2月2日，国内期市能化板块大面积飘绿。其中，乙二醇期货盘中低位震荡运行，截至发稿主力合约大幅 下挫4.38%，报3777.00元/吨。 库存方面，据瑞达期货（002961）介绍，截至1月29日华东主港地区MEG库存总量81.2万吨,较上一期增 加2.83万吨。 后市来看，东海期货表示，显性库存进一步上升至近2年多以来的新高85.8万吨，且基差也并未出现和 盘面同等幅度的上行。另外下游面临减产问题，乙二醇近期出货情况也较差，叠加近期聚酯风向标PTA 的资金持仓逐渐在减少，乙二醇后期继续对前高进行突破的概率仍然有限。 现货方面，新湖期货指出，上一交易日，乙二醇价格重心宽幅波动，市场商谈一般。日内现货基差表现 偏强，场内贸易商换手操作为主，午后下周现货基差走强至05合约贴水107-110元/吨附近。 产业基本面上，五矿期货分析称，国外装置负荷检修量相较于四季度偏高，但国内检修量下降幅度仍然 不足，目前整体负荷仍然偏高。 ...

2月2日，贵金属板块全线遭遇抛售。其中，沪银、铂钯期货主力合约封跌停，跌幅达17%、16%，分别报 24832.00元/千克、552.15元/克和413.7元/克；沪金期货主力合约跌超11%。 国信期货表示，族金属走势锚定金银板块宏观情绪，沃什提名动摇宽松叙事，CME提保加剧流动性收紧；铂钯 或呈现震荡偏弱局势，建议采取多看少动的观望态度。 ...

2月2日，国内商品期市开盘后，多数主力合约下跌。 市场情绪急速切换，贵金属领跌市场 跌幅方面，沪银、钯、铂、沪锡跌停，沪金跌11.68%；基本金属全部下跌。此外，能源、黑色、化工、航运等板块也都出 现不同程度的下跌。当日下午开盘后，原油、燃料油、铜、铝合金等多个品种纷纷跌停。 | | 全部主力 夜 向 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 代码 | 名称 | 现给 | 涨幅(结)1 | 涨跌 | 涨速 | 买价 | 卖价 | | 1 | ag2604 | 沪银2604 | 24832 | -17.00% | -5087 | 0.00 | - | 24832 | | 2 | au2604 | 沪金2604 | 1005.40 | -16.00% | -191.52 | 0.00 | 1005.40 | 1005.46 | | 3 | pd2606 | 舞2606 | 413.70 | -16.00% | -78.80 | 0.00 | 1 | 413.70 | | 4 | pt2606 | 拍260 ...

市场情绪急速切换，贵金属领跌市场 跌幅方面，沪银、钯、铂、沪锡跌停，沪金跌11.68%；基本金属全部下跌。此外，能源、黑色、化工、航运等板块也都出现 不同程度的下跌。当日下午开盘后，原油、燃料油、铜、铝合金等多个品种纷纷跌停。 | 全部主力 | 夜盘主力 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 代码 | 名称 | 现价 | 涨幅(结)1 | 淵鉄 | 淵速 | ऋ | 更价 | | 1 | ag2604 | 沪银2604 | 24832 | -17.00% | -5087 | 0.00 | -- | 24832 | | 2 | au2604 | 沪金2604 | 1005.40 | -16.00% | -191.52 | 0.00 | 1005.40 | 1005.46 | | 3 | pd2606 | 揺2606 | 413.70 | -16.00% | -78.80 | 0.00 | | 413.70 | | র্ব | pt2606 | 箱2606 | 552.15 | -16.00% | - ...

2月2日，国内商品期市开盘后，多数主力合约下跌。 市场情绪急速切换，贵金属领跌市场 跌幅方面，沪银、钯、铂、沪锡跌停，沪金跌11.68%；基本金属全部下跌。此外，能源、黑色、化工、航运等板块也都出现 不同程度的下跌。当日下午开盘后，原油、燃料油、铜、铝合金等多个品种纷纷跌停。 华闻期货总经理助理兼研究所所长程小勇表示，虽然上述交易所调整的目的是通过提高交易成本，降低市场交易杠杆，完善 风控体系，但调整贵金属保证金比例初期大概率会加大市场波动。 铂、钯期货双双跌停 2月2日，铂、钯期货主力2606合约双双跌停，分别报552.15元/克、413.70元/克。 对此，业内人士认为，在宏观预期转向与流动性收紧的双重压力下，贵金属市场波动剧烈，影响铂族金属同步下行。 | 全部主力 | 夜盘主力 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 代码 | 名称 | 现价 | 涨幅(结)↑ | 淵鉄 | 淵速 | 采价 | 室价 | | 1 | ag2604 | 沪银2604 | 24832 | -17.00% | -50 ...

