8月14日，国内期市黑色金属板块集体走低，铁矿石主力跌近3%。截止目前，铁矿石主力下跌2.88%， 报775.50元/吨；螺纹钢主力下跌1.97%，报3184.00元/吨；硅铁主力下跌2.25%，报5914.00元/吨；线材 主力下跌1.79%，报3406.00元/吨。 螺纹钢仓库期货仓单106673吨，环比上个交易日增加9919吨； 商品名称 现货价格 合约 期货价格 基差 基差率 铁矿石期货仓单3600手，环比上个交易日增加400手； 不锈钢仓库期货仓单103518吨，环比上个交易日减少422吨； 热轧卷板期货仓单78386吨，环比上个交易日持平； 8月14日黑色金属期货价格行情 硅铁期货仓单21898张，环比上个交易日减少40张； | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 螺纹钢 | 3206.00 | 3222.00 | 3248.00 | | 铁矿石 | 792.00 | 795.00 | 798.50 | | 不锈钢 | 13150.00 | 13130.00 | 13175.00 | | 热卷 | 3442.00 | 3451. ...

Market Overview - On August 5, the domestic chemical futures market showed a significant decline, with the glass futures dropping over 2% [1] - The main glass futures fell by 2.31%, settling at 1059.00 yuan/ton, while caustic soda futures decreased by 1.71% to 2474.00 yuan/ton [1] Price Movements - The main contracts for various chemicals on August 5 included: - Rubber: 14420.00 (open) / 14365.00 (previous close) / 14320.00 (previous settlement) - 20 rubber: 12230.00 / 12160.00 / 12145.00 - PTA: 4674.00 / 4698.00 / 4716.00 - Glass: 1082.00 / 1086.00 / 1084.00 [2] Warehouse Data - As of August 4, warehouse receipts for various commodities showed: - Natural rubber: 176640 tons, down by 990 tons from the previous trading day - 20 rubber: 39816 tons, up by 100 tons - Caustic soda: 490 receipts, up by 102 receipts [3][4] Basis Data - The basis data indicated that several commodities experienced a 'backwardation' phenomenon, where spot prices exceeded futures prices, including: - Paper pulp, butadiene rubber, PTA, glass, urea, and others [4] - The basis and basis rates for selected commodities were as follows: - Glass: Spot price 1234, futures price 1084, basis 150, basis rate 12.15% [5]

Core Viewpoint - The domestic futures market for crude oil-related products showed a collective increase, with low-sulfur fuel oil leading the gains at over 2% on July 29, indicating a positive trend in the sector [1]. Group 1: Price Movements - Low-sulfur fuel oil futures rose by 2.14%, reaching 3624.00 CNY/ton [1] - Crude oil futures increased by 1.94%, priced at 515.30 CNY/barrel [1] - Fuel oil futures saw a rise of 1.71%, now at 2909.00 CNY/ton [1] - Asphalt futures experienced a modest increase of 0.56%, priced at 3611.00 CNY/ton [1] Group 2: Futures Market Data - The opening prices for various contracts on July 29 were as follows: SC crude oil at 510.30 CNY, fuel oil at 2895.00 CNY, asphalt at 3589.00 CNY, liquefied petroleum gas at 4001.00 CNY, and low-sulfur fuel oil at 3570.00 CNY [2]. - The previous closing prices were: SC crude oil at 505.90 CNY, fuel oil at 2869.00 CNY, asphalt at 3569.00 CNY, liquefied petroleum gas at 3992.00 CNY, and low-sulfur fuel oil at 3545.00 CNY [2]. Group 3: Warehouse Data - As of July 28, the warehouse data indicated an increase in medium-sulfur crude oil futures warehouse receipts by 732,000 barrels, totaling 5,249,000 barrels [3]. - Fuel oil futures warehouse receipts remained unchanged at 110,980 tons [3]. - Asphalt futures warehouse receipts were stable at 39,230 tons, with an additional 42,950 tons in storage [3]. - Liquefied petroleum gas futures warehouse receipts held steady at 9,804 lots [3]. - Low-sulfur fuel oil warehouse receipts remained unchanged at 90 tons [3]. Group 4: Basis Data - The basis data showed a phenomenon of "backwardation" for several products, where spot prices exceeded futures prices [3]. - For fuel oil, the spot price was 5275 CNY, with a futures price of 2860 CNY, resulting in a basis of 2415 CNY and a basis rate of 45.78% [3]. - For asphalt, the spot price was 3700 CNY, with a futures price of 3591 CNY, leading to a basis of 109 CNY and a basis rate of 2.95% [3]. - For liquefied petroleum gas, the spot price was 4750 CNY, with a futures price of 3997 CNY, resulting in a basis of 753 CNY and a basis rate of 15.85% [3]. - For low-sulfur fuel oil, the spot price was 3673 CNY, with a futures price of 3545 CNY, leading to a basis of 128 CNY and a basis rate of 3.48% [3].

