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广发期货《黑色》日报-20250620
Guang Fa Qi Huo· 2025-06-20 02:11
| 投资咨询业务资格:证监许可 [2011] 1292号 | 材产业期现日报 | | | | | | --- | --- | --- | --- | --- | --- | | 2025年6月20日 | | | 周敏波 | Z0010559 | | | 钢材价格及价差 | | | | | | | 品种 | 现值 | 即值 | 涨跌 | 其差 | 单位 | | 螺纹钢现货(华东) | 3090 | 3100 | -10 | 111 | | | 螺纹钢现货(华北) | 3200 | 3200 | O | 221 | | | 螺纹钢现货(华南) | 3170 | 3170 | 0 | 191 | | | 螺纹钢05合约 | 2979 | 2980 | -1 | 111 | | | 螺纹钢10合约 | 2986 | 2986 | 0 | 104 | | | 螺纹钢01合约 | 2979 | 2978 | 1 | 111 | | | 热卷现货(华东) | 3190 | 3200 | -10 | 92 | 元/吨 | | 热卷现货(华北) | 3100 | 3110 | -10 | 2 | | | 热卷现货(华南) | ...
商品期货早班车-20250620
Zhao Shang Qi Huo· 2025-06-20 02:02
2025年06月20日 星期五 商品期货早班车 招商期货 基本金属 | 招商评论 | | | | --- | --- | --- | | | 市场表现:昨日铜价震荡运行。基本面:白宫称两周内特朗普决定是否进攻伊朗。据知情人士透露,第一量 | 100 | | | 子在巴拿马矿场漫长的重启道路上迈出一小步,准备发货巴拿马铜矿。华东华南平水铜现货升水 130 元和 | | | 铜 | 元,精废价差 1400 元。周度国内库存去库 0.18 万吨。伦敦结构 102 美金 back。交易策略:美元指数继续偏 | | | | 弱运行,维持逢低买入思路。风险提示:全球需求不及预期。仅供参考。 | | | | LME 价格 2523 美元/吨。 | | | | 市场表现:昨日电解铝 2507 合约收盘价较前一交易日-0.46%,收于 20585 元/吨,国内 0-3 月差 540 | 元/吨, | | 铝 | 基本面:供应方面,电解铝厂维持高负荷生产,运行产能小幅上升。需求方面,铝材开工率小幅下降。 | | | | 交易策略:内外盘铝库存处于持续下降局面,现货流动性风险仍存,铝价延续中期反弹的概率依然较大,建 | | | | ...
商品期货开盘,PTA、对二甲苯主力合约涨超3%,原油、短纤、瓶片涨超2%,液化气、焦炭、燃料油、LU燃油、甲醇、沥青涨超1%。沪锡、烧碱、沪银跌超1%。
news flash· 2025-06-20 01:02
Group 1 - The opening of commodity futures saw significant increases, with PTA and paraxylene main contracts rising over 3% [1] - Crude oil, short fibers, and bottle flakes increased by more than 2% [1] - Liquefied gas, coke, fuel oil, LU fuel oil, methanol, and asphalt rose by over 1% [1] Group 2 - Shanghai tin, caustic soda, and Shanghai silver experienced declines of over 1% [1]
今日国内外头条新闻
Sou Hu Cai Jing· 2025-06-19 10:29
Group 1 - Hainan Province will issue childcare consumption vouchers starting from June 19, 2025, to promote inclusive and standardized development of childcare services, targeting infants under 4 years old [2] - A job fair for 2025 graduates was held at Hainan University, featuring 93 employers offering 2,059 positions across various industries, as part of the "100-day sprint" initiative to enhance employment opportunities for graduates [2] Group 2 - The People's Bank of China announced eight major financial opening measures at the 2025 Lujiazui Forum, including the establishment of a digital RMB international operation center and personal credit institutions [3] - The China Securities Regulatory Commission (CSRC) introduced the "1 + 6" policy measures to deepen reforms, including the creation of a new growth tier for innovative companies [3] - The CSRC will allow qualified foreign investors to participate in ETF options trading starting October 9, 2025, and expand their participation in commodity futures and options trading from June 20, 2025 [3] Group 3 - The Ministry of Agriculture reported that as of June 18, the national summer grain wheat harvest was nearly complete, with a progress rate of 96% [3] - The Ministry of Emergency Management initiated a Level IV flood emergency response for several provinces on June 18, deploying three working groups to assist in flood relief efforts [3] Group 4 - The Chinese Ministry of Foreign Affairs reported that 791 citizens have been safely relocated from Iran, with over 1,000 others in the process of evacuation [3]
商品期货收盘,红枣、原油主力合约涨超4%,LU燃油、乙二醇、苯乙烯涨超2%,对二甲苯、短纤、PTA、玻璃、甲醇、液化气、燃料油、沥青涨超1%。集运欧线跌超4%,多晶硅跌超2%。
news flash· 2025-06-19 07:03
Core Insights - The main focus of the article is on the performance of various commodity futures, highlighting significant price movements in specific contracts. Group 1: Commodity Performance - Jujube and crude oil main contracts increased by over 4% [1] - LU fuel oil, ethylene glycol, and styrene rose by more than 2% [1] - P-xylene, short fiber, PTA, glass, methanol, liquefied gas, fuel oil, and asphalt all saw increases of over 1% [1] Group 2: Declines in Other Commodities - Container shipping on the European route dropped by over 4% [1] - Polysilicon prices fell by more than 2% [1]
宝城期货煤焦早报-20250619
Bao Cheng Qi Huo· 2025-06-19 01:42
Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - The short - term and medium - term views of both coking coal and coke are oscillatory, and the intraday view is oscillatory and bullish, with a reference view of low - level oscillation. The coking coal market has a supply - demand stalemate, and the coke market has a weak fundamental situation but is supported by coking coal costs [1][5][6] Summary According to Relevant Catalogs Variety Viewpoint Reference - For coking coal 2509, the short - term, medium - term, and intraday views are oscillatory, oscillatory, and oscillatory and bullish respectively, with a reference view of low - level oscillation due to the interweaving of long and short factors [1] - For coke 2509, the short - term, medium - term, and intraday views are oscillatory, oscillatory, and oscillatory and bullish respectively, with a reference view of low - level oscillation because of the stalemate between long and short [1] Price and Market Analysis of Coking Coal - On the night of June 18, the main coking coal contract fell slightly by 785 yuan/ton, a 0.82% decline. The latest offer of Mongolian coal at the Ganqimao Port was 865.0 yuan/ton, a 2.8% week - on - week decline, with a futures warehouse receipt cost of about 834 yuan/ton. The change in market sentiment comes from supply - side disturbances and macro - positive expectations. However, it will take time to reverse the supply - loose pattern, and the supply pressure may return after July. The marginal positive effect of the Sino - US London economic and trade consultation mechanism on terminal demand is limited, and the key may be the impact of the Israel - Iran conflict on international energy prices [5] Price and Market Analysis of Coke - On the night of June 18, the main coke contract opened higher and declined slightly, maintaining a low - level oscillation pattern. After three rounds of price cuts, the coke price was stable this week. The latest offer of quasi - first - grade coke at Rizhao Port was 1270 yuan/ton, with a week - on - week flat, and the futures warehouse receipt cost was about 1401 yuan/ton. The coke market has a pattern of both supply and demand decline. Recently, the marginal decline in coking coal production and international events have strengthened the cost support of coke futures, driving the price to stop falling and stabilize [6]
大越期货甲醇早报-20250619
Da Yue Qi Huo· 2025-06-19 01:41
2025-06-19甲醇早报 大越期货投资咨询部 金泽彬 从业资格证号:F3048432 投资咨询证号:Z0015557 联系方式:0575-85226759 交易咨询业务资格:证监许可【2012】1091号 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 CONTENTS 目 录 1 每日提示 2 多空关注 3 基本面数据 4 检修状况 甲醇2509: 1、基本面:港口方面,上周华东、华南港口甲醇价格维持坚挺但涨幅有限,受船龄限制政策持续影响,港口市场尚存 支撑,同时中美贸易谈判进展及全球贸易预期改善,叠加地缘政治因素推高油价,共同推动期现货价格上行,且基差较 上周走强,不过价格上涨后,现货商谈趋于谨慎。内地方面,周初西北CTO工厂甲醇外采,以及当前甲醇价格已处于底 部空间部分投机需求增加,产区主要工厂竞拍溢价成交,上游工厂去库存节奏加快。另外港口走强也在一定程度上提振 业者心态,贸易商谨慎做空,场内低价货源难寻,销区下游接货也适度走高。但同时因传统下游需求多步入高温淡 ...
商品期货收盘,原油主力合约涨超6%,对二甲苯、PTA、甲醇、集运欧线、液化气、短纤、LU燃油涨超3%,燃料油、BR橡胶、沪银、氧化铝、乙二醇涨超2%。多晶硅跌2%。
news flash· 2025-06-18 07:02
Core Insights - The main focus of the article is the significant price movements in commodity futures, particularly highlighting the rise in crude oil and various other commodities [1] Group 1: Commodity Price Movements - Crude oil main contract increased by over 6% [1] - Other commodities such as paraxylene, PTA, methanol, European shipping, liquefied gas, short fibers, and LU fuel oil rose by more than 3% [1] - Fuel oil, BR rubber, Shanghai silver, aluminum oxide, and ethylene glycol saw increases of over 2% [1] - Polycrystalline silicon experienced a decline of 2% [1]
大越期货甲醇早报-20250618
Da Yue Qi Huo· 2025-06-18 03:18
交易咨询业务资格:证监许可【2012】1091号 2025-06-18甲醇早报 大越期货投资咨询部 金泽彬 从业资格证号:F3048432 投资咨询证号:Z0015557 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 4 检修状况 甲醇2509: 1、基本面:港口方面,上周华东、华南港口甲醇价格维持坚挺但涨幅有限,受船龄限制政策持续影响,港口市场尚存 支撑,同时中美贸易谈判进展及全球贸易预期改善,叠加地缘政治因素推高油价,共同推动期现货价格上行,且基差较 上周走强,不过价格上涨后,现货商谈趋于谨慎。内地方面,周初西北CTO工厂甲醇外采,以及当前甲醇价格已处于底 部空间部分投机需求增加,产区主要工厂竞拍溢价成交,上游工厂去库存节奏加快。另外港口走强也在一定程度上提振 业者心态,贸易商谨慎做空,场内低价货源难寻,销区下游接货也适度走高。但同时因传统下游需求多步入高温淡季, 以及当前国内甲醇开工仍在高位,供需基本面支撑利好仍显不足,买方对 ...