| 序号 | 合打名称 | 最新 | 现手 | 买价 | 秀价 | 大型图片 | 英语 | 老店 | 成交量 | 液肤 | 持创学 | 日增仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | T | 线材2601 M | 3420 | I | 3419 | 3441 | 3.01% | 3 | 1 | 446 | 100 | 140 | 70 | | 2 | #1 2601 M | 11145 | 5 | 11145 | 11150 | 2.29% | 91 | 152 | 286431 | 250 | 157984 | 10391 | | 3 | 焦炭2601 M | 1666.5 | 1 | 1666.0 | 1667.5 | T.86% | 0 | 1 | 16954 | 30.5 | 41385 | -499 | | 4 | 焦煤2601 M | 1161.0 | 22 | 1160.5 | 1161.0 | 1.22% | 51 | 85 | 700639 | 14.0 | 596 ...

10月9日，国内期市农副产品板块涨跌参半，生猪主力跌近6%。截至目前，生猪主力下跌5.88%，报 11595.00元/吨；苹果主力上涨0.83%，报8648.00元/吨；红枣主力上涨0.56%，报10850.00元/吨；鸡蛋主 力下跌5.63%，报2848.00元/500千克。 10月9日农副产品期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 鸡蛋 | 2890.00 | 3038.00 | 3018.00 | | 生猪 | 11710.00 | 12355.00 | 12320.00 | | 红枣 | 10880.00 | 10820.00 | 10790.00 | | 苹果 | 8700.00 | 8617.00 | 8577.00 | 9月30日，仓单日报数据显示： 生猪期货仓单0手，环比上个交易日持平； 截止北京时间9月30日，据基差数据显示：鸡蛋品种合约出现'期现倒挂'(现货价格高于期货价格)现象。 苹果期货仓单0张，环比上个交易日持平； 红枣期货仓单58张，环比上个交易日减少6155张； 鸡蛋期货仓单0手，环比上个交易日减 ...

金融期货早评 宏观：国内需求端仍是核心症结 【市场资讯】1）美联储纪要：多数官员称今年继续宽松可能适宜，少数人本来可能支持 9 月不降息。2）美国政府关门逾一周还无解：参议院第六次否决两党临时拨款议案。3）美 国国会预算办公室：上财年美国联邦政府预算赤字 1.8 万亿美元，与 2024 财年近乎持平。 4）普京：必须确保特别军事行动设定的所有目标都无条件实现。俄副外长：俄美元首会晤 推力已基本耗尽，"战斧"导弹可致局势本质变化。5）消息人士称哈马斯已同意加沙停火协 议，特朗普：以色列与哈马斯已签署"20 点计划"第一阶段协议，本周末或去中东。 【核心逻辑】国内方面，国庆假期人员出行整体表现不弱。假期第六天，全社会跨区域人 员流动量 29819.42 万人次，环比增长 2.4%，同比增长 7%；假期前半程交通出行人数再创 新高，水路、民航旅客发送量亦实现增长。不过，国庆假期整体出行情况或不及五一假期。 整体来看，后续经济修复的关键仍需聚焦居民需求端。当前，供需两端政策正逐步推进， 后续或仍有增量政策出台，以推动物价平稳回升。需注意的是，政策出台的关键触发因素 或为经济数据超预期下滑，且政策基调仍以托底为主。而海 ...

秋分时节，谷穗金黄。 在第八个"中国农民丰收节"之际，"保险＋期货"这一金融支农创新模式也迎来了落地十周年。 作为国务院首批期货市场试点单位，郑州商品交易所（下称"郑商所"）已连续十年开展"保险+期货"。 十年间，郑商所坚守为农初心，持续迭代项目方案、扩大保障半径——累计支持试点250个，覆盖16个 省（区、市），截至2024年末已惠及近76万农户，为苹果、红枣、花生、白糖、棉花、油菜六大特色品 种系上"价格安全带"。 从"试点萌芽"到"全域铺开"，郑商所立足农户需求、发挥期货价格发现与风险对冲功能，破解了"靠天 吃饭""丰年不丰收"的难题。未来将继续护航农民稳收增收，绘就金融服务乡村振兴的生动图景。 白糖期货"打头阵"，稳价保收"蔗里无忧" 白糖，是郑商所首批"保险＋期货"项目的品种之一。 2016年"保险＋期货"首次写入中央一号文件，郑商所当年即启动6个棉花与白糖试点项目，其中在广西 武鸣县、扶绥县、武宣县支持开展了首批白糖"保险＋期货"项目试点，之后从未间断。期间，郑商所持 续结合试点成效与品种上市进展，不断探索优化，截至目前已连续10年在广西开展糖料蔗"保险＋期 货"项目。 在"保险＋期货"模式的护航 ...