Group 1 - The core viewpoint of the news is that the domestic futures market for agricultural products experienced a decline across the board on July 29, with significant drops in apple futures prices [1][2] - Apple futures fell by 3.20%, closing at 7900.00 yuan per ton, while other products like live pigs, red dates, and eggs also saw declines [1][2] - The opening prices for various agricultural futures on July 29 were reported, with eggs opening at 3560.00 yuan, live pigs at 14350.00 yuan, red dates at 10750.00 yuan, and apples at 8050.00 yuan [2] Group 2 - As of July 28, the warehouse receipts for red dates decreased by 73 to 10195, while apple and egg futures had no warehouse receipts [3] - The basis data indicated a phenomenon of "backwardation" for apple and live pig contracts, where the spot prices exceeded the futures prices [3] - The basis for apples was reported at 748 yuan with a basis rate of 8.50%, while red dates had a basis of -775 yuan with a basis rate of -7.81% [3]

Group 1 - The black metal futures market experienced a significant decline on July 23, with the main wire rod contract dropping over 2% [1] - The main wire rod contract fell by 2.48%, settling at 3499.00 CNY/ton, while iron ore decreased by 0.49% to 813.00 CNY/ton [1] - Other commodities showed mixed results, with manganese silicon down by 0.60% to 5924.00 CNY/ton and silicon iron up by 0.28% to 5796.00 CNY/ton [1] Group 2 - On July 23, the opening prices for various black metal futures were as follows: rebar at 3320.00 CNY, iron ore at 826.00 CNY, and hot-rolled coil at 3485.00 CNY [2] - The previous closing prices indicated a slight increase in rebar and hot-rolled coil, while iron ore showed a marginal increase from the previous day [2] - The inventory data on July 22 showed that rebar futures warehouse receipts remained stable at 86534 tons, while stainless steel receipts decreased by 124 tons [3] Group 3 - The basis data indicated a phenomenon of "backwardation" for rebar, hot-rolled coil, and stainless steel, where spot prices exceeded futures prices [3] - The basis for rebar was calculated at 33 CNY with a basis rate of 1.00%, while wire rod showed a negative basis of -90 CNY with a basis rate of -2.57% [3] - The basis for silicon iron and manganese silicon were -397 CNY and -234 CNY respectively, indicating a significant discrepancy between spot and futures prices [3]

Market Overview - On July 23, the domestic futures market for non-ferrous metals showed mixed results, with polysilicon futures rising nearly 9% [1] - As of the latest data, polysilicon futures increased by 8.76% to 51,630.00 CNY/ton, while lithium carbonate futures fell by 3.57% to 69,740.00 CNY/ton [1] Price Movements - The main contracts for various non-ferrous metals on July 23 are as follows: - Aluminum oxide: 3,341.00 CNY/ton, down 3.22% - Industrial silicon: 9,585.00 CNY/ton, up 1.21% - Polysilicon: 51,630.00 CNY/ton, up 8.76% - Lithium carbonate: 69,740.00 CNY/ton, down 3.57% [2] Warehouse Data - As of July 22, warehouse receipts for non-ferrous metals showed the following changes: - Copper: 25,507 tons, down 2,670 tons - Aluminum: 60,884 tons, down 2,860 tons - Zinc: 12,090 tons, up 1,002 tons - Tin: 6,791 tons, down 18 tons - Lead: 60,059 tons, unchanged - Nickel: 22,093 tons, down 18 tons [3] Basis and Spot Prices - The basis and spot prices for selected metals indicate the following: - Copper: Spot price 79,766.7 CNY, futures price 79,650 CNY, basis 116 CNY - Zinc: Spot price 22,770 CNY, futures price 22,860 CNY, basis -90 CNY - Aluminum: Spot price 20,950 CNY, futures price 20,860 CNY, basis 90 CNY - Nickel: Spot price 123,783 CNY, futures price 123,440 CNY, basis 343 CNY [4][5]

