期货市场

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铝:震荡偏强,氧化铝:大幅反弹
Guo Tai Jun An Qi Huo· 2025-06-18 03:10
2025 年 06 月 18 日 铝:震荡偏强 氧化铝:大幅反弹 王蓉 投资咨询从业资格号:Z0002529 wangrong2@gtht.com 王宗源(联系人) 期货从业资格号:F03142619 wangzongyuan@gtht.com 铝、氧化铝基本面数据更新 | | | T | T-1 | 1-5 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价 | 20460 | રેર | 480 | 275 | -435 | | | 沪铝主力合约夜盘收盘价 | 20585 | ー | ー | l | -1 | | | LME铝3M收盘价 | 2545 | 28 | ર્સ | 46 | -142 | | | 沪铝主力合约成交量 | 101698 | -54378 | -47511 | -68840 | -19418 | | | 沪铝主力合约持仓量 | 198944 | -235R | 14639 | -1939 | 3138 | | 电解铝 | LME铝3M成交量 | 29269 | 13291 | 11372 ...
新能源及有色金属日报:锌现货升水持续回落-20250618
Hua Tai Qi Huo· 2025-06-18 03:08
新能源及有色金属日报 | 2025-06-18 锌现货升水持续回落 重要数据 现货方面:LME锌现货升水为-28.01 美元/吨。SMM上海锌现货价较前一交易日上涨10元/吨至22010元/吨,SMM 上海锌现货升贴水较前一交易日下跌40元/吨至180元/吨,SMM广东锌现货价较前一交易日上涨30元/吨至22020元/ 吨。SMM广东锌现货升贴水较前一交易日下跌20元/吨至190元/吨,SMM天津锌现货价较前一交易日上涨30元/吨 至22030元/吨。SMM天津锌现货升贴水较前一交易日下跌20元/吨至200元/吨。 期货方面:2025-06-17沪锌主力合约开于21955元/吨,收于21905元/吨,较前一交易日上涨105元/吨,全天交易日 成交124389手,较前一交易日减少39573手,全天交易日持仓105668手,较前一交易日减少10596手,日内价格震 荡,最高点达到21985元/吨,最低点达到21760元/吨。 库存方面:截至2025-06-16,SMM七地锌锭库存总量为7.81万吨,较上周同期减少-0.36万吨。截止2025-06-17,LME 锌库存为128875吨,较上一交易日减少1350吨。 ...
工业硅:仓单持续性去化,关注市场情绪,多晶硅:仓单持续性去化,关注市场情绪
Guo Tai Jun An Qi Huo· 2025-06-18 02:42
2025 年 06 月 18 日 品 研 究 工业硅:仓单持续性去化,关注市场情绪 多晶硅:仓单未增,关注市场情绪 张 航 投资咨询从业资格号:Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | | | | Si2509收盘价(元/吨) | 7,360 | -10 | -55 | -1,050 | | | | Si2509成交量(手) | 437,907 | -69,372 | -2,314 | 228,129 | | | | Si2509持仓量(手) | 318,893 | -4,470 | 163,266 | 194,879 | | | 工业硅、多晶硅期货市场 | PS2507收盘价(元/吨) | 34,010 | -310 | 55 | - | | | | PS2507成交量(手) | 45,805 | -17,030 | -61,225 | - | | | | PS2507持仓量(手) | 43, ...
国泰君安期货商品研究晨报:黑色系列-20250618
Guo Tai Jun An Qi Huo· 2025-06-18 02:32
2025年06月18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:预期反复,区间震荡 | 2 | | --- | --- | | 螺纹钢:宏观情绪扰动,宽幅震荡 | 3 | | 热轧卷板:宏观情绪扰动,宽幅震荡 | 3 | | 硅铁:板块情绪共振,宽幅震荡 | 5 | | 锰硅:板块情绪共振,宽幅震荡 | 5 | | 焦炭:安检趋于严格,宽幅震荡 | 7 | | 焦煤:安检趋于严格,宽幅震荡 | 7 | | 动力煤:需求仍待释放,宽幅震荡 | 9 | | 原木:宽幅震荡 | 10 | 国 泰 君 安 期 货 研 究 商 品 研 究 2025 年 6 月 18 日 铁矿石:预期反复,区间震荡 张广硕 投资咨询从业资格号:Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 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 所 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 期货 | | | 699.0 | -5.5 | -0.78 ...
棕榈油:美国生柴政策及地缘风险均有利好豆油:豆棕价差短期回归受阻豆粕:隔夜美豆仍收涨,连粕偏强震荡
Guo Tai Jun An Qi Huo· 2025-06-18 02:26
2025年06月18日 期货研究 商 品 研 究 2025 年 6 月 18 日 棕榈油:美国生柴政策及地缘风险均有利好 豆油:豆棕价差短期回归受阻 国泰君安期货商品研究晨报-农产品 观点与策略 | 棕榈油:美国生柴政策及地缘风险均有利好 | 2 | | --- | --- | | 豆油:豆棕价差短期回归受阻 | 2 | | 豆粕:隔夜美豆仍收涨,连粕偏强震荡 | 4 | | 豆一:豆类氛围偏多,盘面偏强震荡 | 4 | | 玉米:震荡运行 | 6 | | 白糖:低位整理 | 7 | | 棉花:关注外部市场影响 | 8 | | 鸡蛋:淘汰逐步加速,等待旺季利多兑现 | 10 | | 生猪:等待现货印证,远端成本中枢下移 | 11 | | 花生:下方有支撑 | 12 | 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 | | | 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘) 8,446 | 涨跌幅 0.12% | 收盘价 (夜盘) 8,534 | 涨跌幅 1.04% | | --- | --- | --- | --- | --- | -- ...
