Group 1 - The article discusses significant market movements in various commodities, highlighting the formation of multiple short positions in silicon iron [1] - It notes that glass, rapeseed meal, and cotton have triggered major selling activities from funds, indicating a shift in market dynamics [1] - Key market signals for popular products such as soda ash and urea are also presented, suggesting potential investment opportunities [1]

Group 1: Precious Metals - Spot platinum (XPTUSD) is priced at 1092.930, with an increase of 3.390 or 0.31% [2] - Spot palladium (XPDUSD) is priced at 996.250, with an increase of 4.000 or 0.40% [2] - Gold (COMEX) is priced at 3397.200, with a slight decrease of 0.200 or 0.01% [2] - Silver (COMEX) is priced at 34.670, with a minor increase of 0.015 or 0.04% [2] Group 2: Foreign Exchange - Euro to USD (EURUSD) is at 1.142, showing a decrease of 0.01% [3] - GBP to USD (GBPUSD) is at 1.355, with a decrease of 0.05% [3] - USD to JPY (USDJPY) is at 142.949, reflecting an increase of 0.15% [3] - AUD to USD (AUDUSD) is at 0.650, with an increase of 0.12% [3] - USD to CHF (USDCHF) is at 0.819, showing an increase of 0.06% [3] Group 3: Cryptocurrencies - Bitcoin is priced at 104829.090, with an increase of 132.230 or 0.13% [4] - Litecoin is priced at 88.470, with an increase of 0.480 or 0.55% [4] - Ethereum is priced at 2606.100, showing a decrease of 1.580 or 0.06% [4] - Ripple (XRP) is priced at 2.208, with an increase of 0.007 or 0.30% [4] Group 4: Treasury Bonds - The yield on the 2-year U.S. Treasury bond is at 3.879, with an increase of 0.002 or 0.05% [6] - The yield on the 5-year U.S. Treasury bond is at 3.937, with an increase of 0.003 or 0.08% [7] - The yield on the 10-year U.S. Treasury bond is at 4.371, with an increase of 0.009 or 0.21% [7] - The yield on the 30-year U.S. Treasury bond is at 4.890, with an increase of 0.002 or 0.04% [7] - The yield on the 10-year UK Treasury bond is at 4.594, showing a decrease of 0.008 or 0.17% [7] - The yield on the 10-year German Treasury bond is at 2.521, with an increase of 0.017 or 0.68% [7] - The yield on the 10-year French Treasury bond is at 3.205, with an increase of 0.016 or 0.50% [7] - The yield on the 10-year Italian Treasury bond is at 3.494, with an increase of 0.005 or 0.14% [7] - The yield on the 10-year Japanese Treasury bond is at 1.487, showing a decrease of 0.027 or 1.78% [7]

行业 纸浆日报 日期 2025 年 6 月 5 日 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 021-60635727 数据来源：Wind，建信期货研究发展部 纸浆期货 09 合约前结算价为 5272 元/吨，收盘价为 5236 元/吨，整体下跌 0.68%。山东木浆市场针叶浆意向成交价格区间为 5400-6750 元/吨，低端价格较 上一工作日收盘价格持稳运行，其中山东银星报价为 6300 元/吨。 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F ...

金十图示：2025年06月04日（周三）欧盘市场行情一览 | 现货铂金 XPTUSD | 1084.750 | +12.010 | +1.12% | | --- | --- | --- | --- | | 现货锂金 XPDUSD | 999.750 | -1.800 | -0.18% | | 黄金(COMEX) GC | 3374.600 | -2.300 | -0.07% | | 白银(COMEX) SI | 34.515 | -0.160 | -0.46% | +0.002 +0.05% | | 美国5年期国债收益率 | 4.028 | 0.000 0% | | --- | --- | --- | --- | | | 美国10年期国债收益率 | 4.454 | -0.008 | | | | | -0.18% | | | 美国30年期国债收益率 | 4.970 | -0.013 | | | | | -0.26% | | 하 | 英国10年期国债收益率 | 4.644 | -0.005 | | | | | -0.11% | | | 德国10年期国债收益率 | 2.523 | +0.018 | | | | | ...

（李敏） 节后工业硅市场仍未见明显起色，整体市场成交清淡，下游少量按需采购，现货价格下调。供应 端，南方地区少量厂家开始复产，北方地区虽有零星减产但北方大厂稳步推进复产计划，整体产量仍有 增加趋势。需求端，有几个柜单体厂近期开工率提升，产量增加；多晶硅厂近期开工小幅上调，对工业 硅需求增加；铝合金厂按需采购工业硅，对工业硅需求变动较小，工业硅三大下游总需求增加。价格方 面，有机硅DMC下游持观望谨慎态度，预售单减少，价格小幅下调；多晶硅节后成交较少，价格持 稳。 今日国内商品普遍上涨，工业硅盘面小幅上调，最终收盘于7280元/吨，较前一交易日上涨210元/ 吨。近期下游需求不振和西南地区预期开工导致市场悲观情绪浓重，但是当前价格也严重低于生产成 本，市场正在等待止跌契机。 本周工业硅现货价格小幅下跌。过去一周（2025年5月29日-6月4日），主力合约收盘价从7215元/ 吨先跌后涨至7280元/吨，涨幅为0.90%。全国综合价格为8747元/吨，下跌214元/吨，其中分牌号来看， 553为8452元/吨、441为9031元/吨、421为9356元/吨，分别下跌200元/吨、154元/吨和261元/吨，新疆、 ...

