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橡胶甲醇原油:多空交投谨慎,能化震荡整理
Bao Cheng Qi Huo· 2026-02-12 11:26
1. Report's Industry Investment Rating - No information provided in the report 2. Core Views of the Report - **Rubber**: On Thursday, the domestic Shanghai rubber futures contract 2605 showed a trend of decreasing trading volume, reducing positions, fluctuating weakly, and slightly closing lower. The intraday price center dropped slightly to around 16,450 yuan/ton, and the price closed 0.51% lower at 16,450 yuan/ton. The premium of the May - September spread narrowed to 95 yuan/ton. The rubber market has entered a stage of divergence between bulls and bears. As the Spring Festival holiday approaches, trading by both sides has become more cautious. It is expected that the Shanghai rubber futures will maintain a volatile consolidation trend in the future [6]. - **Methanol**: On Thursday, the domestic methanol futures contract 2605 showed a trend of decreasing trading volume, reducing positions, fluctuating weakly, and slightly closing lower. The price reached a maximum of 2,259 yuan/ton and a minimum of 2,230 yuan/ton, and finally closed 0.45% lower at 2,231 yuan/ton. The discount of the May - September spread narrowed to 30 yuan/ton. Dominated by the weak supply - demand fundamentals, trading by both sides has become more cautious, and methanol futures may maintain a volatile consolidation trend [6]. - **Crude Oil**: On Thursday, the domestic crude oil futures contract 2604 showed a trend of increasing trading volume, reducing positions, fluctuating strongly, and slightly closing higher. The price reached a maximum of 486.4 yuan/barrel and a minimum of 476.2 yuan/barrel, and finally closed 0.19% higher at 476.8 yuan/barrel. As the geopolitical risks in the Middle East have heated up again, the premium of crude oil has become prominent. Attention should be paid to the dynamics of the external market during the Spring Festival holiday and the geopolitical risks in the Middle East [7]. 3. Summary by Relevant Catalogs 3.1 Industry Dynamics Rubber - As of February 8, 2026, the total inventory of natural rubber in bonded and general trade in Qingdao was 606,800 tons, a month - on - month increase of 15,100 tons or 2.55%. The bonded area inventory was 99,000 tons, an increase of 1.38%, and the general trade inventory was 507,800 tons, an increase of 2.78%. The inbound rate of the bonded warehouses decreased by 0.58 percentage points, and the outbound rate increased by 0.15 percentage points. The inbound rate of general trade warehouses increased by 1.24 percentage points, and the outbound rate decreased by 0.47 percentage points [9]. - As of February 5, 2026, the capacity utilization rate of China's semi - steel tire sample enterprises was 72.09%, a month - on - month decrease of 2.23 percentage points and a year - on - year increase of 59.45 percentage points. The capacity utilization rate of all - steel tire sample enterprises was 60.45%, a month - on - month decrease of 2.02 percentage points and a year - on - year increase of 47.20 percentage points. The capacity utilization rate of tire sample enterprises will further decline, with many all - steel tire enterprises gradually entering the Spring Festival holiday around February 10, and semi - steel tire enterprises mostly shutting down from February 13 to February 15 [9]. - In January 2026, China's automobile production and sales were 2.45 million and 2.346 million respectively. The production increased by 0.01% year - on - year, and the sales decreased by 3.2% year - on - year. Month - on - month, they decreased by 25.7% and 28.3% respectively. Specifically, the passenger car market declined. In January, the production and sales of passenger cars were 2.062 million and 1.988 million respectively, a year - on - year decrease of 4.1% and 6.8% respectively, and a month - on - month decrease of 28.4% and 30.2% respectively. The commercial vehicle market continued to improve. In January, the production and sales of commercial vehicles were 388,000 and 359,000 respectively, a year - on - year increase of 29.9% and 23.5% respectively, and a month - on - month decrease of 6.8% and 15.6% respectively [10]. - In January 2026, China's Logistics Prosperity Index (LPI) was 51.2%, a slight month - on - month decline of 1.2 percentage points, still in the expansion range above 50%. Driven by the recovery of logistics prosperity, in January 2026, China's heavy - truck market sold about 100,000 vehicles (wholesale basis, including exports and new energy), basically the same as in December 2025 and a significant increase of about 39% compared with 72,200 vehicles in the same period last year. It is expected that the wholesale sales of the heavy - truck industry will increase slightly year - on - year in the first quarter of this year [10]. Methanol - As of the week of February 6, 2026, the average domestic methanol operating rate remained at 87.98%, a slight week - on - week increase of 0.95%, a slight month - on - month increase of 1.60%, and a significant increase of 11.78% compared with