期货热点追踪 由于市场担忧棕榈油产量增加和需求疲软，马棕油价格跌至9个月低点，但分析师认为当前价格水平可 能为投资者提供入场机会！ 相关链接 ...

截至目前，我国所有在产多晶硅企业基本处于降负荷运行状态，本月原计划有新增产出的 2 家 企业基本已取消其扩产计划，即将步入检修的 3 家企业也开始逐步减少原料输送。因此预计， 5 月份国内多晶硅产量将减少至 9.6 万吨左右，环比下降约 3% ，在产企业数量或将在 2 季度缩减 至 10 家左右。 （阎晓宇） 本周棒状硅企业暂无成交。 n 型颗粒硅成交价格区间为 3.50-3.70 万元 / 吨，成交均价为 3.60 万元 / 吨，环比下降 2.70% 。 本周棒状硅市场僵持博弈，企业基本无成交。目前下游基本已经没有集中采购时期，多为按照 生产节奏择期少量补库。目前光伏产业链下游产品价格再度呈现下降趋势，下游企业对于原料成本 控制越发严格，多晶硅预期采购价格一降再降，亏损已达到绝大多数多晶硅企业无法接受的程度， 因此多晶硅企业不愿让价成交。出于这种极端市场行情，部分多晶硅企业有意愿将三季度的集中检 修提前至二季度，或者将根据实际的签单情况对开工负荷进行临时调整。 ...

Core Insights - In the first three months of 2025, the production of soda ash (sodium carbonate) in Henan Province reached 2.5 million tons, marking an 11.3% increase compared to the same period in 2024, although the growth rate has slowed by 50.6 percentage points from the previous year [1] - The production accounted for 25.5% of the national output of 9.7946725 million tons during the same period [1] Monthly Production Analysis - In March 2025, the production of soda ash in Henan Province was 1.041 million tons, representing a 42.8% increase year-on-year, but the growth rate has decreased by 9.1 percentage points compared to March 2024 [2] - This monthly production accounted for 29.9% of the national output of 3.4804896 million tons in March 2025 [2]

期货热点追踪 知名行业分析师：棕榈油产量回升导致库存增加，马棕油价格或接近每吨3500马币的两年低点！ 相关链接 ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本 报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得 以任何形式翻版、复制和发布。如引用、刊发，需注明出处为瑞 达 研 究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改 。 焦煤焦炭产业日报 2025/5/7 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价（日，元/吨） | 908.00 | -3.50↓ | J主力合约收盘价（日，元/吨） | 1507.00 | +5.00↑ | | 期货市场 | JM期货合约持仓量（日，手） | 400381.00 | ...

摘要：【图】2025年3月四川省汽油产量数据分析 2025年3月汽油产量统计： 据统计，2025年3月四川省规模以上工业企业汽油产量与上年同期相比增长了23.1%，达24.5万吨，增速 较上一年同期高11.0个百分点，继续保持增长，增速较同期全国高29.2个百分点，约占同期全国规模以 上企业汽油产量1322万吨的比重为1.9%。 详见下图： 汽油产量：24.5 万吨 同比增长：23.1% 增速较上一年同期变化：高11.0个百分点 2025年1-3月汽油产量统计： 汽油产量：65.1 万吨 同比增长：18.7% 增速较上一年同期变化：高17.0个百分点 石油化工行业最新动态 石油市场调研与发展前景 化工发展现状及前景预测 日化市场调研及发展趋势 润滑油行业监测及发展趋势 汽油未来发展趋势预测 柴油现状及发展前景 橡胶发展前景趋势分析 塑料的现状和发展趋势 化妆品行业现状与发展趋势清洁护肤市场现状及前景分析 据统计，2025年1－3月，四川省规模以上工业企业汽油产量与上年同期相比增长了18.7%，达65.1万 吨，增速较上一年同期高17.0个百分点，继续保持增长，增速较同期全国高23.8个百分点，约占同期全 国规 ...

