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多元金融板块10月17日跌2.68%,海南华铁领跌,主力资金净流出6.66亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603300 | 海南华铁 | 7.09 | -6.96% | 357.44万 | 25.02亿 | | 000935 | 四川双马 | 68.81 | -5.82% | 10.65万 | 2.17亿 | | 600517 | 国网英大 | 5.59 | -4.77% | 41.02万 | 2.34亿 | | 000617 | 中油资本 | 10.50 | -4.72% | 202.72万 | 22.07亿 | | 000532 | 华金资本 | 13.57 | -3.90% | 7.70万 | 1.06亿 | | 002423 | 中粮资本 | 12.78 | -3.84% | 42.27万 | 5.52亿 | | 300773 | 拉卡拉 | 23.08 | -2.78% | 20.29万 | 4.78亿 | | 600927 | 永安期货 | 14.38 | -2.38% | 5.09万 | 7411.54万 | | 600318 | 新力金 ...
永安期货有色早报-20251017
Yong An Qi Huo· 2025-10-17 02:12
1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - For copper, maintain a callback - buying strategy considering the continuous tightness of the ore end and the growth of infrastructure and power demand in Southeast Asia and the Middle East. Pay attention to the support around $10,300 for LME copper, and consider selling put options below $10,000 or gradually establishing virtual inventory [1]. - For aluminum, the short - term fundamentals are okay. Keep an eye on terminal demand, and hold long - term positions on dips [1]. - For zinc, due to the poor domestic fundamentals and the opening of the export window affected by export profits, it is recommended to wait and see. Consider gradually taking profits on domestic - foreign positive spreads and pay attention to the opportunity of reverse spreads in the far - month contracts. Also, pay attention to the positive spread opportunity between December and February contracts [2]. - For nickel, the short - term real - world fundamentals are weak. Although the geopolitical risks in Indonesia have eased, there are still disturbances at the mining end and the policy end has the motivation to support prices [4]. - For stainless steel, the fundamentals remain weak overall. There is increased uncertainty in trade frictions in the short - term macro - aspect, and the Indonesian policy end has a certain motivation to support prices [9]. - For lead, the lead price is expected to maintain a high - level shock between 17,000 and 17,400 next week, and the subsequent destocking strength in October remains to be verified, with a weak outlook [12]. - For tin, follow the macro - sentiment in the short - term and it is recommended to wait and see. In the medium - to - long - term, hold positions on dips close to the cost line [15]. - For industrial silicon, the supply and demand are in balance in Q4 with few potential contradictions in the short - term. In the long - term, the price is expected to fluctuate at the cycle bottom with the seasonal marginal cost as the anchor [16]. - For lithium carbonate, in the context of a strong "anti - involution" commodity sentiment, the price has high elasticity after the supply - side disturbance speculation is realized, and strong downward support before the disturbance is realized [16]. 3. Summary by Metal Copper - **Price and Inventory Data**: From October 10th to 16th, the spot premium of SHFE copper changed from 45 to 70, the scrap - refined copper spread decreased from 3197 to 2362, and the LME inventory decreased from 139,400 to 137,450 [1]. - **Market Situation**: Affected by the Trump's tariff announcement, LME copper dropped 4.5% on Friday. The impact of this tariff conflict is estimated to be lower than that during the Tomb - Sweeping Festival. The smelting end has over - expected production cuts and moderate inventory accumulation this week. After the sharp decline in copper price on Friday, the volume of pricing and receiving goods is expected to increase significantly next week, driving inventory destocking [1]. Aluminum - **Price and Inventory Data**: From October 10th to 16th, the Shanghai aluminum ingot price increased from 20,990 to 20,950, and the LME inventory decreased from 508,825 to 495,325 [1]. - **Market Situation**: The operating production capacity is increasing slightly. The production schedule of photovoltaic modules has stabilized, and the proportion of molten aluminum has rebounded significantly in September. Due to the holiday effect, there is seasonal inventory accumulation of aluminum ingots and bars. The global economic recovery is showing signs, but the Sino - US economic and trade relations are uncertain, leading to a certain divergence in the internal and external market trends [1]. Zinc - **Price and Inventory Data**: From October 10th to 16th, the Shanghai zinc ingot price decreased from 22,300 to 21,920, and the LME inventory decreased from 37,950 to 38,300 [2]. - **Market Situation**: