Report Industry Investment Rating - The investment rating for both the soybean and peanut industries is neutral [3][5] Report's Core View - The domestic soybean price fluctuated yesterday, with the remaining domestic soybean supply decreasing, which is the main support for the market. The temporary supply shortage of imported soybeans has been alleviated, but there is no significant increase at present, so the price still has support. The remaining supply of farmers is limited, and the price quotes are chaotic, but the overall sentiment of holding out for higher prices is strong. Long - term attention should be paid to the state reserve rotation policy, farmers' spring sowing, and remaining supply situation [3] - The domestic peanut price rose yesterday. As of May 8, 2025, the national average price of common peanuts decreased by 0.24% compared with last week. The domestic peanut trading atmosphere is poor, the supply from production areas is limited, middlemen purchase on demand, and most of them hold a wait - and - see attitude towards the existing inventory. Traders purchase on demand, and the overall trading atmosphere is dull. Recently, major oil mills have started operations one after another, and it is expected that they will make stable purchases in the short term, which will effectively relieve the pressure on production areas to sell goods and boost market sentiment [4] Summary by Related Catalogs Soybean Market Analysis - Futures: The closing price of the soybean 2505 contract yesterday was 4,172.00 yuan/ton, a change of - 2.00 yuan/ton from the previous day, a decrease of 0.05% [1] - Spot: The basis of edible soybean spot is A05 - 12, a change of + 2 from the previous day, an increase of 32.14% [1] Market Information Summary - On Wednesday, most contracts of soybean futures on the Chicago Board of Trade (CBOT) closed higher, with the benchmark contract up 0.3%. Only the May contract closed slightly lower. At the close, soybean futures ranged from a decline of 9.25 cents to an increase of 5.25 cents. The May contract fell 9.25 cents to close at 1,067 cents/bu; the July contract rose 5.25 cents to close at 1,077.75 cents/bu; the November contract rose 1.75 cents to close at 1,061.25 cents/bu [2] - On May 15, the loading price of national standard first - class 39% protein medium - sized tower grain in Harbin, Heilongjiang was 2.08 yuan/jin, unchanged from the previous day; in Baoqing, Shuangyashan, Heilongjiang, it was 2.06 yuan/jin, unchanged; in Fuyin, Jiamusi, Heilongjiang, it was 2.07 yuan/jin, unchanged; in Nehe, Qiqihar, Heilongjiang, the loading price of national standard first - class 41% protein medium - sized tower grain was 2.18 yuan/jin, unchanged; in Nenjiang, Heihe, Heilongjiang, it was 2.16 yuan/jin, unchanged; in Hailun, Suihua, Heilongjiang, it was 2.17 yuan/jin, unchanged [2] Peanut Market Analysis - Futures: The closing price of the peanut 2505 contract yesterday was 8,226.00 yuan/ton, a change of - 10.00 yuan/ton from the previous day, a decrease of 0.12% [3] - Spot: The average spot price of peanuts was 8,300.00 yuan/ton, a change of + 40.00 yuan/ton from the previous day, an increase of 0.48%. The spot basis was PK05 - 226.00, a change of + 10.00 from the previous day, a decrease of 4.24% [3] Market Information Summary - Currently, the quoted price of Baisha common peanuts in Huangludian, Henan is 4.20 - 4.25 yuan/jin; the quoted price of Haohua common peanuts in Junan, Linyi, Shandong is about 3.90 - 4.00 yuan/jin; the quoted price of 308 common peanuts in Changtu, Liaoning is 4.00 - 4.10 yuan/jin; the quoted price of Huayu 23 common peanuts in Xingcheng is 4.18 - 4.20 yuan/jin; the purchase price of 308 common peanuts in Jilin production area is 4.05 - 4.15 yuan/jin [3]

装置检修增加，供应压力有所缓解 聚烯烃日报 | 2025-05-16 市场分析 价格与基差方面，L主力合约收盘价为7298元/吨（-41），PP主力合约收盘价为7161元/吨（-32），LL华北现货为7430 元/吨（+30），LL华东现货为7450元/吨（+50），PP华东现货为7250元/吨（+0），LL华北基差为132元/吨（+71）， LL华东基差为152元/吨（+91）， PP华东基差为89元/吨（+32）。 上游供应方面，PE开工率为79.5%（-4.5%），PP开工率为76.6%（-3.2%）。 生产利润方面，PE油制生产利润为515.8元/吨（+141.7），PP油制生产利润为125.8元/吨（+141.7），PDH制PP生产 利润为-273.7元/吨（-7.1）。 进出口方面，LL进口利润为-81.8元/吨（+13.3），PP进口利润为-361.9元/吨（-123.4），PP出口利润为12.2美元/吨（-6.1）。 下游需求方面，PE下游农膜开工率为16.7%（-2.8%），PE下游包装膜开工率为48.7%（+1.1%），PP下游塑编开工率 为45.3%（+0.5%），PP下游BOPP膜开工 ...

