| 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 | | --- | --- | --- | --- | | | | | 2 月 24 日，节后首日，大宗商品集体开门红，植物油板块跳空高开高走。 豆油主力合约 Y2605 合约报收于 8140 元/吨，按收盘价日环比上涨 1.07%，日增仓 | | | | | 5115 手； | | | | | 豆油次主力合约 Y2609 合约报收于 8070 元/吨，按收盘价日环比上涨 1.08%，日减 | | | | | 仓 956 手; | | | | | 棕榈油主力合约 P2605 合约收盘价 8824 元/吨，按收盘价日环比上涨 1.45%，日减 | | | | | 仓 314 手； | | | | | 棕榈油次主力合约 P2609 报收于 8814 元/吨，按收盘价日环比上涨 1.36%，日减仓 | | | | | 2204 手； | | | | | 菜籽油次主力合约 OI2605 合约报收于 9200 元/吨，按收盘价日环上涨 1.79%，日增 | | | | | 仓 14141 手。 | | | | | 菜籽油主力合约 OI2609 合约报收于 9 ...

格隆汇2月11日｜白宫周一修订了美印贸易协议的说明稿，将原文中提到的印度将取消或降低包括豆类 在内的一系列农产品关税的内容删除。新版声明还将原文中"印度有意（intends）购买更多美国产品"改 为"印度承诺（committed）购买更多美国产品"。同时，原文中提到印度将取消数字服务税的表述也被 删除，现仅称印度"承诺协商一套健全的双边数字贸易规则"。白宫还删去了关于"禁止对电子传输征收 关税的规则"的表述。 ...

研究所 液化气研发报告 赵若晨 期货从业证号： F03151390 液化气日报 2026 年 2 月 9 日 液化气日报 日度数据 | | | 液化气数据汇总表 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 2026/2/9 | 2026/2/6 | 涨跌 | | 国内期货 | PG2602 | 4194 | 4258 | -64.0 | | | 主力持仓 | 36863 | 44652 | -7789 | | | 仓单数量 | 6932 | 6902 | 30 | | 国内现货 | 华南炼厂气 | 4765 | 4835 | -70 | | | 华南进口气 | 4890 | 4915 | -25 | | | 华东炼厂气 | 4475 | 4475 | O | | | 华东进口气 | 2019 | 4979 | 40 | | | 山东炼厂气 | 4470 | 4440 | 30 | | | 山东醚后C4 | 4370 | 4240 | 130 | | 基差 | | 554.0 | 540.0 | J 4 | | 外盘价格 | BRENT | 67.5 | ...

据塔斯社报道，佩斯科夫补充称，截至目前，俄方暂未收到来自印方关于拒绝购买俄罗斯石油的消息。 另据俄新社报道，佩斯科夫还称，俄方尊重美国与印度之间的关系，同时重视俄罗斯与印度之间的战略 伙伴关系。 特朗普当地时间2日在社交平台上发帖称，他与莫迪通了电话，莫迪同意印度停止购买俄罗斯石油，美 国则决定降低印度输美商品关税税率。特朗普还称，美国和印度达成了一项双边贸易协议。莫迪当天在 社交平台上发帖称，自己与特朗普通了电话，"美国对印度制造产品的关税降至18%，令人欣喜"。不 过，莫迪在帖子中没有提与俄开展石油贸易一事。 【环球网报道 记者 张江平】综合塔斯社等媒体2月3日报道，在美国总统特朗普宣布印度总理莫迪同意 停止购买俄罗斯石油的消息后，俄罗斯总统新闻秘书、克里姆林宫发言人佩斯科夫称，俄方密切关注特 朗普的言论，仔细记录这些言论并进行分析。 ...

当地时间2月2日，美国总统特朗普在社交媒体平台"真实社交"上发文称，他于当日上午与印度总理莫迪 进行了电话交谈。 受消息影响，印度基准股指Nifty 50的股指期货一度飙升；在美国上市的iShares MSCI India ETF涨近 3%。离岸市场中，印度卢比对美元走强，上涨1%。 特朗普表示，双方达成了一项美印贸易协议，美国对印度的商品加征的所谓"对等关税"将从25%降至 18%，立即生效。印度也将相应地降低对美国的关税和非关税壁垒，直至降至零。特朗普还称，莫迪承 诺将大幅增加对美国产品的采购，包括价值超过5000亿美元的美国能源、技术、农产品、煤炭以及其他 许多产品。 特朗普称，莫迪同意印度停止购买俄罗斯石油并从美国购买更多石油，印度还可能从委内瑞拉购买石 油。 截至目前，白宫尚未就此发布正式消息。莫迪当天在社交媒体上发文，确认美国同意把印度输美商品关 税税率降至18%。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 美国政府去年7月31日宣布对印度输美商品征收25%的"对等关税"，这一关税措施于当年8月7日生效。8 月6日，特朗普签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由 ...

关税突发。 当地时间2月2日，美国总统特朗普在社交媒体平台"真实社交"上发文称，他于当日上午与印度总理莫迪进行了电话交谈。 特朗普表示，双方达成了一项美印贸易协议，美国对印度的商品加征的所谓"对等关税"将从25%降至18%，立即生效。印度也将相应 地降低对美国的关税和非关税壁垒，直至降至零。特朗普还称，莫迪承诺将大幅增加对美国产品的采购，包括价值超过5000亿美元 的美国能源、技术、农产品、煤炭以及其他许多产品。 特朗普称，莫迪同意印度停止购买俄罗斯石油并从美国购买更多石油，印度还可能从委内瑞拉购买石油。 截至目前，白宫尚未就此发布正式消息。莫迪当天在社交媒体上发文，确认美国同意把印度输美商品关税税率降至18%。 据了解，特朗普去年8月6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品额外征收25%的关税。 责编：李丹 校对：祝甜婷 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 ...

