花生日报 2026 年 1 月 8 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/1/8 | | 期货盘面 | | | | | | | | | 期货 | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | PK604 | 7998 | -12 | -0.15% | 25,193 | -40.15% | 38,452 | 2.99% | | PK610 | 8308 | -2 | -0.02% | 374 | 27.21% | 2,328 | 13.40% | | PK601 | 8150 | #N/A | #N/A | 1 | #DIV/0! | 1,996 | -0.05% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7400 | 8600 | 8600 | 3200 | ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The report presents a comprehensive analysis of various industries including chemicals, agriculture, energy, non - ferrous metals, and financial options. It provides price data, fundamental analysis, and trading strategies for different commodities and financial instruments. For the stock market, it suggests considering non - silver large finance, non - ferrous metals, and technology growth sectors for investment [10][14][17]. 3. Summary According to Related Catalogs 3.1 Chemicals - On January 8, 2026, among domestic chemical products, prices of some products like coking coal, coke, and plastic increased, while others such as natural rubber, 20 - number rubber, and PTA decreased. For example, coking coal rose from 1,164.00 to 1,215.00 with a 4.381% increase, and natural rubber dropped from 1,6180.00 to 16,135.00 with a - 0.278% decrease [4]. 3.2 Agriculture - **Sugar**: On January 7, the Zhengzhou sugar futures price continued its low - level rebound. With supply pressure from Brazil and India's potential over - production, but cost support in China, sugar prices are expected to fluctuate between 5200 - 5400 yuan. A strategy of high - selling and low - buying in this range is recommended [10]. - **Corn**: On January 7, corn futures prices broke through the previous trading range. With supply pressure and demand support coexisting, the short - term trend is strong, and investors can consider buying on dips, with support at 2230 yuan [10]. - **Peanuts**: On January 7, peanut futures prices oscillated narrowly. The market shows a pattern of weak supply and demand, and it is recommended to wait and see or conduct range trading [10]. - **Eggs**: The current egg price increase is mainly driven by sentiment and short - term stocking. It is expected to continue rising in the short - term but at a slower pace, and then gradually stabilize. The futures market is oscillating strongly, and the inter - month reverse spread should be held [10]. - **Cotton**: On January 7, cotton futures prices rose significantly. With strengthened supply reduction expectations and improved demand, the market is running strongly, but investors need to beware of short - term corrections, with support at 14800 - 14900 yuan/ton [10]. 3.3 Energy and Chemicals - **Caustic Soda**: The short - term spot market for caustic soda is relatively stable, but the overall supply is in excess. The price is expected to weaken steadily, and the impact of market sentiment changes should be noted [11]. - **Coking Coal and Coke**: The port trade enterprise quotes for coking coal have risen, but the transaction volume is average. Coke's downward price expectation has decreased. The short - term trend is oscillating strongly [11]. - **Log**: On January 7, log futures prices broke through the previous pressure level. With a pattern of both supply and demand increasing, investors can consider buying on dips after the price correction, with support at 780 [12]. - **Pulp**: On January 7, pulp futures prices showed a high - level decline. With strong supply - side cost support and weak demand, the price is supported by cost but limited by demand. It is recommended to wait and see at the 5600 - yuan pressure level [12]. - **Double - offset Paper**: On January 7, double - offset paper futures prices oscillated downward. The market maintains a weak supply - demand balance. It is recommended to conduct range trading, with support at 4100 yuan and pressure at 4400 yuan [12]. 3.4 Non - ferrous Metals - **Copper and Aluminum**: On January 7, copper prices were boosted by expectations of interest rate cuts and supply concerns. Aluminum prices are expected to be supported by policies in the long - term. However, on Wednesday, the prices of copper and aluminum showed a high - level decline, and investors need to beware of macro risks [13][14]. - **Alumina**: The supply of alumina is in excess, and the price rebound is driven by market sentiment. It is not advisable to chase the high price [14]. - **Rebar and Hot - rolled Coil**: Rebar and hot - rolled coil prices rose at night. The spot market trading improved, and the prices are expected to oscillate strongly in the short - term, but the upward trend may slow down [14]. - **Ferroalloys**: On Wednesday, ferroalloys followed the upward trend of coking coal and coke. With the improvement of the market atmosphere, they are expected to be strong in the short - term, and industrial selling hedging can wait and see [14]. - **Lithium Carbonate**: On January 7, lithium carbonate futures prices fluctuated strongly. With potential supply increase and demand turning points, investors need to beware of high - level corrections and should be cautious when chasing the high price [14][16]. 3.5 Option Finance - **Stock Index Futures**: On January 7, the three major A - share indexes rose slightly, but the stock index futures showed a mixed performance. For investors, trend investors can focus on the strength - weakness arbitrage opportunities between varieties, and volatility investors can sell straddles to short volatility. The stock market may face profit - taking pressure in the short - term [16]. - **Investment Directions**: It is recommended to consider non - silver large finance, non - ferrous metals, and technology growth sectors such as storage chips, commercial aerospace, and AI applications. For ordinary investors, it is advisable to allocate a certain amount of long - term stock index futures contracts or broad - based ETFs, and then choose some industry ETFs or individual stocks to obtain excess returns [17][18].