the same period last year. The average weekly methanol production in China reached 2.0611 million tons, a slight week - on - week increase of 23,300 tons, a slight month - on - month increase of 18,700 tons, and a significant increase of 140,100 tons compared with 1.921 million tons in the same period last year [11]. - As of the week of February 6, 2026, the domestic formaldehyde operating rate remained at 28.69%, a slight week - on - week decrease of 1.29%. For dimethyl ether, the operating rate remained at 7.72%, a slight week - on - week increase of 0.48%. The acetic acid operating rate remained at 81.09%, a slight week - on - week decrease of 2.28%. The MTBE operating rate remained at 58.15%, a slight week - on - week increase of 0.01%. As of the week of February 6, 2026, the average operating load of domestic coal - (methanol) to olefin plants was 79%, a slight week - on - week increase of 2.47 percentage points and a slight month - on - month decrease of 2.65%. As of February 6, 2026, the futures market profit of domestic methanol - to - olefin was - 55 yuan/ton, a slight week - on - week recovery of 81 yuan/ton and a significant month - on - month recovery of 401 yuan/ton [11]. - As of the week of February 6, 2026, the methanol inventory in ports in East and South China remained at 961,400 tons, a slight week - on - week decrease of 32,400 tons, a significant month - on - month decrease of 197,900 tons, and a significant increase of 122,700 tons compared with the same period last year. As of the week of February 12, 2026, the total inland methanol inventory in China reached 340,300 tons, a slight week - on - week decrease of 28,100 tons, a significant month - on - month decrease of 110,600 tons, and a significant decrease of 159,800 tons compared with 500,100 tons in the same period last year [12]. Crude Oil - As of the week of February 6, 2026, the number of active US oil drilling rigs was 412, a slight week - on - week increase of 1 and a decrease of 68 compared with the same period last year. As of the week of February 6, 2026, the average daily US crude oil production was 13.713 million barrels, a significant week - on - week increase of 498,000 barrels per day and a slight year - on - year increase of 219,000 barrels per day, reaching a historical high [12]. - As of the week of February 6, 2026, the US commercial crude oil inventory (excluding strategic petroleum reserves) reached 428.8 million barrels, a significant week - on - week increase of 8.53 million barrels and a slight increase of 969,000 barrels compared with the same period last year. The crude oil inventory in Cushing, Oklahoma, reached 25.113 million barrels, a slight week - on - week increase of 1.071 million barrels. The US Strategic Petroleum Reserve (SPR) inventory reached 415.212 million barrels, a slight week - on - week decrease of 100,000 barrels. The US refinery operating rate remained at 89.4%, a slight week - on - week decrease of 1.1 percentage points, a slight month - on - month decrease of 5.9 percentage points, and a slight year - on - year increase of 4.4 percentage points [13]. - As of February 3, 2026, the average non - commercial net long positions in WTI crude oil futures were 124,565 contracts, a significant week - on - week increase of 27,583 contracts and a significant increase of 51,751 contracts or 71.07% compared with the January average of 72,814 contracts. On the other hand, as of February 3, 2026, the average net long positions of Brent crude oil futures funds were 244,306 contracts, a significant week - on - week increase of 26,344 contracts and a significant increase of 59,860 contracts or 32.45% compared with the January average of 184,446 contracts [13]. 3.2 Spot Price Table | Variety | Spot Price | Change from Previous Day | Futures Main Contract | Change from Previous Day | Basis | Change | | --- | --- | --- | --- | --- | --- | --- | | Shanghai Rubber | 16,400 yuan/ton | +200 yuan/ton | 16,450 yuan/ton | - 125 yuan/ton | - 50 yuan/ton | +125 yuan/ton | | Methanol | 2,230 yuan/ton | +5 yuan/ton | 2,231 yuan/ton | - 17 yuan/ton | - 1 yuan/ton | +17 yuan/ton | | Crude Oil | 456.4 yuan/barrel | +0.1 yuan/barrel | 476.8 yuan/barrel | +0.0 yuan/barrel | - 20.4 yuan/barrel | +0.1 yuan/barrel | [15] 3.3 Relevant Charts - **Rubber**: The report provides charts on rubber basis, May - September spread, Shanghai Futures Exchange rubber futures inventory, Qingdao bonded area rubber inventory, all - steel tire operating rate trend, and semi - steel tire operating rate trend [16][17][19][22][24][26]. - **Methanol**: The report provides charts on methanol basis, May - September spread, domestic port inventory, inland social inventory, methanol - to - olefin operating rate change, and coal - to - methanol cost accounting [28][32][34][37][39]. - **Crude Oil**: The report provides charts on crude oil basis, Shanghai Futures Exchange crude oil futures inventory, US crude oil commercial inventory, US refinery operating rate, WTI crude oil net position holding change, and Brent crude oil net position holding change [43][47][49][51][54].
