祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 铅锌日评20250513：原料不足引发炼厂减产，铅价下方支撑较强；沪锌区间整理 | | | | | --- | --- | --- | --- | | 2025/5/13 指标 单位 今值 变动 近期趋势 | | | | | 元/吨 16,750.00 0.75% SMM1#铅锭平均价格 | | | | | 沪铅期现价格 期货主力合约收盘价 元/吨 16,995.00 1.13% | | | | | 元/吨 -245.00 -65.00 沪铅基差 | | | | | 升贴水-上海 元/吨 -15.00 -15.00 | | | | | 升贴水-LME 0-3 美元/吨 4.69 14.01 升贴水-LME 3-15 美元/吨 -58.90 4.40 | | | | | 价差 沪铅近月-沪铅连一 元/吨 -40.00 -60.00 | | | | | 元/吨 沪铅连一-沪铅连二 -5.00 -15.00 | | | | | 铅 沪铅连二-沪铅连三 元/吨 - -10.00 | | | | | 手 42,622.00 47 ...

盘面上，银行股集体走强，浦发银行(600000)、上海银行(601229)、江苏银行(600919)、成都银行 (601838)创历史新高；光伏概念股大涨，欧晶科技、协鑫集成(002506)涨停，通威股份(600438)涨超 9%，市场传出头部光伏厂家减产挺价消息；集运指数(欧线)主力合约大涨11%，刺激港口航运板块上 涨，宁波海运(600798)涨停，国航远洋涨近12%。此前连涨多日的军工股迎来调整，奥普光电(002338) 跌停，华伍股份(300095)跌超9%。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇5月13日｜A股主要指数早盘涨跌不一，截至午盘，沪指涨0.08%报3371.86点，深成指跌0.24%， 创业板指跌0.23%，北证50指数跌0.37%。全市场半日成交额9072亿元，较上日放量434亿元，超3400只 个股下跌。 ...

看涨动能减弱，玉米高位震荡 玉米周报 20250512 正信期货研究院—农产品小组 23 主要观点 行情回顾 基本面分析 1目录 CONTENTS PPT模板：www.1ppt.com/moban/PPT素材：www.1ppt.com/sucai/ PPT背景：www.1ppt.com/beijing/PPT图表：www.1ppt.com/tubiao/ PPT下载：www.1ppt.com/xiazai/PPT教程：www.1ppt.com/powerpoint/ 资料下载：www.1ppt.com/ziliao/范文下载：www.1ppt.com/fanwen/ 试卷下载：www.1ppt.com/shiti/教案下载：www.1ppt.com/jiaoan/ PPT论坛：www.1ppt.cnPPT课件：www.1ppt.com/kejian/ 语文课件：www.1ppt.com/kejian/yuwen/数学课件：www.1ppt.com/kejian/shuxue/ 英语课件：www.1ppt.com/kejian/yingyu/美术课件：www.1ppt.com/kejian/meishu/ 科学 ...

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 天然橡胶产业日报 2025-05-12 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 沪胶主力合约收盘价(日,元/吨) | 15025 | 405 20号胶主力合约收盘价(日,元/吨) | 最新 12820 | 环比 405 | | --- | --- | --- | --- | --- | --- | | | 沪胶9-1价差(日,元/吨) | -790 | 60 20号胶6-7价差(日,元/吨) | 70 | 25 | | 期货市场 | 沪胶与20号胶价差(日,元/吨) | 2205 | 0 沪胶主力合约 持仓量(日,手) | 151114 | 6658 | | | 20号胶主力合约持仓量(日,手) | 47288 | -1921 沪胶前20名净持仓 | -10511 | 16561 | | | 20号胶前20名净持仓 | -2039 | 1677 沪胶交易所仓单(日,吨) | 200500 | 0 | | | 20号 ...

价格变动是市场行情变化的一个重要指标。近年来，由于原材料成本上升和运输成本增加的影响，色母粒的价格呈现出一定程度的上涨态势。尽管价格上 涨，但市场需求的强劲推动，进一步拉动了市场规模的扩大。而且，安徽地区的生产成本相对较低，相比一些发达地区的色母粒市场，安徽市场具备竞争优 势，吸引了更多的购买方和供应商进入市场，从而推动市场行情的进一步发展。 技术创新对色母粒市场行情也起到了积极的推动作用。随着科技的不断进步和创新，色母粒的生产工艺和配方不断优化，产品的品质和性能得到了提升。安 徽色母粒市场在技术创新方面也取得了长足的进步，从传统的单一色母粒产品发展到如今的多功能、高附加值的色母粒产品，满足了市场多样化的需求。 安徽色母粒市场行情呈现出供需平衡、价格稳定上涨和技术创新的趋势。未来，随着安徽地区经济的持续发展，色母粒市场将会继续保持稳步增长。同时， 市场竞争也会进一步加剧，各供应商将不断加大技术创新力度，开发更具竞争力的产品，以满足市场需求。相信在市场需求的不断推动下，安徽色母粒市场 行情将会迎来更加美好的未来。 供需状况是影响色母粒市场的重要因素之一。安徽作为一个人口众多的地区，对各类塑料制品的需求量庞大，而 ...

| | 纽元/美元 NZDUSD | 0.591 | | +0.10% | | --- | --- | --- | --- | --- | | M | 英镑/日元 GBPJPY | 192.805 | | -0.22% | | | | 虚拟货币 VIRTUAL CURRENCY | | | | B | 比特币 1 | 103520.000 +258.390 | | +0.25% | | | BTC | | | | | 1 | 菜特币 | 99.890 | +4.890 | +5.15% | | | LTC | | | | | | 以太坊 | 2375.280 | +167.480 | +7.59% | | | ETH | | | | | | 瑞波币 XRP | 2.401 +0.073 | | +3.15% | 金十图示：2025年05月09日（周五）美盘市场行情一览 | 现货铂金 XPTUSD | 988.470 | +4.110 | +0.42% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 979.470 | +7.220 | +0.74% | | 黄金(COM ...

