市场分析

Search documents
瑞达期货天然橡胶产业日报-20250604
Rui Da Qi Huo· 2025-06-04 10:54
能利用率环比下行,部分企业近期存短期检修计划,短期国内轮胎企业产能利用率仍存走低可能。ru2509 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶9-1价差(日,元/吨) | 13655 -835 | 205 20号胶主力合约收盘价(日,元/吨) -25 20号胶6-7价差(日,元/吨) | 12020 -20 | 210 -35 | | 期货市场 | | | | | | | | 沪胶与20号胶价差(日,元/吨) | 1635 | -5 沪胶主力合约 持仓量(日,手) | 177460 | -5828 | | | 20号胶主力合约持仓量(日,手) | 43672 | -4624 沪胶前20名净持仓 | -21318 | -4014 | | | 20号胶前20名净持仓 | -1670 | 535 沪胶交易所仓单(日,吨) | 193300 | -5190 | | | 20号胶交易所仓单(日,吨) 上海市场国营全乳胶(日,元/吨) | 18851 13400 ...
瑞达期货多晶硅产业日报-20250604
Rui Da Qi Huo· 2025-06-04 09:10
多晶硅产业日报 2025-06-04 | | | 晶硅需求端面临着较大压力 。同时,宏观经济环境不稳定以及国际贸易摩擦等因素,导致海外光伏市场需 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 求也存在不确定性,进一步抑制了多晶硅需求增长。库存方面,多晶硅库存处于高位状态。硅片企业前期 免责声明 采购的多晶硅尚未完全消化,导致库存积压,对市场价格形成明显压制。操作中长线依旧高空为主。 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘 ...
瑞达期货尿素产业日报-20250604
Rui Da Qi Huo· 2025-06-04 09:05
下游有集港预期,但部分企业出口订单偏少以及国内需求不温不火,企业库存仍有小幅增长趋势。UR2509 尿素产业日报 2025-06-04 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑州尿素主力合约收盘价(日,元/吨) | 1774 | 13 郑州尿素9-1价差(日,元/吨) | 68 | 3 | | | 郑州尿素主力合约持仓量(日,手) | 219590 | -11488 郑州尿素前20名净持仓 | 9175 | -2915 | | | 郑州尿素交易所仓单(日,张) | 6409 | -210 | | | | 现货市场 | 河北(日,元/吨) | 1860 | 10 河南(日,元/吨) | 1850 | 0 | | | 江苏(日,元/吨) | 1900 | 0 山东(日,元/吨) | 1870 | 0 | | | 安徽(日,元/吨) | 1900 | 10 郑州尿素主力合约基差(日,元/吨) | 96 | -13 | | | FOB波罗的海(日,美元/吨) | 355 | 0 F ...
尿素日报:市场情绪偏弱,农需陆续开展-20250604
Hua Tai Qi Huo· 2025-06-04 02:49
尿素日报 | 2025-06-04 市场情绪偏弱,农需陆续开展 市场分析 价格与基差:2025-06-03,尿素主力收盘1761元/吨(-12);河南小颗粒出厂价报价:1850 元/吨(0);山东地区小 颗粒报价:1870元/吨(+0);江苏地区小颗粒报价:1900元/吨(+0);小块无烟煤660元/吨(+0),山东基差:109 元/吨(+12);河南基差:89元/吨(+12);江苏基差:139元/吨(+12);尿素生产利润403元/吨(+0),出口利润 487元/吨(+0)。 供应端:截至2025-06-03,企业产能利用率89.83%(0.08%)。样本企业总库存量为98.06 万吨(+6.32),港口样本 库存量为20.50 万吨(+0.20)。 需求端:截至2025-06-03,复合肥产能利用率40.09%(+2.52%);三聚氰胺产能利用率为62.98%(-3.51%);尿素 企业预收订单天数5.88日(-0.06)。 市场情绪偏弱,尿素出口厂检陆续开展,国内尿素有序出口。下游工业需求复合肥与三聚氰胺开工减弱,局部地 区麦收从南到北开始进行,农业需求开始呈现启动迹象,农需陆续开展,整体农需弱于预期。 ...
