沪银期货主力合约涨6.04%，报22417元/千克。沪金期货主力合约涨3.91%，报1105元/克。 沪银期货主力合约涨6.04%，报22417元/千克。沪金期货主力合约涨3.91%，报1105元/克。 ...

Report Summary 1. Industry Investment Rating No investment rating information is provided in the report. 2. Core Views - **Rubber**: On Tuesday this week, the domestic Shanghai rubber futures contract 2605 showed a trend of shrinking volume, reducing positions, stabilizing in shock, and slightly closing up. The intraday price center shifted slightly up to 16,180 yuan/ton. At the close, the price slightly rose 0.25% to 16,180 yuan/ton, and the premium of the 5 - 9 month spread widened to 130 yuan/ton. After the short - term bearish sentiment was vented, Shanghai rubber futures stopped falling and stabilized. It is expected that the rubber price may maintain a volatile consolidation trend in the future [6]. - **Methanol**: On Tuesday this week, the domestic methanol futures contract 2605 showed a trend of shrinking volume, increasing positions, weakening downward, and slightly closing down. The futures price rose to a maximum of 2,269 yuan/ton and dropped to a minimum of 2,239 yuan/ton. At the close, it slightly closed down 1.83% to 2,247 yuan/ton. The discount of the 5 - 9 month spread widened to 32 yuan/ton. As the bearish atmosphere intensifies, methanol futures may maintain a weak - volatile trend [6]. - **Crude Oil**: On Tuesday this week, the domestic crude oil futures contract 2603 showed a trend of shrinking volume, reducing positions, weakening downward, and significantly closing down. The futures price rose to a maximum of 453.9 yuan/barrel and dropped to a minimum of 446.4 yuan/barrel. At the close, the price significantly closed down 4.93% to 449.4 yuan/barrel. As the geopolitical risk in the Middle East weakens and the Fed's hawkish expectations strengthen, the crude oil premium has significantly retreated, and the short - term oil price has started to correct [6]. 3. Summary by Directory 3.1 Industry Dynamics - **Rubber**: As of February 1, 2026, the total inventory of natural rubber in bonded and general trade in Qingdao was 591,700 tons, a month - on - month increase of 7,200 tons or 1.23%. The bonded area inventory was 97,600 tons with a growth rate of 3.34%, and the general trade inventory was 494,100 tons with a growth rate of 0.82%. The warehousing rate of the sample bonded warehouses for natural rubber in Qingdao increased by 5.10 percentage points, and the ex - warehouse rate decreased by 2.27 percentage points; the warehousing rate of general trade warehouses decreased by 0.40 percentage points, and the ex - warehouse rate decreased by 0.35 percentage points. As of January 30, 2026, the capacity utilization rate of China's semi - steel tire sample enterprises was 74.32%, a month - on - month increase of 0.48 percentage points and a year - on - year increase of 59.86 percentage points; the capacity utilization rate of all - steel tire sample enterprises was 62.47%, a month - on - month decrease of 0.06 percentage points and a year - on - year increase of 50.96 percentage points. In 2025, China's automobile production and sales reached 34.531 million and 34.4 million respectively, a year - on - year increase of 10.4% and 9.4%. The annual automobile export exceeded 7 million, reaching 7.098 million, a year - on - year increase of 21.1%. In December 2025, China's heavy - truck market sold about 95,000 vehicles, a month - on - month decrease of about 16% and a year - on - year increase of about 13%. In 2025, the total sales volume of China's heavy - truck market reached a new high in the past four years, 1.137 million, a year - on - year increase of about 26% [9][10]. - **Methanol**: As of the week of January 30, 2026, the average domestic methanol operating rate was maintained at 87.03%, a week - on - week slight increase of 1.35%, a month - on - month slight increase of 0.45%, and a significant year - on - year increase of 10.22%. The average weekly methanol output in China reached 2.0378 million tons, a week - on - week slight increase of 28,800 tons, a month - on - month slight decrease of 13,300 tons, and a significant year - on - year increase of 112,100 