期货热点追踪 6月船期数据亮眼，但主要市场需求疲软，分析师称未来马棕油上行空间可能受限？ 相关链接 ...

Group 1 - The core viewpoint of the article highlights the ongoing competition around the 4100 mark for palm oil futures, indicating significant market activity and volatility [1] - The upper band of the Bollinger Bands is showing pressure, suggesting potential resistance levels in the market [1] - Despite the pressure from the upper band, there remains support for biodiesel, indicating a potential stabilizing factor for palm oil prices [1] Group 2 - The article raises questions about future market strategies and positioning in light of the current dynamics in palm oil futures [1]

行业 聚烯烃日报 每日报告 | 表1：期货市场行情 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单位：元/吨 | 开盘 | 收盘 | 最高 | 最低 | 涨跌 | 涨跌幅 | 持仓量 | 持仓量变化 | | 塑料 2601 | 7370 | 7399 | 7417 | 7353 | 62 | 0.85 | 106997 | -1395 | | 塑料 2605 | 7368 | 7375 | 7400 | 7342 | 48 | 0.66 | 801 | 6 | | 塑料 2509 | 7425 | 7462 | 7479 | 7397 | 71 | 0.96 | 478375 | 2116 | | PP2601 | 7149 | 7221 | 7233 | 7149 | 101 | 1.42 | 91599 | 3106 | | PP2605 | 7159 | 7208 | 7214 | 7159 | 100 | 1.41 | 987 | -1 | | PP2509 | 7215 | 7274 | 72 ...

Report Overview - The report focuses on the fundamental analysis of palm oil, soybean oil, and rapeseed oil, including price trends, trading volume, positions, and macro - industry news [1][2][4] Core Views - For palm oil, the near - term fundamental improvement in the producing areas is limited, and a reverse spread strategy is recommended [1] - For soybean oil, there is a risk of a price pull - back due to potential geopolitical easing [1] Industry News - ITS reported that Indonesia's palm oil exports in May increased by 43.3% or 59.9 million tons month - on - month to 1.983 billion tons [2] - The USDA predicted that the total cost of producing soybeans in the US in 2025 would be $639.15 per acre, and in 2026 it would be $650.34 per acre [4] - As of the week ending June 17, about 13% of US soybean planting areas were affected by drought, the same as the previous week and 2% last year [4] - Analysts noted that rainfall in the Canadian prairies is expected to ease the drought, where about 40% of the area is currently experiencing drought. The Canadian Statistics Bureau will release a sowing area report on June 27, and its March report showed that the rapeseed planting area was 21.6 million acres, a 1.7% decrease from the 2024/25 season [4] Futures Market Data Price and Price Change | Variety | Day - session Closing Price (yuan/ton) | Day - session Price Change (%) | Night - session Closing Price (yuan/ton) | Night - session Price Change (%) | | --- | --- | --- | --- | --- | | Palm Oil Main Contract | 8,538 | 0.23% | 8,596 | 0.68% | | Soybean Oil Main Contract | 8,152 | 0.84% | 8,196 | 0.54% | | Rapeseed Oil Main Contract | 9,691 | - 0.12% | 9,737 | 0.47% | | Malaysian Palm Oil Main Contract (ringgit/ton) | 4,102 | 0.02% | 4,143 | 0.95% | [1] Trading Volume and Position | Variety | Previous Trading Volume (lots) | Trading Volume Change | Previous Position (lots) | Position Change | | --- | --- | --- | --- | --- | | Palm Oil Main Contract | 605,854 | - 49,717 | 505,691 | - 6,669 | | Soybean Oil Main Contract | 463,250 | 35,939 | 615,911 | 30,527 | | Rapeseed Oil Main Contract | 314,433 | - 118,096 | 390,919 | 2,081 | [1] Spot Price and Price Change | Variety | Spot Price (yuan/ton) | Price Change | | --- | --- | --- | | 24 - degree Palm Oil (Guangdong) | 8,800 | 0 | | First - grade Soybean Oil (Guangdong) | 8,360 | 70 | | Fourth - grade Imported Rapeseed Oil (Guangxi) | 9,760 | 10 | | Malaysian Palm Oil FOB (Continuous Contract, US dollars/ton) | 1,005 | 10 | [1] Basis and Spread | Variety | Basis (yuan/ton) | Spread (yuan/ton) | | --- | --- | --- | | Palm Oil (Guangdong) | 262 | Palm Oil 9 - 1 Spread: 30 (Previous: 42) | | Soybean Oil (Guangdong) | 208 | Soybean Oil 9 - 1 Spread: 76 (Previous: 70) | | Rapeseed Oil (Guangxi) | 69 | Rapeseed Oil 9 - 1 Spread: 115 (Previous: 130) | | Rapeseed - Palm Oil Futures Main Contract Spread | 1,153 (Previous: 1,185) | | | Soybean - Palm Oil Futures Main Contract Spread | - 386 (Previous: - 434) | | [1] Trend Intensity - The trend intensity of palm oil is - 1, and that of soybean oil is - 1, with the range of trend intensity being integers in the [- 2,2] interval [5]

阿根廷大豆销售激增！农户为何抢在7月前出货？这对全球市场有何影响？ 相关链接 期货热点追踪 ...

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WBMS报告：全球精炼铜单月过剩扩大至19万吨，铜矿高产是主因？ 相关链接 期货热点追踪 ...

豆粕生猪：期现再度分化 豆粕基差回归 朱皓天 zhuhaotian@jsfco.com 期货从业资格号：F03090081 投资咨询从业证书号：Z0016204 一、行情综述 DCE 豆粕主力 2509 合约下跌，最终收盘价较上个交易日下降 0.39%，收于 3062 吨，较 上一个交易日下降 12/吨，沿海主流区域油厂报价上涨 10-50 元/吨，天津 3020 元/吨，较 昨日上涨 30 元/吨，江苏 3010 元/吨，较昨日上涨 20 元/吨，广东 2910 元/吨，较昨日上涨 10 元/吨。DCE 生猪主力 2509 合约随着 20 元/吨，最终收盘价较上个交易日上涨 0.14，收 于 13835/吨，较上一个交易日上涨 10 元/吨。隔夜 CBOT 美豆，主力合约上涨 0.37%收 1074 分/蒲式耳。 二、 主产区天气 1 / 5 表 1：豆粕生猪期货日度数据监测 6 月 13 日美国中西部农业主产区气象预报信息，西部地区周日之前，零星至大范围零 星阵雨。周六之前，南部地区气温接近至高于正常水准;北部地区气温低于正常水平，周日 至下周一，气温高于正常水平。东部地区周日之前，零星阵雨，下周一，零星 ...

2025 年 6 月 18 日 硅铁、锰硅基本面数据 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅 铁2507 | 5372 | -22 | 15,361 | 48,782 | | 期 货 | 硅 铁2509 | 5264 | -28 | 105,742 | 220,773 | | | 锰 硅2507 | 5520 | -54 | 2,630 | 20,489 | | | 锰 硅2509 | 5536 | -48 | 161,792 | 421,834 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | --- | --- | --- | --- | --- | --- | | 货 | 硅 铁:FeSi7 5-B:汇总价格:内 | 蒙 | 5050 | - | 元/吨 | | 现 | 硅 锰:FeMn6 5S i1 7:内 | 蒙 | 5450 | +30.0 | 元/吨 | | | 锰 矿:M n4 4块 | | 36.5 | - | 元/吨 度 | | | 兰 炭:小 ...

Group 1 - The core point of the article is that the main contract for silver futures on the Shanghai Futures Exchange has increased by over 2%, reaching a price of 9014 yuan per kilogram [1]