证券之星消息，10月9日橡胶板块较上一交易日上涨0.02%，天铁科技领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300587 | 天铁科技 | 9.28 | 5.22% | 55.28万 | | 5.08亿 | | 300767 | 震安科技 | 24.44 | 3.47% | 21.57万 | | 5.24Z | | 001207 | 联科科技 | 23.32 | 1.79% | 3.32万 | | 7688.14万 | | 920098 | 科隆新材 | 30.69 | 1.72% | 8775.96 | | 2702.73万 | | 920225 | 利通科技 | 21.90 | 1.72% | 2.06万 | | 4432.47万 | | 301300 | 远翔新材 | 39.51 | 1.05% | 1.17万 | | 4590.47万 ...

| 胶产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 2025年10月9日 | | | | 寇帝斯 | Z0021810 | | 现货价格及基差 | | | | | | | 品中 | 9月30日 | 9月29日 | 涨跌 | 涨跌幅 | 单位 | | 云南国营全乳胶(SCRWF): 上海 | 14300 | 14550 | -250 | -1.72% | | | 全家 其关 | -730 | 14650 | -15380 | -104.98% | 元/吨 | | 泰标混合胶报价 | 14800 | 14850 | -50 | -0.34% | | | 非标价差 | -230 | -525 | 205 | 56.19% | | | 杯胶：国际市场:FOB中间价 | 20:22 | 0.00 | 50.55 | #DIV/0! | 泰铢/公斤 | | 胶水:国际市场:FOB中间价 | 54.80 | 0.00 | 54.80 | #DIV/0i | | | 天然橡胶:胶块:西双版纳州 | 130 ...

早盘提示 | 板块 | 品种 | 多（空） | 推荐理由 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 【行情复盘】 | 节前 | SR601 | 合约收盘价 | 5479 | 元/吨，日涨幅 | 0.02%。夜盘收于 | 5493 | 元/吨；SR605 | 合 | | | | | 约收盘价 | 5437 | 元/吨，日跌幅 | 0.09%。夜盘收于 | 5458 | 元/吨。 | 【重要资讯】 | | | | | | | | 1 | 昨日 | ICE | 原糖主力合约收盘价为 | 16.32 | 美分/磅，日跌幅 | 1.92%；伦白糖主力合约 | 收盘价 | 451.3 | 元/吨，日跌幅 | 1.57%。 | | | | 2.节前广西白糖现货成交价为 | 5658 | 元/吨，上涨 | 5 | 元/吨；广西制糖集团报价 | 5740~5850 | 元/吨；云南制糖集团报价 | 5680~5730 | 元/吨；加工糖厂主流报价区间 | | | | ...

据商务部市场运行监测系统显示，9月22日至28日，全国生产资料市场价格与前一周（环比，下同）基 本持平。 基础化学原料价格小幅下降，其中硫酸、聚丙烯、甲醇分别下降3.8%、1.3%和0.5%，纯碱与前一周基 本持平。 成品油批发价格保持稳定，其中0号柴油、92号汽油、95号汽油均与前一周基本持平。 橡胶价格略有上涨，其中天然橡胶、合成橡胶均上涨0.1%。 煤炭价格稳中有涨，其中动力煤每吨759元，与前一周基本持平，炼焦煤、无烟块煤每吨1021元和1142 元，分别上涨2.1%和0.5%。 有色金属价格以涨为主，其中铜上涨1.7%，锌、铝分别下降0.6%和0.1%。 化肥价格略有下降，其中尿素下降0.6%，三元复合肥与前一周基本持平。 钢材价格基本持平，其中槽钢、热轧带钢每吨3639元和3574元分别下降0.5%和0.4%，高速线材、焊接 钢管每吨3567元和3793元，与前一周基本持平，螺纹钢每吨3391元，上涨0.2%。 ...

