收评|国内期货主力合约跌多涨少 集运欧线涨超3%
Xin Lang Cai Jing·2026-02-13 07:08

Core Viewpoint - Domestic futures contracts experienced a mixed performance, with some contracts rising while others fell significantly, indicating volatility in the market [3][7]. Group 1: Price Movements - The shipping index for Europe rose over 3%, while lithium carbonate, caustic soda, soybean meal, and eggs increased by more than 2% [3][7]. - In contrast, Shanghai tin dropped over 7%, silver fell more than 5%, and SC crude oil decreased by over 4% [3][7]. Group 2: Inventory and Market Dynamics - Recent technical recovery in tin prices saw them rise from around 360,000 to just below 400,000 yuan per ton, facing upward pressure at this key level [5]. - A significant increase in warehouse receipts was noted, with a daily accumulation of 3,780 tons, raising total inventory from 6,516 tons to 10,296 tons, marking a daily increase of over 50% [5]. - The increase in inventory is attributed to major smelting companies delivering large amounts of stock, rather than a deterioration in the fundamental market conditions [5]. Group 3: Seasonal and Economic Considerations - The market is entering a seasonal slowdown due to the upcoming Spring Festival, with logistics and transportation gradually halting, and downstream soldering companies entering a holiday state [5]. - Post-holiday, attention will be on the resumption of production by downstream enterprises and the speed of inventory digestion under low hidden inventory conditions [5].