聚酯产业链日报 投资咨询业务资格:证监许可 【2011】1292号 扫一扫关注广发期货研究资讯 2025年6月16日 聚烯烃产业期现日报 张晓珍 Z0003135 | 下游聚酯产品价格及现金流 | 上游价格 | 品种 | 品种 | 6月12日 | 6月13日 | 6 12日 | 涨跌 | 涨跌幅 | 单位 | 6月13日 | 涨跌 | 涨跌幅 | 单位 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 布伦特原油(8月) | 74.23 | 7.0% | POY150/48价格 | 6975 | 6955 | 50 | 0.7% | 69.36 | 4.87 | 美元/桶 | FDY150/96价格 | 20 | 7.3% | WTI原油(7月) | 72.98 | 68.04 | 4.94 | 7210 | 0.3% | 7230 | | | CFR日本 ...

伊朗660万吨甲醇装置全部停产！甲醇主力合约早盘冲高，近月合约一度触及涨停！后市风险点在哪 里？ 期货热点追踪 相关链接 ...

投资咨询业务资格：证监许可【2011】1778 号 宝城期货煤焦早报（2025 年 6 月 16 日） ◼ 品种观点参考 时间周期说明：短期为一周以内、中期为两周至一月 | 品种 | | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | --- | | 焦煤 | 2509 | 震荡 | 震荡 | 上涨 | 低位震荡 | 多空僵持，焦煤震荡调整 | | 焦炭 | 2509 | 震荡 | 震荡 | 震荡 偏强 | 低位震荡 | 成本支撑走强，焦炭止跌企稳 | 备注： 1.有夜盘的品种以夜盘收盘价为起始价格，无夜盘的品种以昨日收盘价为起始价格，当日日盘收盘 价为终点价格，计算涨跌幅度。 2.跌幅大于 1%为下跌，跌幅 0~1%为震荡偏弱，涨幅 0~1%为震荡偏强，涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点，短期和中期不做区分。 ◼ 主要品种价格行情驱动逻辑—商品期货黑色板块 品种：焦煤（JM） 日内观点：上涨 中期观点：震荡 参考观点：低位震荡 核心逻辑：5 月下旬以来，焦煤产量持续收缩，期间中美在伦敦开展经贸磋商 ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints The report provides a forward - looking analysis of key events and data releases in the current week (June 16 - 20, 2025) and their potential impacts on the futures market [2]. 3. Summaries by Related Catalogs 6月16日 - The National Bureau of Statistics will release the monthly report on residential sales prices in 70 large and medium - sized cities at 09:30, and its impact on relevant futures prices should be noted [3]. - The State Council Information Office will hold a press conference on the national economic situation at 10:00, releasing macro - economic data such as fixed - asset investment, industrial added value, and total retail sales of consumer goods from January to May. Forecasts include 3.9% y/y growth in cumulative urban fixed - asset investment from January to May (4.0% in January - April), 5.9% y/y growth in industrial added value of large - scale industries in May (6.1% in April), 5.0% y/y growth in total retail sales of consumer goods in May (5.1% in April), and a surveyed unemployment rate of 5.1% in May (same as April). Lower - than - previous growth rates may suppress the rise of stock index and commodity futures but help the rise of treasury bond futures [4]. - The central bank will conduct a 400 - billion - yuan 6 - month (182 - day) outright reverse repurchase operation [5]. - OPEC will release its monthly crude oil market report between 18:00 - 21:00, and its impact on crude oil and related commodity futures prices should be noted [7]. 6月17日 - The US Department of Commerce will release US retail sales for May at 20:30. The expected monthly rate of retail sales is - 0.7% (0.1% previously), and the expected monthly rate of core retail sales is 0.3% (0.1% previously). A lower - than - previous monthly rate of retail sales may help the rise of gold and silver futures but suppress the rise of non - ferrous metals, crude oil, and related commodity futures [8]. - The Federal Reserve will release US industrial