沪锡产业日报 2026-02-05 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:沪锡(日,元/吨) | 365140 | -26940 3月-4月合约收盘价:沪锡(日,元/吨) | -230 | 220 | | | LME3个月锡(日,美元/吨) | 48360 | -1935 主力合约持仓量:沪锡(日,手) | 33927 | -1987 | | | 期货前20名净持仓:沪锡(日,手) | -6898 | 1053 LME锡:总库存(日,吨) | 7110 | 15 | | | 上期所库存:锡(周,吨) | 10468 | 748 LME锡:注销仓单(日,吨) | 360 | -5 | | 现货市场 | 上期所仓单:锡(日,吨) | 7012 | -399 | | | | | SMM1#锡现货价格(日,元/吨) | 378100 | -16950 长江有色市场1#锡现货价(日,元/吨) | 376150 | -19760 | | | 沪锡主力合约基差(日,元 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The previous replenishment was relatively low, so the current pressure of new egg - laying hens coming into production is not significant, and the egg - laying hen存栏 will still be on a downward trend. However, the current in - production egg - laying hen存栏 is still at a high level. Previously, the market had a strong stocking sentiment, leading to a significant increase in egg prices and improved profits for the farming side. This has increased the enthusiasm for chick replenishment and slightly slowed down the enthusiasm for culling old hens, weakening the expectation of a decline in存栏. From the perspective of the futures market, recently affected by the decline in spot prices and the pressure of high存栏, futures prices have also weakened, adding market volatility. It is recommended to participate in the short - term [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the active egg futures contract was 2,891 yuan/500 kilograms, a decrease of 54 yuan compared to the previous period [2] - The net long position of the top 20 futures holders of eggs was - 12,067 hands, an increase of 4,231 hands [2] - The egg futures monthly price difference (5 - 9) was - 478 yuan/500 kilograms, a decrease of 11 yuan [2] - The trading volume of the active egg futures contract was 175,186 hands, a decrease of 4,404 hands [2] - The registered warehouse receipt volume of eggs was 0 hands, unchanged [2] 3.2 Spot Market - The spot price of eggs was 3.58 yuan/jin, a decrease of 0.07 yuan [2] - The basis (spot - futures) was 693 yuan/500 kilograms, a decrease of 18 yuan [2] 3.3 Upstream Situation - The national egg - laying hen存栏 index (monthly, with 2015 = 100) was 109.28, a decrease of 2.75 [2] - The national culled egg - laying hen index (monthly, with 2015 = 100) was 124.98, an increase of 23.8 [2] - The average price of egg - laying chicken chicks in the main production areas (weekly, yuan/chick) was 3.2 yuan, an increase of 0.1 yuan [2] - The national new - hatched chick index (monthly, with 2015 = 100) was 71.99, a decrease of 21.63 [2] - The average price of egg - laying chicken feed (weekly, yuan/kg) was 2.84 yuan, unchanged [2] - The breeding profit of egg - laying chickens (weekly, yuan/chicken) was 0.3 yuan, an increase of 0.19 yuan [2] - The average price of culled chickens in the main production areas (weekly, yuan/kg) was 9.44 yuan, an increase of 0.38 yuan [2] - The national average age of culled chickens (monthly, days) was 500 days, unchanged [2] 3.4 Industry Situation - The average wholesale price of pork (daily, yuan/kg) was 18.48 yuan, an increase of 0.1 yuan [2] - The average wholesale price of 28 key - monitored vegetables (daily, yuan/kg) was 5.5 yuan, a decrease of 0.02 yuan [2] - The average wholesale price of white - striped chickens (daily, yuan/kg) was 17.23 yuan, a decrease of 0.26 yuan [2] - The weekly inventory in the circulation link (weekly, days) was 1.07 days, an increase of 0.02 days [2] - The weekly inventory in the production link (weekly, days) was 1.02 days, an increase of 0.05 days [2] - The monthly export volume of fresh eggs (monthly, tons) was 14,898.72 tons, an increase of 1,853.2 tons [2] 3.5 Downstream Situation - The weekly consumption of eggs in the sales areas (weekly, tons) was 7,210 tons, a decrease of 165 tons [2] 3.6 Industry News - Today, the average price of eggs in Shandong, the main production area, was 7.31 yuan/kg, a decrease of 0.01 yuan from yesterday; the average price of eggs in Hebei was 6.84 yuan/kg, a decrease of 0.22 yuan from yesterday; the average price of eggs in Guangdong was 7.00 yuan/kg, a decrease of 0.27 yuan from yesterday; the average price of eggs in Beijing was 7.60 yuan/kg, a decrease of 0.20 yuan from yesterday [2] 3.7 Key Points to Watch - There was no news today [2]

不锈钢产业日报 2026-02-05 | 项目类别 | 数据指标 最新 | | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:不锈钢(日,元/吨) | 13810 | -15 03-04月合约价差:不锈钢(日,元/吨) | -85 | 20 | | 期货市场 | 期货前20名持仓:净买单量:不锈钢(日,手) | -5302 | 4182 主力合约持仓量:不锈钢(日,手) | 53371 | -6449 | | | 仓单数量:不锈钢(日,吨) | 46030 | 1531 | | | | 现货市场 | 304/2B卷:切边:无锡(日,元/吨) | 14650 | 0 市场价:废不锈钢304:无锡(日,元/吨) | 9350 | 0 | | | 基差:不锈钢(日,元/吨) | 445 | -140 | | | | 上游情况 | 电解镍产量(月,吨) | 29430 | 1120 镍铁产量合计(月,万金属吨) | 2.14 | -0.07 | | | 进口数量:精炼镍及合金(月,吨) | 23861.23 | 1102 ...