工业硅、碳酸锂期货品种周报-20250603
Chang Cheng Qi Huo· 2025-06-03 12:20
2025.06.03-06.06 工业硅、碳酸锂 期货品种周报 01 P A R T 工业硅期货 工业硅期货价格维持偏弱走势。 中线趋势判断 1 Contents 01 中线行情分析 02 品种交易策略 03 相关数据情况 目录 中线行情分析 趋势判断逻辑 2 截至5月29日新疆地区421#价格8900元/吨,云南地区421#价格10100元/吨, 四川地区421#价格10250元/吨。期货盘5月30日工业硅2507收盘价7160元, 现货市场价格也无止跌意向,临近丰水期,部分有小水电的厂家计划进入 复产阶段,大厂复产已落实,预计6月供应会超预期。长城期货AI智能投 询品种诊断报告显示工业硅价格日线处于下行通道中。 工业硅市场供需矛盾依然存在,库存压力大,产量预期增多,建议观望。 中线策略建议 3 品种交易策略 n 上周策略回顾 维持偏弱走势,建议观望。 n 本周策略建议 维持偏弱走势,建议观望。 相关数据情况 截止至2024年04月19日,上海期货交易所阴极铜库存为300,045吨,较上一周增加322吨。从季节性角度分析,当前库存较近五年相比维持在较高水平。 SHF阴极铜库存走势 SHF阴极铜库存季节性分析 ...
瑞达期货天然橡胶产业日报-20250603
Rui Da Qi Huo· 2025-06-03 11:16
天然橡胶产业日报 2025-06-03 | 项目类别 | 数据指标 沪胶主力合约收盘价(日,元/吨) | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶9-1价差(日,元/吨) | 13450 -810 | 45 20号胶主力合约收盘价(日,元/吨) -15 20号胶6-7价差(日,元/吨) | 11810 15 | -55 -25 | | 期货市场 | 沪胶与20号胶价差(日,元/吨) | 1640 | 100 沪胶主力合约 持仓量(日,手) | 183288 | -1139 | | | 20号胶主力合约持仓量(日,手) | 48296 | -1810 沪胶前20名净持仓 | -17304 | 5595 | | | 20号胶前20名净持仓 | -2205 | 645 沪胶交易所仓单(日,吨) | 198490 | -230 | | | 20号胶交易所仓单(日,吨) 上海市场国营全乳胶(日,元/吨) | 17742 13350 | 101 -150 上海市场越南3L(日,元/吨) | 14950 | -100 | | ...
中国船用红外夜视仪市场运行前景及投资风险预警报告2025-2031年
Sou Hu Cai Jing· 2025-06-03 09:52
Market Overview - The report provides a comprehensive analysis of the shipborne infrared night vision device market, including its current status and future trends from 2019 to 2031 [3][4] - The market is segmented by product type, including image intensifiers and thermal imaging devices, with growth trends projected for each category [3][4] Supply and Demand Analysis - Global supply and demand dynamics for shipborne infrared night vision devices are examined, highlighting production capacity, output, and utilization rates from 2019 to 2031 [4][5] - The report details China's production capacity and market demand, indicating its significant role in the global market [4][5] Regional Market Insights - The report analyzes the market size and revenue for major regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East & Africa, comparing data from 2019, 2025, and 2031 [4][5][6] - Specific insights into the sales volume and revenue trends for each region are provided, showcasing the competitive landscape [4][5][6] Competitive Landscape - The competitive dynamics of the global market are assessed, identifying key manufacturers and their market shares in terms of production capacity, sales volume, and revenue from 2019 to 2025 [5][6] - The report ranks the top manufacturers by revenue for 2025, providing insights into their market positions [5][6] Product Type and Application Analysis - The report categorizes the market based on different product types and applications, detailing sales volume and revenue trends from 2019 to 2031 [5][6] - It highlights the growth potential in various applications, including cruise ships and cargo vessels [5][6] Industry Development Trends - The report discusses the overall development trends in the shipborne infrared night vision device industry, including driving factors and barriers to entry [6][7] - A SWOT analysis of Chinese enterprises in the industry is included, providing insights into their strengths, weaknesses, opportunities, and threats [6][7] Supply Chain and Procurement Analysis - An overview of the supply chain for the shipborne infrared night vision device industry is presented, including key raw materials and procurement models [6][7] - The report also examines the production and sales models prevalent in the industry [6][7]