长江期货：预期红枣价格以高位震荡为主 受现货库存持续去化带动，现货价格出现季节性反弹。9月份红枣现货库存去化速度加快，终端补货积 极性有所改善，干果消费整体慢慢过度至季节性旺季。预期红枣价格以高位震荡为主。 中泰期货 红枣暂时观望 长江期货 预期红枣价格以高位震荡为主 中泰期货：红枣暂时观望 行情波动原因：市场红枣市场价格稳定偏硬，新季产量仍有较大争议，盘面大幅走强。产区方面：成交 均价保持稳定。9月25日阿克苏地区成交均价为4.8元/公斤；阿拉尔地区为5.2元/公斤；喀什地区为6.0 元/公斤，环比持平。截止到26日，红枣仓单数量6743张；有效预报58张。观点：行情短期或偏强，操 作上建议暂时观望。 9月29日盘中，红枣期货主力合约遭遇一波急速下挫，最低下探至10765.00元。截止发稿，红枣主力合 约报10910.00元，跌幅2.37%。 红枣期货主力跌超2%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 ...

Core Viewpoint - The Zhengzhou Commodity Exchange (ZCE) has adjusted the premium and discount rates for different grades of jujube futures to better align with the actual conditions of the spot market, aiming to enhance the futures market's service to the real economy [1][2][4] Group 1: Adjustment of Premium and Discount Rates - The premium for Grade A jujubes (≤180 pieces per kilogram) has been reduced from 1200 CNY/ton to 1000 CNY/ton [1] - The discount for Grade B jujubes (230< pieces per kilogram ≤280) has been adjusted from 1800 CNY/ton to 1300 CNY/ton [1] - The discount for Grade C jujubes (280< pieces per kilogram ≤340, total sugar content ≥70%) has been decreased from 3000 CNY/ton to 2300 CNY/ton [1] Group 2: Market Demand and Price Structure - The consumption structure of jujubes has changed, with increasing demand for Grade B and C jujubes, leading to a rise in risk management needs among industry players [2][3] - The average price difference between Grade A and Grade B jujubes for 2023, 2024, and 2025 is reported as 1300 CNY/ton, 830 CNY/ton, and 1080 CNY/ton respectively [2] - The average price difference between Grade A and Grade C jujubes for the same years is 2500 CNY/ton, 1760 CNY/ton, and 2200 CNY/ton respectively [2] Group 3: Market Dynamics and Price Regulation - The current market trend shows a preference for lower-grade jujubes due to their affordability and versatility, while higher-grade jujubes are primarily used for gift packaging [3] - The adjustment of premium and discount rates is intended to better reflect the actual market conditions and facilitate industry clients' participation in hedging [3][4] - The narrowing of the discount rates for Grade B and C jujubes is expected to help stabilize the price fluctuations in the jujube market [3]