芳烃橡胶早报-20260212
Yong An Qi Huo· 2026-02-12 02:38
Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Views - For PTA, recent TA has turned to inventory accumulation, with its processing fees and PXN compressed. Considering the improved cash - flows of downstream sectors, limited PX supply increase at current valuations, and no significant load - up of TA plants, the valuation is becoming more reasonable. One can focus on phased positive spreads and long - allocation opportunities [2]. - For MEG, after the recent valuation of EG has been compressed again, the reduction in supply has further increased. Although short - term inventory accumulation continues, the certainty of inventory drawdown in the far - month is rising. During the production - expansion cycle, the overall elasticity is limited. One can focus on short - term put - selling opportunities [2]. - For polyester staple fiber, the downstream of staple fiber is expected to continue to weaken seasonally, and it has entered the pre - holiday load - reduction stage. The absolute inventory pressure is not large, with a low - to - medium valuation and weak driving force, and overall contradictions are limited. One should pay attention to the situation of warehouse receipts [2]. - For natural rubber, the main strategy is to wait and see [4]. 3. Summary by Product PTA - **Price and Basis**: The average daily basis of PTA spot transactions is 2605(-63). The basis has strengthened slightly, and the spot processing fee has weakened month - on - month. - **Device Changes**: Dushan Energy's 2.5 - million - ton plant is under maintenance. - **Supply and Demand**: Near - term TA plants have resumed operation, and the operating rate has increased month - on - month. Polyester load has continued to decline, and inventory has continued to accumulate [2]. MEG - **Price and Basis**: The basis of MEG spot transactions is around 05(-113). The basis has weakened slightly, and coal - based profits have shrunk. - **Device Changes**: Shanxi Wonen's 300,000 - ton plant is under maintenance. - **Supply and Demand**: Near - term domestic oil - based plants have resumed operation while coal - based plants are under maintenance. The overall operating rate has increased slightly, port inventory has continued to be obvious at the beginning of next week, and the forecast of arrivals this week has declined slightly [2]. Polyester Staple Fiber - **Price and Basis**: The spot price is around 6592, and the market basis is around 03 - 50. - **Device Changes**: There is no information on device maintenance this week. - **Supply and Demand**: Near - term plant maintenance before the holiday has continued, the operating rate has further declined to 77.7%, sales have remained weak, inventory has accumulated month - on - month, and spot processing fees have improved month - on - month. The operating rate on the polyester yarn side has continued to decline, raw material inventory and finished - product inventory have remained stable, and profits have remained the same month - on - month [2]. Natural Rubber - **Price Changes**: The weekly changes of some varieties are as follows: the price of US - dollar - denominated Thai standard rubber has increased by 10, Thai mixed rubber by 5, Shanghai full - latex rubber by 70, and the RU main contract by 190. - **Spread Changes**: The weekly changes of some spreads are as follows: the spread between mixed rubber and RU main contract has increased by 30, the spread between US - dollar - denominated Thai standard rubber and NR main contract by 79, and the spread between full - latex and mixed rubber by 90. - **Strategy**: The main strategy is to wait and see [4]. Styrene - **Raw Material and Product Prices**: The prices of ethylene (CFR Northeast Asia) have remained stable at 690. The price of pure benzene (CFR China) has decreased slightly, and the price of styrene (CFR China) has increased by 5 on a daily basis. - **Profit Changes**: The domestic profit of styrene has remained at 464, and the domestic profit of EPS has decreased by 15 on a daily basis [9].
