沪锡产业日报 2026-02-05 | 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:沪锡(日,元/吨) | 365140 | -26940 3月-4月合约收盘价:沪锡(日,元/吨) | -230 | 220 | | | LME3个月锡(日,美元/吨) | 48360 | -1935 主力合约持仓量:沪锡(日,手) | 33927 | -1987 | | | 期货前20名净持仓:沪锡(日,手) | -6898 | 1053 LME锡:总库存(日,吨) | 7110 | 15 | | | 上期所库存:锡(周,吨) | 10468 | 748 LME锡:注销仓单(日,吨) | 360 | -5 | | 现货市场 | 上期所仓单:锡(日,吨) | 7012 | -399 | | | | | SMM1#锡现货价格(日,元/吨) | 378100 | -16950 长江有色市场1#锡现货价(日,元/吨) | 376150 | -19760 | | | 沪锡主力合约基差(日,元 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The previous replenishment was relatively low, so the current pressure of new egg - laying hens coming into production is not significant, and the egg - laying hen存栏 will still be on a downward trend. However, the current in - production egg - laying hen存栏 is still at a high level. Previously, the market had a strong stocking sentiment, leading to a significant increase in egg prices and improved profits for the farming side. This has increased the enthusiasm for chick replenishment and slightly slowed down the enthusiasm for culling old hens, weakening the expectation of a decline in存栏. From the perspective of the futures market, recently affected by the decline in spot prices and the pressure of high存栏, futures prices have also weakened, adding market volatility. It is recommended to participate in the short - term [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract was 2,891 yuan/500 kilograms, a decrease of 54 yuan compared to the previous period [2] - The net long position of the top 20 futures holders of eggs was - 12,067 hands, an increase of 4,231 hands [2] - The egg futures monthly price difference (5 - 9) was - 478 yuan/500 kilograms, a decrease of 11 yuan [2] - The trading volume of the active egg futures contract was 175,186 hands, a decrease of 4,404 hands [2] - The registered warehouse receipt volume of eggs was 0 hands, unchanged [2] 3.2 Spot Market - The spot price of eggs was 3.58 yuan/jin, a decrease of 0.07 yuan [2] - The basis (spot - futures) was 693 yuan/500 kilograms, a decrease of 18 yuan [2] 3.3 Upstream Situation - The national egg - laying hen存栏 index (monthly, with 2015 = 100) was 109.28, a decrease of 2.75 [2] - The national culled egg - laying hen index (monthly, with 2015 = 100) was 124.98, an increase of 23.8 [2] - The average price of egg - laying chicken chicks in the main production areas (weekly, yuan/chick) was 3.2 yuan, an increase of 0.1 yuan [2] - The national new - hatched chick index (monthly, with 2015 = 100) was 71.99, a decrease of 21.63 [2] - The average price of egg - laying chicken feed (weekly, yuan/kg) was 2.84 yuan, unchanged [2] - The breeding profit of egg - laying chickens (weekly, yuan/chicken) was 0.3 yuan, an increase of 0.19 yuan [2] - The average price of culled chickens in the main production areas (weekly, yuan/kg) was 9.44 yuan, an increase of 0.38 yuan [2] - The national average age of culled chickens (monthly, days) was 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork (daily, yuan/kg) was 18.48 yuan, an increase of 0.1 yuan [2] - The average wholesale price of 28 key - monitored vegetables (daily, yuan/kg) was 5.5 yuan, a decrease of 0.02 yuan [2] - The average wholesale price of white - striped chickens (daily, yuan/kg) was 17.23 yuan, a decrease of 0.26 yuan [2] - The weekly inventory in the circulation link (weekly, days) was 1.07 days, an increase of 0.02 days [2] - The weekly inventory in the production link (weekly, days) was 1.02 days, an increase of 0.05 days [2] - The monthly export volume of fresh eggs (monthly, tons) was 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas (weekly, tons) was 7,210 tons, a decrease of 165 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main production area, was 7.31 yuan/kg, a decrease of 0.01 yuan from yesterday; the average price of eggs in Hebei was 6.84 yuan/kg, a decrease of 0.22 yuan from yesterday; the average price of eggs in Guangdong was 7.00 yuan/kg, a decrease of 0.27 yuan from yesterday; the average price of eggs in Beijing was 7.60 yuan/kg, a decrease of 0.20 yuan from yesterday [2] 3.7 Key Points to Watch - There was no news today [2]

苹果产业日报 2026-02-05 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。 弱运行，优质货源价格稳定。 数据来源第三方(我的农产品网、中果网、郑商所)，观点仅供参考，市场有风险，入市需谨慎！ 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 | 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:苹果(日,元/吨) | 9586 | -8 主力合约持仓量:苹果(日,手) | 103264 | -3575 | | | 期货前20名持仓:净买单量:苹果(日,手) ...