tons compared with 1.9257 million tons in the same period last year. The domestic formaldehyde operating rate was maintained at 29.98%, a week - on - week slight decrease of 0.5%. The dimethyl ether operating rate was maintained at 7.24%, a week - on - week slight increase of 1.45%. The acetic acid operating rate was maintained at 83.37%, a week - on - week slight decrease of 1.33%. The MTBE operating rate was maintained at 58.15%, a week - on - week slight increase of 0.01%. As of the week of January 30, 2026, the average operating load of domestic coal - (methanol) to olefin plants was 76.53%, a week - on - week slight decrease of 1.47 percentage points and a month - on - month slight decrease of 4.79%. As of January 30, 2026, the futures market profit of domestic methanol - to - olefin was - 136 yuan/ton, a week - on - week slight recovery of 102 yuan/ton and a month - on - month significant recovery of 200 yuan/ton. The port methanol inventory in East and South China was maintained at 993,800 tons, a week - on - week slight decrease of 26,100 tons, a month - on - month significant decrease of 174,800 tons, and a significant year - on - year increase of 229,500 tons. As of the week of January 29, 2026, the total inland methanol inventory in China reached 454,200 tons, a week - on - week slight increase of 15,800 tons, a month - on - month slight increase of 50,100 tons, and a significant year - on - year decrease of 119,200 tons compared with 573,400 tons in the same period last year [11][12]. - **Crude Oil**: As of the week of January 23, 2026, the number of active oil drilling rigs in the United States was 409, a week - on - week slight decrease of 1, and a decrease of 63 compared with the same period last year. The average daily crude oil production in the United States was 13.696 million barrels, a week - on - week slight decrease of 36,000 barrels per day and a significant year - on - year increase of 456,000 barrels per day, at a historical high. The U.S. commercial crude oil inventory (excluding strategic petroleum reserves) reached 423.8 million barrels, a week - on - week significant decrease of 2.295 million barrels and a significant year - on - year increase of 8.628 million barrels. The crude oil inventory in Cushing, Oklahoma, was 24.785 million barrels, a week - on - week slight decrease of 278,000 barrels; the U.S. Strategic Petroleum Reserve (SPR) inventory was 415 million barrels, a week - on - week slight increase of 515,000 barrels. The U.S. refinery operating rate was maintained at 90.9%, a week - on - week slight decrease of 2.4 percentage points, a month - on - month slight decrease of 3.8 percentage points, and a year - on - year slight increase of 7.4 percentage points. As of January 27, 2026, the average non - commercial net long position of WTI crude oil was 96,982 contracts, a week - on - week significant increase of 18,190 contracts, and a significant increase of 38,211 contracts or 65.02% compared with the December average of 58,771 contracts. As of January 27, 2026, the average net long position of Brent crude oil futures funds was 217,962 contracts, a week - on - week significant increase of 12,191 contracts, and a significant increase of 112,503 contracts or 106.68% compared with the December average of 105,459 contracts [12][13]. 3.2 Spot Price Table | Variety | Spot Price | Change from Previous Day | Futures Main Contract | Change from Previous Day | Basis | Change | | ---- | ---- | ---- | ---- | ---- | ---- | ---- | | Shanghai Rubber | 15,900 yuan/ton | 0 yuan/ton | 16,180 yuan/ton | +200 yuan/ton | - 280 yuan/ton | - 200 yuan/ton | | Methanol | 2,247 yuan/ton | - 35 yuan/ton | 2,247 yuan/ton | - 5 yuan/ton | 0 yuan/ton | +5 yuan/ton | | Crude Oil | 433.0 yuan/barrel | - 0.6 yuan/barrel | 449.4 yuan/barrel | +0.4 yuan/barrel | - 16.4 yuan/barrel | - 1.0 yuan/barrel | [15] 3.3 Related Charts The report lists various charts for rubber, methanol, and crude oil, including basis, month spreads, inventory, capacity utilization rate, and net position changes, with data sources from Wind and Baocheng Futures Financial Research Institute [16][28][40].