大越期货甲醇早报-20260212
Da Yue Qi Huo· 2026-02-12 02:25
大越期货投资咨询部 金泽彬 从业资格证号:F3048432 投资咨询证号:Z0015557 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 交易咨询业务资格:证监许可【2012】1091号 2026-02-12甲醇早报 CONTENTS 目 录 1 每日提示 2 多空关注 3 基本面数据 4 检修状况 甲醇2605: 1、基本面:假期临近,预计本周国内甲醇区间震荡为主。内地甲醇市场逐步进入节前休整周期。需求端,甲醛等传统 下游装置已相继停车放假,部分下游也完成节前备货,终端需求逐步缩量。供应端,国内甲醇工厂持续加大出货力度, 企业库存水平低位运行,部分企业已采取限量销售策略,整体供应端保持充足且无明显压力。随着春节长假日益临近, 市场交投活跃度明显下降,预计短期内内地甲醇市场将维持清淡整理格局。港口方面,甲醇期货跟随有色金属板块经历 一轮大涨大跌后再度陷入区间震荡,当前资金情绪消散,美伊地缘风险不定,基本面颓势不改,预计节前港口市场底 ...
瓶片:短期震荡市,多单逢高减仓20260212:短纤:短期震荡市,多单逢高减仓20260212
Guo Tai Jun An Qi Huo· 2026-02-12 02:12
2026 年 02 月 12 日 短纤:短期震荡市,多单逢高减仓 20260212 瓶片:短期震荡市,多单逢高减仓 20260212 钱嘉寅 投资咨询从业资格号:Z0023476 qianjiayin@gtht.com 【基本面跟踪】 | | | 昨日 | 前日 | 变化 | | 昨日 | 前日 | 变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 短纤2603 | ୧୧୫୫ | 6552 | 36 | PF03-04 | -66 | -74 | 8 | | PF | 短纤2604 | 6654 | 6626 | 28 | PF04-05 | 0 | 24 | -24 | | | 短纤2605 | 6654 | 6602 | 52 | PF主力基差 | -64 | -41 | -23 | | | 短纤主力持仓量 | 137024 | 169833 | -32809 | 短纤华东现货价格 | 6. 590 | 6. 585 | 5 | | | 短纤主力成交量 | 165849 昨日 | 167534 前日 | -1685 变化 | ...
大越期货沪镍、不锈钢早报-20260212
Da Yue Qi Huo· 2026-02-12 01:59
Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Views of the Report - For Shanghai Nickel 2603, control positions before the holiday, trade mainly within the day as the price moves around the 20 - day moving average [2] - For Stainless Steel 2603, control positions before the holiday and focus on intraday trading [4] Group 3: Summary by Related Catalogs Nickel and Stainless Steel Price Overview - On February 11, the price of Shanghai Nickel's main contract was 139,360, up 6,010 from February 10; LME Nickel was 18,065, up 515; the price of Stainless Steel's main contract was 14,145, up 320. Among spot prices, SMM1 electrolytic nickel was 142,600, up 3,650, and cold - rolled 304*2B stainless steel prices in most regions remained unchanged [8] Nickel Warehouse Receipts and Inventory - As of February 6, the Shanghai Futures Exchange nickel inventory was 57,457 tons, with futures inventory at 51,274 tons, an increase of 2,061 tons and 4,398 tons respectively. On February 11, LME nickel inventory was 285,750 tons (unchanged), Shanghai Nickel's warehouse receipts were 52,027 tons, a decrease of 12 tons [10][11] Stainless Steel Warehouse Receipts and Inventory - On February 6, the inventory in Wuxi was 546,200 tons, in Foshan was 305,200 tons, and the national inventory was 965,000 tons, a month - on - month increase of 12,300 tons. The 300 - series inventory was 632,000 tons, a month - on - month increase of 15,300 tons. On February 11, stainless steel warehouse receipts were 54,491 tons, an increase of 421 tons [15][16] Nickel Ore and Ferronickel Prices - On February 11, the price of red clay nickel ore CIF (Ni1.5%) was 64.5 dollars/wet ton, unchanged; the price of high - nickel ferronickel (8 - 12) was 1,037.61 yuan/nickel point, up 2.09 yuan [19] Stainless Steel Production Cost - Traditional production cost was 13,718 yuan, scrap steel production cost was 13,431 yuan, and low - nickel + pure nickel production cost was 18,012 yuan [21] Nickel Import Cost Calculation - The converted import price was 142,060 yuan/ton [24]
格林大华期货早盘提示:甲醇-20260212
Ge Lin Qi Huo· 2026-02-12 01:31
研究员:吴志桥 从业资格:F3085283 交易咨询资格:Z0019267 联系方式:15000295386 Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 2 月 12 日星期四 文中的观点、结论和建议仅供参考,报告中的信息和意见并不构成所述期货合约的买卖出价 和征价,投资者据此作出的任何投资决策与本公司和作者无关,格林大华期货有限公司不承 担因根据本报告操作而导致的损失,敬请投资者注意可能存在的交易风险。本报告版权仅为 格林大华期货研究院所有 任何机构和个人不得以任何形式翻版 如引用、转载、刊发,须注明出处为格林大华期货有限公司。 | 板块 | 品种 | 多(空) | 推荐理由 | | --- | --- | --- | --- | | 能源与化 工 | 甲醇 | 震荡偏多 | 【行情复盘】 周三夜盘主力合约 2605 期货价格上涨 2 元至 2243 元/吨,华东主流地区甲醇现货价 格上涨 5 元至 2215 元/吨。持仓方面,多头持仓增加 1453 手至 47.7 万手,空头持 仓减少 ...
