宁证期货期现日报-20250513
Ning Zheng Qi Huo·2025-05-13 11:19
- Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints No clear core viewpoints are presented in the given text. The report mainly provides a comprehensive set of data on various futures and spot commodities, including prices, trading volumes, open interests, and related spreads. 3. Summary by Commodity Categories Energy and Chemicals - Futures Data: For crude oil, the main contract closed at 479.5 with a 1.08% increase, and the index closed at 472.0 with a 0.94% increase. PTA main contract closed at 4750 with a 2.41% increase, and the index closed at 4754 with a 2.43% increase. PX main contract closed at 6708 with a 2.82% increase, and the index closed at 6740 with a 2.87% increase. Rubber main contract closed at 14995 with a 1.66% increase, and the index closed at 15121 with a 1.65% increase. NR main contract closed at 12855 with a 2.39% increase, and the index closed at 12815 with a 2.23% increase [5]. - Spot Data: Crude oil (Oman) was at 406.0, up 5.0 from yesterday. PTA (East China) was at 4930, up 120. PX (Zhenhai Refining & Chemical, Zhejiang) was at 6700, up 100. Rubber (SCRWF, Shanghai) was at 14900, down 50 [7]. - Basis and Spread Data: Crude oil basis was -74, up 24 from yesterday. PTA basis was 180, up 299. PX basis was -8, down 174. Rubber basis was -95, up 1545. The difference between crude oil main and far - month contracts was 9, up 7.4. PTA main - far - month was 96, up 114. PX main - far - month was 148, up 238. Rubber main - far - month was - 820, down 680. PXN remained unchanged at 216, and PTA cash - flow cost remained at 4399 [7][8]. Metals - Futures Data: IF main contract closed at 3851.00 with a 0.04% increase. IH main contract closed at 2688.20 with a 0.10% increase. IC main contract closed at 5654.60 with a - 0.33% decrease. IM main contract closed at 5996.60 with a - 0.43% decrease. Two - year Treasury bond main contract closed at 102.35 with a 0.03% increase. Five - year Treasury bond main contract closed at 105.96 with a - 0.01% decrease. Ten - year Treasury bond main contract closed at 108.72 with a 0.03% increase. Thirty - year Treasury bond main contract closed at 119.30 with a 0.13% increase. Shanghai gold main contract (2508) closed at 765.40 with a - 1.51% decrease. Shanghai silver main contract (2508) closed at 8219.00 with a 0.44% increase [14]. - Basis and Spread Data: IF basis was 45.26, up 41.84. IH basis was 19.86, up 17.19. IC basis was 127.07, up 109.71. IM basis was 154.41, up 130.72. Gold basis was - 6.90, down 10.70. Silver basis was - 90.00, up 39.00. The ratio of Shanghai gold index to Shanghai silver index was 0.09, up 0.02. The spread between 30 - year and 10 - year Treasury bonds was 10.59, up 4.83, and other Treasury bond spreads also had corresponding changes [15][16]. Agricultural Products - Futures Data: The main contract of live hogs closed at 13885 with no change. Corn main contract closed at 2344 with a - 0.97% decrease. Soybean meal main contract closed at 2886 with a - 0.24% decrease. Rapeseed meal main contract closed at 2487 with a - 1.89% decrease. Soybean oil main contract closed at 7792 with a 0.08% increase. Rapeseed oil main contract closed at 9374 with a 0.60% increase. Palm oil main contract closed at 7954 with a - 0.03% decrease. Egg main contract closed at 2918 with a 0.14% increase [20]. - Basis and Spread Data: Live hog basis was 1035, down 75. Corn basis was - 111, down 47. Soybean meal basis was 194, up 2. Rapeseed meal basis was - 67, up 17. Soybean oil basis was 528, up 72. Rapeseed oil basis was 106, up 104. Palm oil basis was 716, up 140. Egg basis was 482, up 109. The pig - grain ratio was 5.9236, up 0.05. The spread between soybean oil and palm oil was - 162, up 48, and other spreads also changed accordingly [21][22]. Industrial Metals - Futures Data: Shanghai copper main contract closed at 78090 with a 0.08% increase. Shanghai aluminum main contract closed at 20005 with a 1.27% increase. Shanghai zinc main contract closed at 22325 with no change. Shanghai lead main contract closed at 16970 with a 0.27% increase. Shanghai nickel main contract closed at 123860 with a - 1.52% decrease. Shanghai tin main contract closed at 262070 with a 0.37% increase. Alumina main contract closed at 2840 with a 0.89% increase. Industrial silicon main contract closed at 8230 with a - 0.60% decrease. Lithium carbonate main contract closed at 63220 with a - 0.69% decrease [26]. - Basis and Spread Data: Shanghai copper basis was 65, up 50. Shanghai aluminum basis was 5, up 105. Shanghai zinc basis was 325, up 95. Shanghai nickel basis was 1090, down 5. Shanghai tin basis was 30, up 430. Alumina basis remained at 1. Industrial silicon basis was 1220, up 90. The ratios between different metals, such as nickel - tin ratio, copper - aluminum ratio, etc., also had corresponding changes [27][28]. Others - Futures Data: Self - ground closed at 5853 with a - 0.26% decrease. Zhengzhou cotton closed at 13330 with a 1.41% increase. Cotton yarn closed at 19685 with a 1.26% increase. Apple closed at 7744 with a - 1.22% decrease. Red dates closed at 9040 with a - 0.06% decrease. Corn starch closed at 2704 with a - 1.13% decrease. European Line Container Shipping closed at 1465 with a 5.79% increase [30].