1. Report's Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The report predicts that Shanghai zinc will experience volatile adjustments, with a focus on the 24,300 - 25,000 yuan/ton range, and the upward momentum is weak [3] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai zinc main - contract is 24,455 yuan/ton, down 85 yuan; the 03 - 04 contract spread of Shanghai zinc is - 50 yuan/ton, down 25 yuan - The LME three - month zinc quotation is 3,382 US dollars/ton, down 1 US dollar - The total open interest of Shanghai zinc is 192,983 lots, down 1,044 lots; the net open interest of the top 20 in Shanghai zinc is - 54 lots, down 498 lots - The Shanghai Futures Exchange inventory is 70,689 tons, up 5,535 tons; the LME inventory is 106,925 tons, down 675 tons [3] 3.2 Spot Market - The spot price of 0 zinc on the Shanghai Non - ferrous Metals Network is 24,460 yuan/ton, down 200 yuan; the spot price of 1 zinc in the Yangtze River Non - ferrous Metals Market is 24,170 yuan/ton, down 520 yuan - The basis of the ZN main contract is 5 yuan/ton, down 115 yuan; the LME zinc cash - 3 months spread is - 23.73 US dollars/ton, down 2.17 US dollars - The ex - works price of 50% zinc concentrate in Kunming is 21,510 yuan/ton, up 110 yuan; the price of 85% - 86% crushed zinc in Shanghai is 16,700 yuan/ton, down 50 yuan [3] 3.3 Upstream Situation - The WBMS zinc supply - demand balance is - 35,700 tons, down 14,700 tons; the ILZSG zinc supply - demand balance is - 7,700 tons, down 4,900 tons - The global zinc mine production is 1.0627 million tons, down 11,900 tons; the domestic refined zinc production is 675,000 tons, up 21,000 tons - The zinc ore import volume is 462,600 tons, down 53,900 tons [3] 3.4 Industry Situation - The refined zinc import volume is 8,760.85 tons, down 9,469.07 tons; the refined zinc export volume is 27,266.66 tons, down 15,548.89 tons - The social inventory of zinc is 128,000 tons, up 9,500 tons [3] 3.5 Downstream Situation - The monthly production of galvanized sheets is 2.36 million tons, up 20,000 tons; the sales volume of galvanized sheets is 2.36 million tons, down 60,000 tons - The monthly new housing construction area is 587.6996 million square meters, up 53.1326 million square meters; the monthly housing completion area is 603.4813 million square meters, up 208.942 million square meters - The monthly automobile production is 3.4115 million vehicles, down 107,500 vehicles; the monthly air - conditioner production is 21.6289 million units, up 6.6029 million units [3] 3.6 Option Market - The implied volatility of the at - the - money call option for zinc is 26.01%, up 2.43%; the historical volatility of the at - the - money option for 20 days is 38.7% - The implied volatility of the at - the - money put option for zinc is 26.01%, up 2.44%; the historical volatility of the at - the - money option for 60 days is 19.41% [3] 3.7 Industry News - The General Secretary of the Communist Party of China Central Committee stated that the key to building a modern socialist country lies in self - reliance and self - improvement in science and technology - US Treasury Secretary Bessent said that even if Wash becomes the Fed Chairman, the balance - sheet reduction will not be carried out rapidly, and the decision may require up to a one - year assessment [3]

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ | | | 沪锡产业日报 2026-02-10 | 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) | 382000 | -2180 3月-4月合约收盘价:沪锡(日,元/吨) | -610 | -770 | | | LME3个月锡(日,美元/吨) | 49815 | 2660 主力合约持仓量:沪锡(日,手) | 32207 | -1418 | | | 期货前20名净持仓:沪锡(日,手) | -5664 | -141 LME锡:总库存(日,吨) | 7030 | -55 | | | 上期所库存:锡(周,吨) | 8750 | -1718 LME锡:注销仓单(日,吨) | 265 | -50 | | | 上期所仓单:锡(日,吨) | 6385 | 48 | | | | 现货市场 | SMM1#锡现货价格(日,元/吨) | 385700 | 12200 长江有色市场1#锡现货价(日,元/吨) | 3 ...