能源化工类期货走高
news flash· 2025-06-18 01:05
Group 1 - The core viewpoint of the article highlights a significant increase in energy and chemical futures, with crude oil futures rising over 6% [1] - Low sulfur fuel futures saw an increase of 3.52% [1] - Fuel futures also experienced a rise of 3.48% [1] - Methanol futures increased by 2.5% [1]
市场传PX装置降负,PX、PTA期货夜盘大幅走高!
news flash· 2025-06-18 01:01
Core Viewpoint - The PX (Paraxylene) production reduction, combined with strong oil prices, has led to significant price increases in PX and related downstream products, with expectations of continued strength in the market [1] Group 1: PX and PTA Market Dynamics - PX and PTA weekly operating rates have increased simultaneously, indicating a rise in production activity [1] - Last week saw a substantial increase in the sales volume of long filaments, leading to inventory depletion among companies, which is expected to maintain polyester filament production [1] - July is anticipated to see bottle-grade PET as the main product for production cuts, suggesting a shift in focus within the industry [1] Group 2: Market Outlook and Risks - If raw material prices continue to rise, the polyester sector may respond by reducing production, indicating a potential short-term market strength but accumulating risks for the medium term [1] - There is a noted potential for market pullback in the medium term, highlighting the volatility and uncertainties in the industry [1]
【期货热点追踪】焦炭第四轮降价悬而未决,市场在担忧什么?交易员称未来焦煤价格或将.....
news flash· 2025-06-17 15:34
期货热点追踪 焦炭第四轮降价悬而未决,市场在担忧什么?交易员称未来焦煤价格或将..... 相关链接 ...
豆粕生猪日报:进口成本支撑豆粕增仓上行-20250617
Jin Shi Qi Huo· 2025-06-17 12:14
Group 1: Report Industry Investment Rating - Not mentioned in the provided content Group 2: Core Viewpoints of the Report - The soybean meal market is in a situation of weak reality and strong expectation, with a likely oscillating trend in the short - term due to the increase in import costs and sufficient domestic supply [17] - The live hog market is expected to oscillate. Although the futures price rebounds in the short - term, weak demand restricts the increase of the spot price and the upside space of the futures [17] Group 3: Summary by Relevant Catalogs 1. Market Overview - DCE soybean meal main contract 2509 rose 0.95% to 3074 yuan/ton, and coastal oil mills' quotes increased by 10 - 50 yuan/ton. DCE live hog main contract 2509 rose 0.25% to 13815 yuan/ton. CBOT US soybean main contract rose 0.14% to 1070 cents/bushel [2] 2. Weather in Major Producing Areas - From June 13th, in the western US Midwest, there will be scattered to widespread scattered showers before Sunday. Temperature differences exist between the north and south regions before Saturday, and will be above normal from Sunday to Monday. In the east, there will be scattered showers before Sunday and scattered to widespread scattered showers on Monday. Rainfall in the southern part has decreased since the middle of this week [4] 3. Macroeconomic and Industry News - In the 24th week of 2025, national major oil mills' soybean inventory decreased by 1.75% to 599.6 million tons, while soybean meal inventory increased by 7.19% to 41 million tons, and unexecuted contracts decreased by 15.19% to 460.56 million tons. Soybean meal apparent consumption increased by 4.04% to 175.69 million tons [5] - On June 17th, the import cost of US soybeans was 4606 yuan, up 3 yuan; that of Brazilian soybeans was 3811 yuan, down 1 yuan; and that of Argentine soybeans was 3669 yuan, unchanged [5] - On June 16th, national major oil mills' soybean meal transactions were 22.48 million tons, an increase of 12.75 million tons. The overall oil mills' startup rate was 61.83%, down 2.99% [6] - In May 2025, US soybean crushing volume was 192.829 million bushels, lower than the market expectation of 193.519 million bushels [6] - As of the week ending June 13th, 2025, US soybean crushing profit was 1.99 dollars/bushel, up 4% from the previous week [6] - In the second week of June 2025, the national live hog ex - factory price was 14.45 yuan/kg, down 1.77% [6] - US soybean good - excellent rate was 66%, lower than the expected 68%; sowing rate was 93%, lower than the expected 95%; emergence rate was 84% [7] - In the second week of June 2025, Brazil shipped 698.07 million tons of soybeans in 10 working days, with a daily shipping volume of 69.81 million tons/day, almost the same as last June [7] - In May, China's social retail sales increased by 6.4% year - on - year; industrial added value of large - scale industries increased by 5.8% year - on - year; from January to May, urban fixed - asset investment increased by 3.7% year - on - year, and real estate development investment decreased by 10.7% year - on - year [7] 4. Data Charts - The report includes charts of soybean meal, rapeseed meal, and live hog prices and their basis, as well as charts of Chinese soybean and soybean meal inventories [10][12][14][15] 5. Analysis and Strategies - For soybean meal, due to the increase in US soybean import costs and sufficient domestic supply, the short - term trend is likely to be oscillating [17] - For live hogs, although the futures price rebounds in the short - term, weak demand restricts the upside space, and the price is expected to oscillate [17]
国投期货化工日报-20250617
Guo Tou Qi Huo· 2025-06-17 11:59
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