| | 最新 | 日变化 | 周变化 | 月变化 | 年变化 | 最新 | 日变化 | 周变化 | 月变化 | 年变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 柳林主焦 | 1240.00 | 0.00 | -60.00 | -40.00 | -39.51% Peak Downs | 206.50 | 3.10 | 2.60 | 9.90 | -56.00 | | 原煤口岸库提价 | 820.00 | 0.00 | -10.00 | -10.00 | -40.15% Goonyella | 207.50 | 3.10 | 2.60 | 9.90 | -55.00 | | 沙河驿蒙5# | 1200.00 | -20.00 | -30.00 | -70.00 | -36.17% 盘面05 | 850.00 | 1.00 | -31.00 | -48.00 | -40.23% | | 安泽主焦 | 1250.00 | -20.00 | -40.00 | -70.00 | -39.02% 盘面09 | 880.0 ...

交易咨询业务资格：证监许可【2012】1091号 2025-05-15甲醇早报 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号：Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 多空关注 3 基本面数据 利多： 1.部分装置停车或有检修计划：山西华昱、河南鹤壁、安徽碳鑫等。久泰、新奥和内蒙 荣信3月中下旬有检修计划。 2.3月份进口预期偏少，港口去库存超预期。 3.烯烃开工处于高位，传统下游需求进入旺季。 4 检修状况 甲醇2509： 1、基本面：五一长假前后国内甲醇市场呈区域性走势，港口抗跌性强于内地。内地方面，前期停车装置在4月下旬集中 恢复，且长假后局部地区甲醇工厂库存有一定累积。而传统下游甲醛等步入需求淡季、成本压力下MTBE开工下滑明 显。供需矛盾激化下场内看空氛围浓厚，下游多不急于补充库存，而长协贸易商积极出货，高利润之下上游甲醇工厂也 ...

交易咨询业务资格：证监许可【2012】1091号 沥青期货早报 2025年5月15日 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证：Z0015557 联系方式：0575-85226759 1 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 目 录 1 每日观点 2 基本面/持仓数据 每日观点 供给端来看，根据隆众，2025年5月份国内沥青总计划排产量为231.8万吨，环比增幅1.3%。本 周国内石油沥青样本产能利用率为29.2426%，环比增加0.419个百分点，全国样本企业出货 22.83万吨，环比减少21.57%,样本企业产量为48.8万吨，环比增加1.46%,样本企业装置检修量 预估为72.7万吨，环比减少4.21%,本周炼厂有所增产，提升供应压力。下周或将减少供给压力 需求端来看，重交沥青开工率为28.8%，环比增加0.02个百分点，低于历史平均水平；建筑沥青 开工率为18.2%，环比持平，低于历史平均水平；改性沥青开工率为8.6262% ...

交易咨询业务资格：证监许可【2012】1091号 2025-05-15燃料油早报 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 多空关注 3 基本面数据 4 5 价差数据 库存数据 3、库存：新加坡燃料油5月7日当周库存为2412.9万桶，增加40万桶；偏空 4、盘面：价格在20日线附近运行，20日线偏平；中性 5、主力持仓：高硫主力持仓多单，多增，偏多；低硫主力持仓空单，空增，偏空 6、预期：隔夜在消息面影响下油价走低，燃油预计跟随，短期高硫略强于低硫。FU2507：3030-3060区 间运行，LU2507：3610-3670区间运行 近期多空分析 利多： 利空： 燃料油： 1、基本面：新加坡一位贸易商表示，由于东西套利窗口持续关闭，6月之前低硫燃料油市场供应可能会 相当紧张，不过当前下游船燃 ...

交易咨询业务资格：证监许可【2012】1091号 尿素早报 2025-5-15 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我 司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 • 尿素概述： • 1. 基本面：近期尿素盘面反弹。供应方面，开工率仍在高位且有新产能投产，日产预计将维 持高位，库存高位回落后再次快速累库。需求端，工业需求中复合肥开工明显回落，复合肥库存 累库，三聚氰胺开工中性，工业需求弱势，农业需求有边际好转。尿素近期出口政策传言较多， 但目前仍未有确切官方消息。交割品现货1930（+0），基本面整体中性； • 2. 基差： UR2509合约基差33，升贴水比例1.7%，偏多； • 3. 库存：UR综合库存119.9万吨（-11.1），偏空； • 4. 盘面： UR主力合约20日均线向上，收盘价位于20日线上，偏多； • 5. 主力持仓：UR主力持仓净空，翻空，偏空； • 6. ...