纯碱日报：短期震荡 发布日期：2026 年 2 月 3 日 一、市场行情回顾 1，期货市场：纯碱主力高开低走，日内震荡偏弱。120 分钟布林带走缩口喇 叭，短期震荡信号，盘中压力关注布林带上轨附近，短线支撑关注布林带下轨附 近。成交量较昨日减 75.6 万手，持仓量较昨日增 12315 手；日内最高 1215，最 低 1187，收盘 1201，（较昨结算价）跌 14 元/吨，跌幅 1.15%。 2，现货市场：弱稳维持。企业装置运行稳定，企业新订单接收一般。下游 企业有一定原料储备，备货意愿不佳，保持低价按需为主。 【冠通期货研究报告】 力度不足，未出现大规模集中补库。 利润方面，据隆众资讯统计，联碱法理论利润（双吨）为-26.5 元/吨，环比 增加 13.5 元/吨。氨碱法理论利润-88.35 元/吨，环比增加 7.95 元/吨。周内原 料端矿盐价格稳定，动力煤价格震荡下行，成本略有下滑。 3，基差：华北重碱现货价格 1250，基差 49 元/吨。 二、基本面数据 供应方面，截止 1 月 29 日，国内纯碱产量 78.31 万吨，环比增加 1.14 万 吨，涨幅 1.47%。其中，轻碱产量 36.20 万吨， ...

续至今，也在价格上得到充分体现。当前市场处于筑底阶段，市场虽无明显利多因素，但利空因素逐步兑 数据来源第三方(同花顺、wind)，观点仅供参考，市场有风险，投资需谨慎！ 白糖产业日报 2026-02-03 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:白糖(日,元/吨) | 5167 | -40 主力合约持仓量:白糖(日,手) | 451499 | 10416 10169 | | | 仓单数量:白糖(日,张) | 14216 | 147 期货前20名持仓:净买单量:白糖(日,手) | -62916 | | | | 有效仓单预报:白糖:小计(日,张) 进口加工估算价(配额内):巴西糖(日,元/ | 489 | 292 | | | | | | 3943 | -90 进口加工估算价(配额内):泰国糖(日,元/ | 3988 | -90 | | | 吨) 进口巴糖估算价(配额外,50%关税)(日,元 | | 吨) | | | | 现货市场 | | 4990 | -118 ...

Report Industry Investment Rating - No information provided Core View of the Report - The inventory of apples for the Spring Festival preparation has not changed significantly. Merchants mainly continue to package their own supplies. In some low - price producing areas, the trading of fruit farmers' goods has slightly improved. Merchants mainly package gift boxes, and fruit farmers are actively selling their goods, with prices determined by quality. The trading of high - price and high - quality apples in Shaanxi, such as Luochuan apples, remains sluggish, and the market situation has not changed much. The Spring Festival preparation is gradually entering the incremental stage. In the producing areas, the shipping speed has significantly accelerated, with the Gansu producing area performing better than others. Merchants still mainly ship their own inventory. As of January 28, 2026, the cold - storage inventory of apples in the main producing areas of the country was 6.5405 million tons, a decrease of 287,300 tons from the previous week. The inventory removal speed has accelerated compared to the previous week and is slightly higher than the same period last year. The storage capacity ratio in Shandong is 49.01%, a decrease of 1.29% from the previous week, and in Shaanxi, it is 50.85%, a decrease of 1.91% from the previous week. In the Shandong producing area, the overall packaging and shipping have increased, and some pre - packed gift boxes have been shipped to the market, with the shipment accelerating, but the transaction of fruit farmers' goods is still average. In Shaanxi, the inventory removal has slightly accelerated, and the transactions in Weinan and Xianyang have improved compared to before, with more merchants packing and shipping, and the fruit farmers' goods are mainly sold in two - polar sources. In the sales areas, there is a large backlog of goods in the transfer warehouses and on the ground vehicles, and the sales speed of gift - boxed goods is average. In terms of price, the price of general - quality fruit farmers' goods is stable with a weak trend, while the price of high - quality goods is stable [2] Summary by Relevant Catalogs Futures Market - The closing price of the main apple futures contract is 9,485 yuan/ton, and the position of the main contract is 101,361 hands, a decrease of 8,125 hands compared to the previous period. The net long position of the top 20 futures holders is 1,422 