卓创资讯生猪市场分析师容志发 【导语】7月全国生猪价格先涨后跌再小幅反弹，因养殖端集中降重出栏致供大于求，且月内二次育肥支撑不足。预计8月供应增加、需求疲软，猪价或环比下滑，呈短涨长跌态势。 7月生猪价格多数时段下滑 卓创资讯数据监测，7月份全国生猪价格呈现"短暂上涨——高位下滑——月末短暂反弹"走势。月内最高值为3日的15.49元/公斤，较上月最高点上涨3.96%；最低值为29日的13.92元/公斤，较上 7月养殖端集中降重出栏 供大于求导致猪价高位回落 养殖端主动减重、叠加夏季高温抑制增重，8-9月出栏均重或降至123公斤左右。降重结束后，后续市场供应或阶段性缩量，为二次育肥提供了补栏窗口（尤其是北方产区在标猪供应偏紧时，二 综合而言，8月份在供增需减叠加二育支撑力度有限的情况下，猪价或环比下滑，均价或为14.23元/公斤，具体趋势或表现为涨-跌-涨，且上涨时段短于下跌时段。 责任编辑：李铁民 7月初，养殖端出栏意愿偏低，市场生猪供应偏紧，下游收购难度加大，被迫抬价收购，带动猪价偏强运行。此后，养殖端出栏节奏逐步恢复，叠加主动降重出栏操作，猪源供应持续充裕——从日 除此之外，月内二次育肥热度低迷：一方面， ...

近期国内玉米淀粉行业加工利润亏损压力加重。原料玉米上货量低位运行，主要深加工企业上调收购价格刺激玉米上货量，原料成本压力不断加重，导致行业亏损压力增加。虽然部分企业陆续上 卓创资讯认为，首先，8月由于原料玉米价格高位运行，叠加新粮上市初期粮源供给不稳定，成本端支撑的提振作用明显，对玉米淀粉现货市场价格形成有效支撑，主要企业挺价惜售心理强烈。 责任编辑：李铁民 卓创资讯玉米淀粉分析师张晓朋 进入7月下旬之后，随着中储粮进口玉米拍卖影响的减弱及高温多雨等因素的影响下，玉米贸易商心态逐步好转，对于低价售粮抵触心理强烈，玉米贸易商出货积极性减弱。玉米上货量逐步下降 向下游转嫁成本能力不足，玉米淀粉行业亏损压力增加。 【导语】近期国内玉米淀粉现货市场价格整体偏强运行，市场成交重心缓慢上移。由于原料玉米上货量低位运行，主要深加工企业上调收购价格刺激玉米上货量，原料成本支撑力度逐步增强，主 近期国内玉米淀粉现货市场价格整体偏强运行，市场成交重心缓慢上移。由于原料玉米上货量低位运行，主要深加工企业上调收购价格刺激玉米上货量，原料成本支撑力度逐步增强，主要企业陆 原料玉米上货量低位运行，原料玉米成本压力高企。 ...

注：已剔除近一年上市新股。本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 联科 | 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 300468 | 四方 | -1.63 | 5.43 | 40.11 | 40.78 | -1.65 | 37.32 | -8.49 | | | 精创 | | | | | | | | | 000617 | 中油 | -3.65 | 1.65 | 8.93 | 9.02 | -1.06 | 8.45 | -6.36 | | | 资本 | | | | | | | | | 300682 | 朗新 | -0.86 | 1.91 | 20.40 | 20.59 | -0.89 | 19.49 | -5.32 | | | 集团 | | | | | | | ...

Market Overview - The Shanghai Composite Index closed at 3567.02 points, with a change of 0.20% [1] - The total trading volume of A-shares reached 932.32 billion yuan [1] Technical Analysis - A total of 45 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Sifang Jingchuang (300468) with a distance of -1.64% - Zhongyou Capital (000617) with a distance of -1.04% - Langxin Group (300682) with a distance of -0.94% [1] Individual Stock Performance - Sifang Jingchuang (300468) saw a decline of 1.58% with a trading turnover of 4.30% [1] - Zhongyou Capital (000617) decreased by 3.42% with a turnover of 1.28% [1] - Langxin Group (300682) fell by 1.37% with a turnover of 1.64% [1] - Other notable stocks include: - China Life Insurance (601319) increased by 0.37% [1] - Haosen Intelligent (688529) rose by 0.71% [1] - Donglai Technology (688129) increased by 1.25% [1] Additional Stock Movements - Stocks with minor declines include: - Huatai Wine Industry (000995) down by 1.31% [1] - Changyang Technology (688299) down by 0.22% [1] - Dream Jie's (002397) decline of 1.39% [1] - Stocks with slight increases include: - Matrix Technology (301299) up by 1.15% [2] - Lianxin Electronics (002036) down by 0.47% [2]

| 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 300468 | 四方 | -1.11 | 3.07 | 40.15 | 40.80 | -1.60 | 37.52 | -8.04 | | | 精创 | | | | | | | | | 300682 | 朗新 | -1.88 | 1.30 | 20.36 | 20.57 | -0.99 | 19.29 | -6.20 | | | 集团 | | | | | | | | | 000617 | 中油 | -2.05 | 0.76 | 8.96 | 9.04 | -0.91 | 8.59 | -4.96 | | | 资本 | | | | | | | | | 601319 | 中国 | 0.12 | 0.05 | 8.33 | 8.40 | -0.85 | 8.17 ...