化工日报-20260211
Guo Tou Qi Huo· 2026-02-11 12:16
Report Investment Ratings - Propylene, Polypropylene, Plastic, PTA, PVC, and Soda Ash: Bullish trend, with relatively clear long - term trends and current appropriate investment opportunities [1] - Pure Benzene, PX, Ethylene Glycol, Short - fiber, Bottle Chip, Urea, Caustic Soda, and Glass: Short - term long/short trends in a relatively balanced state, with poor current market operability, suggesting waiting and seeing [1] - Styrene: Bearish trend, with relatively clear short - term trends and current appropriate investment opportunities [1] - Methanol: Slightly bullish, with a driving force for price increase, but poor market operability [1] Core Viewpoints - The overall chemical market shows different trends in various sectors. Some products face supply - demand imbalances, while others are affected by factors such as production capacity changes, seasonal demand, and geopolitical situations. Investment opportunities and risks coexist in different products [2][3][5] Summary by Category Olefins - Polyolefins - Propylene futures closed up with limited market news, and the overall trading remained stable [2] - PE market may have a slightly weakening trend in the short term due to increased supply and weakened demand [2] - Polypropylene is in a weak position due to reduced demand and increased supply expectations [2] Polyester - PX and PTA prices rebounded, with PX having more long - term opportunities in the first half of the year, but currently facing weak demand and falling processing margins. PTA is experiencing inventory accumulation, and a 250 - million - ton device shutdown will ease the pressure [3] - Ethylene glycol supply has shrunk, and prices have rebounded. It may improve in the second quarter, but is still under long - term pressure [3] - Short - fiber has a good supply - demand pattern, but downstream orders are weak, and prices follow raw materials [3] - Bottle chips' processing margins have recovered, but long - term production capacity pressure remains. Consider positive spread trading opportunities after the Spring Festival [3] Pure Benzene - Styrene - Pure benzene prices have risen, and the supply - demand pattern is expected to improve after the Spring Festival [5] - Styrene fundamentals may weaken in the short term due to increased supply and decreased demand [5] Coal Chemical Industry - Methanol fundamentals are still weak, but short - term prices are affected by geopolitical situations. It may gradually reduce inventory after the Spring Festival [6] - Urea prices are stable, and the market is expected to strengthen after the Spring Festival [6] Chlor - alkali Industry - PVC is expected to rise in price due to cost support and export demand. Consider buying at low prices [7] - Caustic soda is expected to trade around cost due to cost support and downstream negative feedback [7] Soda Ash - Glass - Soda ash is facing supply - demand surplus pressure in the long term. Consider short - selling on rebounds and holding long - glass and short - soda - ash positions [8] - Glass may experience seasonal inventory accumulation, but the supply - demand pattern may improve. Consider buying at low - valued structural positions [8]
中辉黑色观点-20260211
Zhong Hui Qi Huo· 2026-02-11 05:02
的客观观察维度,不构成任何投资建议、收益承诺或未来表现的保证,投资者须独立判断并承担风险 。 请务必阅读正文之后的免责条款部分 | 品种 | 核心观点 | 主要逻辑 | | --- | --- | --- | | 螺纹钢 | | 螺纹需求环比下降,春节临近,现货成交持续萎缩。螺纹利润尚可,产量在利润支撑 | | ★ | 谨慎看空 | 下回升,库存累积。铁水产量变化不大,供需总体符合季节性规律。钢材供需层面矛 | | | | 盾有限, 中期维持区间运行。 | | | | 热卷产量及表需相对平稳,库存略有上升,绝对水平偏高。钢厂利润总体一般,节前 | | 热卷 | 谨慎看空 | 生产相对平稳。现货相对较弱,基差在平水附近波动。高库存、低基差对行情形成压 | | ★ | | 制, 中期维持区间运行。 | | 铁矿石 | | 钢厂进 口矿库存水平明显上升,补库进入尾声,铁水环比小幅回升,外矿发货明显减 | | ★ | 谨慎看多 | 少,铁矿基本面偏强,价格或坚挺。 | | 焦炭 | 谨慎看多 | 焦炭首轮提涨落地,二轮提涨有难度。近期焦企利润明显改善,受生产惯性短期焦企 生产积极性尚可,供应量环比略增。从需求来看,铁 ...