hands, and the previous value was 909 hands [2] Spot Market - The spot price of apples in Gansu Jingning (paper - bagged, above 75) is 5.25 yuan/jin, in Shandong Yiyuan (paper - bagged, above 75) is 2.4 yuan/jin, in Shaanxi Luochuan (paper - bagged, above 70 semi - commercial) is 4.2 yuan/jin, and in Shandong Yantai Qixia (paper - bagged, above 80, first - grade and second - grade fruit farmers' goods) is 3.7 yuan/jin [2] Upstream Situation - The annual apple production in the country is 51.2851 million tons, and the weekly wholesale price of apples is 9.47 yuan/kg, a decrease of 0.05 yuan/kg compared to the previous period [2] Industry Situation - The average weekly wholesale price of Fuji apples is 9.33 yuan/kg, an increase of 0.04 yuan/kg compared to the previous period. The total cold - storage inventory of apples in the country is 6.5405 million tons, a decrease of 287,300 tons compared to the previous week. The storage capacity ratio of apples in Shandong is 49.01%, a decrease of 1.29% compared to the previous week, and in Shaanxi is 50.85%, a decrease of 1.91% compared to the previous week. The monthly export volume of apples is 160,000 tons, an increase of 40,000 tons compared to the previous period. The monthly export amount of apples increased by 30.7% year - on - year, and the monthly import amount of fresh and dried fruits and nuts is 17.75355 million US dollars, an increase of 6.57409 million US dollars compared to the previous period. The weekly profit of storage merchants for first - and second - grade paper - bagged apples of 80 is 0 yuan/jin [2] Downstream Situation - The weekly wholesale price of pears is 6.52 yuan/kg, an increase of 0.02 yuan/kg compared to the previous period; the weekly wholesale price of bananas is 6.97 yuan/kg, a decrease of 0.07 yuan/kg compared to the previous period; the weekly wholesale price of watermelons is 5.9 yuan/kg, an increase of 0.05 yuan/kg compared to the previous period. The average daily number of trucks arriving in the morning at the Guangdong Jiangmen wholesale market is 17.4, an increase of 6.2 compared to the previous period; at the Guangdong Xiaqiao wholesale market is 7.8; at the Guangdong Chalong wholesale market is 23.4, an increase of 11.6 compared to the previous period [2] Option Market - The implied volatility of at - the - money call options for apples is 26.29%, an increase of 0.84% compared to the previous period; the implied volatility of at - the - money put options for apples is 26.29%, an increase of 0.84% compared to the previous period [2] Suggested Attention Points - Pay attention to the cold - storage inventory data on Thursday [2]

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints of the Report - The coking coal market is in a weak balance with reduced supply and weak demand as winter storage nears its end, and is expected to fluctuate. Attention should be paid to steel - coking profits and the shutdown situation in the industrial chain [2] - The coke market has supply contraction and iron - water demand falling short of expectations. With pre - holiday winter storage approaching the end and downstream rigid demand procurement, it is also expected to fluctuate. Attention should be paid to steel - coking profits and the shutdown situation in the industrial chain [2] Group 3: Summary by Relevant Catalogs Futures Market - JM main contract closing price increased by 26 yuan/ton to 1167.50 yuan/ton, and J