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瑞达期货聚丙烯产业日报-20250624
Rui Da Qi Huo· 2025-06-24 01:30
聚丙烯产业日报 2025-06-23 免责声明 进一步恶化存疑。短期PP2509预计震荡走势,日度K线关注7190附近支撑与7310附近压力。 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 | 期货主力合约收盘价:聚丙烯(日,元/吨) | 7262 | 20 1月合约收盘价:聚丙烯(日,元/吨) | 7200 | 12 | | | 5月合约收盘价:聚丙烯(日,元/吨) | 7187 | 2 9月合约收盘价:聚丙烯(日,元/吨) | 7262 | 20 | | | 成交量聚丙烯(PP)( ...
瑞达期货沪镍产业日报-20250624
Rui Da Qi Huo· 2025-06-24 01:30
沪镍产业日报 2025-06-23 | 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) | 117440 | -840 08-09月合约价差:沪镍(日,元/吨) | -240 | 20 | | | LME3个月镍(日,美元/吨) | 15060 | 20 主力合约持仓量:沪镍(日,手) | 68780 | -4818 | | | 期货前20名持仓:净买单量:沪镍(日,手) | -14667 | 21 LME镍:库存(日,吨) | 204144 | -996 | | | 上期所库存:镍(周,吨) | 25304 | -389 LME镍:注销仓单:合计(日,吨) | 13938 | -888 | | | 仓单数量:沪镍(日,吨) | 21478 | -191 | | | | 现货市场 | SMM1#镍现货价(日,元/吨) | 119500 | -1125 现货均价:1#镍板:长江有色(日,元/吨) | 119400 | -1200 | | | 上海电解 ...
瑞达期货沪锌产业日报-20250624
Rui Da Qi Huo· 2025-06-24 01:27
沪锌产业日报 2025-06-23 望,或逢高轻仓做空。 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 | 沪锌主力合约收盘价(日,元/吨) | 21980 | 135 08-09月合约价差:沪锌(日,元/吨) | 140 | 25 | | | LME三个月锌报价(日,美元/吨) | 2649 | 2.5 沪锌总持仓量(日,手) | 259574 | 258 | | | 沪锌前20名净持仓(日,手) | 2081 | 4080 沪锌仓单(日,吨) | 7719 | -1024 ...
瑞达期货天然橡胶产业日报-20250623
Rui Da Qi Huo· 2025-06-23 12:09
天然橡胶产业日报 2025-06-23 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。 稳定,全钢胎企业排产暂稳运行,检修半钢胎企业复工对整体产能利用率形成一定拉动。ru2509合约短线 预计在13500-14150区间波动,nr2508合约短线预计在11700-12200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 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶9-1价差(日,元/吨) | 13950 -840 | 50 20号胶主力合约收盘价(日,元/吨) -5 20号胶7-8价差(日,元/吨) | 12010 30 | ...
瑞达期货玉米系产业日报-20250623
Rui Da Qi Huo· 2025-06-23 12:08
玉米系产业日报 2025-06-23 价格上涨势头有所放缓。盘面来看,前期连续上涨后,近期涨势有所放缓,短线参与为主。 | | 受玉米淀粉企业生产持续亏损影响下,行业开机率继续处于近年同期低位。在供应压力明显减弱以及玉米价格坚挺支撑下,玉米淀 | | --- | --- | | 观点总结( | 粉现货价格表现相对良好,且行业库存也略有下滑。截至6月18日,全国玉米淀粉企业淀粉库存总量132.8万吨,较上周下降3.20万 | | 淀粉) | | | 重点关注 | 吨,周降幅2.35%,月降幅5.95%;年同比增幅26.36%。盘面来看,近日受玉米涨势放缓影响,淀粉表现也较为震荡,短线参与为 周四、周五mysteel玉米周度消耗以及淀粉企业开机、库存情况 | | | 数据来源第三方,观点仅供参考。市场有风险,投资需谨慎! | | | 主。 | 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 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 ...
