| 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) | 383340 | -9310 3月-4月合约收盘价:沪锡(日,元/吨) | -660 | -1020 | | | LME3个月锡(日,美元/吨) | 45605 | -4995 主力合约持仓量:沪锡(日,手) | 35433 | -2889 | | | 期货前20名净持仓:沪锡(日,手) | -6096 | -367 LME锡:总库存(日,吨) | 7105 | 10 | | | 上期所库存:锡(周,吨) | 10468 | 748 LME锡:注销仓单(日,吨) | 275 | 10 | | | 上期所仓单:锡(日,吨) | 7788 | -309 | | | | 现货市场 | SMM1#锡现货价格(日,元/吨) | 381900 | -10850 长江有色市场1#锡现货价(日,元/吨) | 377200 | -15280 | | | 沪锡主力合约基差(日,元/吨) | 19650 | 271 ...

免责声明 碳酸锂产业日报 2026/2/3 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 148,100.00 | +15660.00↑ 前20名净持仓（日，手） | -141,369.00 | +9954.00↑ | | 期货市场 | 主力合约持仓量（日，手） | 355,770.00 | +8072.00↑ 近远月合约价差（日，元/吨） | 900.00 | -3520.00↓ | | | 广期所仓单（日，手/吨） | 33,084.00 | +843.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 153,500.00 | -2000.00↓ 工业级碳酸锂平均价（日，万元/吨） | 150,000.00 | -2000.00↓ | | | Li₂CO₃主力合约基差（日，元/吨） | 5,400.00 | -17660.00↓ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 2,020.0 ...

生猪产业日报 2026-02-03 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。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 11160 | -60 主力合约持仓量:生猪(日,手) | 92241 | -3709 | | | 仓单数量:生猪(日,手) | 100 | 100 期货前20名持仓:净买单量:生猪(日,手) | -49770 | -5105 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 12800 | 200 生猪价 吉林 四平(日,元/吨) | 1250 ...

| 项目类别 | 数据指标 最新 环比 沪铝主力合约收盘价(日,元/吨) | 最新 23,810.00 | 环比 数据指标 +775.00↑ 氧化铝期货主力合约收盘价(日,元/吨) | 2,809.00 | +37.00↑ | | --- | --- | --- | --- | --- | --- | | | 主力-连二合约价差:沪铝(日,元/吨) | -165.00 | -435.00↓ 主力-连二合约价差:氧化铝(日,元/吨) | -187.00 | -19.00↓ | | | 主力合约持仓量:沪铝(日,手) | 226,641.00 | -11366.00↓ 主力合约持仓量:氧化铝(日,手) | 376,954.00 | +1171.00↑ | | | LME铝注销仓单(日,吨) | 56,525.00 | 0.00 库存:氧化铝:合计(周,万吨) | 265,223.00 | +42736.00↑ | | 期货市场 | LME电解铝三个月报价（日，美元/吨） 沪铝前20名净持仓（日，手） | 3,056.50 -57,018.00 | -79.00↓ LME铝库存（日，吨） +22089.00↑ 沪伦 ...

格隆汇2月3日丨瑞达期货(002961.SZ)在投资者互动平台表示，瑞达期货旗舰版APP及公司官网，均已上 线瑞达智能客服，其中运用了大模型技术支撑及针对性训练；智能投研系统目前还在研发中。 ...

格隆汇2月3日丨瑞达期货(002961.SZ)在投资者互动平台表示，瑞达期货旗舰版APP及公司官网，均已上 线瑞达智能客服，其中运用了大模型技术支撑及针对性训练；智能投研系统目前还在研发中。 ...

证券日报网讯 2月2日，瑞达期货在互动平台回答投资者提问时表示，公司对客户实行每日无负债结 算，如客户保证金低于规定水平，公司将按照期货经纪合同约定的方式通知客户追加保证金，如客户未 按时追加，公司可通过期货交易所对客户部分或全部持仓实行强行平仓，产生的穿仓金额将持续跟踪客 户入金情况，安排专人上门拜访，必要时采取法律措施维护公司权益。公司治理规范、经营合规，具有 良好的风险管理和内部控制能力。公司在持续完善内控制度和内控体系的同时，注重提升风险预警和处 置能力，建立了覆盖各个风险环节的风险管理机制和相关制度，能较为有效防范和化解金融风险，保护 公司资产的安全与完整。 （文章来源：证券日报） ...

国债期货日报 2026/2/2 行业消息 | | 周一国债现券收益率涨跌不一，7Y以下到期收益率变动幅度在1bp以内，10Y、30Y到期收益 | | --- | --- | | | 率分别变动0.1、-1.1bp左右至1.81%、2.25%。周一国债期货涨跌不一，TS、TF、T主力合约 | | | 分别下跌0.01%、0.02%、0.03%，TL主力合约上涨0.18%。DR007加权利率回落至1.49%附 | | | 近震荡。国内基本面端，我国1月制造业、服务业景气水平双双回落，制造业PMI重回收缩区 | | | 间，但产业结构持续改善，新兴产业PMI均位于荣枯线上。12月全国规上工企业利润同比 | | | 5.3%，全年利润实现正增长，扭转连续三年下行趋势。海外方面，美国总统特朗普正式提名前 | | 观点总结 | 美联储理事凯文·沃什为下任美联储主席，沃什政策主张更侧重通过缩表控制通胀，市场对美联 | | | 储降息预期降温，避险情绪下行。美国联邦政府陷入部分"停摆"状态，新拨款法案仍待表决 | | | 通过。综合来看，美联储主席换任虽引发市场巨震，但对国内债市的直接影响较为有限。权益 | | | 市场波动 ...