1. Report Industry Investment Ratings - Iron ore: Oscillation [2] - Coking coal and coke: Oscillation [2] - Rolled steel and rebar: Oscillation [2] - Glass: Oscillation [2] - Soda ash: Oscillation [2] - Shanghai - Shenzhen 300 Index Futures/Options: Oscillation [4] - Shanghai 50 Index Futures/Options: Oscillation [4] - CSI 500 Index Futures/Options: Rebound [4] - CSI 1000 Index Futures/Options: Rebound [4] - 2 - year Treasury bonds: Oscillation [4] - 5 - year Treasury bonds: Oscillation [4] - 10 - year Treasury bonds: Rebound [4] - Gold: Strong - biased oscillation [4] - Silver: Strong - biased oscillation [4] - Logs: Range oscillation [6] - Pulp: Consolidation [6] - Offset paper: Oscillation [6] - Soybean oil: Wide - range oscillation [6] - Palm oil: Wide - range oscillation [6] - Rapeseed oil: Wide - range oscillation [6] - Bean meal: Oscillation with a downward bias [6] - Rapeseed meal: Oscillation with a downward bias [6] - Soybean No.2: Oscillation with a downward bias [7] - Live pigs: Oscillation with a slightly upward bias [7] - Rubber: Oscillation [9] - PX: Wait - and - see [9] - PTA: Oscillation [9] - MEG: Wait - and - see [9] - PR: Wait - and - see [9] - PF: Wait - and - see [9] 2. Core Views of the Report - The trading logic of iron ore has increased uncertainty, with short - term support under supply - side interference. The follow - up focus is on the actual impact on the supply side and October steel demand [2]. - In October, the supply of coking coal in China is expected to run stably, with limited increase. Coke supply - demand contradiction is not significant, and its trend follows coking coal. Attention should be paid to the implementation of the "anti - involution" policy [2]. - For rebar, the futures price has a low static valuation. The supply side may shrink, and the focus is on the demand recovery in October. The price needs to see rapid post - festival inventory reduction to stabilize [2]. - The glass market has short - term support from the replenishment market, but the demand is difficult to improve fundamentally. The supply - demand is basically balanced, and the follow - up should pay attention to production and policy changes [2]. - The stock index market is volatile, with an optimistic upward outlook. Stock index long positions should maintain the current position, while Treasury bond long positions should be held lightly [4]. - The logic for the rise in gold prices has not completely reversed. It is expected to show strong - biased oscillation, affected by the Fed's interest - rate policy and geopolitical risks [4][6]. - Logs are expected to oscillate in a range, with supply - side pressure not significant and an increase in daily outbound volume [6]. - Pulp prices are expected to consolidate at the bottom, affected by cost support and demand factors [6]. - The oil and fat market continues the range - oscillation pattern, with significant differentiation among varieties. Attention should be paid to Brazilian soybean sowing and Malaysian palm oil production and sales [6]. - Bean meal prices are expected to move downward in the short term, affected by supply and demand factors such as new soybean listings and changes in Chinese demand [6][7]. - Live pig prices are expected to oscillate slightly downward in the short term, with sufficient supply and weak downstream demand [7]. - Natural rubber prices may show wide - range oscillation, affected by supply, demand, and inventory factors [9]. - The prices of PX, PTA, MEG, PR, and PF are mainly affected by cost, supply, and demand factors, with different trends [9]. 3. Summaries According to Relevant Catalogs Black Industry - **Iron ore**: During the long holiday, the Singapore Exchange iron ore swaps rose slightly. There are new concerns about supply, and the short - term supply - side interference provides support. The follow - up core is steel demand in October [2]. - **Coking coal and coke**: In October, domestic coking coal supply is expected to be stable, with production lower than last year. Coke's first - round price increase was implemented, and the second - round basically failed. Coke supply - demand contradiction is not large, and it follows coking coal [2]. - **Rolled steel and rebar**: During the long holiday, Tangshan billet prices were stable. Rebar futures have a low valuation, and the supply side may shrink. The focus is on demand recovery in October, and the price needs rapid post - festival de - stocking [2]. - **Glass**: Market sentiment was boosted by news, and prices rose. Supply was stable last week, and there was short - term support from replenishment. However, long - term demand is suppressed by the real estate adjustment [2]. - **Soda ash**: Although the report mentions it in the context, there is no specific in - depth analysis other than the overall "oscillation" rating [2]. Financial and Precious Metals - **Stock Index Futures/Options**: The market is volatile. The overall upward outlook is optimistic, and stock index long positions should maintain the current position [4]. - **Treasury bonds**: Market interest rates are volatile, and Treasury bond trends are weak. Treasury bond long positions should be held lightly [4]. - **Gold and Silver**: Gold's pricing mechanism is changing. The logic for the rise has not reversed, and it is expected to show strong - biased oscillation, affected by the Fed's policy and geopolitical risks [4][6]. Light Industry - **Logs**: Port daily shipment volume increased, and supply is expected to be tight. The cost support is enhanced, and it is expected to oscillate in a range [6]. - **Pulp**: Spot prices fluctuated. Cost support is enhanced, but demand improvement is uncertain. It is expected to consolidate at the bottom [6]. - **Double - offset paper**: The spot price is stable. Production is relatively stable, and demand is expected to improve, but prices are expected to oscillate [6]. Oil and Fats - **Soybean oil, Palm oil, Rapeseed oil**: The oil and fat market shows a wide - range oscillation pattern. There are differences among varieties, affected by factors such as Argentine exports, biodiesel, and seasonal production [6]. - **Bean meal, Rapeseed meal**: Although there is some support from US domestic demand, new soybean listings and Brazilian production potential bring supply pressure. Prices are expected to move downward [6][7]. Agricultural Products - **Live pigs**: The average trading weight is declining, and supply is sufficient. Downstream demand is weak, and prices are expected to oscillate slightly downward [7]. Soft Commodities and Polyester - **Rubber**: Supply - side pressure in Yunnan has decreased, while Hainan's output is lower than expected. Demand has improved slightly, and inventory is decreasing. Prices may show wide - range oscillation [9]. - **PX, PTA, MEG, PR, PF**: These products are mainly affected by cost, supply, and demand factors. Their prices show different trends such as oscillation, wait - and - see, etc. [9]