Group 1 - The core viewpoint of the news highlights the performance of various non-ferrous metal futures, with polysilicon leading the gains at nearly 6% increase [1] - As of July 22, polysilicon futures rose by 5.78% to 47,660.00 yuan/ton, while industrial silicon increased by 4.45% to 9,515.00 yuan/ton, and alumina by 3.83% to 3,439.00 yuan/ton [1] - In contrast, lead futures experienced a slight decline of 0.44%, settling at 16,860.00 yuan/ton [1] Group 2 - The opening prices for various non-ferrous metal futures on July 22 included alumina at 3,388.00 yuan, lithium carbonate at 71,900.00 yuan, and copper at 79,720.00 yuan [2] - The previous closing prices for these contracts were 3,386.00 yuan for alumina, 71,280.00 yuan for lithium carbonate, and 79,770.00 yuan for copper, indicating slight fluctuations [2] - The futures market showed a mixed trend, with some metals like nickel and tin showing higher prices compared to their previous closing values [2] Group 3 - As of July 21, copper futures warehouse receipts decreased by 10,062 tons to 28,177 tons, while aluminum receipts fell by 2,804 tons to 63,744 tons [3] - Zinc and tin futures warehouse receipts also saw minor reductions, while nickel receipts increased by 551 tons to 22,111 tons [3] - The data indicates a phenomenon of "backwardation" for copper, zinc, nickel, tin, and industrial silicon, where spot prices exceed futures prices [3][4]

Group 1 - The core viewpoint of the news highlights the mixed performance of black metal futures, with iron ore prices rising while other metals like manganese silicon and silicon iron are declining [1][2] - As of July 16, iron ore futures increased by 1.37% to 775.50 CNY/ton, while manganese silicon and silicon iron decreased by 0.45% and 0.47%, respectively [1] - The futures prices for various black metals on July 16 show that rebar opened at 3115.00 CNY, while iron ore opened at 767.00 CNY [2] Group 2 - On July 15, the warehouse receipts for rebar increased by 8179 tons compared to the previous trading day, while the receipts for iron ore remained unchanged [3] - The data indicates a phenomenon of "backwardation" in rebar, hot-rolled coil, and stainless steel contracts, where spot prices exceed futures prices [3] - The basis data shows that the basis for rebar is 52 CNY, indicating a basis rate of 1.64%, while the basis for silicon iron is -299 CNY, reflecting a basis rate of -5.75% [4]

Core Viewpoint - The domestic futures market for oil-related products experienced a decline, with liquefied petroleum gas and crude oil dropping over 1% on July 16, 2023 [1]. Group 1: Price Movements - As of July 16, liquefied petroleum gas futures fell by 1.37% to 4103.00 CNY/ton, while crude oil futures decreased by 1.28% to 515.50 CNY/barrel [1]. - Fuel oil futures saw a slight increase of 0.28%, reaching 2875.00 CNY/ton, whereas asphalt futures dropped by 0.22% to 3623.00 CNY/ton [1]. - The opening and closing prices for various contracts on July 16 were reported, with SC crude oil opening at 520.20 CNY and closing at 522.20 CNY [2]. Group 2: Inventory Data - As of July 15, the inventory data showed that the number of medium-sulfur crude oil futures contracts remained stable at 4,517,000 barrels, with no change from the previous trading day [3]. - Fuel oil futures inventory was reported at 91,640 tons, and asphalt futures inventory was stable at 39,350 tons in factory warehouses and 42,950 tons in storage [3]. - Liquefied petroleum gas futures inventory stood at 8,304 contracts, while low-sulfur fuel oil inventory was at 90 tons, both unchanged from the previous day [3]. Group 3: Basis Data - The basis data indicated a phenomenon of "backwardation" for fuel oil, asphalt, liquefied petroleum gas, and low-sulfur fuel oil, where spot prices exceeded futures prices [3]. - The basis and basis rates for various commodities were detailed, with fuel oil showing a basis of 2,520 CNY and a basis rate of 46.77% [3].

Group 1 - The domestic futures market for agricultural products showed mixed results, with the main pig futures down nearly 2% [1] - As of July 16, the main pig futures decreased by 1.65%, priced at 14,045.00 yuan/ton, while apple futures increased by 0.23% to 7,864.00 yuan/ton [1] - Egg futures fell by 0.39%, priced at 3,597.00 yuan per 500 kg, while red date futures rose by 0.15% to 10,305.00 yuan/ton [1] Group 2 - On July 15, the commodity warehouse receipt report indicated that there were 0 apple futures warehouse receipts, unchanged from the previous trading day, and 10,570 red date futures receipts, a decrease of 31 from the previous day [3] - The egg futures receipts decreased by 24 to 0, while pig futures receipts remained steady at 444 [3] - The basis data showed that apple and pig contracts experienced a "backwardation" phenomenon, where spot prices exceeded futures prices [3] Group 3 - The basis and basis rate for various commodities were reported, with apples having a basis of 1,038 and a basis rate of 11.66%, while red dates had a basis of -560 and a basis rate of -5.76% [4] - Eggs showed a basis of -736 with a basis rate of -25.60%, and pigs had a basis of 390 with a basis rate of 2.66% [4]