| 项目类别 | 数据指标 最新 环比 | | 环比 数据指标 | 最新 | | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):菜籽油(日,元/吨) | 9215 | 79 期货收盘价(活跃合约):菜籽粕(日,元/吨) | 2249 | -27 | | 期货市场 | 菜油月间差(5-9):(日,元/吨) | 80 | 8 菜粕月间价差(5-9)(日,元/吨) | -38 | -17 | | | 主力合约持仓量:菜油(日,手) | 285363 | 1028 主力合约持仓量:菜粕(日,手) | 922401 | 9439 | | | 期货前20名持仓:净买单量:菜油(日,手) | -14551 | -2962 期货前20名持仓:净买单量:菜粕(日,手) | -229177 | -22631 | | | 仓单数量:菜油(日,张) | 625 | 0 仓单数量:菜粕(日,张) | 0 | 0 | | | 期货收盘价(活跃):ICE油菜籽(日,加元/吨) | 645.4 | -2 期货收盘价(活跃合约):油菜籽(日,元/吨) | 6007 | 32 | | ...

股指期货全景日报 2026/2/3 | 项目类别 | 数据指标 IF主力合约（2603） | 最新 4653.0 | 环比 数据指标 +59.0↑ IF次主力合约（2602） | 最新 4657.6 | 环比 +53.0↑ | | --- | --- | --- | --- | --- | --- | | | IH主力合约（2603） IC主力合约（2603） | 3033.0 8282.0 | +27.4↑ IH次主力合约（2602） +305.0↑ IC次主力合约（2602） | 3032.8 8295.8 | +26.0↑ +280.0↑ | | | IM主力合约（2603） | 8183.0 | +228.2↑ IM次主力合约（2602） | 8213.0 | +223.0↑ | | | IF-IH当月合约价差 | 1624.8 | +46.2↑ IC-IF当月合约价差 | 3638.2 | +269.4↑ | | 期货盘面 | IM-IC当月合约价差 | -82.8 | -41.8↓ IC-IH当月合约价差 | 5263.0 | +315.6↑ | | | IM-IF当月合约价差 | 3555.4 ...

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 研 究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。 | 项目类别 | 数据指标 最新 环比 数据指标 | | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | SM主力合约收盘价（日，元/吨） | 5,836.00 | +2.00↑ SF主力合约收盘价（日，元/吨） | 5,620.00 | -4.00↓ | | | SM期货合约持仓量（日，手） | 552,043.00 | +15659.00↑ SF期货合约持仓量（日，手） | 349,010.00 | +24751.00↑ | | | 锰硅前20名净持仓（日，手） | -44,276.00 | -2178.00↓ 硅铁前20 ...

玉米系产业日报 2026-02-03 | 项目类别 | 数据指标 最新 | 环比 | 数据指标 玉米淀粉期货收盘价(活跃合约):(日,元/ | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):(日,元/吨) | 2267 | 6 | 2509 | -4 | | | 玉米月间价差(5-9):(日,元/吨) | -27 | 吨) -2 玉米淀粉月间价差(3-5):(日,元/吨) | -63 | -4 | | 期货市场 | 期货持仓量(活跃合约):黄玉米(日,手) | 702041 | -58151 期货持仓量(活跃合约):玉米淀粉(日,手) | 146597 | -4689 | | | 期货前20名持仓:净买单量:玉米(日,手) | -134771 | -1934 期货前20名持仓:净买单量:玉米淀粉(日, | -24169 | -280 | | | 注册仓单量:黄玉米(日,手) | 54881 | 0 注册仓单量:玉米淀粉(日,手) 手) | 11161 | 0 | | | 主力合约CS-C价差(日,元/吨) | 304 | -3 ...

，其中，山东地区青岛、济南港口及周边仓41.3万吨，同比减少2.93%，江苏地区张家港港口及周边仓库进 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 口棉库存约3.50万吨，其他港口库存约2.94万吨。考虑到当前长假临近，短期暂且观望为主。 免责声明 棉花(纱)产业日报 2026-02-03 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑棉主力合约收盘价(日,元/吨) | 14650 | 75 棉纱主力合约收盘价(日,元/吨) | 20415 | 10 | | | 棉花期货前20名净持仓(手) | -126623 | -9362 棉纱期货前20名净持仓(手) | -1489 | -87 | | | 主力合约持仓量:棉花(日,手) | 717880 | -1626 主力合约持仓量:棉纱(日,手) | 4497 | -387 | | | 仓单数量:棉花(日,张) 中国棉花价格指数:CCIndex:3128B(日,元 | 10400 | 7 ...

续至今，也在价格上得到充分体现。当前市场处于筑底阶段，市场虽无明显利多因素，但利空因素逐步兑 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！ 白糖产业日报 2026-02-03 | 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) | 5167 | -40 主力合约持仓量:白糖(日,手) | 451499 | 10416 10169 | | | 仓单数量:白糖(日,张) | 14216 | 147 期货前20名持仓:净买单量:白糖(日,手) | -62916 | | | | 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/ | 489 | 292 | | | | | | 3943 | -90 进口加工估算价(配额内):泰国糖(日,元/ | 3988 | -90 | | | 吨) 进口巴糖估算价(配额外,50%关税)(日,元 | | 吨) | | | | 现货市场 | | 4990 | -118 ...

