| | 锂云母 | 3800 | 200 | - 电碳-工碳价差 元/吨 | 一 电池级碳酸锂-平均价 一工业级碳酸锂-平均价 T./ Hu T./ H4 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) (3 | | | | | | | 锂云母 (Li20:2. 0%-2. 5%) | 5700 | 300 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 14500 | 400 | | | | | 磷锂铝石 (Li20:7%-8%) | 15800 | 500 | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 59115 | 2730 | | | | | 三元材料811(多晶/动力型) | 212500 | 4900 | | | | | 三元材料523(单晶/动力型) | 188200 | 4700 | | | | 170 | 三元材料613(单晶/动力型) | 189750 | 4850 | | | | | 名称 | 现值 | 変化值 | | | | | ...

投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 国贸期货股份有限公司 成为一流的衍生品综合服务商 装置检修动态:华东一套250万吨PTA装置预计2月10日开始停车,具体开车时间未定。 ·PTA现货价格 MEG内盘 PTA现货价格 -- PTA主力期货价格 县 8000 1700 9200 1500 7000 1300 8200 1100 6000 7200 900 5000 700 6200 500 5200 4000 300 100 4200 3000 -100 3200 -300 2000 2023-01 2021-01 2024-01 2026-01 2022-01 2025-01 2025-10 2025-12 2025-02 2025-04 2025-06 2025-08 数据图表 800 POY现金流 现货加工区间 -- 盘面加工区间 DTY到金流 FDY 现金流 800 涤短现金流 600 切片到 700 400 600 200 500 400 0 300 -200 200 -400 100 0 -600 2023-01023-02024-02024-02024-02024-020 ...

投资咨询业务资格:证监许可【2012】31号 【一国贸易报 瓶片短纤数据日报 | | | | 国贸期货研究院 | 投资咨询号:Z0017251 2026/2/27 | | --- | --- | --- | --- | --- | | | | | 能源化工研究中心 陈胜 | 从业资格号:F3066728 | | 指标 | 2026/2/25 | 2026/2/26 | 变动值 | | | PTA现货价格 | 5285 | 5235 | -50 | 现货资讯: | | MEG内盘价格 | 3670 | 3641 | =29 | 短纤:短纤主力期货跌114至6658。现货市场: | | PTA收盘价 | 5312 | 5260 | -52 | 涤纶短纤生产工厂价格商谈为主,贸易商价格下 | | MEG收盘价 | 3747 | 3700 | -47 | 跌,下游开始逐步复工,场内成交小幅改善。 | | 1.4D直纺涤短 | 6710 | 6685 | -25 | 1.56dtex*38mm半光本白(1.4D)涤纶短纤华东市 | | | | | | 场价格在6530-6800现款现汇含税自提,华北市 | | 短纤基差 ...

【EC】 行情综述:偏弱震荡 逻辑:现货瑞延续节前紧平衡态势,头部船司前期揽货已覆盖至 3 月中旬，叠加停航控舱力度加码,流通舱位持续 点 偏紧。节后下游工厂复工处于爬坡阶段但至少要到3月中旬，核心出口品类暂无集中放量，则需托底为主:船司挺价 i 策略出现分化,3 月上旬涨价落地难度较大，现货运价维持高位震荡，无深度回调压力。期货盘面周二大幅走强受 论 益于地缘情绪及航运板块共振。市场交易核心聚焦运价是否会继续下行及3月中下旬喊涨可能性。 ITG国贸期货 投资咨询业务资格：证监许可【2012】31号 航运衍生品数据日报 国贸期货研究院 能源化工研究中心 投资咨询号: Z0021177 卢钊毅 2026/2/27 从业资格号: F03101843 数据来源：Clarksons、Wind 中国出口集装箱运价 上海H回集装箱运价 运价指数 SCFI-美西 SCFIS-美西 SCFI-美东 SCFI-西北欧 指数CCFI 综合指数SCFI 现值 1251 1787 1155 1088 2524 1361 in in in 前值 1122 1403 1267 1801 1101 2530 涨跌幅 -1.19% -0.7 ...