瑞达期货国债期货日报-20250623
Rui Da Qi Huo· 2025-06-23 12:05
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View - The bond market has been oscillating strongly recently due to loose expectations, with interest rates remaining at a low level. Profit - taking selling may drive short - term interest rates to rise slightly. As the main trading line in the market is unclear due to policy uncertainties in the second half of the year, it is recommended to wait for the market to stabilize before making band allocations [2]. 3. Summary by Relevant Catalogs 3.1 Futures Disk - T, TF, TS, TL main contract closing prices decreased by 0.01%, 0%, 0.01%, 0.04% respectively; T, TS trading volumes decreased by 425 and 1470 respectively, while TF and TL trading volumes increased by 179 and 647 respectively [2]. 3.2 Futures Spreads - TL2512 - 2509, T2512 - 2509, TF2512 - 2509, TS2512 - 2509 spreads changed by - 0.03, + 0.02, + 0.00, - 0.00 respectively; T09 - TL09, TF09 - T09, TS09 - T09, TS09 - TF09 spreads changed by + 0.03, - 0.00, - 0.02, - 0.01 respectively [2]. 3.3 Futures Positions - T, TF, TS, TL main contract positions changed by - 131, - 3090, + 509, + 110 respectively; T, TF, TS, TL top 20 long positions changed by + 6074, + 3199, - 4278, + 4521 respectively; T, TF, TS, TL top 20 short positions changed by + 7100, + 4843, + 174, + 6212 respectively; T, TF, TS, TL top 20 net short positions changed by + 1026, + 1644, + 4452, + 1691 respectively [2]. 3.4 Top Two CTD - Net prices of some CTD bonds such as 250007.IB, 220010.IB, 240020.IB decreased, while 210014.IB increased [2]. 3.5 Active Treasury Bonds - Yields of 1y, 7y, 10y active treasury bonds decreased by 0.90bp, 0.30bp, 0.25bp respectively, while 3y, 5y yields increased by 0.40bp, 0.20bp respectively [2]. 3.6 Short - term Interest Rates - Silver - pledged overnight, 7 - day, 14 - day interest rates increased by 3.12bp, 5.00bp, 5.00bp respectively; Shibor overnight, 7 - day, 14 - day interest rates decreased by 0.10bp, 3.20bp, 0.60bp respectively [2]. 3.7 LPR Rates - 1y and 5y LPR rates remained unchanged [2]. 3.8 Open Market Operations - The issuance scale was 220.5 billion yuan, the maturity scale was 242 billion yuan, and the interest rate was 1.4% for 7 - day reverse repurchase, with a net回笼 of 21.5 billion yuan [2]. 3.9 Industry News - The 12th meeting of the Standing Committee of the 14th National Committee of the Chinese People's Political Consultative Conference opened on June 23; June LPR quotes remained unchanged; from January to May, national general public budget expenditures increased by 4.2% year - on - year, while revenues decreased by 0.3% year - on - year [2]. 3.10 Market Situation - Domestic: 5 - month economic data was weak, financial data was divided, and exports declined slightly. Overseas: US economic activity slowed down significantly in May, the labor market cooled, and the Fed may cut interest rates twice in the second half of the year [2].
瑞达期货股指期货全景日报-20250623
Rui Da Qi Huo· 2025-06-23 11:26
Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core View Currently, the domestic economic fundamentals are still under pressure due to overseas tariff factors. Domestic demand repair may become the main driving force for economic growth in the future. The Fed's decision to keep interest rates unchanged is expected to put pressure on the RMB exchange rate for some time. The geopolitical conflict in the Middle East may push up inflation, which may lead the Fed to keep interest rates unchanged for a longer period. With the RMB remaining weak, the upside potential of A-shares is limited. It is recommended to wait and see for now [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - **Futures Prices**: All major