脆口的核桃、腰果、开心果、扁桃仁，粉糯的栗子、莲子......坚果家族成员丰富，总有一款适合你。奇亚籽、松子、杏仁、腰果可以带来扎实的饱腹感。 每100g核桃含43mg维生素E，堪称肌肤充电宝，抗氧化大王。榛子（炒）含钙量为815mg/100g，近纯牛奶的8倍。 7-8颗杏仁或开心果 吃多少？一把就好！ 按照《中国居民膳食指南（2022）》建议，每人每周摄入坚果50~70克（只算果仁部分），平均下来每天约10克。然而，数据显示，很多人的日常摄入量 并未达标。 问 10克到底是多少？ 记住"一小把"法则：每天吃自己单手的一小捧去壳坚果仁。 8颗腰果 2个碧根果 一小把带壳瓜子或松子 1个纸皮核桃 千万不要晚上边刷视频边吃坚果，不知不觉可以吃完一整罐！没有运动消耗，多余的热量就容易转化成脂肪，想不胖都难。 KUAI LE SHI GUANG 怎么吃，才不会胖？ 坚果属于高能量食物，控制摄入量是关键。比如一小把大杏仁的能量约等于一碗米饭。 掌握以下技巧，享受美味无负担： 优选早餐时段 坚果是高能量高营养食物。早晨吃一把，能提升早餐质量，平稳一天的食欲，对控制体重有益。 巧妙替换零食 一小把开心果替代饼干、曲奇；如果 ...

Report Industry Investment Ratings The report does not provide an overall industry investment rating. Core Views The report offers insights into the trends and outlooks of various commodities in the futures market on January 8, 2026. It analyzes the fundamentals, news, and trends of each commodity, providing investment suggestions and trend intensities. Summary by Commodity Precious Metals - **Gold**: Safe-haven sentiment has rebounded. The trend intensity is 1. China's central bank has increased its gold holdings for 14 consecutive months [5][6]. - **Silver**: Prices have corrected from high levels. The trend intensity is 1 [5]. Base Metals - **Copper**: The LME spot premium has declined, and price increases have slowed. The trend intensity is 0 [9]. - **Zinc**: Prices are oscillating at high levels. The trend intensity is 0 [12]. - **Lead**: Reduced inventory is supporting prices. The trend intensity is 0 [15]. - **Tin**: Bullish capital has been blocked, and prices have retreated after reaching highs. The trend intensity is 0 [18]. - **Aluminum**: Prices have slightly declined. The trend intensity is 0 [21]. - **Alumina**: Prices are oscillating within a range. The trend intensity is 0 [21]. - **Cast Aluminum Alloy**: It is stronger than electrolytic aluminum. The trend intensity is 0 [21]. - **Platinum**: Prices are oscillating to find a direction. The trend intensity is 0 [24]. - **Palladium**: Prices are maintaining an oscillating pattern. The trend intensity is 0 [24]. - **Nickel**: There is a tug - of - war between real - world pressure and the narrative of a cyclical shift, with wide - range oscillations. The trend intensity is 0 [28]. - **Stainless Steel**: The real - world fundamentals are dragging, and the market is mainly focused on Indonesia's policies. The trend intensity is 0 [28]. Energy and Chemicals - **Carbonate Lithium**: Prices are oscillating at high levels, and market sentiment changes should be monitored. The trend intensity is 0 [32]. - **Industrial Silicon**: With silicon material production cuts, short positions can be established on price increases. The trend intensity is 0 [36]. - **Polysilicon**: The market is significantly affected by news. The trend intensity is - 1 [36]. - **Iron Ore**: Prices are fluctuating at high levels. The trend intensity is 0 [40]. - **Rebar**: Market sentiment is causing fluctuations, and prices are oscillating strongly. The trend intensity is 1 [44]. - **Hot - Rolled Coil**: Market sentiment is causing fluctuations, and prices are oscillating strongly. The trend intensity is 1 [44]. - **Silicon Ferrosilicon**: Market sentiment is driving up prices, and the market is oscillating upwards. The trend intensity is 1 [48]. - **Manganese Silicide**: Market sentiment is driving up prices, and the market is oscillating upwards. The trend intensity is 1 [48]. - **Coke**: Due to event developments, prices are oscillating at high levels. The trend intensity is 1 [52]. - **Coking Coal**: Due to event developments, prices are oscillating at high levels. The trend intensity is 1 [53]. - **Log**: Prices are oscillating repeatedly. The trend intensity is 0 [56]. - **Para - Xylene**: Spot supply is sufficient, and prices are under short - term pressure, with a unilateral high - level oscillating market. The trend intensity is 0 [60]. - **PTA**: Prices are in a high - level oscillating market. The trend intensity is 0 [60]. - **MEG**: The upside space is limited, and there is still medium - term pressure. The trend intensity is 0 [60]. - **Rubber**: Prices are oscillating. The trend intensity is 0 [69]. - **Synthetic Rubber**: Prices are trending strongly. The trend intensity is 1 [72]. - **LLDPE**: The production of standard products continues to decline, and the basis is weakly stable. The trend intensity is 0 [75]. - **PP**: Macroeconomic sentiment is boosting, but fundamental improvements are limited. The trend intensity is 0 [78]. - **Caustic Soda**: The rebound is unlikely to be sustained. The trend intensity is 0 [80]. - **Pulp**: Prices are oscillating. The trend intensity is 0 [85]. - **Glass**: The prices of raw sheets are stable. The trend intensity is 0 [90]. - **Methanol**: Prices are oscillating and falling. The trend intensity is 0 [94]. - **Urea**: Prices are oscillating in the short term. The trend intensity is 0 [99]. - **Styrene**: Prices are oscillating in the short term. The trend intensity is 0 [103]. - **Soda Ash**: There are few changes in the spot market. The trend intensity is 0 [107]. - **LPG**: The import cost is firm, and attention should be paid to the realization of negative feedback. The trend intensity is 0 [113]. - **Propylene**: Demand is stable, and spot prices are slightly rising. The trend intensity is 0 [114]. - **PVC**: The rebound is unlikely to be sustained. The trend intensity is 0 [122]. - **Fuel Oil**: Prices are oscillating in a narrow range, and there is still support at the bottom. The trend intensity is 0 [126]. - **Low - Sulfur Fuel Oil**: Volatility is decreasing, and the price spread between high - and low - sulfur fuels in the overseas spot market continues to narrow. The trend intensity is 0 [126]. Agricultural Products - **Short - Fiber**: The market is oscillating in the short term. The trend intensity is 0 [141]. - **Bottle Chip**: The market is oscillating in the short term. The trend intensity is 0 [141]. - **Offset Printing Paper**: It is advisable to wait and see. The trend intensity is 0 [144]. - **Pure Benzene**: Prices are mainly oscillating in the short term. The trend intensity is 0 [148]. - **Palm Oil**: Wait for the negative factors to be exhausted, and pay attention to the impact of macroeconomic sentiment. The trend intensity is 0 [153]. - **Soybean Oil**: Prices are rebounding within a range, and attention should be paid to the spread opportunities between months. The trend intensity is 0 [153]. - **Soybean Meal**: Affected by market sentiment, it is advisable to wait and see. The trend intensity is 0 [159]. - **Soybean**: Affected by market sentiment, it is advisable to wait and see. The trend intensity is 0 [159]. - **Corn**: Attention should be paid to the spot market. The trend intensity is 0 [162]. - **Sugar**: Prices are consolidating within a range. The trend intensity is 0 [166]. - **Cotton**: Prices are fluctuating with the overall market sentiment. The trend intensity is 0 [170]. - **Egg**: Sentiment for the far - month contracts is weakening. The trend intensity is 0 [177]. - **Live Pig**: There is negative feedback in demand. The trend intensity is - 1 [180]. - **Peanut**: Prices are oscillating. The trend intensity is 0 [186]. Shipping - **Container Freight Index (European Line)**: The freight rate peak has emerged; for the 02 contract, wait and see, and for the 04 contract, short on price increases. The trend intensity is 0 [128].