据商务部市场运行监测系统显示，9月22日至28日，全国食用农产品市场价格比前一周（环比，下同） 上涨0.6%，生产资料市场价格与前一周基本持平。 食用农产品市场：30种蔬菜平均批发价格每公斤4.79元，上涨2.4%，其中莴笋、菜花、苦瓜分别上涨 9.7%、7.4%和6.1%。6种水果平均批发价格小幅上涨，其中西瓜、香蕉、梨分别上涨4.7%、1.4%和 0.9%。禽产品批发价格略有上涨，其中鸡蛋、白条鸡分别上涨0.6%和0.5%。粮油批发价格稳中有涨， 其中豆油、面粉均与前一周持平，大米、花生油、菜籽油分别上涨0.2%、0.1%和0.1%。水产品批发价 格总体平稳，其中大带鱼、大黄鱼分别上涨1.1%和0.8%，鲫鱼与前一周基本持平，鲢鱼、草鱼、鲤鱼 分别下降0.3%、0.2%和0.1%。肉类批发价格小幅波动，其中猪肉每公斤19.54元，下降1.4%，羊肉、牛 肉分别上涨1.0%和0.7%。 生产资料市场：基础化学原料价格小幅下降，其中硫酸、聚丙烯、甲醇分别下降3.8%、1.3%和0.5%， 纯碱与前一周基本持平。化肥价格略有下降，其中尿素下降0.6%，三元复合肥与前一周基本持平。钢 材价格基本持平，其中槽钢、热 ...

能源化工日报 2025-10-09 能源化工组 张正华 从业资格号：F270766 交易咨询号：Z0003000 0755-233753333 橡胶分析师 国庆期间外围市场震荡运行，截至 10 月 8 日下午 3 点，WTI 原油主力合约报价$62.33/桶；Brent 原油主力合约报价$65.89/桶。行业层面，美国 API 行业数据显示库欣库存维持去库 115 万桶， 整体库存情况仍处良性。OPEC 会议于 10 月 5 日结束，开会途中，相关能源部官员表态可能增 产 45 万桶/日，但最终结果仍然为 13.7 万桶/日，会议结果为"原则性低速增产"。 【策略观点】 zhangzh@wkqh.cn OPEC 在此次会议中继续体现出挺价意愿略微大于份额意愿的犹豫态度，虽然整体库存水平表现 良性，但 OPEC 保持微增计划将持续压制油价上方空间。预计原油短期仍然保持震荡走势。 甲醇 刘洁文 甲醇、尿素分析师 从业资格号：F03097315 交易咨询号：Z0020397 0755-23375134 liujw@wkqh.cn 2025/10/09 甲醇 【行情资讯】 过节期间海外原油先跌后涨，整体小幅下跌，其他 ...

