Group 1: Investment Ratings - There is no information provided regarding the industry investment rating in the given reports [1][3][4] Group 2: Core Views - Sugar: In the short - term, the price of raw sugar may be difficult to break through the oscillation range due to intertwined long and short factors, and the domestic sugar price is expected to oscillate in a low range because of supply pressure despite the start of the Spring Festival stocking market [1] - Red Dates: The red date futures price is under pressure. In the short - term, it may oscillate, and the medium - to - long - term price center may move down due to lack of positive expectations after the stocking season [3] - Rubber: The upward movement of natural rubber is blocked, with resistance above in the short - term. The price of synthetic rubber is supported by cost, but high - price transactions are difficult, and some early long positions can be closed for profit [4] Group 3: Summary by Variety Sugar - Market Review: SR605 contract closed at 5279 yuan/ton yesterday with a daily decline of 0.04%, and the night session closed at 5279 yuan/ton; SR609 contract closed at 5290 yuan/ton with a daily decline of 0.06%, and the night session closed at 5292 yuan/ton [1] - Important Information: The spot price of sugar in Guangxi increased by 1 yuan/ton to 5315 yuan/ton; the sugar production in India's Maharashtra increased; Brazil's sugar export in December 2025 increased by 7.94 tons compared to 2024; Yunnan's sugar production in the 2025/26 season as of December increased by 6.54 tons year - on - year; in Guangxi, the sugar production in the 2025/26 season decreased year - on - year; the sugar warehouse receipts in Zhengzhou Commodity Exchange remained unchanged [1] - Trading Strategy: Hold the previous short positions of SR605 and pay attention to the performance in the 5300 - 5315 pressure range; wait for short - selling opportunities for non - participants; consider the double - selling strategy for options [1] Red Dates - Market Review: CJ605 contract closed at 9075 yuan/ton yesterday with a daily decline of 0.82%; CJ609 contract closed at 9240 yuan/ton with a daily decline of 0.96% [3] - Important Information: The physical inventory of 36 red date sample points decreased by 349 tons week - on - week; the price of Hebei's special - grade red dates decreased by 0.04 yuan/kg; the number of arrival vehicles in Guangdong Ruyifang Market increased by 6; the red date warehouse receipts remained unchanged [3] - Trading Strategy: Hold the long - term short positions of CJ605 contract; short - sell at high levels for non - participants [3] Rubber - Market Review: RU2605 contract closed at 16120 yuan/ton with a daily decline of 0.37%; NR2603 contract closed at 13065 yuan/ton with a daily decline of 0.65%; BR2602 contract closed at 12195 yuan/ton with a daily increase of 0.33% [4] - Important Information: The prices of Thai rubber raw materials increased; the inventory of natural rubber in Qingdao increased; the average weekly prices of Shanghai full - latex, 20 - standard Thai rubber in Qingdao and 20 - mixed Thai rubber in Qingdao increased; the capacity utilization rates of China's semi - steel and full - steel tire sample enterprises decreased; the price of butadiene increased, and the ex - factory price of high - cis butadiene rubber increased [4] - Trading Strategy: Pay attention to the activity ranges of RU (15750 - 16400), NR (12700 - 13300) and BR (11900 - 12400); consider closing early long positions of rubber series for profit [4]
格林大华期货早盘提示:白糖,红枣-20260109
Ge Lin Qi Huo·2026-01-09 01:33