早盘提示 Morning session notice 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 9 日星期一 研究员： 吴志桥 从业资格：F3085283 交易咨询资格：Z0019267 联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 周五尿素主力合约 2605 价格下跌 3 元至 1776 元/吨，华中主流地区现货价格 1760 元/吨。持仓方面，多头持仓增加 7675 手至 25.3 万手，空头持仓增加 7793 手至 26.6 万手。 【重要资讯】 | | --- | --- | --- | --- | | 能源与化 | | | 1、供应方面，尿素行业日产 21.11 万吨，较上一工作日持平；较去年同期增加 1.63 万吨；今日开工率 89.66%，较去年同期 87.01%回升 2.65%。 2、库存方面，中国尿素企业总库存量 91.85 万吨，较上周减少 2.63 万吨，环比减 少 2.79%。尿素港口样本库存量 13.4 万吨，环比持平。 3、需求方面，复合肥开工率 41.3% ...

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - This weekend, the national pig price showed a weak and volatile trend. The north continued to be weak due to supply pressure, while the south showed a mixed trend of stability and decline supported by regional price differences. As the Minor New Year approaches, terminal stocking has limited support for prices, and the market pattern of strong supply and weak demand remains unchanged. In the short term, the resistance sentiment of the breeding side and the price - pressing mentality of slaughtering enterprises will continue to compete. The pig price in the north may adjust slightly, and the decline in the south may narrow due to active external sales, but overall, there is a lack of rebound momentum. It is expected that the pig price will remain weak before the Spring Festival [2] 3. Summary According to Relevant Catalogs Futures Market - **Price Changes**: The previous day's closing prices for January, March, May, July, September, and November contracts were 13,200, 10,860, 11,625, 12,195, 13,100, and 13,025 respectively. Compared with two days ago, the prices decreased by 125, 135, 60, 50, 35, and 5, with corresponding declines of - 0.94%, - 1.23%, - 0.51%, - 0.41%, - 0.27%, and - 0.04% [2] - **Trading Volume**: The trading volumes of January, March, May, July, September, and November contracts were 507, 28,725, 48,568, 4,422, 3,814, and 2,121 respectively [2] - **Open Interest**: The open interests were 2,063, 65,988, 143,321, 50,102, 36,694, and 23,477 respectively. The changes in open interest were 267, - 8,876, - 1,148, - 154, - 481, and 412 [2] - **Spreads**: The current spreads of January - March, March - May, May - July, July - September, September - November, and November - January were 2,340, - 765, - 570, - 905, 75, and - 175 respectively, compared with previous values of 2,330, - 690, - 560, - 890, 105, and - 295 [2] Spot Market - **Price Changes**: The current spot prices in Henan, Sichuan, Hunan, Guangdong, Guangxi, and Liaoning were 12.28, 11.54, 11.84, 11.74, 11.8, and 12.38 yuan/ton respectively. Compared with the previous value, the changes were - 0.08, - 23.08, - 0.04, - 0.16, - 0.04, and 0.24 [2] Warehouse Receipts - The quantity of warehouse receipts was 647 both the previous day and two days ago, with no change [2]

申万期货品种策略日报-天胶 | | 申银万国期货研究所 倪梦雪 （从业编号F0264569 投资咨询号Z0002226） | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | nimx@sywgqh.com.cn 021-50586042 | | | | | | | | | | 期货 价差 | | | | | | | | | | | RU主力 | NR主力 | BR主力 | | RU-NR | RU-BR | NR-BR | | 期 | 前日收盘价 | 16080 | 13050 | 12845 | 现值 | 3030 | 3235 | 205 | | 货 | 前2日收盘价 | 16175 | 13135 | 12925 | 前值 | 3040 | 3250 | 210 | | 市 | 涨跌 涨跌幅 | -95 -0.59% | -85 -0.65% | -80 -0.62% | 涨跌 | -10 | -15 基差 | -5 | | 场 | | | | | | | | | | | 成交量 | 229543 | 5 ...