豆粕:隔夜美豆收涨,连粕或跟随反弹震荡;豆一:现货稳定,盘面震荡
Guo Tai Jun An Qi Huo· 2026-02-11 02:26
Group 1: Investment Rating - No investment rating provided in the report Group 2: Core Viewpoints - Overnight US soybeans closed higher, and the Dalian soybean meal futures may follow with a rebound and fluctuate; the spot price of soybeans is stable, and the futures price will fluctuate [1] - Despite the bearish USDA February supply and demand data, the soybean price still closed higher, and some brokers are optimistic about the increase in US soybean exports and tightening of inventory [1][3] Group 3: Summary by Directory 1. Fundamental Tracking - Futures: DCE soybean No.1 2605 closed at 4,499 yuan/ton during the day session, up 107 yuan (+2.44%), and 4,483 yuan/ton at night session, up 24 yuan (+0.54%); DCE soybean meal 2605 closed at 2,734 yuan/ton during the day session, down 11 yuan (-0.40%), and 2,748 yuan/ton at night session, up 15 yuan (+0.55%); CBOT soybean 03 closed at 1,123.25 cents/bushel, up 13.5 cents (+1.22%); CBOT soybean meal 03 closed at 301 dollars/short ton, up 3.4 dollars (+1.14%) [1] - Spot: In Shandong, the price of soybean meal (43%) is 3,040 - 3,100 yuan/ton, unchanged from the previous day; in East China, the price in Taizhou Huifu is 3,050 yuan/ton, unchanged; in South China, the price is 3,040 - 3,050 yuan/ton, down 10 yuan to unchanged from the previous day [1] - Main Industry Data: The trading volume of soybean meal is 4.53 million tons per day, and the inventory is 88.16 million tons per week [1] 2. Macro and Industry News - On February 10, CBOT soybean futures closed higher due to the optimistic outlook for US soybean demand. The USDA raised Brazil's soybean production forecast to 180 million tons, maintained Argentina's at 48.5 million tons, and raised the global soybean ending stocks to 125.51 million tons. The USDA kept the US soybean ending stocks forecast at 350 million bushels [1][3] - Some brokers are optimistic that US soybean exports will increase due to China's increased purchase target. Brazilian soybeans in Mato Grosso have quality problems due to excessive rainfall [3] 3. Trend Strength - The trend strength of soybean meal is +1, and that of soybean No.1 is 0, referring to the price fluctuations of the main contracts during the day session on the reporting day [3]
焦炭:多头止盈,震荡偏弱;焦煤:多头止盈,震荡偏弱
Guo Tai Jun An Qi Huo· 2026-02-11 02:09
商 品 研 究 2026 年 02 月 11 日 焦炭:多头止盈,震荡偏弱 焦煤:多头止盈,震荡偏弱 刘豫武 投资咨询从业资格号:Z0023649 liuyuwu2@gtht.com 【基本面跟踪】 焦煤焦炭基本面数据 | | 110 | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | JM2605 | 1119 | -28 | -2.4% | | 期货价格 | | 12605 | 1665 | -38.5 | -2. 3% | | | | | 昨日成交(手) | 昨日持仓(手) | 持仓变动(手) | | | | JM2605 | 711282 | 499139 | 29997 | | | | J2605 | 13895 | 36423 | 1514 | | | | | 昨日价格(元/吨) | 前日价格(元/吨) | 涨跌(元/吨) | | | | 临汾低硫主焦 吕梁低硫主焦 | 1570 1483 | 1570 1483 | 0 0 | | | 焦煤 | 吕梁瘦主焦煤 | 1266 | 1266 | 0 ...