next - month contract and the spot was 225, the theoretical spread was 298 [3] Cross - variety Arbitrage Tracking - On January 21, 2026, the cross - variety price ratios of copper/zinc, copper/aluminum, copper/lead, aluminum/zinc, aluminum/lead, and lead/zinc in Shanghai (three - continuous contracts) were 4.15, 4.23, 5.87, 0.98, 1.39, and 0.71 respectively; in London (three - continuous contracts), they were 4.02, 4.10, 6.29, 0.98, 1.53, and 0.64 respectively [3]
油脂油料早报-20260121
Yong An Qi Huo· 2026-01-21 01:07
1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - The report presents various data on the oilseeds and oils industry, including US soybean export inspection, Brazilian soybean export forecasts, Malaysian palm oil exports, and China's imports of soybeans, palm oil, rapeseed, etc. [1] 3. Summary by Related Catalogs Overnight Market Information - From January 1 - 15, 2026, the US soybean export inspection volume was 1,336,684 tons, meeting market expectations (previous estimate: 1,000,000 - 1,400,000 tons). The export inspection volume to China was 611,983 tons, accounting for 45.78% of the total. The cumulative export inspection volume for the current crop - year is 19,335,069 tons, compared to 32,314,423 tons in the same period last year. [1] - A private exporter reported a 190,000 - ton soybean meal export sale to the Philippines in the 2025/2026 market year. [1] - Anec slightly increased the forecast of Brazilian soybean exports in January 2026 to 3.79 million tons (previously 3.73 million tons), and the forecast of soybean meal exports remained at 1.82 million tons. [1] - According to ITS, Malaysia's palm oil exports from January 1 - 20, 2026, increased by 11.4% month - on - month to 947,939 tons. According to AmSpec, the exports increased by 8.64% month - on - month to 892,428 tons. [1] - In 2025, China's soybean imports reached a record 111.83 million tons, a 6.5% year - on - year increase. Brazil supplied 82.32 million tons (up 10.3% year - on - year), Argentina supplied 7.89 million tons (up 92.4% year - on - year), while the US supply decreased by 24% to 16.82 million tons, accounting for only 15% of China's total imports (down from 21% in the previous year). [1] - In December 2025, China's palm oil imports were 277,162.70 tons, a 17.03% month - on - month decrease and a 12.96% year - on - year decrease. The imports from Indonesia were 247,735.25 tons (down 5.73% month - on - month, up 1.25% year - on - year), and from Malaysia were 25,361.92 tons (down 62.29% month - on - month, down 65.60% year - on - year). [1] - In December 2025, China's rapeseed imports were 55,553.17 tons, a 2680.03% month - on - month increase and a 90.79% year - on - year decrease. The imports from Canada were 48,348.72 tons (down 91.78% year - on - year), and from Kazakhstan were 3,995.10 tons (up 130.72% month - on - month). [1] - In December 2025, China's rapeseed meal imports were 238,210.15 tons, a 10.93% month - on - month increase and a 22.59% year - on - year decrease. The imports from the UAE were 61,608.03 tons (up 24.63% month - on - month, up 11.97% year - on - year), and from Russia were 60,415.10 tons (down 32.18% month - on - month, up 414.67% year - on - year). [1] - In December 2025, China's rapeseed oil imports were 219,519.16 tons, a 32.99% month - on - month increase and a 2.89% year - on - year increase. The imports from Russia were 160,012.15 tons (up 46.49% month - on - month, up 2.97% year - on - year), and from Belarus were 23,241.41 tons (up 53.27% month - on - month, down 13.25% year - on - year). [1] Spot Prices - The spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from January 14 - 20, 2026, are presented in a tabular format, showing price fluctuations during this period. [4] Protein Meal Basis - No specific content provided Oils Basis - No specific content provided Oils and Oilseeds Futures Price Spreads - No specific content provided
农产品早报-20260121
Yong An Qi Huo· 2026-01-21 01:06
| | | | | | | | | | 研究中心农产品团队 2026/01/21 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 2026/01/14 | 2160 | 2290 | 2240 | 2440 | 18 | 0 | 379 | 2750 | 2800 | 112 | -50 | | 2026/01/15 | 2180 | 2290 | 2240 | 2450 | -5 | 10 | 383 | 2750 | 2800 | 90 | -70 | | 2026/01/16 | 2180 | 2290 | 2240 | 2450 | 9 | 10 | 390 | 2750 | 2800 | 100 | -70 | | 2026/01/19 | 2180 | 2290 | 226 ...
铁矿石早报-20260121
Yong An Qi Huo· 2026-01-21 01:04
Report Summary 1. Report Industry Investment Rating - No relevant information provided. 2. Core View - No explicit core view presented in the given content. 3. Summary by Related Catalogs Spot Market - **Australian Mainstream Iron Ore**: Newman powder is priced at 789, down 5 daily and 29 weekly; PB powder is 799, down 5 daily and 27 weekly; Mac powder is 796, down 1 daily and 32 weekly; Jinbuba powder is 752, down 5 daily and 27 weekly; Mixed powder is 736, down 7 daily and 21 weekly; Super special powder is 674, down 3 daily and 29 weekly; Roy Hill powder is 786, down 5 daily and 27 weekly; KUMBA powder is 858, down 5 daily and 27 weekly [1]. - **Brazilian Mainstream Iron Ore**: Brazilian blend is 830, down 5 daily and 33 weekly; Brazilian coarse IOC6 is 763, down 5 daily and 27 weekly; Brazilian coarse SSFG is 768, down 5 daily and 27 weekly [1]. - **Other Iron Ores**: Ukrainian concentrate is 875, down 4 daily and 34 weekly; 61% Indian powder is 741, down 5 daily and 27 weekly; Karara concentrate is 879, down 4 daily and 30 weekly; 57% Indian powder is 609, down 3 daily and 29 weekly; Atlas powder is 731, down 7 daily and 21 weekly; Tangshan iron concentrate is 971, unchanged daily and down 11 weekly [1]. Futures Market - **DCE Contracts**: i2701 is at 757.0, down 5.5 daily and 73.0 weekly; i2605 is 789.5, down 4.5 daily and 30.0 weekly; i2609 is 771.5, down 5.0 daily and 26.5 weekly [1]. - **SGX Contracts**: FE01 is 106.09, down 0.83 daily and 2.80 weekly; FE05 is 104.60, down 1.43 daily and 3.64 weekly; FE09 is 103.27, down 1.48 daily and 3.13 weekly [1]. Other Information - **Premium**: There are data on U - ball/pellet premium, PB block/lump ore premium, and basis/spread between domestic and foreign markets (in RMB terms), but no detailed analysis is provided [1]. - **Month - to - Month Spread**: For DCE contracts, the month - to - month spread of i2701 is 14.5, up 4.4 daily and 40.6 weekly; i2605 is - 32.5, up 22.0 daily and - 2.4 weekly; i2609 is 18.0, up 40.0 daily and - 5.9 weekly [1].