1. Report Industry Investment Ratings No information provided in the report. 2. Core Views - For the basic metals, copper is recommended to be bought on dips due to supply tightness and strategic importance; aluminum is expected to fluctuate in the short - term due to macro uncertainties and supply - demand balance; alumina is expected to be strong with a marginal supply contraction; industrial silicon is expected to oscillate in the range of 8200 - 8800 yuan/ton, and short positions can be considered on rallies if the large - scale production cut is limited [1]. - For lithium, the price is expected to fluctuate widely in the short - term, with the support at 100,000 - 120,000 yuan due to strong demand expectations [2]. - For polysilicon, the main contract is expected to oscillate weakly in the range of 45,000 - 53,000 yuan/ton [2]. - For tin, it is recommended to buy on dips due to supply tightness and strong demand [2]. - For the black industry, steel and iron ore are expected to oscillate widely in the short - term, and the trading strategy is mainly to wait and see [3][4]. - For agricultural products, soybean meal shows an internal - external differentiation, with the US soybean being strong and the domestic market being weak; corn is expected to oscillate; oils and fats are in a critical state with a strategy of reverse spread; cotton is recommended to wait and see; eggs, pork are expected to oscillate weakly [5][6]. - For energy chemicals, LLDPE is recommended to be bought on dips in the short - term and mid - term; PVC is recommended for a positive spread strategy; PX is recommended for mid - term long - allocation, and PTA is recommended to take profits; glass is recommended to buy glass and sell soda ash; PP is expected to oscillate weakly in the short - term and mid - term, and short positions can be taken on rallies; MEG is recommended to hold short positions; crude oil is recommended to buy out - of - the - money put options on rallies; styrene is expected to oscillate widely in the short - term and long positions can be taken on dips in the mid - term; soda ash is recommended to wait and see [7][8][9]. 3. Summary by Related Catalogs Basic Metals Copper - Market performance: Copper prices stabilized in a volatile manner on Friday [1]. - Fundamentals: The US stock market strengthened, the supply of copper ore tightened, and the domestic demand was in the off - season but the market was active in pricing after the price decline. The strategic importance of metals increased [1]. - Trading strategy: Buy on dips [1]. Aluminum - Market performance: The closing price of the main electrolytic aluminum contract decreased by 0.30% to 23,315 yuan/ton on Friday [1]. - Fundamentals: The electrolytic aluminum plants maintained high - load production, and the weekly aluminum product operating rate increased slightly [1]. - Trading strategy: The price is expected to fluctuate in the short - term due to macro uncertainties and supply - demand balance [1]. Alumina - Market performance: The closing price of the main alumina contract increased by 1.22% to 2,824 yuan/ton on Friday [1]. - Fundamentals: Some alumina plants entered the production - reduction and maintenance stage, and the electrolytic aluminum plants maintained high - load production [1]. - Trading strategy: The price is expected to be strong with a marginal supply contraction [1]. Industrial Silicon - Market performance: The main 05 contract closed at 8,500 yuan/ton on Friday, a decrease of 105 yuan/ton, and the position increased by 10,029 lots [1]. - Fundamentals: The number of open furnaces decreased, and the demand in the polysilicon and organic silicon industries weakened [1]. - Trading strategy: The price is expected to oscillate in the range of 8200 - 8800 yuan/ton, and short positions can be considered on rallies if the large - scale production cut is limited [1]. Lithium - Market performance: The main 05 contract closed at 49,285 yuan/ton on Friday, a decrease of 265 yuan/ton, and the position decreased by 870 lots [2]. - Fundamentals: The supply decreased, and the demand in the downstream materials decreased seasonally. The