证券之星消息，8月1日数字媒体板块较上一交易日上涨0.73%，新华网领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。数字媒体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) | | | --- | --- | --- | --- | --- | --- | --- | | 603888 | 新华网 | 19.62 | 2.72% | 21.92万 | | 4.29亿 | | 301313 | 凡拓数创 | 26.39 | 2.21% | 5.66万 | | 1.48亿 | | 603000 | 人民网 | 20.70 | 1.57% | 20.71万 | | 4.29亿 | | 301299 | 卓创资讯 | 65.57 | 1.11% | 2.19万 | | 1.42亿 | | 000681 | 视觉中国 | 21.72 | 0.84% | 82.31万 | | 17.67亿 | | 002095 | 生意宝 | 20.58 | 0.34% | 6.72万 | | 1.37亿 | | 300295 ...

格隆汇7月31日丨卓创资讯(301299.SZ)在互动平台表示，公司专注于大宗商品市场数据监测、市场价格 评估、驱动因素探究、行业数据分析及研究，恪守"中立、专业、专注"的原则，为客户提供能源、化 工、农业、金属等行业的大宗商品资讯、数智、咨询、会展等服务，以提高大宗商品现货市场透明度和 交易效率为愿景。目前公司数智服务业务板块可以利用大模型加行业洞察能力为客户经营决策赋能。 ...

Group 1 - The company has not established a partnership with Shanghai Data Exchange but has engaged in partial collaborations with Guangzhou Data Exchange and Shandong Data Trading Company [1] - The contribution of these collaborations to the company's revenue is currently minimal and will not significantly impact its operating performance [1] - The company has been deeply involved in the bulk commodity information service sector for many years and has developed a comprehensive marketing and customer service system [1] Group 2 - The company possesses a professional marketing management system and an experienced sales team, enabling effective market penetration of various products [1] - The company has received widespread recognition from customers in the market [1] - Future plans include continuous product iteration and comprehensive optimization and expansion of services, along with active exploration of external collaborations to provide higher quality and more valuable experiences for customers [1]

卓创资讯花生分析师高严琳 【导语】目前江西地区新米少量上市，湖北及河南局部产区也将在8月迎来上市季节，具体质量及供应量有待关注。陈米方面，持货商出货积极性提升。 陈米适量消耗中 新米零星有上市 进入7月末，产区新花生零星开始上市，陈米持货商出货积极性提升，近期下游市场少量逢低补库。根据卓创资讯统计，截止到7月30日，驻马店白沙通货米收购均价8600元/吨，较月初下滑6. 批发市场进入淡季 油厂扫尾 批发市场方面，近两个月基本处于市场交易淡季，部分市场根据实际出货情况，逢低少量补库，整体对价格支撑作用有限。局部食品厂等开工率低位，随用随采为主。目前新花生上市时间临近 局部新米上市时间提前 河南地区仍需关注天气对单产的影响 7月下旬开始，江西地区新花生零星上市，截止到7月30日，白沙通货米收购价格参考5.00元/斤左右，开秤初期报价约在5.00-5.20元/斤，根据水份论价，较2024产季上市初期报价略低。湖 综合来看，目前陈米整体交易不多，持货商根据心态及质量论价，成交重心低位。新花生将陆续进入上市阶段，不过河南白沙产区受天气影响，上市进程以及供应质量仍有待观望，初步预估上市 责任编辑：李铁民 ...

Group 1 - Multiple chemical sectors are entering a new round of expansion, with the adhesive tape base film industry expected to reach a peak production period in August and the n-butanol industry set to add 250,000 tons of capacity in the second half of the year [1] - The n-butanol industry is experiencing a decline in price due to accelerated new capacity coming online, with an expected total capacity exceeding 7 million tons by 2029 [2] - The adhesive tape base film industry is also entering a rapid expansion phase, with a projected capacity of 4.2597 million tons by July 2025, and nearly 20 new production lines planned for August [2] Group 2 - The "anti-involution" actions are expected to drive technological upgrades and industry consolidation through the supply chain, impacting the long-term landscape [3] - Companies in the adhesive tape base film sector are reducing production loads to alleviate short-term supply pressures, while n-butanol companies are accelerating technological upgrades to enhance product value [3] - As policies are implemented, inefficient capacities are expected to exit the market, allowing companies with technological and supply chain advantages to dominate [3]