本好告中的偏息均源于公开可获得的资料，固贸制货力求准确可靠，但不对上述信息的准确性及完整性假任何保证。本报告不有成个人投资建议。也未针对个别投资者帮辣的投资目标， 免 责 声 務状況或需要，投资者需自行判断本报告中的值何意见或建议是否符合其特定成况，相比投资，责任自负、本报告仅向榜定客户推进、未经国贸期货授权许可，任何引用、转载以及向第三 IDE 万传播的行为均构成对国贸期货的侵权,我司将视情况追究法律责任。期市有风险、入市需谨慎。 ITCE 贸期货 IICE超越 投资咨询业务资格:证监许可【2012】31号 数据 国贸期货研究院 投资咨询号:Z0015194 从业资格号:F3042528 农产品研究中心。 杨璐琳 纸浆价格数据 | | 2026年2月26日 | | 日环比 | 周环比 | | | 2026年2月26日 | 日环比 | 周环比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货价格 | SP2601 | 5530 | -0. 18% | 1.88% | 现货价格 | 针叶浆银星 | 5350 | 0.00% ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The overall domestic and overseas macro - environment in China remains stable. Domestically, the approaching "Two Sessions" brings positive policy expectations that strongly support the market. Overseas, the planned visit of Trump from March 31 to April 2 and the potential Sino - US summit reduce the short - term possibility of trade risks. The risk preference of the equity market is expected to remain strong. It is recommended to continue holding long - term long positions in stock index futures [6] 3. Summary by Related Catalog 3.1 Macro - financial Data - DRO01 closed at 1.37, down 1.71bp from the previous value; DR007 closed at 1.48, down 2.31bp [3] - GC001 closed at 1.55, unchanged; GC007 closed at 1.59, down 0.50bp [3] - SHBOR 3M closed at 1.57, down 0.30bp; LPR 5 - year remained at 3.50, unchanged [3] - 1 - year treasury bond closed at 1.30, unchanged; 5 - year treasury bond closed at 1.54, down 0.20bp; 10 - year treasury bond closed at 1.79, down 2.10bp; 10 - year US treasury bond closed at 4.05, up 1.00bp [3] - The central bank conducted 320.5 billion yuan of 7 - day reverse repurchase operations with an operating rate of 1.40% yesterday. The bid volume, winning bid volume were both 320.5 billion yuan. With 400 billion yuan of reverse repurchases maturing, the net withdrawal on the day was 79.5 billion yuan [3] - In February, the LPR rate remained unchanged: the 1 - year LPR was 3.0%, and the 5 - year and above LPR was 3.5%. During the week after the Spring Festival holiday (February 24 - 28), 2.2524 trillion yuan of reverse repurchases will mature in the central bank's open market. Additionally, 300 billion yuan of MLF and 150 billion yuan of treasury cash fixed - term deposits will mature on February 25 [4] 3.2 Stock Index Futures Market - The CSI 300 closed at 4727, down 0.19%; IF current - month contract closed at 4712, down 0.4% [5] - The SSE 50 closed at 3035, down 0.65%; IH current - month contract closed at 3035, down 0.8% [5] - The CSI 500 closed at 8557, up 0.35%; IC current - month contract closed at 8537, up 0.1% [5] - The CSI 1000 closed at 8491, up 0.76%; IM current - month contract closed at 8443, up 0.4% [5] - The trading volume of IF was 85,824, down 19.3%; the open interest was 269,977, down 4.7% [5] - The trading volume of IH was 42,698, down 19.0%; the open interest was 105,405, down 3.3% [5] - The trading volume of IC was 114,851, down 9.6%; the open interest was 290,740, down 2.6% [5] - The trading volume of IM was 145,580, down 12.6%; the open interest was 357,540, down 4.0% [5] - The turnover of the Shanghai, Shenzhen and Beijing stock markets was 2.5568 trillion yuan, an increase of 75.6 billion yuan from the previous day. Industry sectors showed mixed performance, with electronic components, wind power equipment, communication equipment, power supply equipment, electronic chemicals, and power grid equipment sectors leading the gains, while film and television theaters, rare earths, insurance, and real estate development sectors leading the losses [5] 3.3 Stock Index Futures Premium and Discount Situation - IF premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 5.15%, 3.13%, 3.80%, and 4.24% respectively [7] - IH premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 0.26%, - 0.32%, 0.43%, and 2.23% respectively [7] - IC premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 3.84%, 3.60%, 4.90%, and 5.42% respectively [7] - IM premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 9.23%, 7.95%, 8.76%, and 8.78% respectively [7]

投资咨询业务资格:证监许可【2012】31号 800 价差数据 豆粕-菜粕 600 691 32 现货价差(广东) 200 豆粕-菜粕 538 19 盘面价差(主力) -200 07/22 08/22 09/22 10/23 11/23 12/24 01/24 02/24 03/26 04/26 升贴水-连续月 产地 美元兑人民币汇率 涨跌 盘面榨利(元/吨) (美分/蒲) 158. 00 品显 125 6.8036 2025年大豆CNF升贴水走势图-连续月 (美分/蒲式耳) 2025年进口大豆盘面毛利(元/吨) 巴西1月 巴西2月 ·巴西1月 - 巴西2月 一 巴西3月 - 巴西3月 == ====== 巴西4月 ----- 巴西6月 ----- 巴西7月 ----- 巴西8月 == ====· 巴西6月 ===== 巴西7月 ----- 巴西8月 ==== 巴西5月 290 400 国际数据 200 200 1.90 1 00 -200 50 400 n/or/or all and the many of the many of the many of the may be -10-100 6/03/2 ...