inventory increased slightly, and the precipitation of funds decreased [2]. - Trading strategy: The price is expected to fluctuate widely in the short - term, with the support at 100,000 - 120,000 yuan due to strong demand expectations [2]. Polysilicon - Market performance: The price was stable on Friday [2]. - Fundamentals: The supply was stable, and the demand in the battery and component sectors decreased. The total photovoltaic installation in 2025 exceeded expectations, and the export of components was supported [2]. - Trading strategy: The main contract is expected to oscillate weakly in the range of 45,000 - 53,000 yuan/ton [2]. Tin - Market performance: The price rebounded after reaching a low of 340,000 yuan on Friday [2]. - Fundamentals: The US stock market strengthened, the supply of tin ore was tight, and the demand was strong. The global inventory decreased significantly [2]. - Trading strategy: Buy on dips [2]. Black Industry Rebar - Market performance: The main 2605 contract closed at 3,065 yuan/ton, a decrease of 31 yuan [3]. - Fundamentals: The spot market trading was sparse, the supply decreased year - on - year, and the demand for building materials was weak. The inventory was high but the marginal change was strong. The steel mills were in losses, and the production increase was limited [3]. - Trading strategy: Wait and see, with the reference range of 3050 - 3110 yuan [3]. Iron Ore - Market performance: The main 2605 contract closed at 761 yuan/ton, a decrease of 6 yuan [3][4]. - Fundamentals: The supply and demand were neutral. The iron water production increased slightly, and the supply was in line with the seasonal pattern. The inventory days increased, and the structural contradiction persisted. The valuation was neutral [4]. - Trading strategy: Wait and see, with the reference range of 740 - 770 yuan [4]. Coking Coal - Market performance: The main 2605 contract closed at 1,130.5 yuan/ton, a decrease of 30.5 yuan [4]. - Fundamentals: The iron water production increased, the steel mills were in losses, and the production was expected to be stable or decrease. The first round of price increase was implemented, and the inventory was at a neutral level. The futures valuation was high [4]. - Trading strategy: Wait and see, with the reference range of 1100 - 1150 yuan [4]. Agricultural Products Soybean Meal - Market performance: The CBOT soybeans were strong in the short - term [5]. - Fundamentals: The supply was loose in the near - term and expected to be large in the long - term in South America. The demand for US soybean crushing was strong, and the export expectation increased [5]. - Trading strategy: Pay attention to the purchase of US soybeans and the realization of South American production. The domestic market is weaker than the overseas market, with a reverse spread structure [5]. Corn - Market performance: The futures price oscillated narrowly, and the spot price was mostly stable [5]. - Fundamentals: The grain sales progress exceeded 60%, and the sales pressure was not large. The sales enthusiasm increased at the end of the year, and the downstream enterprises replenished inventory at low prices. The trading was expected to be light before the Spring Festival [5]. - Trading strategy: The futures price is expected to oscillate [5]. Oils and Fats - Market performance: The Malaysian market declined on Friday [5]. - Fundamentals: The production in Malaysia decreased seasonally in January, and the export improved [5]. - Trading strategy: The unilateral market is at a critical point, with a reverse spread strategy. Pay attention to production and biodiesel policies in the medium - term [5]. Cotton - Market performance: The ICE US cotton futures price declined on Friday, and the international crude oil price rebounded [5][6]. - Fundamentals: The number of unpriced selling orders in the ICE cotton futures decreased, and the Brazilian cotton export decreased. The domestic cotton price entered an adjustment phase, and the spinning mill operating rate decreased [5][6]. - Trading strategy: Wait and see, with the price range of 14,500 - 14,900 yuan/ton [6]. Eggs - Market performance: The futures price was weak, and the spot price declined slightly [6]. - Fundamentals: The inventory of laying hens decreased, the replenishment was active, and the demand weakened. The egg price is expected to decline seasonally [6]. - Trading strategy: The futures price is expected to be weak [6]. Pork - Market performance: The futures and spot prices were weak [6]. - Fundamentals: The slaughter volume increased in the short - term but was expected to decline after the minor New Year. The supply was strong, and the demand was weak [6]. - Trading strategy: The futures price is expected to be weak [6]. Energy Chemicals LLDPE - Market performance: The main contract rebounded slightly. The spot price in North China was 6,630 yuan/ton, and the basis was weak [7]. - Fundamentals: The domestic supply pressure slowed down, and the import was expected to decrease. The downstream demand weakened [7]. - Trading strategy: Buy on dips in the short - term and mid - term, and pay attention to geopolitical situations [7]. PVC - Market performance: The v05 contract closed at 4,965 yuan, a decrease of 0.6% [7]. - Fundamentals: The price rebounded due to macro - stimulation. The supply was large, and the demand weakened seasonally. The inventory increased significantly [7]. - Trading strategy: Implement a positive spread strategy of buying 09 and selling 01 contracts [7]. PTA - Market performance: The PX CFR China price was 902 US dollars/ton, and the PTA spot price in East China was 5,140 yuan/ton, with a basis of - 62 yuan/ton [7][8]. - Fundamentals: The supply of PX and PTA was at a high level, and the demand in the polyester industry decreased. The inventory increased [8]. - Trading strategy: The PX valuation is expected to adjust, and long - allocation is recommended in the mid - term. The PTA inventory increases seasonally, and profits can be taken at high processing fees [8]. Glass - Market performance: The fg01 contract closed at 1,058 yuan, a decrease of 1.4% [8]. - Fundamentals: The trading center of glass was stable, and the supply decreased. The inventory was at a high level, and the demand in the downstream was weak. The real estate market was weak [8]. - Trading strategy: Buy glass and sell soda ash [8]. PP - Market performance: The main contract oscillated slightly. The spot price in East China was 6,580 yuan/ton, and the basis was weak [8]. - Fundamentals: The domestic supply increased, and the export window opened. The downstream operating rate was stable [8]. - Trading strategy: The price is expected to oscillate weakly in the short - term and mid - term, and short positions can be taken on rallies [8]. MEG - Market performance: The spot price in East China was 3,675 yuan/ton, with a basis of - 105 yuan/ton [8]. - Fundamentals: The supply increased, and the import decreased. The inventory increased, and the demand in the polyester industry decreased [8]. - Trading strategy: Hold short positions [8]. Crude Oil - Market performance: The oil price oscillated this week due to the uncertainty of the Iran geopolitical event [8]. - Fundamentals: The supply decreased in January due to short - term factors. The US - Iran negotiation is the core of trading. The supply pressure is large in the mid - term, and the demand decreased seasonally. The inventory increased [8]. - Trading strategy: Buy out - of - the - money put options on rallies [8]. Styrene - Market performance: The main contract declined slightly on Friday. The spot price in East China was 7,720 yuan/ton, and the trading atmosphere was average [9]. - Fundamentals: The pure benzene inventory was at a normal - high level, and the styrene inventory was at a normal - low level. The demand in the downstream weakened [9]. - Trading strategy: The price is expected to oscillate widely in the short - term, and long positions can be taken on dips in the mid - term [9]. Soda Ash - Market performance: The sa05 contract closed at 1,172 yuan, a decrease of 1.8% [9]. - Fundamentals: The price was stalemate at the bottom, the supply increased, and the demand in the downstream was weak. The inventory increased [9]. - Trading strategy: Wait and see [9].