output for May at 21:15. The expected monthly rate of industrial output is 0.1% (0% previously). A slightly higher - than - previous monthly rate may slightly help the rise of non - ferrous metals futures but slightly suppress the rise of gold and silver futures [9]. - The IEA will release its monthly crude oil market report at 16:00, and its impact on crude oil and related commodity futures prices should be noted [10]. - The Bank of Japan will announce its interest rate decision at 11:00, expected to keep the benchmark interest rate at 0.5% [11]. 6月18日 - The 2025 Lujiazui Forum will be held in Shanghai from June 18 - 19. The theme is "Financial Opening - up, Cooperation, and High - Quality Development in the Changing Global Economic Landscape". Central financial regulatory authorities will announce several major financial policies during the forum [12]. - The US Department of Commerce will release data on new home starts and building permits for May at 20:30. The expected annualized total of new home starts is 1.36 million units (1.361 million previously), and the expected initial annualized total of building permits is 1.43 million units (1.422 million previously) [13]. - The US Department of Labor will release the number of initial jobless claims for the week ending June 14 at 20:30. The expected number is 245,000 (248,000 previously). A slightly lower - than - previous number may slightly suppress the rise of gold and silver futures and slightly help the rise of non - ferrous metals, crude oil, and related commodity futures [15]. - The EIA will release the change in EIA crude oil inventories for the week ending June 13 at 22:30. A continued decrease in inventories may help the rise of crude oil and related commodity futures [16]. 6月19日 - The Federal Reserve FOMC will announce its interest rate decision and economic outlook summary at 02:00, and Fed Chairman Powell will hold a press conference at 02:30. It is expected that the federal funds rate will remain unchanged. Attention should be paid to the economic outlook summary and Powell's speech and their impact on relevant futures prices [17]. - The Swiss National Bank will announce its interest rate decision at 16:30, expected to keep the policy rate at 0.25% [18]. - The Bank of England will announce its interest rate decision and meeting minutes at 19:00, expected to keep the benchmark interest rate at 4.25% [19]. 6月20日 - The People's Bank of China will authorize the National Inter - bank Funding Center to announce the loan prime rate (LPR) for June 2025 at 09:00. The expected 1 - year LPR is 3.00% (unchanged from the previous value), and the expected 5 - year - plus LPR is 3.50% (unchanged from the previous value). If unchanged, the impact on commodity futures, stock index futures, and treasury bond futures is basically neutral [20]. - Eurostat will release the preliminary consumer confidence index for the eurozone in June at 22:00. The expected preliminary value for May is - 14.05 (- 15.2 previously) [21].

