证券之星消息，11月19日，深证700（399010）指数报收于8539.02点，跌0.78%，成交3029.69亿元，换 手率3.16%。当日该指数成份股中，上涨的有167家，亚光科技以19.93%的涨幅领涨，下跌的有521家， 瑞达期货以9.99%的跌幅领跌。 深证700（399010）指数十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz300255 | 常山药业 | 0.79% | 57.81 | 1.51% | | 531.31 | 医药生物 | | sz002837 | 英维克 | 0.74% | 72.29 | -2.78% | | 705.95 | 机械设备 | | sz002195 | 岩山科技 | 0.74% | 7.21 | -3.61% | | 408.85 | 计算机 | | sz300475 | 香农芯创 | 0.74% | 161.45 | 0.34% | | 750.56 | 电子 | | sz0 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):鸡蛋(日,元/500千 | 3180 | -5 期货前20名持仓:净买单量:鸡蛋(日,手) | -30264 | -6707 | | 克) | 鸡蛋期货月间价差(1-5):(日,元/500千克) | -297 | -9 期货持仓量(活跃合约):鸡蛋(日,手) | 208381 | -6593 | | | 注册仓单量:鸡蛋(日,手) | 0 | 0 | | | | 现货市场 | 鸡蛋现货价格(日,元/斤) | 2.9 | -0.03 基差(现货-期货)(日,元/500千克) | -284 | -24 | | 上游情况 | 产蛋鸡存栏指数:全国(月,2015=100) | 115.26 | 0.86 淘汰产蛋鸡指数:全国(月,2015=100) | 124.63 | 31.02 | | | 主产区平均价:蛋鸡苗(周,元/羽) | 2.8 | 0 新增雏鸡指数:全国(月,2015=100) | 76.65 | 3.3 ...

他企业装置存在明显变化，预计本周烯烃行业开工维持稳定。MA2601合约短线预计在1970-2050区间波动 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 。 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 | 主力合约收盘价甲醇(日,元/吨) | 2013 | -17 甲醇1-5价差(日,元/吨) | -137 | -14 -4785 | | | 主力合约持仓量:甲醇(日,手) | 1450621 | -7882 期货前20名持仓:净买单量:甲醇(日,手) | -210978 | | | | 仓单数量:甲醇(日,张) | 7165 | -3887 | | | | 现货市场 | 江苏太仓(日,元/吨) | 1985 | -10 内蒙古(日,元/吨) | 1955 | -5 | | | 华东-西北价差(日,元/吨) | 40 | -10 郑醇主力合约基差(日,元/吨) | -28 | 7 | | | 甲醇:CFR中国主港(日,美元/吨) ...