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - Pre - holiday cooling does not change the upward trend of the bottom. Pre - holiday, the precious metal decline led to a cooling of sentiment in the non - ferrous sector, and funds left the market to avoid high - level risks. Although the non - ferrous metals generally declined, there were signs of stabilization on Friday. In the nickel market, there are supply uncertainties in the far - month, and the financial attribute of the non - ferrous sector has increased. For trading, it is recommended to reduce positions before the holiday, and consider light - position long positions after the price stabilizes [6]. - The cost support of nickel ore for subsequent links is emerging, especially for the NPI price. The cost of stainless steel remains firm, but the immediate cost - profit of steel mills is shrinking. After the holiday, if the nickel price stabilizes and inventory reduction is normal, there is still value in going long at a low price [9]. 3. Summary by Relevant Catalogs 3.1 Chapter 1: Spread Tracking and Inventory 3.1.1 Nickel - Global Nickel Inventory at a High Level - Global visible nickel inventory reached 360,000 tons, an increase of 2,080 tons this week. Among them, domestic social inventory increased by 2,582 tons, and LME inventory decreased by 1,002 tons. Jinchuan nickel was in short supply, and the premium reached 9,500 yuan/ton [15]. 3.1.2 Stainless Steel - Social Inventory Slowly Accumulating Before the Festival - Before the festival, the social inventory of stainless steel was slowly accumulating. The inventory of stainless steel plants and the overall inventory - to - sales ratio of the 300 - series need attention. The spot premium and price spread of stainless steel also showed certain trends [16][17]. 3.2 Chapter 2: Fundamental Analysis 3.2.1 Pure Nickel - **Supply**: In January, refined nickel production reached 37,700 tons, a year - on - year increase of 26%. In 2025, the net import of domestic refined nickel was 59,000 tons, compared with a net export of 23,600 tons in the same period last year. The supply of domestic refined nickel in 2025 was 450,000 tons, a cumulative year - on - year increase of 45% [24]. - **Demand**: In pure nickel consumption, the consumption of electroplating and alloys decreased by 2 - 3% year - on - year. In January, the PMI of the nickel downstream industry stood above the 50 boom - bust line due to the recovery of stainless steel, but the consumption of pure nickel in electroplating, alloys and other fields was in the off - season and decreased month - on - month [28]. 3.2.2 Stainless Steel Raw Materials - **Indonesian Nickel Ore Quota**: The Indonesian nickel ore quota is tentatively set at 2.5 - 2.6 billion tons. In January 2026, Indonesia's import of Philippine nickel ore decreased by about 380,000 tons month - on - month, a month - on - month decrease of about 63%, and increased by about 110,000 tons year - on - year, a year - on - year increase of about 94.77%. In February 2026, the first - round benchmark price of Indonesian domestic - trade nickel ore increased month - on - month [30]. - **NPI**: NPI showed a recovery trend. The production of NPI in China and Indonesia and the import volume of nickel iron in China also had corresponding changes. The profit margins of NPI in different regions also showed different trends [31][32]. - **Chromium - based Products**: The price of chromium - based products turned upward. Zimbabwe imposed a 10% tax on the export of chromium - based products starting from January 1, 2026, which led to a continuous rebound in the price of chromium ore. The long - term contract purchase price of high - carbon ferrochrome by Tsingshan Group in January 2026 decreased month - on - month [43]. - **Cold - rolled Hedging Profit on the Futures Market**: On February 6, the prices of various stainless - steel raw materials showed certain changes, and the futures market offered cold - rolled hedging profit [47]. 