Report Summary of Key Points 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - After continuous rallies in mid - early January, the market's enthusiasm for chasing growth stocks cooled down. With the approaching Spring Festival, profit - taking occurred in the growth sector, and the market shifted towards value stocks. The decline of January's PMI also negatively affected market sentiment. Additionally, the short - term strengthening of the US dollar against the Chinese yuan suppressed the stock index trend. Only about one - third of companies that released 2025 performance pre - announcements had positive news, and most of these companies were in high - tech industries such as artificial intelligence [2] 3. Summary by Relevant Catalogs 3.1 Futures Data - **Futures Contracts**: All main and secondary contracts of IF, IH, IC, and IM decreased. For example, the IF main contract (2603) dropped to 4577.4, down 142.2; the IH main contract (2603) dropped to 3004.2, down 71.6; the IC main contract (2603) dropped to 7903.2, down 475.2; the IM main contract (2603) dropped to 7871.8, down 387.6 [2] - **Futures Spreads**: Most spreads decreased, such as the IF - IH monthly contract spread dropping to 1578.6, down 63.2; the IC - IF monthly contract spread dropping to 3368.8, down 298.4. Only the IM - IC monthly contract spread increased to - 41.0, up 53.8 [2] - **Quarter - to - Month Spreads**: All spreads between quarterly and monthly contracts decreased, like the IF quarterly - to - monthly spread dropping to - 42.2, down 32.0 [2] - **Net Positions**: The net positions of the top 20 in IF, IH, IC, and IM all decreased. For instance, the IF top 20 net position dropped to - 44,042.00, down 4366.0 [2] 3.2 Spot Price - **Index Prices**: The Shanghai and Shenzhen 300 index dropped to 4605.98, down 100.4; the Shanghai 50 index dropped to 3,003.1, down 63.4; the CSI 500 index dropped to 8,037.1, down 333.5; the CSI 1000 index dropped to 7,975.4, down 279.4 [2] - **Basis**: The basis of all main contracts decreased, with the IF main contract basis dropping to - 28.6, down 33.2 [2] 3.3 Market Sentiment - **Trading Volume and Balance**: A - share trading volume decreased to 26,066.38 billion yuan, down 2557.87 billion yuan; the margin trading balance decreased to 27,152.87 billion yuan, down 240.76 billion yuan; the northbound trading volume decreased to 3908.34 billion yuan, down 63.90 billion yuan [2] - **Other Indicators**: The proportion of rising stocks decreased to 14.07%, down 30.71 percentage points; Shibor increased to 1.365%, up 0.037 percentage points; IO at - the - money call option closing price decreased to 87.00, down 62.40; IO at - the - money call option implied volatility increased to 24.15%, up 4.03 percentage points; IO at - the - money put option closing price increased to 93.00, up 59.20; IO at - the - money put option implied volatility increased to 24.15%, up 4.46 percentage points; the 20 - day volatility of the Shanghai and Shenzhen 300 index increased to 11.76%, up 0.54 percentage points; the trading volume PCR increased to 76.31%, up 12.00 percentage points; the open interest PCR decreased to 61.14%, down 1.69 percentage points [2] 3.4 Wind Market Strength and Weakness Analysis - All A - shares decreased to 2.40, down 1.90; the technical aspect decreased to 1.40, down 3.00; the capital aspect decreased to 3.40, down 0.60 [2] 3.5 Industry News - **Domestic**: A - share main indexes closed down, with the Shanghai Composite Index down 2.48%, the Shenzhen Component Index down 2.69%, and the ChiNext Index down 2.46%. The trading volume of the Shanghai and Shenzhen stock markets declined significantly, and over 4600 stocks fell. Most industry sectors declined, with only the banking and food and beverage sectors rising. The January official manufacturing PMI was 49.3%, down 0.8 percentage points; the non - manufacturing PMI was 49.4%, down 0.8 percentage points; the composite PMI output index was 49.8%, down 0.9 percentage points [2] - **Overseas**: US President Trump nominated former Fed governor Kevin Warsh as the next Fed chair. Warsh is known for his hawkish stance on inflation, which led to an expectation of a hawkish monetary policy and a stronger US dollar index [2] 3.6 Key Points to Watch - 2/2 23:00 US January manufacturing PMI; 2/3 23:00 US December JOLTs job openings; 2/4 21:15 US January ADP employment; 2/5 20:00 Bank of England interest rate decision, 21:15 ECB interest rate decision; 2/6 21:30 US January non - farm payrolls, unemployment rate, labor participation rate [3]

螺纹钢产业链日报 2026/2/2 研究员: 蔡跃辉 期货从业资格号F0251444 期货投资咨询从业证书号Z0013101 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。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | RB主力合约收盘价(元/吨) | 3,098.00 | -30↓ RB主力合约持仓量(手) | 1784097 | +49987↑ | | | RB合约前20名净持仓(手) | -37840 | +29321↑ RB5-10合约价差(元/吨) | -47 | +2↑ | | | RB上期所仓单日报(日，吨 ...