| 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:不锈钢(日,元/吨) | 13740 | 5 03-04月合约价差:不锈钢(日,元/吨) | -85 | 20 | | | 期货前20名持仓:净买单量:不锈钢(日,手) | -6340 | 240 主力合约持仓量:不锈钢(日,手) | 37421 | -3978 | | | 仓单数量:不锈钢(日,吨) | 54130 | 607 | | | | 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) | 535 | -65 | | | | 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(月,万吨) | 99. ...

上涨趋势，对尿素行情支撑或减弱。UR2605合约短线预计在1770-1820区间波动。 免责声明 尿素产业日报 2026-02-10 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 | 郑州尿素主力合约收盘价(日,元/吨) | 1785 | -3 郑州尿素5-9价差(日,元/吨) | 42 | 2 -2421 | | | 郑州尿素主力合约持仓量(日,手) | 218805 | -6887 郑州尿素前20名净持仓 | -17678 | | | | 郑州尿素交易所仓单(日,张) | 1103 ...

贵金属期货日报 2026/2/10 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 | 沪金主力合约收盘价（日，元/克） | 1121.220 | -4.7↓ 沪银主力合约收盘价（日，元/千克） | 20284 | -589.00↓ | | | 主力合约持仓量:沪金(日,手) | 156,910.00 | -1849.00↓ 主力合约持仓量:沪银(日,手) | 8,976.00 | -234.00↓ | | | 主力合约成交量:沪金 | 218,097.00 | -113210 ...

月5日，进口棉主要港口库存周环比增加4.14%，总库存51.59万吨。下游纺企陆续停机放假，暂停对原料的 数据来源第三方(wind、同花顺、棉花信息网、棉花协会网)，观点仅供参考。市场有风险，投资需谨慎！ | 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) | 14655 | 75 棉纱主力合约收盘价(日,元/吨) | 20440 | 80 | | | 棉花期货前20名净持仓(手) | -120128 | -3491 棉纱期货前20名净持仓(手) | -1061 | 107 | | | 主力合约持仓量:棉花(日,手) | 700272 | -432 主力合约持仓量:棉纱(日,手) | 11906 | 381 | | | 仓单数量:棉花(日,张) 中国棉花价格指数:CCIndex:3128B(日,元 | 10686 | 106 仓单数量:棉纱(日,张) | 0 | 0 | | 现货市场 | | 15988 | 21 中国纱线价格指数:纯棉普梳纱32支(日, ...

2、工信部等五部门近日联合印发《科技服务业标准体系建设指南（2025版）》提出，到2027 年，新制定科技服务业国家标准和行业标准40项以上，初步构建满足科技服务业高质量发展的 标准体系，面向超过1000家企业开展贯标工作；到2030年，新制定科技服务业国家标准和行 业标准80项以上，基本建成满足科技服务业高质量发展的标准体系，标准服务企业成效更加凸 国债期货日报 2026/2/10 | 项目类别 | 数据指标 | 最新 | 环比 项目 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | T主力收盘价 | 108.485 | 0.01% T主力成交量 | 67522 | -12824↓ | | | TF主力收盘价 | 106.015 | 0% TF主力成交量 | 56131 | -13401↓ | | | TS主力收盘价 | 102.482 | 0% TS主力成交量 | 34311 | -3252↓ | | | TL主力收盘价 | 112.680 | 0.01% TL主力成交量 | 62349 | -13403↓ | | 期货价差 | TL26 ...