main contract closing price increased by 34.50 yuan/ton to 1715.00 yuan/ton [2] - JM futures contract positions increased by 5864 hands to 577813 hands, while J futures contract positions decreased by 156 hands to 38269 hands [2] - The net positions of the top 20 JM contracts decreased by 3441 hands to - 80491 hands, and the net positions of the top 20 J contracts decreased by 211 hands to - 1165 hands [2] - JM 9 - 5 month contract spread decreased by 6.50 yuan/ton to 78.00 yuan/ton, and J 9 - 5 month contract spread increased by 3.00 yuan/ton to 69.00 yuan/ton [2] - The number of coking coal warehouse receipts remained at 0, and the number of coke warehouse receipts remained at 1480 [2] Spot Market - The price of Ganqimao Du Meng 5 raw coal increased by 3 yuan/ton to 1027 yuan/ton, and the price of Tangshan Grade 1 metallurgical coke remained at 1720 yuan/ton [2] - The price of Russian main coking coal forward spot remained at 164 dollars/wet ton, and the price of Rizhao Port quasi - Grade 1 metallurgical coke remained at 1520 yuan/ton [2] - The price of imported main coking coal from Australia at Jingtang Port increased by 10 yuan/ton to 1620 yuan/ton, and the price of Grade 1 metallurgical coke at Tianjin Port remained at 1620 yuan/ton [2] - The price of Shanxi - produced main coking coal at Jingtang Port remained at 1780 yuan/ton, and the price of quasi - Grade 1 metallurgical coke at Tianjin Port remained at 1520 yuan/ton [2] - The price of medium - sulfur main coking coal in Lingshi, Jinzhong, Shanxi remained at 1400 yuan/ton, and the J main contract basis decreased by 34.50 yuan/ton to 5 yuan/ton [2] - The ex - factory price of coking coal produced in Wuhai, Inner Mongolia remained at 1330 yuan/ton, and the JM main contract basis decreased by 26 yuan/ton to 177.50 yuan/ton [2] Upstream Situation - The daily output of clean coal from 314 independent coal washing plants decreased by 0.80 tons to 26.80 tons, and the weekly inventory of clean coal from 314 independent coal washing plants decreased by 11.60 tons to 311.60 tons [2] - The weekly capacity utilization rate of 314 independent coal washing plants decreased by 0.01% to 0.37%, and the monthly raw coal output increased by 1024.20 tons to 43703.50 tons [2] - The monthly import volume of coal and lignite increased by 1455 tons to 5860 tons, and the daily average output of raw coal from 523 coking coal mines decreased by 1.60 tons to 197.80 tons [2] - The weekly inventory of imported coking coal at 16 ports decreased by 15 tons to 547.99 tons, and the weekly inventory of coking coal in the full - sample of independent coking enterprises increased by 57.08 tons to 1234.79 tons [2] - The weekly inventory of coke at 18 ports decreased by 6.19 tons to 263.07 tons, and the weekly inventory of coke in the full - sample of independent coking enterprises increased by 2.94 tons to 84.39 tons [2] - The weekly inventory of coking coal in 247 steel mills nationwide increased by 11.12 tons to 814.36 tons, and the weekly inventory of coke in 247 sample steel mills increased by 16.55 tons to 678.19 tons [2] Industry Situation - The available days of coking coal in the full - sample of independent coking enterprises increased by 0.15 days to 13.03 days, and the available days of coke in 247 sample steel mills increased by 0.19 days to 12.54 days [2] - The monthly import volume of coking coal increased by 303.83 tons to 1376.98 tons, and the monthly