Report Industry Investment Ratings No relevant information provided. Core Viewpoints of the Report - The report provides market analysis and trading strategies for various industries including macro finance, black commodities, non - ferrous metals and new materials, agricultural products, and energy chemicals. It suggests different trading approaches based on industry fundamentals, supply - demand relationships, and market trends [3][16][20]. Summary by Relevant Catalogs Macro Information - The US federal government "shut down" on October 1st due to a lack of funds, which impacts economic data release and brings uncertainty to global financial markets. The deadlock is centered on disagreements over healthcare subsidies. As of October 6th, the "shut down" continued [7]. - From October 1st to 6th, the average daily passenger volume in China increased by 5.18% year - on - year. The average full - fare of civil aviation decreased by 2.58% year - on - year, and the average bare - fare decreased by 0.03% year - on - year [8]. - In September, China's manufacturing PMI was 49.8%, up 0.4 percentage points month - on - month; non - manufacturing PMI was 50.0%, down 0.3 percentage points; the composite PMI output index was 50.6%, up 0.1 percentage points [8]. - On October 9th, the central bank will conduct a 110 billion yuan 3 - month (91 - day) outright reverse repurchase operation. In October, 80 billion yuan of 3 - month outright reverse repurchases will mature [9]. - The US will impose tariffs on imported softwood logs, lumber, cabinets, bathroom cabinets, upholstered wood products, and medium and heavy - duty trucks starting from October 14th and November 1st respectively [9]. - Fed officials showed a willingness to further cut interest rates in September but were cautious due to inflation concerns [14]. Macro Finance Stock Index Futures - Consider buying on dips and mainly adopt a shock - trading strategy. The A - share market was active before the holiday, and during the holiday, overseas related indexes showed small increases. Overall, the market may be in a shock state [16][17]. Treasury Bond Futures - Consider buying short - term bonds on dips and focus on the steepening strategy. The domestic bond market news was stable during the holiday. The market's expectations for aggregate policies may fluctuate, and further central bank easing may be needed [18][19]. Black Commodities Spiral Steel and Iron Ore - The black market is expected to maintain a medium - term shock trend. Policy expectations are neutral, downstream demand improvement is limited, and inventory and cost factors also affect the market [19][20]. Coking Coal and Coke - The prices of coking coal and coke may continue to fluctuate weakly in the short term, and attention should be paid to the demand of finished products during the "Golden September and Silver October" period [21]. Ferroalloys - After the holiday, focus on the settlement electricity price in Ningxia in September. The supply and demand of ferrosilicon and silicomanganese are in an oversupply state, and a high - selling short - bias strategy is recommended in the long - term [21]. Soda Ash and Glass - For soda ash, adopt a high - selling short - bias strategy; for glass, mainly adopt a wait - and - see approach. The market of soda ash lacks driving factors, and glass needs to pay attention to demand improvement and cost changes [23]. Non - ferrous Metals and New Materials Aluminum and Alumina - After the holiday, Shanghai aluminum may follow the rise of LME aluminum, but the increase may be limited. Alumina is expected to fluctuate weakly at the bottom, and short - selling on rallies can be considered [25]. Lithium Carbonate - Supported by strong short - term reality, lithium carbonate will mainly operate in a shock state. Pay attention to the demand rhythm after the holiday [26]. Industrial Silicon and Polysilicon - Industrial silicon will operate in a range, and short - term long - positions can be considered at the lower end of the range. Polysilicon will continue to operate in a shock state, and attention should be paid to policy and demand changes [27][29]. Agricultural Products Cotton - Adopt a short - selling on rallies strategy. The international cotton market was affected by the US government shutdown and supply pressure during the holiday, and the domestic cotton market is expected to be under supply pressure after the holiday [31][33]. Sugar - Domestically, the sugar market is fundamentally bearish, and a short - selling strategy is recommended in the medium - term. In the short - term, pay attention to the impact of typhoon weather on production [34][35]. Eggs - The spot price of eggs dropped significantly during the holiday. It is recommended to adopt a short - bias strategy for near - month contracts and pay attention to the spread trading of short - near and long - far contracts [36]. Apples - Adopt a wait - and - see approach. Pay attention to the impact of rainfall on apple quality during the National Day holiday and the price differences in different regions [38]. Corn - Adopt a wait - and - see approach for single - side trading and consider selling out - of - the - money call options for the 01 contract. The supply of new corn is increasing, and the price is under pressure [39]. Red Dates - Adopt a wait - and - see approach. Pay attention to the impact of weather on the quality and output of new dates and the progress of orchard contracting [41]. Pigs - Adopt a short - selling on rallies strategy for near - month contracts. The market is in a state of strong supply and weak demand after the double festivals [42][43]. Energy and Chemicals Crude Oil - The price of crude oil is expected to decline due to increased supply and decreased demand. It is recommended to hold existing short - positions [44]. Fuel Oil - The price of fuel oil will follow the trend of crude oil, with a supply - abundant and demand - weak pattern [44]. Plastics - Polyolefins are expected to fluctuate weakly due to supply pressure, and the market will return to fundamental logic in the short - term [47]. Rubber - The domestic rubber market may continue to fluctuate weakly, affected by macro factors, but the decline space is limited. Pay attention to raw material supply and inventory changes [48]. Methanol - The port inventory of methanol is large, but the inventory accumulation speed has slowed down. A weak - shock strategy is recommended, and pay attention to port de - stocking [49]. Caustic Soda - The futures price of caustic soda is expected to be under pressure before the improvement of fundamentals [49]. Asphalt - Asphalt will follow the trend of crude oil, and pay attention to the de - stocking speed in October [50][51]. Polyester Industry Chain - Polyester products are expected to be weak due to cost decline. Pay attention to device maintenance and terminal orders [52]. Liquefied Petroleum Gas (LPG) - LPG supply is abundant, and a long - term bearish strategy is recommended. The CP price may be affected by peak - season stocking in the short - term [53]. Offset Printing Paper - The market of offset printing paper is expected to operate in a shock state. A light - long or put - selling strategy can be considered near the production cost [54]. Pulp - The pulp market has some support. A long - position strategy can be considered on dips if the spot price stabilizes [55]. Urea - The price of urea is expected to be weak due to increased supply, postponed demand, and decreased cost [56]. Synthetic Rubber - Synthetic rubber is expected to fluctuate weakly, and pay attention to downstream procurement after the holiday [57].