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Related Content Price Information - The report shows the daily prices of scrap steel in different regions from May 27, 2025, to June 3, 2025, including East China, Central China, Northeast China, South China, and Southwest China. There were price changes in each region, with the largest decrease of 9 in South China and the smallest decrease of 1 in Northeast China on a month - on - month basis [1] - It also presents the historical prices of Shagang Heavy Three (tax - included) and Zhenjiang Hongtai Sheared Scrap (tax - excluded) from 2022 to 2025 [1] Inventory and Consumption Data - Data on steel mill scrap steel inventory, short - process daily consumption, long - process daily consumption, scrap steel social inventory, and scrap steel arrival in Zhangjiagang and 147 steel mills are provided from 2019 to 2025, showing the trends over different months of each year [4][5][6][9] Profit - related Data - Information on the East China screw - scrap price difference and Jiangsu electric furnace rebar profit from 2022 to 2025 is presented, showing the trends over different months of each year [7]

客服产品系列•日评 国新国证期货早报 2025 年 6 月 4 日 星期三 品种观点： 【股指期货】 周二（6 月 3 日）A 股三大指数集体小幅上扬，截止收盘，沪指涨 0.43%，收报 3361.98 点； 深证成指涨 0.16%，收报 10057.17 点；创业板指涨 0.48%，收报 2002.70 点。沪深两市成交额达到 11414 亿，较 上周五放量 22 亿。 沪深 300 指数 6 月 3 日震荡趋强，收盘 3852.01，环比上涨 11.78。 【焦炭 焦煤】6 月 3 日焦炭加权指数弱势依旧，收盘价 1300.3 元，环比下跌 14.3。 6 月 3 日，焦煤加权指数弱势，收盘价 721.3 元，环比下跌 22.1。 影响焦炭期货、焦煤期货价格的有关信息： 焦炭：焦企亏损幅度略有扩大，高频数据显示焦炭日均产量环比小幅下滑，焦化产能宽松，焦炭供应弹性较 大。需求，钢联数据显示上周铁水产量周环比持续下降 1.69 万吨，焦炭供需双降，需求端边际转弱。钢厂对后 市需求信心不足，现货端二轮提降落地。 焦煤：近期主产地部分煤矿因井下因素限产，煤矿开工率环比小幅回落，但整体供应保持平稳宽松。进口， 蒙煤 ...

智通财经6月4日电，据深圳市房地产中介协会统计，2025年5月全市二手房录得（系深房中协以二手房 买卖合同发起时间为口径统计的数据，并非最终成交套数）5727套，环比下降13.2%，同比增长 17.6%。5月二手房录得量虽呈下滑走势，但从绝对值看，单月仍超5000套，在传统淡季月份保持较好 市场行情。2025年5月全市预售新房共成交2209套，环比下降22.4%，同比下降7.0%，其中住宅成交 2054套，环比下降20.6%，同比增长2.2%。新房住宅成交同比小幅增长，整体仍承压。截至2025年6月2 日，据深圳市房地产信息平台公开在售二手房数量统计，全市有效在售二手房源71791套，对比上月同 期统计的72391套在售房源减少600套，环比下降0.8%，随着二手房市场成交量有所下滑，业主委托出 售意愿有所减弱，市场呈现短期观望态势。 深房中协：5月深圳二手房录得量维持5000套以上水平 ...

Market Performance - A-shares experienced a positive trading day with major indices rising, including the Shanghai Composite Index up 0.43% to 3361.98 points, the Shenzhen Component Index up 0.16% to 10057.17 points, and the ChiNext Index up 0.48% to 2002.7 points, with a total market turnover of 1164 billion yuan [1][3] June Market Outlook - Analysts predict that the A-share market will continue to show an upward trend in June, driven by ongoing economic recovery, supportive domestic policies, and regulatory assurances for the market [1][2] - The chief economist at China Aviation Securities suggests that while global financial markets may remain volatile, China's assets could become a safe haven for global capital due to lower overall volatility [1] Sector Opportunities - The chief A-share strategist at CITIC Securities anticipates a bull market for Chinese equity assets over the next year, particularly from Q4 2025, as major economies synchronize in economic and policy cycles [2] - Analysts from Dongwu Securities and Zheshang Securities highlight potential opportunities in technology growth, domestic consumption, mergers and acquisitions, innovative pharmaceuticals, and military industries, with a focus on switching investments to sectors that have seen less rebound [2]

夜盘期货开盘，烧碱、纸浆、PTA、菜粕跌逾1%；沪锡、焦煤、低硫燃油等上涨。 ...