export volume of coke and semi - coke increased by 28 tons to 100 tons [2] - The monthly total supply of coking coal increased by 238.93 tons to 5478.50 tons, and the weekly capacity utilization rate of independent coking enterprises decreased by 0.14% to 72.41% [2] - The weekly profit per ton of coke in independent coking plants increased by 11 yuan/ton to - 55 yuan/ton, and the monthly coke output increased by 104 tons to 4274.30 tons [2] Downstream Situation - The weekly blast furnace operating rate of 247 steel mills nationwide increased by 0.32% to 79.00%, and the weekly blast furnace iron - making capacity utilization rate of 247 steel mills decreased by 0.04% to 85.47% [2] - The monthly crude steel output decreased by 169.36 tons to 6817.74 tons [2] Industry News - Recently, 10 steel mills announced Spring Festival maintenance plans. For example, Chengshi Iron and Steel of Dusteel Group plans to shut down for maintenance from February 1st to 28th, 2026, reducing the output of construction steel by about 17 tons [2] - A survey of nearly 50 steel trading enterprises in 13 leading markets in Shandong showed that the overall winter storage volume of the surveyed enterprises this year decreased by 38.35% compared with last year [2]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2026年2月3日，国内期货主力合约跌多涨少，沪银跌超16%，沪锡跌超6%，SC原油跌超4%，燃料油跌 超3%，低硫燃料油、烧碱、双胶纸跌超2%，乙二醇、甲醇、不锈钢、沥青跌近2%。涨幅方面，钯涨超 8%，多晶硅涨超6%，集运欧线涨超5%，碳酸锂涨超4%，铂涨超3%，沪铜、国际铜涨超2%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2026年2月3日，国内期货主力合约跌多涨少，沪银跌超16%，沪锡跌超6%，SC原油跌超4%，燃料油跌 超3%，低硫燃料油、烧碱、双胶纸跌超2%，乙二醇、甲醇、不锈钢、沥青跌近2%。涨幅方面，钯涨超 8%，多晶硅涨超6%，集运欧线涨超5%，碳酸锂涨超4%，铂涨超3%，沪铜、国际铜涨超2%。 | 序号 | 合约名称 | 最新 | 现手 | 中国 | 菜价 | News t | 不要 | 英国 | 成交堂 | 源器 | 符合量 | 日居仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

1. Report Industry Investment Ratings - PX: Followed the sharp decline in oil prices, with an interval shock market [1] - PTA: Interval shock market [1] - MEG: Interval operation [1] 2. Core Views of the Report - PX is in a pre - holiday unilateral shock market, with fundamentals gradually weakening and entering a inventory accumulation pattern. Consider the long PX and short EB hedge [8] - PTA is in an interval shock market with a bearish monthly spread. Short when the processing fee is above 450. Pay attention to the support in the 5100 - 5200 yuan/ton interval [9] - MEG is in a unilateral interval shock market. The supply pressure is still high, but the downside space below 3600 yuan/ton is limited, and the inventory accumulation pattern is difficult to change [10] 3. Key Points by Related Content Futures Market - **PX**: The closing price of the main contract was 7150, down 250 or 3.38% from the previous day. The PX5 - 9 spread closed at 20, up 4 from the previous day [2] - **PTA**: The closing price of the main contract was 5092, down 178 or 3.38% from the previous day. The PTA5 - 9 spread closed at - 8, up 4 from the previous day [2] - **MEG**: The closing price of the main contract was 3767, down 146 or 3.73% from the previous day. The MEG5 - 9 spread closed at - 104, up 1 from the previous day [2] - **PF**: The closing price of the main contract was 6484, down 172 or 2.58% from the previous day. The PF3 - 4 spread closed at - 48, up 8 from the previous day [2] - **SC**: The closing price of the main contract was 449, down 21.8 or 4.63% from the previous day. The SC2 - 3 spread closed at - 7.2, down 2 from the previous day [2] Spot