This week, the domestic zinc price fluctuated and rose due to the US shutdown sentiment and the opening of the export window. The domestic TC decreased further, and the imported TC increased. The domestic zinc ore is expected to be tighter from the fourth quarter to the first quarter of next year, while the overseas zinc ore increased significantly in the second quarter. The demand is seasonally weak domestically, and the European demand is average overseas [2]. Nickel - **Price and Inventory Data**: From October 10th to 16th, the SHFE nickel spot price changed slightly, and the LME inventory decreased from 6894 to 6222 [3]. - **Market Situation**: The supply of pure nickel remains at a high level, the demand is weak overall, and the domestic inventory remains stable while the overseas inventory is continuously accumulating. The Indonesian mining end has continuous disturbances, and the policy end has the motivation to support prices [3][4]. Stainless Steel - **Price and Inventory Data**: From October 10th to 16th, the price of 304 cold - rolled coils remained unchanged at 13,550, and the price of 304 hot - rolled coils decreased from 12,700 to 12,450 [9]. - **Market Situation**: The steel mills' production schedule in October increased slightly compared to the previous month. The demand is mainly for rigid needs. The prices of ferronickel and ferrochrome remain stable. There is inventory accumulation during the holiday in Xijiao and Foshan, and the warehouse receipts remain stable [9]. Lead - **Price and Inventory Data**: From October 10th to 16th, the spot premium of lead changed from - 195 to - 210, and the LME inventory decreased from 237,000 to 252,000 [12]. - **Market Situation**: The lead price rose this week due to macro - factors. The supply of recycled lead is expected to increase by 30,000 tons in October. The demand may weaken after the National Day holiday. The refined - scrap price difference is - 25, and the LME registered warehouse receipts decreased by 100,000 tons. The lead price is expected to maintain a high - level shock next week [12]. Tin - **Price and Inventory Data**: From October 10th to 16th, the tin position decreased from 71,221 to 63,683, and the LME inventory remained at 2575 [15]. - **Market Situation**: The tin price moved up this week due to macro - factors. The domestic smelting plants have reduced production, and the overseas supply is expected to recover in October. The demand for solder has a slight recovery during the peak season. The domestic fundamentals are short - term in a situation of weak supply and demand [15]. Industrial Silicon - **Price and Inventory Data**: From October 10th to 16th, the 421 Yunnan basis changed from - 185 to - 105, and the warehouse receipt quantity decreased from 50,281 to 50,291 [16]. - **Market Situation**: A leading enterprise in Xinjiang resumed production this week. The start - up in Sichuan and Yunnan is stable, and there is a strong expectation of production reduction in November. The supply and demand of industrial silicon are in balance in Q4, and the price is expected to fluctuate at the cycle bottom in the long - term [16]. Lithium Carbonate - **Price and Inventory Data**: From October 10th to 16th, the SMM electric - grade lithium carbonate price remained at 73,000, and the warehouse receipt quantity decreased from 42,669 to 30,456 [16]. - **Market Situation**: The lithium carbonate price fluctuated this week. The overseas mines have a strong willingness to support prices, and the salt plants have a low acceptance of high - priced lithium ore. The pre - holiday inventory - building is coming to an end, and the spot basis is weakening. The supply is in an over - capacity cycle, but there is inventory destocking due to seasonal factors and demand growth [16].
永安期货焦煤日报-20251017
Yong An Qi Huo· 2025-10-17 01:10
焦煤日报 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 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 1900/1/4 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 ...
永安期货焦煤日报-20251016
Yong An Qi Huo· 2025-10-16 01:38
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 柳林主焦 2021 2022 2023 2024 2025 500.00 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 100.00 200.00 300.00 400.00 500.00 600.00 700.00 800.00 600.00 1100.00 1600.00 2100.00 2600.00 3100.00 3600.00 4100.00 4600.00 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 蒙煤仓单 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 蒙古口岸原煤库提价 A10.5,V28,S<0.6%,G83 2021 2022 2023 2024 2025 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 20 ...