股指月报:市场中期压力犹存-20250603
Hua Long Qi Huo· 2025-06-03 07:14
研究报告 股指月报 一、基本面分析: (一)5 月份,制造业采购经理指数(PMI)为 49.5%,比上月 上升 0.5 个百分点,制造业景气水平改善。 市场中期压力犹存 华龙期货投资咨询部 投资咨询业务资格: 证监许可【2012】1087 号 金融板块研究员:邓夏羽 期货从业资格证号:F0246320 投资咨询资格证号:Z0003212 电话:13519655433 邮箱:383566967@qq.com 报告日期:2025 年 6 月 3 日星期二 本报告中所有观点仅供参 考,请投资者务必阅读正文之后 的免责声明。 【行情复盘】: 上周 IC2506 报收于 5627.8 点,相较前月上 涨 130.8 点,涨幅 2.38%。IM2506 报收于 5966.0 点,相较前月上涨 164.6 点,涨幅 2.84%。 *特别声明:本报告基于公开信息编制而成,报告对这些信息的准确性及完整性不作任何保证。本文中 的操作建议为研究人员利用相关公开信息的分析得出,仅供投资者参考,据此入市风险自负。 资料来源:国家统计局 (二)、5 月份,非制造业商务活动指数为 50.3%,比上月下降 0.1 个百分点,仍高于临界点,非 ...
Canalys(现并入Omdia)数据快闪:2025年第一季度,全球智能手机重点市场厂商排名
Canalys· 2025-06-03 03:26
| Vendor | | | Unit share | Annual growth | | --- | --- | --- | --- | --- | | #1 1 | | Samsung | 22% | -5% | | Apple | #2 | | 14% | +20% | | #3 1 | | vivo | 13% | +9% | | Xiaomi | #4 · | | 12% | -20% | | OPPO | #5 | | 10% | -14% | | Source: Canalys Estimates (sell-in shipments), Smartphone Analysis, May 2025 | | | | Canalys | 全球重点市场: Canalys(现并入Omdia)最新研究显示,2025年第一季度,全球智能手机市场仅实现0.2%的增长,出 货量达2.969亿台。由于阶段性换机高峰进入尾声以及厂商寻求更健康的库存水位,全球智能手机市场增 速已经连续三个季度回落。三星凭借最新旗舰产品的发布以及性价比A系列新品巩固了第一的位置,出货 量达6050万台。苹果凭借其在亚太新兴市场以及美国 ...
全球与中国燃木披萨烤炉市场运营态势及投资风险展望报告2025-2031年
Sou Hu Cai Jing· 2025-06-01 07:51
Group 1 - The report provides an overview of the global and Chinese wood-fired pizza oven market, including market trends, growth forecasts, and competitive landscape from 2025 to 2031 [1][3][4] - The wood-fired pizza oven market is segmented by product type, including portable and fixed ovens, and by application, covering both household and commercial uses [3][4][5] - The report highlights the current status and future trends of the wood-fired pizza oven industry, indicating a positive growth trajectory driven by increasing consumer demand [4][5][6] Group 2 - Global wood-fired pizza oven production capacity, output, and utilization rates are analyzed, with forecasts extending to 2031 [4][5][6] - The report details the sales revenue and volume of wood-fired pizza ovens across major regions, including North America, Europe, China, Japan, Southeast Asia, and India, with specific growth rates provided [4][5][6] - The competitive landscape is examined, identifying key manufacturers and their market shares, production capacities, and sales performance from 2020 to 2025 [5][6][7] Group 3 - The report includes a detailed analysis of different product types and applications, with sales and revenue forecasts for 2026 to 2031 [6][7][8] - An industry chain analysis is provided, covering upstream raw material supply and downstream customer segments, along with sales channel insights [8][9][10] - The report discusses industry development opportunities and driving factors, as well as potential risks and policy considerations affecting the wood-fired pizza oven market [9][10][11]