长江期货贵金属周报 鹰派预期升温，价格大幅回调 2026/2/1 长江期货股份有限公司交易咨询业务资格：鄂证监期货字[2014]1号 【产业服务总部|有色产业中心】 研究员：汪国栋 执业编号：F03101701 投资咨询号：Z0021167 咨询电话：027-65777106 美黄金连：日线 美白银连：日线 目录 01 行情回顾 02 周度观点 03 海外宏观经济指标 04 当周重要经济数据 05 当周重要宏观事件和政策 06 库存 07 基金持仓 08 本周关注重点 01 行情回顾：上周 2500 3000 3500 4000 4500 5000 5500 美联储新一任主席沃什就任后的鹰派预期升温，黄金价 格回调。截至上周五，美黄金报收4908美元/盎司，周 内下跌1.5%，关注上方压力位5060，下方支撑位4750。 17.0000 37.0000 57.0000 77.0000 97.0000 117.0000 美联储新一任主席沃什就任后的鹰派预期升温，白 银价格大幅回调。截至上周五，周度跌幅17.4%，报 收85.3美元/盎司，关注下方支撑位78，上方压力位 90。 数据来源：ifind 长江期货有色 ...

南华期货鸡蛋产业周报 ——期现分歧加大 边舒扬（投资咨询证号：Z0012647 ） 投资咨询业务资格：证监许可【2011】1290号 2026年2月02日 第一章 核心矛盾及策略建议 1.1 核心矛盾 当前鸡蛋市场的矛盾体现为由春节备货驱动的"强现实"与市场对节后产能及需求的"弱预期"之间的激烈博弈。 现货市场呈现典型的"强现实"特征。受终端春节前集中备货的强劲需求拉动，市场走货速度明显加快，生产与 流通环节库存均维持在低位。在低库存与高需求的共同支撑下，产地鸡蛋价格持续走强，养殖环节盈利情况 得到显著改善。但是，当下的强现实造成的是市场对鸡蛋未来预期的担忧。产能去化进度虽在前期有所进 展，但随着盈利情况的改善，强烈刺激了养殖户的惜淘情绪 ，去化意愿逐步减弱甚至部分养殖户鸡苗补栏意 愿加强。总结来说就是短期不可持续的备货影响了长期供需平衡的修复。 中国鸡蛋主销区周度销量季节性 source： 南华研究 吨 2022 2023 2024 2025 2026 05/01 09/01 2500 5000 7500 10,000 淘汰鸡出栏季节性 source： 南华研究 万只 2022 2023 2024 2025 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 北京时间2月2日下午，泰国期货交易所宣布暂时停止黄金线上期货交易。 新浪合作大平台期货开户 安全快捷有保障 北京时间2月2日下午，泰国期货交易所宣布暂时停止黄金线上期货交易。 责任编辑：朱赫楠 新浪合作大平台期货开户 安全快捷有保障 责任编辑：朱赫楠 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Report Industry Investment Rating - Not provided in the content Core Viewpoints - The report presents the trading data of various index options on January 30, 2026, including trading volume, PCR, and VIX, to reflect the market conditions of index options [1][2][3] Summary by Directory Option Trading Volume - On January 30, 2026, the trading volume of Shanghai Stock Exchange 50 ETF options was 129.96 million contracts; the trading volume of CSI 300 ETF options (Shanghai Stock Exchange) was 128.78 million contracts; the trading volume of CSI 500 ETF options (Shanghai Stock Exchange) was 151.38 million contracts; the trading volume of Shenzhen 100 ETF options was 3.86 million contracts; the trading volume of ChiNext ETF options was 152.31 million contracts; the trading volume of Shanghai Stock Exchange 50 index options was 6.43 million contracts; the trading volume of CSI 300 index options was 13.48 million contracts; the total trading volume of CSI 1000 options was 37.92 million contracts [1] - The table shows the call, put, and total trading volumes of various index ETF options on the same day, such as the total trading volume of Shanghai Stock Exchange 50 ETF options was 111.10 million contracts [19] Option PCR - The turnover PCR of Shanghai Stock Exchange 50 ETF options was reported at 0.79, with a month - on - month change of +0.23; the open interest PCR was reported at 0.77, with a month - on - month change of - 0.08. Similar data for other types of options are also presented [2] - The table shows the turnover PCR, month - on - month change, open interest PCR, and month - on - month change of various index ETF options [34] Option VIX - The VIX of Shanghai Stock Exchange 50 ETF options was reported at 18.74%, with a month - on - month change of +0.39%. Similar data for other types of options are also presented [3] - The table shows the VIX and month - on - month change values of various index ETF options [47]