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前下游采购乏力，库存消化速度减缓，部分厂家面临较大的出货难题 。技术面上冲高回路，但成交量并未 下滑，高位换手，情绪面并没有打破，短期未能冲破20日均线压力位，后续预计还有部分上行动能，但是 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 警惕上方41000高压位置，操作上建议，多晶硅暂时观望 免责声明 多晶硅产业日报 2025-05-14 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 38420 | 150 主力持仓量:多晶硅(日,手) | 44692 | -7560 | | | 06-07月合约价差:多晶硅(日,元/吨) | 1240 | -490 多晶硅-工业硅价差(日,元/吨) | 29930 | -110 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 40500 | 0 多晶硅(菜花料)平均价(日,元/千克) | 30.5 | 0 | | | 基差:多晶硅(日,元/吨) | 2 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - This week, some private cis - butadiene rubber plants are expected to restart, supply will continue to increase, and the pressure on the spot market to sell goods remains high. It is expected that the inventories of production enterprises and trading enterprises will continue to increase slightly. [2] - Last week, the capacity utilization rate of domestic tire enterprises decreased significantly month - on - month. Some enterprises had 2 - 5 days of maintenance arrangements, which had a great impact on the overall capacity utilization rate. The short - term capacity utilization rate is expected to gradually recover. [2] - The BR2507 contract is expected to fluctuate in the range of 11,800 - 12,700 in the short term. [2] 3. Summary by Relevant Catalogs Futures Market - The closing price of the main contract of synthetic rubber was 12,380 yuan/ton, with a month - on - month increase of 175 yuan/ton; the position of the main contract was 26,505, with a month - on - month increase of 83. [2] - The synthetic rubber 6 - 7 spread was - 200 yuan/ton, with a month - on - month decrease of 30 yuan/ton; the total number of warehouse receipts for butadiene rubber in warehouses was 7,120 tons, with a month - on - month decrease of 60 tons. [2] Spot Market - The mainstream price of BR9000 cis - butadiene rubber from Qilu Petrochemical, Daqing Petrochemical, and Maoming Petrochemical was in the range of 12,150 - 12,200 yuan/ton, with a month - on - month increase of 300 - 350 yuan/ton. [2] - The basis of synthetic rubber was 420 yuan/ton, with a month - on - month increase of 525 yuan/ton. [2] Upstream Situation - Brent crude oil was 66.63 US dollars/barrel, with a month - on - month increase of 1.67 US dollars/barrel; WTI crude oil was 63.67 US dollars/barrel, with a month - on - month increase of 1.72 US dollars/barrel. [2] - The price of Northeast Asian ethylene was 780 US dollars/ton, with no month - on - month change; the price of naphtha CFR Japan was 575.5 US dollars/ton, with a month - on - month increase of 6.5 US dollars/ton. [2] - The intermediate price of butadiene CFR China was 1,050 US dollars/ton, with a month - on - month increase of 20 US dollars/ton; the mainstream price of butadiene in the Shandong market was 10,600 yuan/ton, with a month - on - month increase of 600 yuan/ton. [2] - The weekly production capacity of butadiene was 14.78 million tons/week, with no month - on - month change; the capacity utilization rate of butadiene was 69.35%, with a month - on - month increase of 0.49 percentage points. [2] - The port inventory of butadiene was 36,900 tons, with a month - on - month increase of 400 tons; the operating rate of Shandong local refinery atmospheric and vacuum distillation was 48.5%, with no month - on - month change. [2] - The monthly output of cis - butadiene rubber was 128,300 tons, with a month - on - month increase of 16,500 tons; the weekly capacity utilization rate of cis - butadiene rubber was 74.74%, with a month - on - month increase of 2.86 percentage points. [2] - The weekly production profit of cis - butadiene rubber was - 173 yuan/ton, with no month - on - month change; the social inventory of cis - butadiene rubber was 33,600 tons, with a month - on - month increase of 1,300 tons. [2] - The manufacturer's inventory of cis - butadiene rubber was 27,650 tons, with a month - on - month increase of 800 tons; the trader's inventory of cis - butadiene rubber was 5,900 tons, with a month - on - month increase of 800 tons. [2] Downstream Situation - The monthly output of all - steel tires was 3.09 million pieces; the monthly output of semi - steel tires was 59.66 million pieces, with a month - on - month increase of 11.56 million pieces. [2] - The inventory days of all - steel tires in Shandong were 42.52 days, with a month - on - month decrease of 0.56 days; the inventory days of semi - steel tires in Shandong were 45.09 days, with a month - on - month decrease of 0.82 days. [2] Industry News - As of May 8, the inventory of high - cis cis - butadiene rubber sample enterprises in China was 33,600 tons, a month - on - month increase of 5.01%. During the May Day holiday, the inventory of some production enterprises increased, and some traders replenished their stocks moderately, but the pressure to sell goods after the holiday remained. [2] - As of May 8, the capacity utilization rate of semi - steel tire sample enterprises in China was 46.71%, a month - on - month decrease of 19.98 percentage points and a year - on - year decrease of 32.14 percentage points; the capacity utilization rate of all - steel tire sample enterprises was 41.69%, a month - on - month decrease of 17.85 percentage points and a year - on - year decrease of 9.89 percentage points. Some tire enterprises arranged maintenance, dragging down the overall capacity utilization rate, and most enterprises resumed production around May 6. [2]