不锈钢产业日报 2026-02-05 | 项目类别 | 数据指标 最新 | | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:不锈钢(日,元/吨) | 13810 | -15 03-04月合约价差:不锈钢(日,元/吨) | -85 | 20 | | 期货市场 | 期货前20名持仓:净买单量:不锈钢(日,手) | -5302 | 4182 主力合约持仓量:不锈钢(日,手) | 53371 | -6449 | | | 仓单数量:不锈钢(日,吨) | 46030 | 1531 | | | | 现货市场 | 304/2B卷:切边:无锡(日,元/吨) | 14650 | 0 市场价:废不锈钢304:无锡(日,元/吨) | 9350 | 0 | | | 基差:不锈钢(日,元/吨) | 445 | -140 | | | | 上游情况 | 电解镍产量(月,吨) | 29430 | 1120 镍铁产量合计(月,万金属吨) | 2.14 | -0.07 | | | 进口数量:精炼镍及合金(月,吨) | 23861.23 | 1102 ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 场价格震荡略偏弱运行。盘面上，生猪2605合约收跌0.09%，技术性调整，上方均线压力较大。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 生猪产业日报 2026-02-05 | 项目类别 | 数据指标 环比 数据指标 | 最新 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 11685 | -50 主力合约持仓量:生猪(日,手) | 144469 | -1506 | | | 仓单数量:生猪(日,手) | 647 | 0 期货前20名持仓:净买单量:生猪(日,手) | -49411 | 910 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 12300 | 0 生猪价 吉林 四平(日,元/吨) | 12100 | 0 | | | 生猪价 广东 云浮(日,元/吨) | 12100 | -200 生猪主力基差(日,元/吨) | 615 | 50 | | 上游情况 | 全国:生猪存栏(月 ...

数据来源第三方(同花顺、wind)，观点仅供参考，市场有风险，投资需谨慎！ 同同期。但单月广西产销数据表现较差，或限制糖价反弹。 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 免责声明 白糖产业日报 2026-02-05 | 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:白糖(日,元/吨) | 5224 | 14 主力合约持仓量:白糖(日,手) | 443522 | -8239 2765 | | | 仓单数量:白糖(日,张) | 14374 | 158 期货前20名持仓:净买单量:白糖(日,手) | -66227 | | | | 有效仓单预报:白糖:小计(日,张) 进口加工估算价(配额内):巴西糖(日,元/ | 345 | -158 75 进口加工估算价(配额内):泰国糖(日,元/ | | | | 现货市场 | | 4014 5083 | 98 进口泰糖估算价(配额外,50%关税)(日,元 | 4059 5152 | 7 ...

Group 1 - The domestic futures market for energy and chemicals is experiencing a significant decline, with plastic futures showing a downward trend and a drop of approximately 1.98% [1] - The supply-demand dynamics for plastic are improving only marginally, with limited follow-up in the spot market and expectations of reduced competition in the chemical sector [1] - New production capacity for plastic has recently come online, leading to higher operating rates compared to polypropylene (PP), while demand for agricultural film has not yet peaked [1] Group 2 - Recent maintenance shutdowns at facilities such as Shanghai Petrochemical and Yulong Petrochemical have led to an increase in polyethylene (PE) production and capacity utilization rates [2] - The operating rates for downstream products, including agricultural and packaging films, are on a downward trend, indicating weak demand as companies prepare for the upcoming holiday [2] - The overall supply-demand data for PE is showing signs of weakening, with expectations of further declines in operating rates for agricultural films as the holiday approaches [3]

| 集运指数（欧线）期货日报 | | | | 2026/2/4 | | | --- | --- | --- | --- | --- | --- | | 项目类别 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | | EC主力收盘价 1247.600 | | 26.8↑ EC次主力收盘价 | 1534 | | +10.70↑ | | 期货盘面 EC2604-EC2606价差 -286.40 | | +9.40↑ EC2604-EC2608价差 | -357.00 | | +3.00↑ | | EC合约基差 544.54 | | -9.70↓ | | | | | 期货持仓头寸（手） EC主力持仓量 32761 | | -1468↓ | | | | | 1792.14 SCFIS（欧线）（周） | | -67.17↓ SCFIS（美西线）（周） | 1,101.40 | | -192.92↓ | | SCFI（综合指数）（周） 1316.75 | | -141.11↓ 集装箱船运力（万标准箱） | 1,227.97 | | 0.06↑ | | 现货价格 CCFI（综合指数）（周） 1175.59 ...

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 | 沪金主力合约收盘价（日，元/克） | 1141.700 | 47.9↑ 沪银主力合约收盘价（日，元/千克） | 23511 | +2065.00↑ | | | 主力合约持仓量:沪金(日,手) | 178,544.00 | -751.00↓ 主力合约持仓量:沪银(日,手) | 11,034.00 | -50.00↓ | | | 主力合约成交量:沪金 | 462,718.00 | -263338.00↓ 主力合约成交量:沪银 | 943,213.00 | +12158.00↑ | | | 仓单数量:沪金(日,千克) | 103032 | 0↑ 仓单数量:沪银(日,千克) | 423,241 | -26412↓ | | 现货市场 | 上金所黄金现货价 | 1140.30 | 42.41↑ 华通一号白银现货价 | 22,118.00 | 643.00↑ | | | 沪金主力合约基差(日,元/克) | -1.40 | -5.51↓ 沪银 ...

锌库存持稳，现货升水维持低位。技术面，持仓增量价格调整，多空交投谨慎。观点参考：预计沪锌宽幅 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪锌主力合约收盘价(日,元/吨) | 24885 | -75 03-04月合约价差:沪锌(日,元/吨) | -40 | 10 | | | LME三个月锌报价(日,美元/吨) | 3323 | 4.5 沪锌总持仓量(日,手) | 200324 | -3429 | | | 沪锌前20名净持仓(日,手) | 2015 | -7397 沪锌仓单(日,吨) | 0 | 0 | | | 上期所库存(周,吨) | 65154 | -7997 LME库存(日,吨) | 108975 | -125 | | 现货市场 | 上海有色网0#锌现货价(日,元/吨) | 24900 | -150 长江有色市场1#锌现货价(日,元/吨) | 24670 | -380 | | | ZN主力合约基差(日,元/吨) | 15 | -75 LME锌升贴水(0-3)(日,美元/吨) ...