原木期货日报 证监许可 【2011】1292号 2025年6月16日 Z0019556 | 为主,本月主力将移仓至09合约,可关注月差变化。 | | --- | | 数据来源:海关总署、木联数据、Wind、厂发期货研究所。请仔细阅读报告尾端免责声明。 | | 免责声明 | | 本报告中的信息均来源于被广发期货有限公司认为可靠的已公开资料， 但广发期货对这些信息的准确性及完整性不作任何保证。本报告反映 | | 研究人员的不同观点、见解及分析方法，并不代表广发期货或其时候机构的立场。在任何情况下，报告内容仅供参考，报告中部信息或所霖 | | 达贴意见并不构成所述品种买卖部出价或询价，投资者据此投资，风险自担。本报告旨在发送给厂友期货持定客户及其他专业人士，版权归 | | 广发期货所有，未经广发期货书面授权，任何人不得对本报告进行任何形式的发布、复制。如引用、刊发，需注明出处为"广发期货"。 | | DISSIO | 知识图强,求实奉献,客户至上,合作共赢 新西兰→中日韩 关注微信公众号 | 期货和现货价格 | | | | | | | --- | --- | --- | --- | --- | --- | | 品种 ...

中东冲突加剧+美国生柴提案超预期，油脂期货集体大涨！后续涨势还能持续多久？ 相关链接 期货热点追踪 ...

| 品种 | 核心观点 | 主要逻辑及投机支撑阻力 | | --- | --- | --- | | | | 南美大豆产量基本确定，美豆种植开启，进度远高于去年及五年均值，且未来十五 天降雨充沛缺乏天气炒作，按照 CPC 月度展望来看，6 月降雨天气展望顺利。国内 | | | | 方面，国内港口及油厂大豆持续累库，随着开机率上升，豆粕供应将逐步缓解，逐 | | | | 步进入累库周期。饲料企业库存偏低，存在补库需求。5 月豆粕累库速度预计较为 | | 豆粕 | 短线反弹 | 缓和。5-7 月月均进口预估 1000 万吨以上，供应有逐步增加趋势。5 月美农报告偏 | | | | 利多。阿根廷暴雨导致收割延迟，减产担忧提振市场看多情绪，但实际减产预计有 | | | | 限。由于美豆种植顺利叠加国内豆粕累库，整体基本面依然偏空。美生柴政策刺激， | | | | 美豆大幅上涨。但生柴刺激本身利空豆粕，预计提振效应有限。隔夜豆粕高位整理， | | | | 3080 元以上继续追多谨慎，注意仓位及风控管理。主力【3010，3080】 目前油厂菜籽菜粕库存暂无压力，商业菜粕库存偏高利空近月 7 月菜粕价格。5 月 | | | ...

资讯早间报 制作日期： 2025/06/16 地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层 （100020） 隔夜夜盘市场走势 1. 国内期货主力合约涨跌互现。SC 原油涨超 6%，棕榈油涨超 3%，豆油涨超 2%， 菜油、焦煤、燃料油、液化石油气（LPG）涨超 1%；跌幅方面，烧碱、20 号胶、 乙二醇（EG）跌超 1%。 2. 国际贵金属期货普遍收涨，COMEX 黄金期货涨 1.48%报 3452.60 美元/盎司， 周涨 3.17%。COMEX 白银期货涨 0.21%报 36.37 美元/盎司，周涨 0.64%。 3. 国际油价大幅走高，美油主力合约涨 7.55%报 73.18 美元/桶，周涨 13.32%； 布油主力合约涨 7.5%报 74.56 美元/桶，周涨 12.17%。 4. 伦敦基本金属收盘多数下跌，LME 期铜跌 0.56%报 9647.5 美元/吨，周跌 0.47%；LME 期锌跌 0.61%报 2626.5 美元/吨，周跌 1.48%。 5. 国际农产品多数上涨，美大豆涨 2.52%，美玉米涨 1.43%，美豆油涨 6.30%， 美豆粕跌 1.09%，美小麦涨 3 ...

阿根廷首季大豆收成稳定，二季单产超预期增长推动BAGE上调产量预期，主产区降雨成关键变量，后 续市场如何反应？ 相关链接 期货热点追踪 ...

二 〇 二 五 年 度 2025 年 6 月 15 日 玉米：高位震荡 尹恺宜 投资咨询从业资格号：Z0019456 yinkaiyi@gtht.com 报告导读： （1） 玉米市场回顾 现货市场，6 月 13 日当周，玉米现货上涨。据汇易网统计，截至 6 月 13 日，全国玉米均价 2405.69 元/吨，较前一周 2387.84 元/吨上涨 18 元/吨。山东深加工 2420-2520 元/吨，禽料玉米 2420-2450 元 /吨，猪料玉米 2460-2500 元/吨，河南 2400-2460 元/吨，河北 2420-2480 元/吨。黑龙江深加工干粮 收购 2200-2250 元/吨，吉林深加工玉米主流收购 2210-2250 元/吨，内蒙古深加工玉米主流收购 2240- 2330 元/吨。北方玉米集港价格 2280-2320 元/吨（挂牌），水分 14.5%-15%，广东蛇口散船 2430-2450 元/吨。 期货市场，6 月 13 日当周盘面上涨。港口现货价格涨幅较大，市场心态得到提振，北方港口库存继 续去化，价格上涨。主力合约（C2507）最高价 2387 元/吨，最低 2338 元/吨，收盘价 ...