永安期货焦炭日报-20251016
Yong An Qi Huo· 2025-10-16 01:20
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 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 4000.00 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 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 2021 2022 2023 2024 2025 70.00 75.00 80.00 85.00 90.00 95.00 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 247家高炉产能利用率 2021 2022 2023 2024 20 ...
永安期货焦煤日报-20251014
Yong An Qi Huo· 2025-10-14 01:30
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 焦煤日报 2025/10/14 研究中心黑色团队 | | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 柳林主焦 | 1550.00 | 0.00 ...
永安期货焦煤日报-20251013
Yong An Qi Huo· 2025-10-13 02:25
| | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 柳林主焦 | 1550.00 | 0.00 | 47.00 | 140.00 | -3.13% Peak Downs | 206.00 | 0.50 | 1.00 | 4.50 | -21.80 | | 原煤口岸库提价 | 1028.00 | -6.00 | -12.00 | 98.00 | -19.06% Goonyella | 205.50 | 0.00 | 0.50 | 3.00 | -22.30 | | 沙河驿蒙5# | 1450.00 | 0.00 | 60.00 | 70.00 | -17.14% 盘面05 | 1262.00 | 20.50 | -42.00 | 122.50 | -14.50% | | 安泽主焦 | 1530.00 | 0.00 | -60.00 | 110.00 | -15.00% 盘面09 | 1347.00 | ...
永安期货贵金属早报-20251013
Yong An Qi Huo· 2025-10-13 01:23
贵金属早报 研究中心宏观团队 2025/10/13 价 格 表 现 品种 伦敦金 伦敦银 伦敦铂 伦敦钯 WTI原油 LME铜 最新 3974.50 50.76 1686.00 1503.00 58.90 10737.50 变化 -44.75 1.05 115.00 268.00 -2.61 -130.00 品种 美元指数 欧元兑美元 英镑兑美元 美元兑日元 美国10年期TIPS 最新 98.82 1.16 1.34 151.16 1.75 变化 -0.58 0.01 0.01 -1.94 -0.05 交 易 数 据 日期 COMEX白银 库存 上期所白银 库存 黄金ETF持仓 白银ETF持仓 上金所白银 库存 上金所黄金 递延费支付方向 上金所白银 递延费支付方向 最新 16250.44 1169.06 1017.16 15443.76 - 1 2 变化 -113.86 -17.79 3.72 -8.47 - 0.00 1.00 贵 金 属 比 价 升 贴 水 、 库 存 、 E T F 持 仓 变 化 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, ...
永安期货焦煤日报-20251010
Yong An Qi Huo· 2025-10-10 01:13
焦煤日报 2025/10/10 研究中心黑色团队 | | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 柳林主焦 | 1550.00 | 0.00 | 47.00 | 140.00 | -3.13% Peak Downs | 205.50 | 0.50 | 0.50 | 5.50 | -18.50 | | 原煤口岸库提价 | 1012.00 | -3.00 | -26.00 | 103.00 | -19.04% Goonyella | 205.50 | 0.50 | 0.50 | 5.00 | -18.50 | | 沙河驿蒙5# | 1450.00 | 0.00 | 60.00 | 70.00 | -17.14% 盘面05 | 1241.50 | 10.00 | -76.50 | 77.00 | -17.89% | | 安泽主焦 | 1530.00 | -60.00 | -60.00 | 100.00 ...
永安期货股份有限公司关于股份回购进展的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600927 证券简称:永安期货 公告编号:2025-056 永安期货股份有限公司 关于股份回购进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ■ 一、回购股份的基本情况 永安期货股份有限公司(以下简称"公司")于2025年6月3日,2025年6月30日分别召开第四届董事会第 十一次会议及2025年第一次临时股东大会,审议通过了《关于以集中竞价交易方式回购公司股份方案的 议案》,同意公司以自有资金通过集中竞价交易方式回购公司部分人民币普通股(A股)股票,用于减 少注册资本。本次回购价格不超过18.63元/股,回购资金总额不低于人民币0.5亿元(含)且不超过人民 币1亿元(含),回购期限自股东大会审议通过方案之日起不超过12个月内。 具体内容详见公司于2025年6月5日披露的《关于以集中竞价交易方式回购公司股份方案的公告》(公告 编号:2025-024),2025年7月1日披露的《2025年第一次临时股东大会决议公告》(公告编号:2025- ...