今 日 早 评 重点品种： 【短评-天然橡胶】泰国原料继续上涨。杯胶上涨0.3泰铢/ 公斤至56.8泰铢/公斤，胶水上涨0.7泰铢/公斤至68泰铢/公 斤，水杯价差扩至11.2泰铢/公斤；越南1月天然橡胶与混合胶 合计出口同比下降24%。1月共出口合计15.9万吨，其中出口到 中国12.6万吨，同比下降24%；截至2026年2月23日，中国天然 橡胶社会库存136.6万吨，环比增加7万吨，增幅5.4%。中国深 色胶社会总库存为92.6万吨，增7.1%。中国浅色胶社会总库存 为44万吨，环比增1.9%。评：东南亚产区处于季节性低产期， 原料供应持续收缩，海外原料价格处于上涨轨道，加工厂成本 高企。我国保税区库存累积。下游需求，下游逐步复工复产， 需求端提振预期仍在。综上，天然橡胶震荡偏强。 【短评-白银】美国上周初请失业金人数为21.2万人，预期 21.5万人，前值从20.6万人修正为20.8万人。评：就业数据略 有改善，市场对美联储降息预期有所减弱，并预期在鲍威尔卸 任之前，都不会有进一步降息行为，打压白银做多情绪。白银 进一步上涨动力不足，白银跟随黄金被动波动，中期暂看高位 震荡。 投资咨询中心 2026年 ...

Core Viewpoint - The stock of Fengbei Bio (603334) reached its daily limit on February 5, closing at 59.08 yuan, driven by its unique position in the sustainable aviation fuel (SAF) market and alignment with national green policies [1] Group 1: Company Overview - Fengbei Bio is one of the few companies qualified to supply industrial-grade SAF blended oil and has established partnerships with leading SAF manufacturers such as HXN Energy, Jiaao Environmental Protection, and Phillips66 [1] - The company’s main business aligns with national green environmental policies, focusing on the comprehensive utilization of waste oils, which is a key area supported by resource recycling initiatives [1] - As a newly listed company on the main board under the registration system as of November 5, 2025, and recognized as a national-level "specialized and innovative" small giant, Fengbei Bio is experiencing increased policy and market attention [1] Group 2: Market Performance - On February 5, the stock saw a net inflow of 60.18 million yuan from main funds, accounting for 12.87% of the total trading volume, while retail investors experienced a net outflow of 27.86 million yuan, representing 5.96% of the total [2] - The stock's price increased by 10% on February 5, following a 9.99% rise on February 4, indicating strong upward momentum in recent trading days [2] - The company has established a complete industrial chain from waste oils to biodiesel and bio-based materials, with a market share of 6.46% in fertilizer additives, showcasing significant downstream collaboration advantages with leading agricultural chemical companies [1]

据交易所数据显示， 丰倍生物连续两个交易日涨停，晋级2连板。该股今日于10：11封涨停，成交额 3.44亿元，换手率19.17%。金融界App AI线索挖掘：该股属于生物柴油概念，近期市场对相关题材的关 注度较高，推动其股价连续走强。风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上 由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

客服产品系列•日评 国新国证期货早报 2025 年 4 月 28 日 星期一 品种观点： 【股指期货】 周五（4 月 25 日）A 股三大指数涨跌不一，截止收盘，沪指跌 0.07%，收报 3295.06 点；深 证成指涨 0.39%，收报 9917.06 点；创业板指涨 0.59%，收报 1947.19 点。沪深两市成交额达到 11136 亿，较昨 日微幅放量 45 亿。 沪深 300 指数 4 月 25 日窄幅整理，收盘 3786.99，环比上涨 2.64。 【焦炭 焦煤】4 月 25 日焦炭加权指数区间震荡，收盘价 1566.4 元，环比下跌 21.0。 4 月 25 日，焦煤加权指数弱势整理，收盘价 946.0 元，环比上涨 1.7。 影响焦炭期货、焦煤期货价格的有关信息： 焦炭：假期将近，下游需求好转，钢材需求尚可，成交好转，短期价格有支撑，目前铁水超预期回升，钢厂 开工率较好。焦炭市场暂稳运行，焦企出货较顺畅。部分钢厂采购积极性较强，多数钢厂按需采购为主。焦炭第 一轮提涨全面落地，提涨幅度 50-55 元/吨，一轮提涨落地后焦企利润好转，焦企整体开工较稳。 焦煤：部分煤矿完成月度任务有减产行为，煤矿 ...