截至发稿，三维股份市值为120亿元。 每经AI快讯，三维股份（SH 603033，收盘价：11.6元）10月8日晚间发布公告称，三维控股集团股份有 限公司持股5%以上股东吴善国先生的一致行动人叶继艇先生持有公司股份3120万股，约占公司总股本 的3.03%。吴善国先生及其一致行动人叶继艇先生合计持有公司股份约1.78亿股，约占公司总股本的 17.27%，本次质押后，吴善国先生及其一致行动人叶继艇先生累计质押公司股份5810万股，约占其持 有公司股份总数的32.63%，约占公司总股本的5.63%。 2025年1至6月份，三维股份的营业收入构成为：聚酯化纤占比34.23%，BDO及电石占比32.76%，橡胶 行业占比24.6%，混凝土枕占比4.78%，其他占比3.62%。 每经头条（nbdtoutiao）——上海一城中村试水房票安置，村民组团买房，有楼盘已预收约70张房票 （记者 王瀚黎） ...

2025年6月合成橡胶产量统计： 摘要：【图】2025年6月中国合成橡胶产量数据分析 合成橡胶产量：70.3 万吨 同比增长：3.7% 2025年1-6月合成橡胶产量统计： 合成橡胶产量：423.1 万吨 同比增长：5.4% 增速较上一年同期变化：低1.3个百分点 据统计，2025年6月我国规模以上工业企业合成橡胶产量与上年同期相比增长了3.7%，达70.3万吨，增 速较上一年同期低1.3个百分点，增速放缓。 详见下图： 图1：中国合成橡胶产量分月（当月值）统计图 注：从2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入 2000万元。 产业调研网为您提供更多 石油化工行业最新动态 石油市场现状及前景分析 化工市场调研与发展前景 日化发展现状及前景预测润滑油市场调研及发展趋势 汽油行业监测及发展趋势 柴油未来发展趋势预测 橡胶现状及发展前景 塑料发展前景趋势分析 化妆品的现状和发展趋势清洁护肤行业现状与发展趋势 增速较上一年同期变化：高3.4个百分点 据统计，2025年1－6月，我国规模以上工业企业合成橡胶产量与上年同期相比增长了5.4%，达423.1万 吨，增速较上一 ...