3.2.3 Stainless Steel Supply and Demand - **Supply**: It is estimated that the production of stainless - steel crude steel in China and India in 2025 was 45.06 million tons, a cumulative year - on - year increase of 4%. In February, due to the Spring Festival maintenance, the production schedule decreased significantly. In 2025, China's total stainless - steel imports were 1.519 million tons, a year - on - year decrease of 21%, and the total exports were 5.031 million tons, the same as the previous year. The net export volume was 3.512 million tons, a year - on - year increase of 11% [54]. - **Demand**: Shipbuilding was still in the boom cycle, providing support for stainless - steel demand, while the growth rate of other terminal fields was not optimistic, especially the real - estate transaction volume decreased significantly year - on - year [56]. 3.2.4 New Energy Vehicles - **Domestic Market**: In 2025, the production and sales of new - energy vehicles in China were 16.626 million and 16.49 million respectively, a year - on - year increase of 29% and 28.2% respectively, with a penetration rate of 47.9%, 7% higher than the same period last year. It is expected that the sales volume of new - energy vehicles in 2026 will be 19 million, a year - on - year increase of 15.2%. In January 2026, the new - energy vehicle market was in the recovery period after the expiration of the purchase - tax exemption policy, but the sales volume still achieved positive growth [60]. - **Global Market**: In 2025, the global new - energy vehicle sales increased by 19% year - on - year to 20.542 million. European new - energy vehicle sales increased by 31% year - on - year to 3.887 million, while US new - energy vehicle sales decreased by 3% year - on - year to 1.495 million. China's new - energy vehicle exports in 2025 were 2.583 million, a year - on - year increase of 103% [65]. 3.2.5 Sulfuric Acid Nickel Market - **Production**: In 2025, China's sulfuric acid nickel production decreased by 4.3% year - on - year to 354,000 nickel tons, the ternary precursor production increased by 6% year - on - year to 903,000 tons, and the ternary cathode material production increased by 19% year - on - year to 686,000 tons. In January, the demand for sulfuric acid nickel slowed down month - on - month but increased significantly year - on - year, and the price followed the upward trend of refined nickel [67]. - **Raw Materials**: In 2025, the production of Indonesian MHP increased by 41% year - on - year to 444,000 tons, and the production of high - grade nickel matte decreased by 18% year - on - year to 224,000 tons. The increase in sulfur price led to an increase in the cost of MHP, and the price remained firm. The good demand for sulfuric acid nickel boosted the price of intermediate products and stimulated the recovery of production [73]. 3.2.6 Pure Nickel Supply - Demand Balance - In February, the surplus of pure nickel expanded as production recovered [74].

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 9 日星期一 研究员：吴志桥 从业资格：F3085283 交易咨询资格：Z0019267 联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 周五夜盘瓶片主力价格 6122 元/吨。华东水瓶级瓶片价格 6235 元/吨（+0），华南 瓶片价格 6250 元/吨（+0）。持仓方面，多头持仓减少 973 手至 7.39 万手，空头持 仓减少 1425 手至 7.7 万手。 | | --- | --- | --- | --- | | 能源与化 | | | 【重要资讯】 1、供应和成本利润方面，本周国内聚酯瓶片产量为 30.3 万吨，环比+0.38 万吨。 国内聚酯瓶片产能利用率周均值为 65.4%，环比+0.8%；聚酯瓶片生产成本 5662 元， 环比-151 元/吨；聚酯瓶片周生产毛利为-26 元/吨，环比+22 元/吨。 2、2025 年 12 月中国聚酯瓶片出口 58.87 万吨，较上月增加 5. ...

【冠通期货研究报告】 PP日报：震荡运行 期货方面： PP2605合约减仓震荡运行，最低价6607元/吨，最高价6708元/吨，最终收盘于6691元/吨， 在20日均线上方，跌幅0.48%。持仓量减少14114手至483821手。 现货方面： PP各地区现货价格多数下跌。拉丝报6310-6830元/吨。 投资有风险，入市需谨慎。 本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 发布日期：2026年2月6日 【行情分析】 截至2月6日当周，PP下游开工率环比回落2.24个百分点至49.84%，处于历年农历同期中性水平。 其中拉丝主力下游塑编开工率环比下降5.30个百分点至36.74%，塑编订单环比继续下降，略低于去年 同期。2月6日，检修装置变动不大，PP企业开工率维持在80%左右，处于中性偏低水平，标品拉丝生 产比例下降至26.5%左右。1月底，石化去库较快，目前石化库存处于近年同期偏低水平。成本端， 伊朗地缘局势反复，美国降低对印度加征的关税，印度炼厂或将增加中东和美洲地区的原油采购， 原油价格反弹。近期检修装置略有减少。下游BOPP膜价格继续反弹，下游塑编开工率下降，其新增 订单有限，临近春 ...