期 货 眼 ·日 迹 每日早盘观察 研究所 期货眼·日迹 | 股指期货：波动不改上行趋势 3 | | --- | | 国债期货：修复动能偏弱 4 | 银河期货研究所 2026 年 1 月 8 日 0 / 48 | 蛋白粕：供应压力较大 美豆整体承压 5 | | --- | | 白糖：国际糖价收涨，国内糖价略强 5 | | 油脂板块：商品情绪回暖，油脂有所上涨 7 | | 玉米/玉米淀粉：小麦和玉米拍卖，现货稳定 7 | | 生猪：出栏压力仍存 现货整体震荡 8 | | 花生：花生现货稳定，花生盘面底部震荡 9 | | 鸡蛋：需求有所改善，蛋价稳中有涨 10 | | 苹果：冷库库存偏低，果价高位震荡 11 | | 棉花-棉纱：新年度种植面积预计下降，棉价震荡偏强 12 | | 钢材：市场情绪好转，钢价震荡走强 13 | | --- | | 双焦：波动剧烈，多单建议逐步止盈 13 | | 铁矿：市场预期反复，矿价高位偏空对待 14 | | 铁合金：供需边际改善预期叠加成本推动，短期震荡偏强 15 | | 金银：彭博指数开启调整 金银高位震荡 16 | | | --- | --- | | 铂钯：BCOM | 调整权 ...

2026年01月08日 国泰君安期货商品研究晨报-农产品 观点与策略 | 棕榈油：等待利空出尽，关注宏观情绪影响 | 2 | | --- | --- | | 豆油：单边区间反弹为主，关注月差机会 | 2 | | 豆粕：市场情绪影响，暂时观望 | 4 | | 豆一：市场情绪影响，观望 | 4 | | 玉米：关注现货 | 6 | | 白糖：区间整理 | 7 | | 棉花：跟随整体市场情绪波动20260108 | 8 | | 鸡蛋：远月情绪转弱 | 10 | | 生猪：需求存负反馈 | 11 | | 花生：震荡运行 | 12 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2026 年 01 月 08 日 棕榈油：等待利空出尽，关注宏观情绪影响 豆油：单边区间反弹为主，关注月差机会 李隽钰 投资咨询从业资格号：Z0021380 lijunyu@gtht.com 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） 8,562 | 涨跌幅 0.73% | 收盘价 （夜盘） 8,594 | 涨跌幅 0.37% | | --- ...

研究所 农产品研发报告 花生日报 2026 年 1 月 7 日 | 期货从业证号： | | | | 第一部分 | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | F03107370 | | | | | 花生数据日报 | | | | 2026/1/7 | | 投资咨询证号： | | | | | 期货盘面 | | | | | | Z0018389 | 期货 | | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | | | PK604 | 8010 | 6 | 0.07% | 42,092 | 16.26% | 37,334 | 14.08% | | 联系方式： | | PK610 | 8310 | 0 | 0.00% | 294 | -29.16% | 2,053 | 6.82% | | :liudayong_qh@chinastck .c | | PK601 | #N/A | #N/A | #N/A | 0 | -100.00% | 1,997 | -9.19% | | ...

