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 2025年12月23日，国内期货主力合约涨跌互现。铂封涨停板，碳酸锂、钯涨超5%，沪银涨超4%，沪镍 涨近4%。跌幅方面，乙二醇（EG）跌超3%，液化石油气（LPG）、原木、红枣跌超1%。 | 序号 | 合约各称 | 品 | 现手 | 买价 | 英伦 | 20088 t | 本書 | 武帝 | 成都中 | 清洁 | 持合量 | 日增仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 482606 w | 619.95 | 1 | 619.95 | | 10.00% | 221 | - | 146097 56.35 | | 38915 | 2597 | | 2 | 碳酸锂2605 M | 120360 | 12 | 120340 | 120360 | 5.67% | 28 | 394 | 730977 6460 | | 671533 | -356 | | 3 | #2606 M | 532.55 | 3 | 532.55 ...

Core Viewpoint - LPG futures prices have shown significant volatility in November, with a notable increase followed by a brief correction, ultimately closing higher than market expectations, although a decline was observed on the following Monday [1]. Supply and Demand Dynamics - The LPG market in the Far East is experiencing a supply contraction due to maintenance in Kuwait and reduced propane supply from Saudi Arabia, alongside delays in vessel arrivals [1]. - Demand is rising in Japan, South Korea, and India, with strong procurement needs from China's PDH plants and robust MTBE exports supporting butane demand [1][2]. - November domestic LPG supply is projected at 2.2 million tons, a decrease of 190,000 tons from October, with imports around 2.7 million tons, down 220,000 tons [2]. Price Influences - The upcoming December Saudi Contract Price (CP) is expected to rise by $10 to $20 per ton, which is driving up spot prices as import costs increase [1][2]. - Analysts express caution regarding the sustainability of the recent price increases, attributing them to short-term supply-demand dynamics rather than long-term trends [2]. Future Outlook - Continuous monitoring of domestic chemical demand and Middle Eastern gas field restarts is essential, as a 5% decrease in PDH operating rates could lead to an overall decline in domestic demand [3]. - The future trajectory of LPG futures will be influenced by multiple factors, including crude oil prices, U.S. supply and demand, and winter heating needs in the Northern Hemisphere, with a low likelihood of sustained price increases [3].

Group 1 - Domestic futures main contracts showed mixed performance, with live hogs rising over 2% [1] - International copper and European shipping rates increased nearly 2% [1] - Egg prices, Shanghai copper, liquefied petroleum gas (LPG), low-sulfur fuel oil (LU), and fuel oil all rose over 1% [1] Group 2 - Red dates and Shanghai gold experienced declines of over 1% [1]

Group 1 - The domestic futures market saw a majority of contracts increase, with coking coal rising over 5% and coke nearly 4% [1] - Glass prices increased by over 3%, while soda ash rose nearly 3% and alumina increased by nearly 2% [1] - In contrast, red dates and liquefied petroleum gas (LPG) experienced a decline of nearly 1% [1]

Group 1 - The domestic futures market showed mixed results on August 4, with the main contracts for coking coal, iron ore, and rapeseed meal rising over 1% [1] - In contrast, glass prices fell by more than 2%, while caustic soda, fuel oil, liquefied petroleum gas (LPG), asphalt, and corn all experienced declines exceeding 1% [1]

Group 1 - The main contract for eggs opened lower and continued to weaken, with a decline of over 5% in the last three trading days due to weak spot prices and significant adjustments in basis [1] - As of July 31, the average price of brown-shelled eggs in China was 3.09 yuan per jin, with the basis remaining around -300 yuan per ton, indicating expectations for convergence as the delivery month approaches [1][2] - The increase in the number of laying hens in July has continued, with a larger increase compared to the previous month, while the number of older hens in production areas is low, leading to reduced pressure for culling [2] Group 2 - The demand for eggs is expected to increase in late August, which may support egg prices, indicating a near-term supply pressure but potential for price recovery in the long term [4] - The egg price may continue to decline in the short term due to supply-side pressures and basis return, but there is a possibility of a stronger market in the future [4] - The overall market for futures contracts showed mixed results, with significant declines in egg prices and other commodities like industrial silicon and low-sulfur fuel oil [3]

Group 1 - The majority of domestic futures main contracts have risen, with coking coal increasing by over 2% [1] - SC crude oil, European shipping, rubber, and palm oil have all risen by more than 1.5% [1] - In terms of declines, liquefied petroleum gas (LPG) has dropped by over 1%, and polysilicon has decreased by nearly 1% [1]

Group 1 - Domestic futures main contracts show mixed performance, with the shipping index for Europe rising over 4% [1] - Iron ore and polysilicon prices increased by more than 1% [1] - In contrast, live pigs, caustic soda, butadiene, rubber, liquefied petroleum gas (LPG), SC crude oil, alumina, soda ash, and glass all experienced declines exceeding 1% [1]

Market Overview - Oil and gas stocks experienced significant declines, while military stocks also weakened. The computing power industry chain showed strength, with CPO direction leading the gains. Notable increases were seen in sectors such as intelligent driving, aviation, pet economy, and robotics [2][4]. A-Share Market Performance - The A-share market opened with mixed results. The Shanghai Composite Index opened at 3380.08 points, down 0.04%. The Shenzhen Component Index opened at 10074.27 points, up 0.26%, and the ChiNext Index opened at 2024.7 points, up 0.35% [2][3]. Key Indexes - Shanghai Composite Index: 3380.08, down 1.50 points, -0.04% [3] - Shenzhen Component Index: 10074.27, up 25.88 points, +0.26% [3] - ChiNext Index: 2024.70, up 7.07 points, +0.35% [3] Sector Performance - The computing power sector showed a strong performance, with various sub-sectors such as AI PC and digital watermarking also recording gains. The ride-hailing sector increased by 3.21%, while the autonomous driving sector rose by 1.81% [3]. Commodity Market - Liquefied petroleum gas (LPG) futures hit the daily limit down, currently at 4257 yuan/ton, with a decline of 5.98% [1][2]. - SC crude oil futures also reached the daily limit down, currently at 518.6 yuan/barrel, with a drop of 9% [7]. Currency and Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 406.5 billion yuan, with an operation rate of 1.40% [5]. - The central parity rate of the RMB against the USD was adjusted up by 54 basis points, reported at 7.1656 [6].

Group 1 - The main futures contract for liquefied petroleum gas (LPG) has hit the limit down, currently reported at 4257 yuan/ton, with a decline of 5.98% [1]