1. Report's Industry Investment Rating - Not provided in the content 2. Core View of the Report - The continued losses at the breeding end have led to a decline in replenishment enthusiasm and an increase in the culling of old hens. The laying - hen inventory has continued to decline from a high level, and the market sentiment has slightly improved. However, the current in - production laying - hen inventory is still at a high level. Due to the previous high - spirited market stocking sentiment, the inventory at each link has decreased, and after some inventories were cleared, traders actively purchased goods, the turnover speed accelerated, egg prices rose significantly, and the profits at the breeding end improved. This has led to an increase in the enthusiasm for chick replenishment and a slight slowdown in the enthusiasm for old - hen culling, weakening the expectation of inventory decline. From a market perspective, affected by the recent decline in spot prices, futures prices have also weakened, adding market volatility, and short - term participation is recommended [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The futures closing price of the active egg contract is 2,953 yuan/500 kilograms, a decrease of 22 yuan; the net long position of the top 20 futures holders of eggs is - 9,293 hands, a decrease of 8,128 hands; the egg futures monthly spread (5 - 9) is - 446 yuan/500 kilograms, a decrease of 9 yuan; the futures holding volume of the active egg contract is 179,651 hands, a decrease of 772 hands; the registered warehouse receipt volume of eggs is 0 hands, unchanged [2] 3.2 Spot Market - The egg spot price is 3.75 yuan/jin, a decrease of 0.09 yuan; the basis (spot - futures) is 794 yuan/500 kilograms, a decrease of 66 yuan [2] 3.3 Upstream Situation - The national laying - hen inventory index is 109.28 (with 2015 = 100), a decrease of 2.75; the national culled laying - hen index is 124.98 (with 2015 = 100), an increase of 23.8; the average price of egg - laying chicken seedlings in the main production areas is 3.2 yuan/feather, an increase of 0.1 yuan; the national new - chick index is 71.99 (with 2015 = 100), a decrease of 21.63; the average price of egg - laying chicken feed is 2.84 yuan/kg, unchanged; the breeding profit of egg - laying chickens is 0.3 yuan/head, an increase of 0.19 yuan; the average price of culled chickens in the main production areas is 9.44 yuan/kg, an increase of 0.38 yuan; the national culled chicken age is 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork is 18.56 yuan/kg, an increase of 0.12 yuan; the average wholesale price of 28 key - monitored vegetables is 5.51 yuan/kg, a decrease of 0.05 yuan; the average wholesale price of white - striped chickens is 17.17 yuan/kg, a decrease of 0.18 yuan; the weekly inventory in the circulation link is 1.07 days, an increase of 0.02 days; the weekly inventory in the production link is 1.02 days, an increase of 0.05 days; the monthly export volume of fresh eggs is 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption volume of eggs in the sales area is 7,210 tons, a decrease of 165 tons [2] 3.6 Industry News - The average price of eggs in Shandong, the main production area, is 7.53 yuan/kg, a decrease of 0.16 yuan from yesterday; the average price of eggs in Hebei is 7.23 yuan/kg, a decrease of 0.17 yuan from yesterday; the average price of eggs in Guangdong is 7.47 yuan/kg, a decrease of 0.20 yuan from yesterday; the average price of eggs in Beijing is 7.94 yuan/kg, a decrease of 0.24 yuan from yesterday [2]

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价（日，元/吨） | 1167.50 | +26.00↑ J主力合约收盘价（日，元/吨） | 1715.00 | +34.50↑ | | 期货市场 | JM期货合约持仓量（日，手） | 577813.00 | +5864.00↑ J期货合约持仓量（日，手） | 38269.00 | -156.00↓ | | | 焦煤前20名合约净持仓（日，手） | -80491.00 | -3441.00↓ 焦炭前20名合约净持仓（日，手） | -1165.00 | -211.00↓ | | | JM9-5月合约价差（日，元/吨） | 78.00 | -6.50↓ J9-5月合约价差（日，元/吨） | 69.00 | +3.00↑ | | | 焦煤仓单（日，张） | 0.00 | 0.00 焦炭仓单（日，张） | 1480.00 | 0.00 | | | 干其毛都蒙5原煤（日，元/吨） | 1027.00 | +3.00↑ 唐山一级冶金焦（日，元 ...

| 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) | 13585 | 165 03-04月合约价差:不锈钢(日,元/吨) | -100 | -5 | | 期货市场 | 期货前20名持仓:净买单量:不锈钢(日,手) | -11371 | -3498 主力合约持仓量:不锈钢(日,手) | 67925 | -15520 | | | 仓单数量:不锈钢(日,吨) | 44621 | 803 | | | | 现货市场 | 304/2B卷:切边:无锡(日,元/吨) | 14650 | -200 市场价:废不锈钢304:无锡(日,元/吨) | 9700 | -50 | | | 基差:不锈钢(日,元/吨) | 430 | 445 | | | | 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 | 11020.74 进口数量:镍铁 ...

产销继续爬升，三元电池贡献小幅需求增量。国内镍库存增长加快，市场逢回调采买为主，现货升水下跌 研究员: 陈思嘉 期货从业资格证F03118799 期货投资咨询从业证书号Z0022803 | | | 沪镍产业日报 2026-02-03 | 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:沪镍(日,元/吨) | 134830 | 5180 03-04月合约价差:沪镍(日,元/吨) | -300 | -550 | | | LME3个月镍(日,美元/吨) | 17045 | -510 主力合约持仓量:沪镍(日,手) | 101500 | -9445 | | | 期货前20名持仓:净买单量:沪镍(日,手) | -46435 | -5 LME镍:库存(日,吨) | 285528 | -756 | | | 上期所库存:镍(周,吨) | 55396 | 4602 LME镍:注销仓单:合计(日,吨) | 10692 | -234 | | | 仓单数量:沪镍(日,吨) | 48180 | ...