研究员: 陈思嘉 期货从业资格号F03118799 期货投资咨询从业证书号Z0022803 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建 议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发， 需注明出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 碳酸锂产业日报 2026/2/5 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价（日，元/吨） | 132,780.00 | -14440.00↓ 前20名净持仓（日，手） | -138,102.00 | +1786.00↑ | | | 主力合约持仓量（日，手） | 329,777.00 | -30135.00↓ 近远月合约价差（日，元/吨） | 6,740. ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 场价格震荡略偏弱运行。盘面上，生猪2605合约收跌0.09%，技术性调整，上方均线压力较大。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 生猪产业日报 2026-02-05 | 项目类别 | 数据指标 环比 数据指标 | 最新 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 11685 | -50 主力合约持仓量:生猪(日,手) | 144469 | -1506 | | | 仓单数量:生猪(日,手) | 647 | 0 期货前20名持仓:净买单量:生猪(日,手) | -49411 | 910 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 12300 | 0 生猪价 吉林 四平(日,元/吨) | 12100 | 0 | | | 生猪价 广东 云浮(日,元/吨) | 12100 | -200 生猪主力基差(日,元/吨) | 615 | 50 | | 上游情况 | 全国:生猪存栏(月 ...

数据来源第三方(同花顺、wind)，观点仅供参考，市场有风险，投资需谨慎！ 同同期。但单月广西产销数据表现较差，或限制糖价反弹。 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 免责声明 白糖产业日报 2026-02-05 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:白糖(日,元/吨) | 5224 | 14 主力合约持仓量:白糖(日,手) | 443522 | -8239 2765 | | | 仓单数量:白糖(日,张) | 14374 | 158 期货前20名持仓:净买单量:白糖(日,手) | -66227 | | | | 有效仓单预报:白糖:小计(日,张) 进口加工估算价(配额内):巴西糖(日,元/ | 345 | -158 75 进口加工估算价(配额内):泰国糖(日,元/ | | | | 现货市场 | | 4014 5083 | 98 进口泰糖估算价(配额外,50%关税)(日,元 | 4059 5152 | 7 ...

Core Viewpoint - The company expects a significant increase in net profit attributable to shareholders for the year ending December 31, 2025, with an estimated growth of approximately 1677% compared to the same period in 2024 [1] Group 1: Performance Expectations - The board attributes the expected performance increase to a focus on core responsibilities, deepening reform and innovation, strengthening management, and improving operational efficiency [1] - The low base effect from the same period in 2024 is also a contributing factor to the projected growth [1]

格隆汇2月5日丨中泰期货(01461.HK)发布公告，预计集团截至2025年12月31日止年度归属于股东净利润 较2024年同期增长约1677%。 董事会认为业绩预增主要原因为：一是2025年，公司注重功能发挥、聚焦主责主业、深化改革创新、强 化管理、提振作风，经营发展呈现稳中向好、提质增效的良好态势；二是受2024年同期较低基数影响。 ...

根据媒体报道，中国隐形期王中财期货在次轮白银价格暴跌中成为最大赢家。 根据上海期货交易所披露数据和彭博社的测算，中财期货在1月下旬在高位精准简历大规模空头头寸，自从上周五（1月30日）白银市场转向以 来，中财期货通过做空白银，在短短 3个交易日内赚了超过36亿人民币。 边锡明十多年前移居直布罗陀（Gibraltar），并长期在那里生活、遥控管理中财集团并参与交易。 他率先在2022年中期低位建仓黄金，并在2023年初大幅加码。 他并非一次性押注，而是在关键技术位置逐步建立仓位，每轮调整都踩在节奏点上。在2023年四季度到2024年初的主升浪中，他通过期货主力合 约与场外结构化工具结合，实现高效杠杆增益。 在今年1月白银价格加速上涨、多头情绪高涨的背景下，中财期货是中国内地期货市场中少数坚持大规模做空的机构之一。根据上海期货交易所披 露数据，截至2月2日，该公司持有的白银期货空头头寸相当于约484吨实物白银，按当时价格计算，名义价值超过100亿人民币。 中财期货实质是边锡明个人独资的期货公司。 作为中财期货的创始人，边锡明在交易圈内以低调务实和定期发布"自我反思"式文章而闻名。他曾在博客中写道： 事实上，在这轮 ...

上海期货交易所指定交割仓库期货2月5日仓单日报显示，白银期货总计412459千克，今日仓单较上一日 下跌10782千克。 乌克兰国家安全与国防委员会秘书乌梅罗夫4日表示，当天在阿布扎比举行乌美俄三方会谈后，谈判进 程继续以小组形式进行。他表示，本轮会谈内容充实、富有成效，重点关注具体行动和实际解决方案。 由俄罗斯、美国、乌克兰三国代表组成的安全问题工作组4日在阿联酋首都阿布扎比举行新一轮会谈， 继续就推动政治解决乌克兰危机展开外交接触。 在亚洲交易时段，受美联储主席提名人凯文·沃什相关预期的推动，美债收益率全线微跌。德国商业银 行分析师Erik Liem在报告中指出，特朗普提名凯文·沃什加强了市场的一种预期，即美联储未来可能不 会像过去那样沉重地依赖资产负债表手段。与此同时，美国财政部维持拍卖规模稳定的决定符合市场预 期，尽管官方表示仍在评估未来增加票据、债券及浮动利率债券拍卖规模的可能性。 | 地区 | 仓库 | 期货 | 增减 | | --- | --- | --- | --- | | 上海 | 中储吴淞 | 53931 | -1033 | | | 外运华东虹桥 | 27996 | -2062 | | | ...