主，尿素企业库存或继续呈现下降趋势。UR2601合约短线预计在1640-1690区间波动。 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。 渐增量。本周尿素企业库存下降，东北储备需求明显增加，部分企业受其利影响去库明显。主产销区尿素 数据来源于第三方，观点仅供参考。市场有风险，投资需谨慎！ 尿素产业日报 2025-11-19 企业变化涨跌不一，局部区域虽然价格上涨，但去库幅度有限。近日部分尿素企业预收增加，积极出货为 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - The report predicts that Shanghai zinc will undergo a period of oscillatory adjustment, with a focus on the range of 22,300 - 22,600 yuan/ton [3][4]. 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai zinc main contract is 22,420 yuan/ton, up 110 yuan; the price difference between the December - January contracts is -15 yuan/ton, up 5 yuan. - The LME three - month zinc quotation is 2,990.5 US dollars/ton, up 1 US dollar. - The total open interest of Shanghai zinc is 202,518 lots, a decrease of 8,128 lots; the net open interest of the top 20 in Shanghai zinc is 6,335 lots, an increase of 639 lots. - The Shanghai Futures Exchange inventory is 100,892 tons, an increase of 684 tons; the LME inventory is 43,525 tons, an increase of 3,550 tons [3]. 3.2 Spot Market - The spot price of 0 zinc on the Shanghai Non - ferrous Metals Network is 22,420 yuan/ton, up 100 yuan; the spot price of 1 zinc in the Yangtze River Non - ferrous Metals Market is 22,400 yuan/ton, up 240 yuan. - The basis of the ZN main contract is 0 yuan/ton, a decrease of 10 yuan; the LME zinc premium (0 - 3) is 129.76 US dollars/ton, an increase of 24.79 US dollars. - The arrival price of 50% zinc concentrate in Kunming is 18,410 yuan/ton, a decrease of 60 yuan; the price of 85% - 86% crushed zinc in Shanghai is 15,950 yuan/ton, unchanged [3]. 3.3 Upstream Situation - The WBMS zinc supply - demand balance is -27,800 tons, a decrease of 5,700 tons; the ILZSG zinc supply - demand balance is 47,900 tons, an increase of 17,700 tons. - The global zinc mine production is 1.0976 million tons, an increase of 21,400 tons; the domestic refined zinc production is 651,000 tons, an increase of 34,000 tons. - The zinc ore import volume is 505,400 tons, an increase of 38,100 tons [3]. 3.4 Industry Situation - The refined zinc import volume is 22,677.51 tons, a decrease of 2,979.32 tons; the refined zinc export volume is 2,477.83 tons, an increase of 2,166.92 tons. - The zinc social inventory is 161,900 tons, an increase of 1,100 tons [3]. 3.5 Downstream Situation - The production of galvanized sheets is 2.32 million tons, an increase of 10,000 tons; the sales volume of galvanized sheets is 2.28 million tons, a decrease of 90,000 tons. - The new housing construction area is 453.99 million square meters, an increase of 55.9799 million square meters; the housing completion area is 311.2888 million square meters, an increase of 34.3534 million square meters. - The automobile production is 3.227 million vehicles, an increase of 474,600 vehicles; the air - conditioner production is 18.0948 million units, an increase of 1.276 million units [3]. 3.6 Option Market - The implied volatility of at - the - money call options for zinc is 11.6%, a decrease of 0.7%; the implied volatility of at - the - money put options for zinc is 11.6%, a decrease of 0.7%. - The 20 - day historical volatility of at - the - money options for zinc is 11.46%, an increase of 1.11%; the 60 - day historical volatility of at - the - money options for zinc is 9.28%, a decrease of 0.03% [3]. 3.7 Industry News - In the week ending October 18, the number of initial jobless claims in the US was 232,000, and the number of continued claims was 1.957 million, slightly up from the previous week's 1.947 million. - Li Qiang met with Russian President Vladimir Putin, expressing China's determination to develop mutually beneficial cooperation with Russia [3]. 3.8 Viewpoint Summary - The import of zinc ore has increased as long - term agreement ores signed by smelters arrive at ports, and smelters are stockpiling raw materials for winter production. However, the domestic zinc ore processing fee has been lowered, and the sulfuric acid price has fallen, significantly squeezing smelter profits, with some smelters incurring losses. Although new production capacities are being released, the growth of refined zinc production is limited. - Overseas zinc supply is tight, the Shanghai - London ratio has dropped significantly, and the export window has opened, with a shift towards net exports expected. - On the demand side, the traditional peak season effect of "Golden September and Silver October" was weak, with the real estate sector being a drag, while policy support in the automotive and home appliance sectors brought some bright spots. The downstream market mainly purchases on - demand at low prices, the market atmosphere has warmed up, the spot premium has rebounded, and domestic inventory has decreased slightly. The de - stocking of LME zinc has slowed down, and the spot premium is at a high level. - Technically, the open interest has decreased while the price has fallen, weakening the bullish sentiment. Attention should be paid to the support at the MA60 [3].