2 2017 本报告中的信息均源于公开可获得的资料，国资税货力求准确可靠。但下对上述信息的准确性及完整推做"何保证、本报告不可或个人投资建议。也未定对"别投资者帮放的设备后、好多优规或需要，投资 者需自行判随本报告中的任何意见或避处是否符合其特定状况，据此投资，责任自负。本报告仅向使定客户推进、未经国资期货股股许可，任何引用、转载以及南第三京传播的行为收购成"回贸路路的反爱 声明 我司将视情况追究法律责任。 期市有风险,入市需谨慎。 IIC E K | | | | | 国贸期货研究院 | | | 投资咨询号:Z0013700 | | 2026/2/27 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 贵金属与新能源研究中心 白素娜 | | | 从业资格号:F3023916 | | | | 内外盘金 | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | COMEX白银 | AU2604 | AG2604 | AU (T+D) | AG (T+D) | | 银15点价 - | | (美元/盎司) | (美元 ...

Report Summary 1. Report Industry Investment Rating No specific investment rating for the industry is provided in the report. 2. Core View of the Report - On February 26, 2026, the trends of platinum and palladium slightly diverged. The PT2666 contract closed up 2.0% at 589.5 yuan/gram, and the PD2006 contract closed up 2.27% at 446.55 yuan/gram [7]. - At the macro - level, the uncertainty of tariff policies and the tense geopolitical situation in the Middle East are the main supports for the entire precious metals market. However, in terms of fundamentals, short - term attention should be paid to the exemption of key minerals in Trump's new tariff policy, which may have a greater impact on palladium and weaken the short - term sustainability of the upward movement of the market [7]. - In the long run, the global platinum supply - demand bottleneck persists, and the global palladium supply - demand balance sheet is expected to improve. Therefore, platinum and palladium prices are still supported in the long term. - In the short term, platinum and palladium are expected to maintain a volatile trend, but the volatility may still be large. It is recommended that investors mainly buy on dips [7]. 3. Summary by Relevant Catalogs Domestic Prices - Platinum: The spot price of platinum (99.95%) has a certain value; the platinum futures main contract closed at 589.5 yuan/gram, up 0.60% from the previous value; the platinum basis (spot - futures) was - 2 yuan, down - 88.89% [5]. - Lithium: The lithium futures main contract closed at 446.55 yuan/gram, down - 2.49% from the previous value; the spot price of lithium (99.95%) was 443.5 yuan/gram, down - 2.21% from the previous value; the lithium basis (spot - futures) was - 3.05 yuan, down - 31.46% [5]. International Prices - London spot platinum was at 2306.064 dollars/ounce, up 1.23% from the previous value; London spot palladium was at 1795.576 dollars/ounce, down - 0.58% from the previous value [5]. - NYMEX platinum was at 2309.2 dollars/ounce, up 0.94% from the previous value; NYMEX palladium was at 1846.5 dollars/ounce, up 0.52% from the previous value [5]. Internal - External 15 - point Spreads - The dollar/renminbi central parity rate was 6.9228, down - 0.13% from the previous value. The spread between domestic platinum and London platinum was 9.51 yuan/gram, down - 22.52% from the previous value; the spread between domestic platinum and NYMEX platinum was 8.72 yuan/gram, down - 11.74% from the previous value [5]. Ratios and Inventory - The ratio of Guangzhou Futures Exchange platinum to palladium was 1.3201, with a change of 0.0405 from the previous value. The ratio of London spot platinum to palladium was 1.2843 [6]. - NYMEX platinum inventory was 186,269 ounces, with a change of 0.00% from the previous value; NYMEX palladium inventory was 578,195 ounces, with a change of 0.00% from the previous value [6]. Positions - NYMEX total platinum positions were 69,291, up 0.33% from the previous value; non - commercial net long positions in platinum were 12,347, up 2.18% from the previous value [6]. - NYMEX total palladium positions were 16,538, down 1.52% from the previous value; non - commercial net long positions in palladium were 513, down - 4.09% from the previous value [6].

| 盗角业务资格:证监许可 2012 31- | 9 国贸易员 | 日博 带 参考 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 发布日期:2026 | 份格号: F0251 % | | | | | | | | | | | 行业板块 | 趋势研判 | 逻辑观点精粹及策略参考 | 品种 | 在临近的"两会"政策利好预期的支撑下,股指预计以偏强震荡 | 为主。策略上,股指期货中长线多头建议继续持有。 | | | | | | | 宏观金融 | 资产荒和弱经济利好债期,但短期央行示利率风险,近期关注日 | 国债 | 震荡 | 本央行利率决策。 | | | | | | | | 近期宏观利多推升铜价,但全球铜库存持续累库压制价格,预计 | 震荡 | 第四十 | 短期铜价震荡运行。 | 近期宏观利好提振有色板块,但国内铝库存大幅累库或拖累铝 | | | | | | | | 震荡 | 价,短期铝价震荡运行。 | 国内氧化铝运行产能下降,但库存进一步累库,短期震荡运行。 | 氧化铝 | 震荡 | | ...