期 货 眼 ·日 迹 每日早盘观察 银河期货研究所 2026 年 1 月 7 日 0 / 49 研究所 期货眼·日迹 | 钢材：基本面边际转弱，钢价区间震荡 13 | | --- | | 双焦：延续宽幅震荡 13 | | 铁矿：市场预期反复，矿价震荡运行 14 | | 铁合金：供需边际改善预期叠加成本推动，短期震荡偏强 15 | | 股指期货：波动不改上行趋势 3 | | --- | | 国债期货：风偏上行，债市趋弱 4 | | 蛋白粕：供应压力仍存 美豆继续回落 5 | | --- | | 白糖：国际糖价小幅上涨，国内糖价略偏强 5 | | 油脂板块：商品情绪回暖，油脂有所上涨 7 | | 玉米/玉米淀粉：小麦和玉米拍卖，现货稳定 7 | | 生猪：供应压力仍存 现货震荡运行 8 | | 花生：花生现货稳定，花生盘面底部震荡 9 | | 鸡蛋：需求表现一般，蛋价稳中有涨 10 | | 苹果：冷库库存偏低，果价高位震荡 11 | | 棉花-棉纱：新年度种植面积预计下降，棉价震荡偏强 11 | | 金银：地缘主导 短期内或偏强震荡 16 | | --- | | 铂钯：资金做多情绪回暖 铂钯重归上行通道 17 | ...

2026年01月07日 国泰君安期货商品研究晨报-农产品 观点与策略 | 棕榈油：基本面驱动不强，关注宏观情绪影响 | 2 | | --- | --- | | 豆油：单边区间为主，关注月差机会 | 2 | | 豆粕：隔夜美豆收跌，连粕或震荡 | 4 | | 豆一：震荡 | 4 | | 玉米：关注现货 | 6 | | 白糖：低位整理 | 7 | | 棉花：维持强势20260107 | 8 | | 鸡蛋：远月情绪转弱 | 10 | | 生猪：仍存累库行为 | 11 | | 花生：震荡运行 | 12 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2026 年 01 月 07 日 品 研 究 棕榈油：基本面驱动不强，关注宏观情绪影响 豆油：单边区间为主，关注月差机会 | | | 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） | 涨跌幅 0.14% | 收盘价 （夜盘） | 涨跌幅 0.47% | | --- | --- | --- | --- | --- | --- | --- | | | 豆油主力 | 元/吨 ...

近日，在康平县第十八届人民代表大会第六次会议上，康平县人民政府县长王立勋作政府工作报告，介绍康平县2026年各项重点工作，从产业升级、生态保 护、城市更新、民生保障等多个角度，绘就了高质量发展的民生图景。 以"新"求变、以"质"谋远，康平将统筹新旧动能转换，推动产业转型突破，拓宽民生增收渠道。 新能源产业将持续发力，确保华润30万千瓦风电项目全容量并网，推动50万千瓦合资风电项目开工，实施风电场等容改造，布局绿色液体燃料输配网络，加 快恒久安泰共享储能电站建设，构建新型电力系统。 文体旅融合发展将成为新亮点，2026年办好中国公路自行车锦标赛、卧龙湖马拉松等赛事，推动综合体育训练基地入驻夏训队伍30支以上，规划卧龙湖体育 小镇，提升办赛设施水平。同时统筹开展冬捕季、观鸟季等四季活动，推广"北村"模式发展乡村旅游，全年开展活动100场次以上，力争文体旅营收突破4亿 元。 确保年内农村供水规模化率达45%以上 康平将以粮食安全为基石，以特色产业为引擎，推动乡村振兴取得新成效，绘就宜居宜业和美乡村民生图景。 农民增收渠道将持续拓宽，做强花生、地瓜等本土品牌，推动沙金鹅蛋入选全国名特优新农产品名录，新增绿色食品认证2 ...