【冠通期货研究报告】 焦炭日报：短期偏震荡 发布日期：2026 年 2 月 6 日 【行情分析】 焦炭库存，截至 2 月 6 日 230 家独立焦企焦炭库存增加 0.65 万吨至 44.64 万吨，全国 247 家钢厂焦炭库存再增 14.19 万吨至 692.38 万吨，已经处于一年 高位，18 个港口焦炭库存为 267.70 万吨，周环比增 4.63 万吨。 利润方面，全国平均吨焦盈利-10 元/吨；山西准一级焦平均盈利 12 元/吨， 山东准一级焦平均盈利 45 元/吨，内蒙二级焦平均盈利-47 元/吨，河北准一级 焦平均盈利 40 元/吨。 下游需求，本周 247 家钢厂高炉开工率环比增加 0.53%至 79.53%，同比去年 增加 1.55%，盈利率环比持平至 39.39%，高炉炼铁产能利用率微幅增长至 85.69%， 日均铁水产量环比增加 0.6 万吨至 228.58 万吨。 上游焦煤，钢厂炼焦煤库存 824.2 万吨，增 9.84 万吨；全国 16 个港口进口 焦煤库存为 523.61 万毒减 24.38；230 家独立焦企炼焦煤总库存 1094.69 万吨， 增 59.35 万吨。 焦炭的供需格 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not explicitly stated in the given content 3. Summary by Relevant Catalogs 3.1. Basis and Monthly Spread - The Shandong basis (+80) (excluding Jingbo) had a daily change of 42 [3] - The East China basis (Zhenjiang warehouse) was -60, -124, -9, -11, 11 with a daily change of 22 [3] - The South China basis (Foshan warehouse) was -30, -74, -20, -61, -39 with a daily change of 22 [3] - The 03 - 06 spread was 23, 9, 5, 2, -3 with a daily change of -5 [3] - The 04 - 06 spread was 7, 8, 8, 8, 10 with a daily change of 2 [3] - The 06 - 09 spread was 25, 27, 19, 23, 22 with a daily change of -1 [3] 3.2. Futures Contract Information - The BU main contract price was 3160, 3424, 3309, 3361, 3339 with a daily change of -22 [3] - The trading volume was 536161, 612629, 303609, 282920, 276075 with a daily change of -6845 (-33) [3] - The open interest was 472199, 422538, 381498, 387150, 383877 with a daily change of -3273 (-3) [3] 3.3. Other Prices - The Brent crude oil price was 61.6, 70.6, 66.1, 67.0, 67.5 with a daily change of 0.6 [3] - The Jingbo price was 3100, 3310, 3260, 3260, 3260 with a daily change of 0 [3] - The Shandong (excluding Jingbo) price was 3060, 3330, 3210, 3250, 3270 with a daily change of 20 [3] - The Zhenjiang warehouse price was 3100, 3300, 3300, 3350, 3350 with a daily change of 0 [3] - The Foshan warehouse price was 3130, 3350, 3250, 3300, 3300 with a daily change of 0 [3] 3.4. Profit - The asphalt - Ma Rui profit was 473, 242, 440, 404, 378 with a daily change of -26 [3] 3.5. Weekly Changes - The weekly changes for various indicators were 135, 35, -12, 2, -5, -85, -336554, -38661, 0, -3.1, -50, -60, 50, -50, 136 [6]

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 1172.0 研究员：纪晓云 从业资格：F3066027 交易咨询资格：Z0011402 联系方式：010-56711796 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 | | --- | --- | --- | --- | | | | | 昨日焦煤主力合约 Jm2605 收于 1172.0 元/吨，环比日盘开盘下跌 3.06%；焦炭主力合约 J2605收于 1738.0 元/吨，环比日盘开盘下跌 1.81%。昨日夜盘，焦煤主力合约收于 1161.0 | | | | | 元/吨，环比日盘收盘下跌 0.94%，焦炭主力合约收于 1733.0 元/吨，环比日盘收盘下跌 | | | | | 0.29%。 | | | | | 【重要资讯】 | | | | | 1、本周，五大钢材品种供应 819.9 万吨，周环比下降 3.27 万吨，降幅 0.4%；五大钢材 总库存 1337.75 万吨，周环比增 59.24 万吨，增幅 4.6%；五大品种周消费量为 760.66 | | | 焦煤、 | | 万吨，降 5. ...