点评：周三震荡偏弱，空头多交易12、1月高运力压制下，旺季高度受限制。 12估值中性,将逐步走向交割逻辑,持仓里明显减少, 集运星报 | | | | | | | 研究中心能化团队 | | | 2025/11/20 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | ਵਨ੍ਹੇ | | 昨日收盘价 | 涨跌 | 基 | 昨日成交量 | | 昨日持仓昼 | 持仓变动 | | 期货 | EC2512 | | 1763.3 | -0.35% | -405.6 | 2452 | | 9568 | -864 | | | EC2602 | | 1640.1 | -2.26% | -282.4 | 18687 | | 40244 | 1384 | | | EC2604 | | 1162.7 | -1.43% | 195.0 | 2358 | | 15944 | - 201 | | | EC2606 | | 1382.0 | -0.22% | -24.3 | 92 | | 1582 | -3 | | | EC2608 | | 1490.1 | ...