and minor contracts of IF, IH, IC, and IM showed an upward trend. For example, the latest price of the IF main contract (2509) was 3797.4, up 25.8 [2]. - **Futures Spreads**: The spreads between different contracts also changed. For instance, the IF - IH current - month contract spread was 1169.4, up 1.8 [2]. - **Futures Positions**: The net positions of the top 20 in IF, IH, and IC increased, while that of IM decreased. The net position of the top 20 in IF was - 28,036.00, up 2817.0 [2]. - **Futures Basis**: The basis of IF, IH, and IC main contracts increased, while that of IM decreased. The basis of the IF main contract was - 60.5, up 12.5 [2]. 3.2 Market Sentiment - **Trading Volume and Balance**: A - share trading volume increased to 11,469.22 billion yuan, up 551.83 billion yuan. The margin trading balance decreased to 18,124.82 billion yuan, down 83.89 billion yuan [2]. - **North - bound Capital and Other Indicators**: North - bound trading volume increased to 1438.39 billion yuan, up 116.10 billion yuan. The proportion of rising stocks reached 82.05%, up 53.61 percentage points [2]. 3.3 Industry News - **Domestic Market**: A - share major indices rose collectively. The trading volume of the Shanghai and Shenzhen stock markets rebounded significantly. Over 4400 stocks rose. Computer and national defense and military industry sectors strengthened significantly [2]. - **Overseas Market**: The US attack on Iranian nuclear facilities intensified regional tensions. The Fed kept interest rates unchanged last week, and Powell's speech was hawkish [2]. 3.4 Economic Fundamentals - **Domestic Economy**: In May, domestic imports and exports, fixed - asset investment, and industrial added - value decreased year - on - year. The real estate market continued to decline. Only social retail sales increased. CPI and PPI data showed future price pressure [2]. - **Financial Data**: In May, the M1 - M2 gap narrowed, the growth rate of social financing stock remained the same as last month, but new RMB loans decreased year - on - year, indicating insufficient real - economy financing demand [2].
瑞达期货集运指数(欧线)期货日报-20250623
Rui Da Qi Huo· 2025-06-23 11:26
| | 集运指数(欧线)期货日报 | | 2025/6/23 | | | --- | --- | --- | --- | --- | | 数据指标 项目类别 | 最新 环比 数据指标 最新 | | 环比 | | | EC主力收盘价 | 1875.000 -91.9↓ EC次主力收盘价 | 1370 | | -13.60↓ | | 期货盘面 EC2508-EC2510价差 | 505.00 -25.00↓ EC2508-EC2512价差 | 344.90 | -5.10↓ | | | EC合约基差 | 62.14 +254.51↑ | | | | | 期货持仓头寸(手) EC主力持仓量 | 47053 1085↑ | | | | | SCFIS(欧线)(周) | 1937.14 239.51↑ SCFIS(美西线)(周) | 2,083.46 | | -825.22↓ | | SCFI(综合指数)(周) | 1869.59 -218.65↓ 集装箱船运力(万标准箱) | 1,227.97 | | 0.01↑ | | 现货价格 CCFI(综合指数)(周) | 1342.46 99.41↑ CCFI(欧线)(周) ...
瑞达期货铝类产业日报-20250623
Rui Da Qi Huo· 2025-06-23 11:26
铝类产业日报 2025/6/23 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, 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。 助理研究员: 陈思嘉 期货从业资格号F03118799 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价(日,元/吨) 本月-下月合约价差:沪铝(日,元/吨) | 20,365.00 80.00 | -100.00↓ 氧化铝期货主力合约收盘价(日,元/吨) -25.00↓ 本月-下月合约价差:氧化铝(日,元/吨) | 2,906.00 58.00 | +16.00↑ -3.00↓ | | | 主力合约持仓量:沪铝(日,手) | 253,597.00 | +89586.00↑ 主力合约持仓量:氧化铝(日,手) | 286,556.00 | -4194.00↓ | | | LME铝注销仓 ...
瑞达期货生猪产业日报-20250623
Rui Da Qi Huo· 2025-06-23 11:20
| 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) | 13980 | 85 主力合约持仓量:生猪(日,手) | 77147 | 945 | | | 仓单数量:生猪(日,手) | 750 | 0 期货前20名持仓:净买单量:生猪(日,手) | -10827 | 629 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 14600 | 300 生猪价 吉林 四平(日,元/吨) | 14200 | 100 | | | 生猪价 广东 云浮(日,元/吨) | 15700 | 200 生猪主力基差(日,元/吨) | 620 | 215 | | 上游情况 | 生猪存栏(月,万头) | 41731 | -1012 生猪存栏:能繁母猪(月,万头) | 4038 | -1 | | 产业情况 | CPI:当月同比(月,%) | -0.1 | 0 现货价:豆粕:张家港(日,元/吨) | 2920 | -20 | | | 玉米现货价 | 2421.96 | 4 ...