Report Industry Investment Rating - The investment rating for both the apple and jujube industries is neutral [4][8] Core Viewpoints - For apples, the current inventory level is low, providing price support. The new season is about to start, and the market has high expectations for the opening price, with the price expected to be stronger in the west than in the east [4] - For jujubes, if the yield and quality fall short of expectations, the upward trend may continue. Otherwise, the jujube futures price will face a volatile pattern with limited upside and strong downside support [8] Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract this week was 8,401 yuan/ton, a week-on-week increase of 128 yuan/ton or 1.55% [1] - Spot: In Shandong's Qixia area, the price of 80 first and second-grade apples was 7,600 yuan/ton, unchanged from last week. In Shaanxi's Luochuan area, the price of 70 semi-commodity apples was 9,600 yuan/ton, also unchanged from last week [1] Recent Market Information - Cold storage inventory: As of September 24, 2025, the national main apple-producing area cold storage inventory was 121,800 tons, a week-on-week decrease of 41,400 tons. The remaining inventory was concentrated in Shandong [2] - Production area: The inventory spot market was stronger in the east than in the west. The price of mid-late varieties in the west remained stable at a high level. In Shandong, the old Fuji inventory was not cleared, and the general cargo price was slightly weak [2] - Sales area: The number of early morning arrivals at the Guangdong Chalong market decreased slightly compared to last week. As the Double Festival approached, the market began to stock up, and the arrival volume increased slightly, but the overall sales were average [2] Market Analysis - The Double Festival stocking is in the later stage, and the late Fuji in the east and west is entering the bag-removing period. The inventory in Shandong has not been cleared, and the general cargo price is slightly weak. The western pickling Fuji is gradually being listed, and the price is stable at a high level [3] Strategy - Maintain a neutral view. The current inventory level is low, and the price has bottom support. The new season is about to start, and the market has high expectations for the opening price, with the price expected to be stronger in the west than in the east [4] Jujube Market News and Important Data - Futures: The Jujube 2601 contract rebounded this week. As of September 26, the closing price was 11,285 yuan/ton, a week-on-week increase of 615 yuan/ton or 5.76% [5] - Spot: The purchase price of Xinjiang grey jujubes in the 2024 production season was concentrated between 4.50 - 5.50 yuan/kg, with a reference average purchase price of 5.33 yuan/kg. The price of first-grade grey jujubes in Hebei was 9,500 yuan/ton, unchanged from last week [5] Recent Market Information - New season jujubes: The jujube trees in the main production areas are in the sugar-accumulation period. The temperature in Xinjiang has dropped slightly, and no extreme weather has occurred. The market has a relatively clear judgment on the new season's yield trend, and concerns about quality have decreased [6] - Sales area: The arrival volume in the sales area market was low this week. The off-peak to peak-season transition period saw general downstream purchasing enthusiasm and weak Double Festival stocking [6] Market Analysis - The 2024 production season had a large jujube yield and high inventory, but the quality was poor. The market is gradually transitioning from the off-season to the peak season, but the inventory pressure remains, and the supply-demand contradiction has not been substantially alleviated [7] Strategy - Maintain a neutral view. If the yield and quality fall short of expectations, the upward trend of jujubes may continue. Otherwise, the jujube futures price will face a volatile pattern with limited upside and strong downside support [8]

Group 1: Commodity Market Overview - On September 26, the domestic commodity futures market experienced more declines than increases, with red dates and Shanghai silver contracts rising over 2% [1] - The China Securities Commodity Futures Price Index closed at 1463.07 points, down 2.19 points or 0.15% from the previous trading day [1] Group 2: Red Dates Market - Red date futures surged with a 2.97% increase, leading the commodity market, as prices returned above 11,000 yuan per ton [2] - Inventory levels for red dates decreased to 9,203 tons, a week-on-week reduction of 0.48%, although year-on-year levels remain high by 84.80% [2] - Concerns exist regarding the potential impact of weather on the new crop's quality and yield, particularly with the onset of the Mid-Autumn Festival [2] Group 3: Oilseed Market - The oilseed market showed mixed trends, with canola meal following soybean meal into a downward trend, while canola and vegetable oil continued to rise [3] - Canola oil prices increased by 1.29%, supported by a tightening supply outlook after Argentina reinstated export taxes [3] - Domestic canola seed inventories have reached low levels, and a potential reduction in processing capacity is expected post-National Day [3] Group 4: Black Metals Market - The black metals sector saw a general decline, with both coke and coking coal contracts dropping over 2% [4] - Steel mill operating rates increased to 84.45%, with daily iron output rising to 2.4236 million tons [4] - Despite increased production, market sentiment remains weak, leading to a decline in black metal prices [4] Group 5: Shipping Market - The shipping market, specifically the European freight index, turned downward with a 1.86% drop [5] - Market sentiment is shifting as the reality of price increases becomes uncertain, leading to a cautious approach among investors [5]