Group 1: Commodity Market Overview - On May 9, the domestic commodity futures market showed mixed results, with polysilicon futures rising over 5% and alumina futures increasing by over 3% [1] - The China Securities Commodity Futures Price Index closed at 1352.13 points, down 1.82 points or 0.13% from the previous trading day [1] Group 2: Polysilicon Market Analysis - Polysilicon futures rebounded significantly after hitting a new low, with the main contract rising nearly 6% on May 9, driven by low registered warehouse receipts and concerns over delivery shortages [2] - The upstream and downstream industries of polysilicon are highly concentrated, with major companies currently operating at a loss, leading to weak willingness to produce below market prices [2] - Despite short-term volatility in the near-month contracts, the fundamental outlook for polysilicon remains weak, with expectations of further inventory accumulation in downstream silicon wafer markets [2] Group 3: Alumina Market Dynamics - Alumina prices continued to rise, closing up 3.06% and marking a "three consecutive days of gains," influenced by mining disruptions and capacity concerns [3] - News of Guinea's government potentially revoking mining licenses for EGA has positively impacted market sentiment, despite limited immediate effects on current production capacity [3] - The reduction in open interest during the rebound suggests that the sustainability and extent of the price increase may be limited [3] Group 4: Black Building Materials Performance - On May 9, black building materials experienced a decline, with coke futures dropping over 2% and other materials like glass and rebar also falling [4] - Steel mills showed a high operating rate of 84.62%, with a year-on-year increase in profitability, but market sentiment remains pessimistic due to weak terminal demand [4] - Expectations of peak iron water production amid declining demand and shrinking profits for steel mills contribute to the ongoing weakness in the black materials sector [4] Group 5: Glass Market Conditions - Despite a gradual supply contraction, glass inventories continued to rise, with a nearly 4% increase in total inventory as of May 8, exceeding market expectations [5] - The slow recovery in orders and operating rates for downstream processing enterprises limits significant support for glass prices [5] - The glass market may require more time to transition from weakness to strength, given the stable production levels and subdued demand [5]

金十图示：2025年05月09日（周五）欧盘市场行情一览 | 现货铂金 XPTUSD | 988.420 | +4.060 | +0.41% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 981.969 | +9.719 | +1.00% | | 黄金(COMEX) GC | 3327.700 | +17.300 | +0.52% | | 白银(COMEX) SI | 32.725 | +0.120 | +0.37% | FOREIGN EXCHANGE 欧元/美元 1.125 +0.18% EURUSD 英镑/美元 1.327 +0.18% GBPUSD 美元/日元 IT -0.42% 145.292 USDJPY 澳元/美元 0% 0.640 AUDUSD 美元/瑞郎 0.831 -0.04% USDCHF | | 纽元/美元 NZDUSD | 0.589 | -0.25% | | --- | --- | --- | --- | | M | 英镑/日元 GBPJPY | 192.783 | -0.23% | | | | 虚拟货币 | | | | | VIRTUAL ...

Core Viewpoint - The market has experienced a significant decline with over 4,000 stocks falling, raising questions about whether the upward trend has ended and how to respond [1] Market Analysis - The rapid rotation of market sectors suggests that underperforming stocks should be sold off, but there is no clear signal of a market peak yet [1] - Despite recent fluctuations, there has not been a significant outflow of large capital, indicating that a market peak is not confirmed without a substantial sell-off [1] - The market's recent decline has been accompanied by a noticeable decrease in trading volume, suggesting that the signs of capital outflow are not particularly strong [1] Technical Indicators - Key moving averages, including the 60-day, 120-day, and 5-day moving averages, have not been breached, providing support for the market [2] - The index has not fallen below critical levels, particularly around 3,300 points, indicating that the breakout remains valid [2] - An upward trend line established since April 9, around 3,318 points, has also not been broken, suggesting that there is still potential for upward movement [2]

棕榈油月报 2025 年 5 月 9 日 增产周期格局下 棕榈油或震荡偏弱 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 | 一、油脂市场行情回顾 4 | | --- | | 1.1 油脂市场走势 4 | | 二、基本面分析 6 | | 2.1 MPOB 报告 6 | | 2.2 马棕产量和出口 7 | | 2.3 印度尼西亚情况 8 | | 2.4 印度植物油进口 9 | | 2.5 中国油脂进口 10 | | 2.6 国内油脂库存 12 | | 三、总结与后市展望 13 | 赵凯熙 zhao.kx@jyqh.com.cn 从业资格号：F03112 ...