棉花(纱)产业日报 2025-06-17 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑棉主力合约收盘价(日,元/吨) | 13525 | -5 棉纱主力合约收盘价(日,元/吨) | 19775 | 10 | | | 棉花期货前20名净持仓(手) | -36649 | 2758 棉纱期货前20名净持仓(手) | -42 | 55 | | | 主力合约持仓量:棉花(日,手) | 533546 | -3983 主力合约持仓量:棉纱(日,手) | 20701 | 329 | | | 仓单数量:棉花(日,张) 中国棉花价格指数:CCIndex:3128B(日,元 | 10682 | -43 仓单数量:棉纱(日,张) | 2 | 0 | | /吨) | 中国进口棉价格指数:FCIndexM:1%关税( | 14862 | 42 中国纱线价格指数:纯棉普梳纱32支(日, 元/吨) | 20300 | 0 | | 现货市场 | | 13691 | 17 到港价:进口棉纱价格指数:纯棉普梳纱32 ...

Report Industry Investment Ratings - No industry investment ratings are provided in the reports. Core Views Oils and Fats - Palm oil futures may fall due to potential increases in production and inventory, with short - term fluctuations in domestic prices. There's a chance of reaching 8300 yuan. US policy proposals may boost soybean oil demand, but domestic inventory increases could drag down prices [1]. Sugar - Short - term, raw sugar will fluctuate between 17 - 20 cents/pound. Domestic sugar prices are supported currently but may face limited upside due to expected import increases, with a forecast range of 5800 - 5950 yuan [3]. Cotton - Domestic cotton prices may oscillate in the short term. New cotton supply looks good, while downstream demand is slightly weak. Attention should be paid to the 13500 - 13700 yuan/ton pressure level [4]. Eggs - Abundant supply and general demand lead to a slightly tense supply - demand situation. Egg prices may decline slightly and then stabilize this week [6]. Meal - US soybean prices are pressured by biodiesel policy uncertainty and smooth sowing. Domestic supply is increasing, and the basis is under pressure. Attention should be paid to soybean meal performance around 2900 yuan [9]. Corn - In the short term, the corn market is stable with a sideways trend. In the long term, supply tightening and increased demand will support prices. Suggest buying on dips during corrections [11]. Pigs - Pig prices are expected to remain volatile. The 09 contract is driven by funds, with limited upside and downside potential. Attention should be paid to the second - fattening slaughter [15][16]. Summary by Related Catalogs Oils and Fats - **Price Changes**: Soybean oil spot price in Jiangsu dropped 0.84%, palm oil in Guangdong fell 2.27%, and rapeseed oil in Jiangsu decreased 0.31%. Futures prices also declined, while some basis values changed [1]. - **Policy Impact**: US policy proposals may increase soybean oil demand in biofuel production [1]. Sugar - **Market Data**: Futures prices declined slightly, while some spot prices increased. Production and sales increased year - on - year, and inventory decreased [3]. - **Industry Outlook**: Brazil's sugar production was affected by rain, but the 25/26 season is expected to be a bumper harvest [3]. Cotton - **Price and Inventory**: Futures prices dropped slightly, and some spot prices rose. Commercial inventory decreased, and import volume declined [4]. - **Market Situation**: Downstream demand is weakening, and new cotton supply is promising [4]. Eggs - **Price and Profit**: Futures prices declined, and the basis increased. Egg - layer chick prices were stable, and breeding profits improved [6]. - **Supply - Demand**: Supply is abundant, and demand is general [6]. Meal - **Price and Spread**: Soybean meal and rapeseed meal prices changed, and various spreads also adjusted. US soybean prices are under pressure, and domestic supply is increasing [9]. - **Market Factors**: Uncertain US biodiesel policy and smooth sowing affect the market [9]. Corn - **Price and Inventory**: Corn and corn starch prices changed. Corn inventory increased slightly, and starch inventory was stable [11]. - **Market Trends**: Short - term stability and long - term upward trend due to supply - demand changes [11]. Pigs - **Price and Spread**: Futures prices declined, and the spread between 7 - 9 contracts decreased. Spot prices were stable, and some indicators changed [15]. - **Market Conditions**: Stable supply - demand and potential second - fattening slaughter [15][16].