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Views - **Copper**: Affected by the Fed's cautious rate - cut expectations, the copper price is still on a strong trend due to tight fundamentals, though the upward momentum is weaker than the previous day [9]. - **Lithium Carbonate**: With supply and demand gradually tightening, the price of lithium carbonate is expected to fluctuate in the short term, supported by the peak - season and pre - holiday stocking expectations [10][11]. - **Crude Oil**: The supply - demand of crude oil is weakening. It is recommended to short at high levels in the medium - to - long term [12]. - **Asphalt**: The asphalt futures price is expected to decline in a fluctuating manner due to high supply - demand pressure of crude oil and limited follow - up of spot prices [13][14]. - **PP**: PP is expected to fluctuate as the peak - season demand falls short of expectations and there is no actual anti - involution policy [15]. - **Plastic**: The plastic market is expected to fluctuate as the peak - season demand is underwhelming and no anti - involution policy has been implemented [17]. - **PVC**: PVC is expected to face downward pressure in the near term as downstream pre - holiday stocking ends and new capacity comes on stream [18][19]. - **Coking Coal**: Attention should be paid to the price transmission between upstream and downstream after the price increase and the macro - market during the National Day holiday [20]. - **Urea**: The urea market is in a state of bottom - grinding with weak fundamentals and limited upward momentum [21][22]. 3. Summary by Related Catalogs 3.1 Futures Market Overview - **Price Changes**: As of September 26th, domestic futures contracts showed mixed performance. Red dates rose nearly 3%, and silver rose over 2%, while coke and coking coal fell over 2% [6]. - **Fund Flows**: As of 15:16 on September 26th, funds flowed into CSI 1000 2512, silver 2512, and CSI 500 2512, while flowing out of SSE 50 2512, copper 2511, and iron ore 2601 [7]. 3.2 Individual Commodity Analysis - **Copper**: The supply of refined copper remains tight due to smelter overhauls and reduced scrap copper supply. The demand is driven by pre - holiday replenishment [9]. - **Lithium Carbonate**: The supply is affected by the reduction of lithium mica - sourced production, and the demand for pre - holiday stocking is ending [10][11]. - **Crude Oil**: OPEC+ production adjustment will increase the pressure in Q4. The travel peak season is over, but there are factors such as geopolitical risks and inventory changes [12]. - **Asphalt**: The supply is increasing, and the demand is restricted by funds and weather. The cost support is strengthening, but the follow - up supply - demand pressure of crude oil is high [13][14]. - **PP**: The downstream开工率 is rising, but the peak - season demand is weak. There are new capacity releases and inventory reduction by petrochemical enterprises [15]. - **Plastic**: The开工率 is increasing, and the agricultural film is entering the peak season, but the peak - season effect is not obvious [17]. - **PVC**: The supply is increasing, the export expectation is weakening, and the inventory pressure is high. The cost support is strengthening [18][19]. - **Coking Coal**: The mine output is increasing, and the downstream inventory is piling up. Attention should be paid to the price increase and holiday market [20]. - **Urea**: The daily output is high, the demand is weak, and the inventory is high [21][22].

新华财经北京9月26日电郑商所发布公告，根据《郑州商品交易所干制红枣期货业务细则》第二十四条 规定，现对红枣期货替代交割品升贴水公告如下，适用于红枣期货2612及后续合约，自红枣期货2612合 约挂牌之日（2025年12月15日）起施行： "每千克果粒数≤180个／千克"的替代交割品，升水1000元／吨；"230个／千克<每千克果粒数≤280个／ 千克"的替代交割品，贴水1300元／吨；"280个／千克<每千克果粒数≤340个／千克且干基总糖含量 ≥70%"的替代交割品，贴水2300元／吨。 （文章来源：新华财经） ...