Core Viewpoint - The United States and India have reached a trade agreement that will significantly reduce tariffs on goods, with the U.S. lowering its tariff from 25% to 18% and India agreeing to eliminate its tariffs and non-tariff barriers over time [2]. Group 1: Trade Agreement Details - The U.S. will reduce the tariff on Indian goods from 25% to 18%, effective immediately [2]. - India will reciprocate by lowering its tariffs on U.S. goods, aiming to bring them down to zero [2]. - The agreement includes a commitment from India to increase its procurement of U.S. products, with a focus on energy, technology, agricultural products, and coal, amounting to over $500 billion [2]. Group 2: Oil Procurement Changes - India has agreed to stop purchasing oil from Russia and will increase its oil imports from the United States [2]. - There is also a possibility that India may purchase oil from Venezuela [2]. Group 3: Background Context - The trade negotiations between the U.S. and India have been ongoing since February of the previous year, but differences, particularly regarding oil procurement, have delayed the agreement [2]. - The U.S. imposed a 25% tariff on Indian goods in response to India's imports of Russian oil, which was enacted in August of the previous year [2].

Core Viewpoint - The lack of a trade agreement between the United States and India is attributed to Indian Prime Minister Modi not contacting President Trump to finalize negotiations [1][2][3] Group 1: Trade Negotiations - U.S. Commerce Secretary Howard Lutnick stated that everything was ready for a trade agreement, but Modi's failure to make a call to Trump hindered progress [1][2] - Trump warned India that failure to limit Russian oil purchases could lead to increased tariffs on Indian goods, with punitive tariffs set to raise the overall tariff rate on Indian products to 50% by August 2025 [1][2] - The U.S. initially believed a trade agreement with India could be reached before those with Indonesia, the Philippines, and Vietnam, but this expectation has not materialized [3] Group 2: Indian Government's Position - The Indian government has emphasized that its energy import policies are aimed at protecting consumer interests [2][3] - Indian officials, including the Commerce and Industry Minister, have stated that India will not yield to U.S. pressure in trade negotiations and will not rush into agreements with strict deadlines or coercive terms [2][3] - Lutnick mentioned that the conditions for a previous agreement had "expired," but he remains optimistic that India will eventually resolve the issues [3]

Core Viewpoint - The Indian Rupee has fallen below 90 per US dollar, continuing a downward trend due to persistent dollar demand exceeding central bank intervention efforts [1] Group 1: Currency Performance - The Rupee has depreciated approximately 5% cumulatively in 2025, making it the worst-performing currency in Asia, primarily pressured by high US tariffs and weak investment inflows [1] - The central bank's efforts, represented by state-owned banks selling dollars, have not been sufficient to prevent the Rupee from breaching the 90 mark [1] Group 2: Economic Activity - Economic activity in India showed signs of slowing down in December, with the manufacturing Purchasing Managers' Index (PMI) growth rate hitting a two-year low [1] - Strong underlying demand is driven by foreign banks handling custodial funds and large importers making payments [1] Group 3: Future Outlook - The trajectory of the Rupee in 2026 will largely depend on the progress of potential US-India trade agreements and foreign securities investment activities, which could reshape the dollar fund flows that pressured the currency last year [1]

Group 1 - The USD/INR exchange rate is approaching the 90.00 mark, indicating a strengthening of the Indian Rupee, influenced by the upcoming visit of U.S. Deputy Trade Representative Rick Swett to India on December 10-11 to discuss trade issues [1][3] - A key focus for India in the trade talks is to push the U.S. to lower existing tax rates on certain Indian exports, which currently face rates as high as 50%, relatively high among major U.S. trading partners [3] - Foreign institutional investors have shown a declining interest in the Indian market, with a cumulative net sell-off of ₹14,819.29 million since the beginning of December, marking five consecutive months of capital outflow [3] Group 2 - Upcoming economic data, particularly the November Consumer Price Index (CPI) set to be released, is under scrutiny, with expectations of an increase in retail inflation to 0.7% from 0.25% in October, serving as a reference for the domestic economic situation [3] - Market sentiment is cautious ahead of the Federal Reserve's monetary policy decision, with investors closely watching for indications of future interest rate paths, contributing to the further appreciation of the Indian Rupee against the USD [3][4] - The U.S. Dollar Index has slightly declined, hovering around 99.20, with market expectations leaning towards a 25 basis point rate cut by the Federal Reserve in December, marking a potential third consecutive cut [4] Group 3 - The USD/INR exchange rate is trading around 90.00, maintaining above the 20-day exponential moving average (EMA) of 89.6463, indicating a solid trend structure [6] - The 14-day Relative Strength Index (RSI) is currently at 62, having retreated from previous highs, suggesting strong momentum but a potential easing [6] - Sustaining above the 20-day EMA is crucial for maintaining the current trend, while a close below this level could trigger further adjustments, with market attention shifting to previous highs around 88.97 [6]