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - In the short term, although external disturbance factors have intensified, the stock index itself maintains strong resilience driven by domestic capital. The space for short - term stock index shock adjustment is expected to be limited. Long - term investors can gradually build long positions during this period [7] Group 3: Summary by Relevant Catalogs Interest Rate and Bond Market - The closing price of DRO01 is 1.33, with a change of - 3.36bp compared to the previous value; DR007 is 1.59, with a change of 0.19bp; GC001 is 1.61, with a change of 0.50bp; SHBOR 3M is 1.59, with a change of - 0.20bp; GC007 is 1.61, with a change of - 1.50bp; LPR 5 - year is 3.50, with a change of 0.00bp; 1 - year treasury bond is 1.30, with a change of 0.02bp; 5 - year treasury bond is 1.58, with a change of - 0.23bp; 10 - year treasury bond is 1.81, with a change of - 0.97bp; 10 - year US treasury bond is 4.26, with a change of 2.00bp [4] - Last week, the central bank conducted 1761.5 billion yuan of reverse repurchase operations in the open market. With 1181 billion yuan of reverse repurchases due, the net injection was 580.5 billion yuan. In addition, 200 billion yuan of MLF matured last week, and 150 billion yuan of treasury cash fixed - deposit operations were carried out [4] - This week, 1761.5 billion yuan of reverse repurchases in the central bank's open market will mature, with 150.5 billion, 402 billion, 377.5 billion, 354 billion, and 477.5 billion yuan maturing from Monday to Friday respectively. Also, 700 billion yuan of 91 - day repurchase agreements will mature on Wednesday [5] Stock Index Futures and Stock Market - The closing price of CSI 300 is 4706, down 1.00% compared to the previous day; IF current - month contract is 4710, down 1.4%; SSE 50 is 3066, down 1.43%; IH current - month contract is 3068, down 1.8%; CSI 500 is 8371, down 1.73%; IC current - month contract is 8377, down 1.8%; CSI 1000 is 8255, down 0.93%; IM current - month contract is 8282, down 0.8% [6] - The trading volume of IF is 179201, up 12.1%; the open interest is 332644, up 2.8%; the trading volume of IH is 77049, down 10.3%; the open interest is 122366, down 4.6%; the trading volume of IC is 248185, up 21.5%; the open interest is 349459, down 1.2%; the trading volume of IM is 275842, up 11.2%; the open interest is 408840, down 0.7% [6] - Last week, CSI 300 rose 0.08% to 4706.3; SSE 50 rose 1.13% to 3066.5; CSI 500 fell 2.56% to 8370.5; CSI 1000 fell 2.55% to 8254.9. Among the Shenwan primary industry indices, communication (5.8%), non - ferrous metals (3.4%), agriculture, forestry, animal husbandry and fishery (1.8%), food and beverage (1.6%), and non - bank finance (1%) led the gains, while national defense and military industry (- 7.7%), power equipment (- 5.1%), automobile (- 5.1%), computer (- 4.8%), and comprehensive (- 4.7%) led the losses. The daily trading volumes of A - shares last week were 3280.6 billion, 2921.5 billion, 2992.3 billion, 3259.4 billion, and 2862.4 billion yuan respectively, and the average daily trading volume increased by 264.3 billion yuan compared to the previous week [6] - Last week, the selling pace of broad - based ETFs slowed down. For example, the scale of CSI 300ETF decreased by 95.8 billion yuan on January 27, and the reduction amplitudes on January 28 and 29 narrowed to 26.9 billion and 13.6 billion yuan respectively. On Friday, overseas disturbances intensified. The newly nominated Fed Chairman Waller is hawkish, the US dollar index rebounded sharply, the precious metals sector tumbled, and the US Nasdaq index fell sharply during the session, dragging down the A - share opening. However, due to the abundant liquidity of the A - share market itself and good bullish sentiment, the A - share market rebounded in a "V" shape [7] Futures Contract Premium and Discount - The premium and discount rates of IF are - 1.49% for the current - month contract, - 0.77% for the next - month contract, 0.37% for the current - quarter contract, and 1.74% for the next - quarter contract; for IH, they are - 1.07%, - 1.90%, - 1.16%, and 0.69% respectively; for IC, they are - 1.53%, 0.75%, 2.23%, and 3.06% respectively; for IM, they are - 6.41%, - 0.54%, 3.56%, and 4.99% respectively [8]