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The overall supply growth of the Shanghai lead market is limited, and demand growth also faces certain resistance. With the expected continued accumulation of inventory, the short - term decline of Shanghai lead has slowed down. Attention should be focused on the 16980 pressure level [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai lead main contract was 17,250 yuan/ton, up 20 yuan; the 3 - month lead quote on LME was 2,027 US dollars/ton, down 11.5 US dollars. The 12 - 01 month contract spread of Shanghai lead was - 20 yuan/ton, unchanged; the Shanghai lead open interest was 87,047 lots, down 8,288 lots. The net position of the top 20 in Shanghai lead was - 3,809 lots, down 1,331 lots; the Shanghai lead warehouse receipts were 0 tons, unchanged. The inventory of the Shanghai Futures Exchange was 42,790 tons, up 4,208 tons; the LME lead inventory was 264,800 tons, down 1,325 tons [2] 3.2 Spot Market - The spot price of 1 lead on the Shanghai Non - ferrous Metals Network was 17,100 yuan/ton, down 50 yuan; the spot price of 1 lead in the Yangtze River Non - ferrous Metals Market was 17,200 yuan/ton, down 20 yuan. The basis of the lead main contract was - 150 yuan/ton, down 70 yuan; the LME lead premium (0 - 3) was - 28.21 US dollars/ton, down 11.33 US dollars. The price of lead concentrate (50% - 60%) in Jiyuan was 16,970 yuan, up 124 yuan; the price of domestic recycled lead (≥98.5%) was 17,020 yuan/ton, down 50 yuan. The WBMS supply - demand balance of lead was 22,000 tons, up 45,500 tons; the number of recycled lead production enterprises was 68, unchanged [2] 3.3 Upstream Situation - The capacity utilization rate of recycled lead was 35.56%, down 2.32 percentage points; the average weekly operating rate of primary lead was 71.37%. The monthly output of recycled lead was 18,300 tons, down 67,500 tons; the weekly output of primary lead was 38,700 tons, up 400 tons. The processing fee of lead concentrate (60%) at major ports was - 90 US dollars/kiloton, unchanged; the ILZSG lead supply - demand balance was - 2,500 tons, up 3,100 tons. The global lead ore output of ILZSG was 383,300 tons, up 3,400 tons; the monthly lead ore import volume was 150,600 tons, up 15,800 tons [2] 3.4 Industry Situation - The monthly refined lead import volume was 1,507.92 tons, down 312.63 tons; the average domestic processing fee of lead concentrate at the factory was 340 yuan/ton, unchanged. The monthly refined lead export volume was 1,486.13 tons, down 1,266.09 tons; the average market price of waste batteries was 9,898.21 yuan/ton, down 50 yuan [2] 3.5 Downstream Situation - The monthly export volume of batteries was 45.696 million units, down 3.984 million units; the average price of lead - antimony alloy (for batteries, containing 2% antimony) was 19,375 yuan/ton, down 50 yuan. The Shenwan industry index of batteries was 2,119.32 points, down 49.84 points; the monthly automobile production was 3.227 million vehicles, up 474,600 vehicles. The monthly new - energy vehicle production was 1.58 million vehicles, up 247,000 vehicles [2] 3.6 Industry News - Some waste lead - acid battery recycling enterprises in East China reported a continuous decrease in battery scrap volume this week. Affected by the continuous decline in lead prices, some smelters have started to lower their quotes, which has intensified the concerns of some small and medium - sized recycling enterprises. To avoid the risk of continuous price decline of waste lead - acid batteries, recycling enterprises have become more active in shipping, which may accelerate the short - term price loosening of waste lead - acid batteries. On the supply side, the shortage of domestic lead concentrate supply for primary lead continues, and the quotes in the imported ore market are scarce. Some smelters have to purchase low - silver lead ore to maintain production. The subsequent supply of primary lead is expected to have limited growth. For recycled lead, the production willingness of recycled lead enterprises is strong this week. At the current profit level, the output of recycled lead is still expected to increase. Major smelters in Anhui are gradually resuming production and steadily increasing production, and are expected to continue to rise. Production in Henan and Jiangsu is stable, and the operating rate in Inner Mongolia has significantly increased due to tight lead ingot supply and sufficient orders. Currently, the raw material supply is stable and enterprise inventories are abundant, so the overall operating rate is expected to increase again. In addition, the supply of waste batteries is still tight, the supply in the hands of recyclers is scarce, and stores generally have a strong sentiment of holding back sales in anticipation of price increases [2] 3.7 Viewpoint Summary - In November, the demand for automotive lead - acid batteries weakened, and some manufacturers reduced their monthly production schedules, which restricted the recovery of the operating rate. However, as the impact of early - month production cuts further subsides, the subsequent operating level will continue to recover steadily. Some leading battery enterprises have good order conditions, focus on expanding energy - storage business, and increase the production capacity of lead - carbon cells, which will further increase the demand for lead. The Shanghai - London ratio of lead ingots remains high, and the export of Chinese lead - acid batteries is under pressure due to tariffs, which will inhibit demand growth to a certain extent. This week, inventory continued to accumulate, and the spot shortage began to ease. With the resumption of production by smelting enterprises and the increase in imports due to the widening of the internal - external price difference, and the active start - up of recycled lead, the lead inventory is still expected to accumulate [2]

