棕榈油市场遭遇双杀，政策红利落空叠加供应洪峰压制价格！市场面临双重压力，后续将如何应对？ 相关链接 期货热点追踪 ...

Core Insights - The USDA growth report reveals that the U.S. soybean planting rate has surpassed 30%, indicating a potential acceleration in planting that could impact prices significantly [1] - The strength of U.S. corn exports raises questions about whether it can support price stability in the market [1] Group 1 - The soybean planting rate in the U.S. has reached over 30%, which may act as a "death knell" for prices if planting accelerates further [1] - The report suggests that the rapid increase in soybean planting could lead to oversupply, affecting market dynamics [1] Group 2 - U.S. corn exports are reported to be strong, which may provide a buffer for corn prices amidst fluctuating market conditions [1] - The ability of corn exports to maintain price support is under scrutiny, as market participants assess the sustainability of this trend [1]

布伦特原油经历六连跌后暴力反弹，这场60美元关口的生死博弈究竟谁在操控全局？ 相关链接 期货热点追踪 ...

受产量强劲和未来几周库存水平可能上升的担忧影响，马棕油收回早盘涨幅，但分析师认为，中国 在……增加棕榈油进口将对价格形成支撑！ 相关链接 期货热点追踪 ...

期货热点追踪 美国大豆、玉米种植进度双双落后预期，受什么原因影响？本周种植进度能否加快？ 相关链接 ...

相关链接 库存数据矛盾重重，欧佩克+的"健康市场"说辞站得住脚吗？欧佩克+通过增加产量到底想实现什么 呢？ 期货热点追踪 ...

聚烯烃产业期现日报 投资咨询业务资格:证监许可【2011】1292号 2025年4月30日 张晓珍 Z0003135 PE PP价格及价差 | 品种 | 4月29日 7322 | 4月28日 7353 | 涨跌 | 涨跌幅 -0.42% | 单位 | | --- | --- | --- | --- | --- | --- | | L2505 收盘价 L2509 收盘价 | 7122 | 7164 | -31 -42 | -0.59% | | | PP2505 收盘价 | 7170 | 7195 | -25 | -0.35% | | | PP2509 收盘价 | 7092 | 7112 | -20 | -0.28% | | | L2505-2509 | 200 | 189 | 11 | 5.82% | | | PP2505-2509 | 78 | 83 | -5 | -6.02% | 元/吨 | | 华东PP拉丝现货 | 7230 | 7250 | -20 | -0.28% | | | 华北LLDPE膜料现货 | 7300 | 7350 | -50 | -0.68% | | | 华北 L05基差 | 200 | ...

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The demand expectations for both rebar and hot-rolled coil are poor, and their prices are fluctuating at low levels [2]. 3. Summary by Directory 3.1 Fundamental Tracking - **Futures Data**: The closing prices of RB2510 and HC2510 were 3,100 yuan/ton and 3,210 yuan/ton respectively, with daily declines of -1.21% and -1.26%. The trading volumes were 1,627,530 hands and 576,048 hands, and the open interests were 2,017,637 hands and 1,332,134 hands, with open interest changes of -15,299 hands and -28,759 hands [2]. - **Spot Price**: Rebar prices in Shanghai, Hangzhou, and Beijing decreased by 20 yuan/ton, 10 yuan/ton, and 20 yuan/ton respectively, while the price in Guangzhou remained unchanged. Hot-rolled coil prices in Shanghai, Hangzhou, Tianjin, and Guangzhou decreased by 20 yuan/ton, 40 yuan/ton, 20 yuan/ton, and 30 yuan/ton respectively. The price of Tangshan billet remained unchanged [2]. - **Basis and Spread**: The basis of RB2510 and HC2510 increased by 9 yuan/ton and 7 yuan/ton respectively. The spreads of RB2505 - RB2510 and HC2505 - HC2510 increased by 14 yuan/ton and 7 yuan/ton respectively, while the spread of HC2505 - RB2505 decreased by 5 yuan/ton, and the spread of HC2510 - RB2510 increased by 2 yuan/ton. The spot coil-to-rebar spread increased by 1 yuan/ton [2]. 3.2 Macro and Industry News - **Steel Production and Inventory Data (April 25)**: Rebar production decreased by 0.11 million tons, hot-rolled coil production increased by 3.10 million tons, and the total production of five major steel products increased by 3.13 million tons. Rebar inventory decreased by 30.83 million tons, hot-rolled coil inventory decreased by 6.86 million tons, and the total inventory of five major steel products decreased by 50.41 million tons. Rebar apparent demand decreased by 13.88 million tons, hot-rolled coil apparent demand increased by 0.20 million tons, and the total apparent demand of five major steel products decreased by 22.39 million tons [3]. - **Industrial Enterprise Profit Data (January - March)**: The total profit of industrial enterprises above designated size was 1,509.36 billion yuan, a year-on-year increase of 0.8%. Among them, the profit of state-owned holding enterprises was 559.95 billion yuan, a year-on-year decrease of 1.4%; the profit of joint-stock enterprises was 1,110.15 billion yuan, an increase of 0.1%; the profit of foreign and Hong Kong, Macao, and Taiwan-invested enterprises was 388.35 billion yuan, an increase of 2.8%; the profit of private enterprises was 370.97 billion yuan, a decrease of 0.3% [3][4]. 3.3 Trend Intensity The trend intensity of rebar and hot-rolled coil is 0, indicating a neutral view. The range of trend intensity is an integer within [-2, 2], where -2 represents the most bearish view and 2 represents the most bullish view [5].

期货热点追踪 四大粮商集体被告！巴西撤销税收优惠会否推高大豆价格？ 相关链接 ...

①美股三大股指全线收涨，道指涨300.03点，涨幅为0.75%，报40527.62点；纳指涨95.18点，涨幅为 0.55%，报17461.32点；标普500指数涨32.08点，涨幅为0.58%，报5560.83点； ⑧伦敦基本金属多数下跌，LME铝涨1.42%报2470.00美元/吨，LME铜涨0.44%报9446.50美元/吨，LME 铅跌0.10%报1975.00美元/吨，LME锌跌0.13%报2650.50美元/吨，LME锡跌0.26%报32065.00美元/吨， LME镍跌0.35%报15630.00美元/吨； ⑨美债收益率全线走低，2年期美债收益率跌4.08个基点报3.6499%，3年期美债收益率跌2.53个基点报 3.6428%，5年期美债收益率跌3.63个基点报3.7695%，10年期美债收益率跌2.89个基点报4.1755%，30年 期美债收益率跌3.04个基点报4.6499%； ⑩芝加哥期货交易所农产品期货主力合约收盘全线下跌，大豆期货跌0.94%报1052.50美分/蒲式耳，玉 米期货跌2.59%报470.75美分/蒲式耳，小麦期货跌1.22%报524.50美分/蒲式耳。 责编:李文玉 ...