焦煤在800关口附近遇阻回落，中美贸易摩擦降温难敌基本面疲软，叠加市场情绪已经降温，反弹行情 是否已经结束？机构称存在二次探底可能！ 相关链接 期货热点追踪 ...

期货热点追踪 马棕油3800支撑稳固！但4000阻力难破，6月棕榈油是宽幅震荡还是趋势下跌？ 相关链接 ...

Core Viewpoint - The main contract for silver futures in Shanghai has seen an intraday increase of 4%, reaching a price of 8815 yuan per kilogram [1] Group 1 - The Shanghai silver futures market is experiencing significant upward movement, indicating strong market interest and potential volatility [1]

期货热点追踪 USDA出口净销售报告：玉米、大豆需求坚挺，小麦出现洗船。 相关链接 ...

期货热点追踪 几内亚矿端扰动结束？3000关口失守，空头再度发力！氧化铝还能追空吗？ 相关链接 ...

马棕油价格结束二连涨，4000关口是否已经成为短期顶部？下跌行情重启了吗？ 相关链接 期货热点追踪 ...

Report Title - The report is titled "Asphalt: Continued Volatility" and was released on June 5, 2025 [1] Investment Rating - There is no information about the report's industry investment rating provided in the given content Core View - The core view is that the asphalt market will continue to experience volatility [1] Summary by Directory Fundamental Tracking - **Futures Data**: BU2507 closed at 3,506 yuan/ton yesterday with a 0.69% increase, and 3,504 yuan/ton last night with a -0.06% change; BU2508 closed at 3,492 yuan/ton yesterday with a 0.55% increase, and 3,490 yuan/ton last night with a -0.06% change. Trading volume and open interest of BU2507 decreased, while the open interest of BU2508 increased slightly [2] - **Spot Market**: The wholesale price in Shandong increased by 45 yuan/ton to 3,670 yuan/ton, and in the Yangtze River Delta by 20 yuan/ton to 3,600 yuan/ton. The refinery operating rate decreased by 1.28% to 32.57%, and the refinery inventory rate increased by 0.16% to 30.76% [2] - **Spread Data**: The basis (Shandong - 07) was 164 yuan/ton, the 07 - 08 inter - period spread was 14 yuan/ton, the Shandong - South China spread was 265, and the East China - South China spread was 195 yuan/ton, with corresponding changes compared to the previous day [2] Trend Intensity - The asphalt trend intensity is 0, indicating a neutral outlook. The trend intensity ranges from -2 (most bearish) to 2 (most bullish) [9] Market Information - As of June 3, 2025, the total inventory of 54 domestic asphalt sample refinery warehouses was 84.6 tons, a 2.6% decrease from May 29. The refinery warehouses in the Northeast had the largest de - stocking amplitude. The total inventory of 104 domestic asphalt social warehouses was 187.3 tons, a 0.1% decrease from May 29, with obvious de - stocking in the Northwest [14]

2025年06月05日 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石：板块预期反复，宽幅震荡 | 2 | | --- | --- | | 螺纹钢：市场情绪提振，宽幅震荡 | 3 | | 热轧卷板：市场情绪提振，宽幅震荡 | 3 | | 硅铁：黑色板块共振，宽幅震荡 | 5 | | 锰硅：黑色板块共振，宽幅震荡 | 5 | | 焦炭：三轮提降开启，盘面震荡偏强 | 7 | | 焦煤：消息扰动，盘面震荡偏强 | 7 | | 动力煤：底部阶段企稳运行 | 9 | | 原木：弱势震荡 | 10 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 6 月 5 日 铁矿石：板块预期反复，宽幅震荡 张广硕 投资咨询从业资格号：Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 1. 29% | | --- | --- | --- | --- | --- | --- | | 期货 | 12509 | | 704. ...

"西方不亮东方亮"，美国铝进口关税翻倍对沪铝冲击或有限？ 相关链接 期货热点追踪 ...

印度需求强劲推动马棕油收涨！但价格仍未突破4000关口，这波上涨是否在"诱多"？ 相关链接 期货热点追踪 ...