证券之星消息，11月19日多元金融板块较上一交易日下跌1.66%，瑞达期货领跌。当日上证指数报收于 3946.74，上涨0.18%。深证成指报收于13080.09，下跌0.0%。多元金融板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000935 | 四川双马 | 20.90 | 2.20% | 16.22万 | 3.33亿 | | 600901 | 江苏金租 | 6.38 | 0.31% | 20.41万 | 1.30亿 | | 000987 | 越秀资本 | 7.43 | -0.54% | 17.79万 | 1.32亿 | | 000958 | 电投产融 | 6.82 | -0.58% | 58.73万 | ZAGGTE | | 000563 | 陕国投Ａ | 3.57 | -0.83% | 39.78万 | 1.42亿 | | 600390 | 于矿资本 | 5.80 | -0.85% | 32.77万 | 1.91亿 | | 000617 | 中油资本 | 9.27 ...

Core Viewpoint - The domestic non-ferrous metal market shows a positive trend, particularly in the casting aluminum alloy sector, with prices slightly increasing due to tight supply and stable demand conditions [1] Supply Side - The supply of domestic scrap aluminum remains tight, which continues to support the cost logic for casting aluminum [1] - Due to the tight raw material supply, the production of casting aluminum enterprises is somewhat limited, leading to a potential contraction in domestic supply [1] Demand Side - The terminal automotive market continues to perform well; however, orders from die-casting enterprises are not significantly increasing, and the high prices are resulting in weak consumption of recycled aluminum alloys [1] Inventory - As of November 19, the total social inventory of recycled aluminum alloy ingots in Foshan, Ningbo, and Wuxi is 51,497 tons, which is a decrease of 223 tons from the previous trading day but an increase of 1,544 tons compared to the previous week [1] Market Outlook - The outlook suggests that the European Union plans to restrict scrap aluminum exports, which will continue to provide strong cost support for casting aluminum alloys, while demand remains relatively average; short-term prices are expected to follow the trend of aluminum prices [1]

多元金融板块震荡走弱，瑞达期货跌停，海德股份、浙江东方、海南华铁、香溢融通、渤海租赁、华金 资本等跟跌。 ...

Group 1 - The core point of the news is the performance and financial status of Ruida Futures, which experienced a decline of 5.04% in stock price, reaching 24.33 yuan per share, with a total market capitalization of 10.828 billion yuan [1] - Ruida Futures was established on March 24, 1993, and listed on September 5, 2019. Its main business includes futures brokerage, investment consulting, asset management, risk management, overseas financial services, and public fund business [1] - The revenue composition of Ruida Futures is as follows: risk management business accounts for 63.85%, futures brokerage for 23.31%, asset management for 11.57%, and other services for 1.27% [1] Group 2 - From the perspective of major fund holdings, Yinhua Fund has a significant position in Ruida Futures through the Yinhua Huiyi One-Year Holding Mixed A Fund (008384), which holds 4,100 shares, representing 0.11% of the fund's net value [2] - The Yinhua Huiyi One-Year Holding Mixed A Fund has a total scale of 74.6615 million yuan and has achieved a year-to-date return of 2.82%, ranking 7308 out of 8138 in its category [2] - The fund manager, Feng Fan, has been in position for 4 years and 327 days, with the fund's total asset scale at 8.436 billion yuan and a best return of 20.03% during his tenure [3]