Market - **PX**: The CFR China price was 891.67 dollars/ton, down 22.66 dollars from the previous day. The PX - naphtha spread was 316.83 dollars/ton, down 8.17 dollars from the previous day [2] - **PTA**: The East China price was 5125 yuan/ton, down 165 yuan from the previous day. The processing fee was 485.25 yuan/ton, up 86.82 yuan from the previous day [2] - **MEG**: The spot price was 3712 yuan/ton, down 102 yuan from the previous day [2] - **Naphtha MOPJ**: The price was 581.38 dollars/ton, down 15.12 dollars from the previous day. The MOPJ naphtha - Dubai crude oil spread was - 4.34 dollars/ton, unchanged from the previous day [2] - **Dated Brent**: The price was 68.77 dollars/barrel, down 3.94 dollars from the previous day [2] Fundamental Data - **PX**: On February 2, the PX price fell. The 3 - month MOPJ was estimated at 571 dollars/ton CFR. The PX was estimated at 891 dollars/ton, down 22 dollars from last Friday. The domestic device start - up rate rose to 89.2%, and the Asian device start - up rate was 81.6% (+1%) [3][8] - **PTA**: A 100 - million - ton PTA device in the southwest is preparing to restart. The PTA start - up rate remained unchanged at 76.6%. The polyester start - up rate is expected to be 88% in January, 80.5% in February, and 91% in March [3][9] - **MEG**: On February 2, the port inventory in some main ports in East China was about 89.7 million tons, an increase of 3.9 million tons from the previous period. The device start - up rate rose to 74.4% (+1.3%). The import volume from January to February will remain high, with a monthly average of over 70 million tons [3][10] Polyester Market - Two polyester devices in Shaoxing with a total of 40 million tons and two with a total of 55 million tons are planned to be shut down for maintenance starting from the 5th. A 20 - million - ton polyester device in Huzhou has been shut down for maintenance since the weekend [5] - In January, the average sales volume of domestic mainstream direct - spinning filament factories was estimated to be around 94%. On February 2, the sales volume of Jiangsu and Zhejiang filament was light, with an average sales volume estimated to be 2 - 30% by 3:30 pm. The average sales volume of direct - spinning staple fiber factories was 44% by 3:00 pm [5][6] Trend Strength - The trend strength of p - xylene is 0 - The trend strength of PTA is 0 - The trend strength of MEG is 0 [7]

纯苯苯乙烯日报 | 2026-02-03 原油带动纯苯系品种回调 纯苯与苯乙烯观点 市场要闻与重要数据 纯苯方面：纯苯主力基差69元/吨（+30）。纯苯港口库存30.50万吨（+0.00万吨）；纯苯CFR中国加工费177美元/吨 （-7美元/吨），纯苯FOB韩国加工费177美元/吨（-7美元/吨），纯苯美韩价差86.0美元/吨（+3.0美元/吨）。华东纯苯 现货-M2价差-120元/吨（-15元/吨）。 纯苯下游方面：己内酰胺生产利润-840元/吨（+160），酚酮生产利润-766元/吨（+0），苯胺生产利润1134元/吨（-107）， 己二酸生产利润-241元/吨（+288）。己内酰胺开工率73.57%（-2.60%），苯酚开工率88.00%（+2.50%），苯胺开工 率88.53%（+0.92%），己二酸开工率68.50%（-0.60%）。 苯乙烯方面：苯乙烯主力基差237元/吨（+1元/吨）；苯乙烯非一体化生产利润501元/吨（-112元/吨），预期逐步压 缩。苯乙烯华东港口库存108600吨（+8000吨），苯乙烯华东商业库存60800吨（-1500吨），处于库存回建阶段。苯 乙烯开工率69.3%（- ...

油料日报 | 2026-02-03 豆一短期支撑偏强，花生节前交投分化 大豆观点 市场分析 期货方面，昨日收盘豆一2605合约4393.00元/吨，较前日变化+11.00元/吨，幅度+0.25%。现货方面，食用豆现货基 差A05+47，较前日变化-11，幅度32.14%。 市场资讯汇总：东北地区大豆现货价格近日上调20-30元/吨。当前产区农户和贸易商惜售情绪较浓，市场可流通粮 源较往年同期偏紧，加之部分企业已开始为春节进行滚动补库，共同推动大豆价格走高。现货方面：黑龙江哈尔 滨市场国标一等蛋白39%蛋白中粒塔粮装车报价2.22元/斤；黑龙江双鸭山宝清市场国标一等蛋白39%蛋白中粒塔粮 装车报价2.20元/斤；黑龙江佳木斯富锦市场国标一等蛋白39%蛋白中粒塔粮装车报价2.22元/斤；黑龙江齐齐哈尔 讷河市场国标一等蛋白41%蛋白中粒塔粮装车报价2.35元/斤；黑龙江黑河嫩江市场国标一等蛋白41%蛋白中粒塔粮 装车报价2.35元/斤；黑龙江绥化海伦市场国标一等蛋白41%蛋白中粒塔粮装车报价2.33元/斤。 昨日豆一期货主力合约价格宽幅震荡。近期中储粮大豆购销环节呈现双向拍卖百分百成交与单向拍卖并行态势， 但春节 ...