Financial Performance - In 2024, the company achieved a revenue of 65.556 billion yuan, a year-on-year increase of 7.01% [1] - The net profit attributable to shareholders was 3.386 billion yuan, up 13.71% year-on-year [1] - The non-recurring net profit reached 3.532 billion yuan, reflecting an 18.25% year-on-year growth [1] - In Q4 2024, revenue was 19.511 billion yuan, a quarter-on-quarter increase of 11.41% [1] - The net profit attributable to shareholders in Q4 2024 was 743 million yuan, down 17.50% quarter-on-quarter [1] - In Q1 2025, revenue was 14.859 billion yuan, a year-on-year increase of 12.88% but down 23.84% quarter-on-quarter [1] - The net profit attributable to shareholders in Q1 2025 was 1.038 billion yuan, up 32.65% year-on-year and up 39.79% quarter-on-quarter [1] Production and Sales Data - In 2024, the production of mined gold was approximately 18.35 tons, a decrease of 2.86% year-on-year, with sales of about 18.09 tons, down 0.97% year-on-year [2] - The production of refined gold in 2024 was about 37.95 tons, a decline of 7.14% year-on-year, with sales of approximately 37.78 tons, down 7.91% year-on-year [2] - The company has set production guidance for 2025, targeting 18.17 tons of mined gold and 35.30 tons of refined gold [2] Cash Dividend - The company plans to distribute a cash dividend of 3.88 yuan per 10 shares (including tax), totaling approximately 1.881 billion yuan, which accounts for 55.55% of the net profit attributable to shareholders in 2024 [2] Project Development - The construction of the Saling Gold Mine project is progressing smoothly, with significant growth potential [2] - The Saling Gold Mine is located in a major mineralization belt, with a resource reserve of 134.1135 million tons and a gold content of 372.06 tons [2] - The project is expected to have an annual production capacity of 10 tons and is anticipated to be completed and operational by mid-2026 [2] Investment Outlook - The company maintains an "outperform the market" rating, with projected revenues of 77.8 billion yuan, 79.2 billion yuan, and 80.7 billion yuan for 2025-2027, reflecting year-on-year growth rates of 18.7%, 1.8%, and 1.9% respectively [4] - The net profit attributable to shareholders is expected to be 4.595 billion yuan, 5.035 billion yuan, and 5.511 billion yuan for the same period, with year-on-year growth rates of 35.7%, 9.6%, and 9.5% respectively [4] - The company is expected to steadily increase its mined gold production due to the injection of quality assets and resource optimization [4]

摘要：【图】2025年3月天津市原油产量数据分析 2025年3月原油产量统计： 原油产量：350.9 万吨 同比增长：4.4% 增速较上一年同期变化：低0.9个百分点 据统计，2025年3月天津市规模以上工业企业原油产量与上年同期相比增长了4.4%，达350.9万吨，增速 较上一年同期低0.9个百分点，增速放缓，增速较同期全国高0.9个百分点，约占同期全国规模以上企业 原油产量1902.5万吨的比重为18.4%。 详见下图： 同比增长：3.2% 增速较上一年同期变化：低2.7个百分点 据统计，2025年1－3月，天津市规模以上工业企业原油产量与上年同期相比增长了3.2%，达1005.3万 吨，增速较上一年同期低2.7个百分点，增速放缓，增速较同期全国高2.1个百分点，约占同期全国规模 以上企业原油产量5408.8万吨的比重为18.6%。详见下图： 图2：天津市原油产量分月（累计值）统计图 图1：天津市原油产量分月（当月值）统计图 注：主要能源产品产量月度统计范围为规模以上工业法人单位，即年主营业务收入2000万元及以上的工 业企业。 2025年1-3月原油产量统计： 原油产量：1005.3 万吨 产业调研网为 ...

宏源期货煤焦日报 | | | | | | | | | | | | 2025/5/7 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 焦炭盘面 | | | | | 焦煤盘面 | | | | 基美 | | | | 昨日 | | 刷日 | 涨跌 | | 昨日 | 前日 | 涨跌 | | 昨日 | ■日 | 涨跌 | | 12601 | 90955 | 1576.0 | -25,5 | JM2601 | 959.5 | 980.0 | -20,5 | 101 查会 | -61.5 | -87.0 | 25.5 | | J2505 | 1470.5 | 1601.0 | -130.5 | JM2505 | 880.0 | 888.0 | -8.0 | 105基差 | 18.5 | -112.0 | 130 5 | | 12509 | 1505.0 | 1538.0 | -36.0 | 80952WIE | 911.5 | 930.5 | -19.0 | 100 变云 | -13.0 | -49.0 | 36.0 ...

期货热点追踪 油价持续反弹，美国产量减弱，欧洲和中国需求增加，市场前景如何？ 相关链接 ...