1. Report Industry Investment Rating - Not provided 2. Core View of the Report - The domestic caustic soda supply - demand situation is bearish, but due to the low chlor - alkali profit and strong price - holding intention of enterprises, the further downward space of caustic soda prices may be limited. Attention should be paid to the future changes in liquid chlorine prices. The daily range of SH2603 is expected to be around 1900 - 2000 [3][4] 3. Summary by Relevant Catalogs 3.1 Futures Market - The main closing price of caustic soda is 1963 yuan/ton, with a month - on - month increase of 26; the main contract position is 132,674 lots, with a month - on - month decrease of 21,432; the net position of the top 20 futures is - 17,052 lots, with a month - on - month increase of 2,384; the main contract trading volume is 447,987 lots, with a month - on - month decrease of 138,115. The closing price of the January contract is 2,404 yuan/ton, with a month - on - month increase of 21; the closing price of the May contract is 2,163 yuan/ton, with a month - on - month increase of 34 [3] 3.2 Spot Market - The price of 32% ion - membrane caustic soda is 588 yuan/ton in Shandong and 720 yuan/ton in Jiangsu, with no month - on - month change. The converted price of 32% caustic soda in Shandong is 1,838 yuan/ton, with no month - on - month change. The basis is - 125 yuan/ton, with a month - on - month decrease of 26 [3] 3.3 Upstream Situation - The mainstream price of raw salt is 237.5 yuan/ton in Shandong and 220 yuan/ton in the Northwest, with no month - on - month change. The price of steam coal is 643 yuan/ton, with no month - on - month change [3] 3.4 Industry Situation - The mainstream price of liquid chlorine is 50 yuan/ton in Shandong, with no month - on - month change, and 200 yuan/ton in Jiangsu, with a month - on - month decrease of 50 [3] 3.5 Downstream Situation - The spot price of viscose staple fiber is 12,800 yuan/ton, with no month - on - month change, and the spot price of alumina is 2,555 yuan/ton, with no month - on - month change [3] 3.6 Industry News - From January 30 to February 5, the average capacity utilization rate of Chinese caustic soda sample enterprises with a capacity of 100,000 tons and above was 87.8%, a month - on - month increase of 0.1%. From January 31 to February 6, the alumina operating rate decreased by 0.71% month - on - month to 84.06%. From January 30 to February 5, the viscose staple fiber operating rate remained stable at 88.43% month - on - month, and the printing and dyeing operating rate decreased by 22.74% month - on - month to 27.91%. As of February 5, SH2603 rose 3.26% to close at 1,963 yuan/ton. The inventory of fixed liquid caustic soda sample enterprises with a capacity of 200,000 tons and above in the country was 471,400 tons (wet tons), a month - on - month decrease of 9.41% and a year - on - year increase of 2.97%. From January 30 to February 5, the chlor - alkali profit in Shandong was - 3 yuan/ton, a month - on - month decrease of 121 yuan/ton [3]

| 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:白糖(日,元/吨) | 5278 | 17 主力合约持仓量:白糖(日,手) | 458435 | 4522 | | 期货市场 | 仓单数量:白糖(日,张) | 14461 | 0 期货前20名持仓:净买单量:白糖(日,手) | -63314 | 1744 | | | 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/ | 258 | 0 | | | | 现货市场 | 吨) | 3957 5010 | 45 进口加工估算价(配额内):泰国糖(日,元/ 60 进口泰糖估算价(配额外,50%关税)(日,元 | 3948 4997 | 45 59 | | | 进口巴糖估算价(配额外,50%关税)(日,元 | | 吨) | | | | | /吨) 云南昆明白糖现货价格(日,元/吨) | 5175 | /吨) 20 广西南宁白糖现货价格(日,元/吨) | 5330 | 20 | | | 广西柳州白糖现货价(日, ...

| | | 生猪产业日报 2026-02-10 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 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) | 11470 | -95 主力合约持仓量:生猪(日,手) | 149549 | 1842 | | | 仓单数量:生猪(日,手) | 727 | 0 期货前20名持仓:净买单量:生猪(日,手) | -48698 | -1981 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 12300 | -200 生猪价 吉林 四平(日,元/吨) | ...