热点追踪 （2026年1月9日） 研究咨询部 每日涨跌幅及资金变化 苹果 中证500期货 中证1000期货 线材 燃油 沪铝 沪锡 沪深300期货 短纤 不锈钢豆油红枣 菜粕 纤维板 豆二 10豆一粳米年期国债期货鸡蛋玉米 棕榈油 上证沪金50期货苯乙烯 低硫燃料油 橡胶 铁矿石 PVC豆粕 PTA 尿素2玉米淀粉 碳酸锂 年期国债期货 白糖乙二醇菜油沥青 20号胶 沪锌 生猪5年期国债期货 聚丙烯 硅铁焦炭 纯碱 郑棉棉纱热轧卷板 沪铅沪银 烧碱玻璃 30对二甲苯 年期国债期货 LPG 塑料 原油 螺纹钢 锰硅 沪铜国际铜 丁二烯橡胶 集运指数(欧线) 氧化铝 工业硅 纸浆 甲醇 花生 焦煤 沪镍 -15 -10 -5 0 5 10 15 20 25 -3 -2 -1 0 1 2 3 4 5 资 金 流 向 （ % ） 涨跌幅（%） 品种每日涨跌幅及资金变化 每日成交量变化 -100 -50 0 50 100 150 苹果 中证500期货 中证1000期货 线材 燃油 沪铝 沪深300期货 沪锡 红枣 豆油 短纤 不锈钢 棕榈油 上证50期货 纤维板 苯乙烯 沪金 豆一 低硫燃料油 菜粕 10年期国债期货 ...

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 2026年1月9日，早盘开盘，国内期货主力合约大面积飘绿，多晶硅跌超9%，沪镍跌超4%，氧化铝、焦 炭、纯碱、沪银、工业硅、烧碱跌超2%，焦煤、BR橡胶、20号胶、硅铁、沪铜跌近2%。涨幅方面，低 硫燃料油涨超3%，SC原油涨超2%。 | 字号 | 合约名称 | 层新 | 现手 | 26.10 | 荣价 | 19058 + | 外部 | 英语 | 成交率 | 6886 | 持仓量 | 日增仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 工D级电2603 w | 3012 | 350 | 3012 | 3013 | 3.19% | ਰੋ | 3 | 106479 | 93 | 86317 | 3929 | | 2 | 原田2602 W | 430.1 | 224 | 430.1 | 430.2 | 2.89% | 12 | 1 | 46939 | 12.1 | 32816 | -252 | | 3 | 英科由2603 ...

音烙橡胶呈报 图1 研究中心能化团队 2026/01/09 P 不 As 占 商品 POY 1 石脑油日 PX CFR PTA内盘现 仓单+有 PTA平衡 PTA加 PTA负 石脑油裂 聚酯毛利 50D/4 TA基美 日期 原油 PX加工美 产销 工差 效预报 台湾 न्ह 解价差 K 荷 负荷 8F Hill 2025/1 5095 6545 60.9 536 893 90.35 357.0 347 -194 78.2 78.1 106756 -48 0.40 2/31 2026/0 61.8 523 884 5030 ୧୧୦୧ 69.80 361.0 330 -165 80.0 78.1 104266 -50 0.45 1/05 图H 2026/0 60.7 192 0.50 534 903 5080 6530 89.32 369.0 283 80.0 78.1 102028 -45 1/06 2026/0 60.0 533 900 5100 93.24 367.0 313 100768 ୧୧୧୧ -191 80.0 78.1 -40 0.50 1/07 2026/0 l 图H 62.0 541 93.2 ...

隔夜美糖震荡。国际方面，短期来看，市场主要的关注点是北半球的产量预期差。25/26榨季印度生产进度较快，产糖量同比大 幅增加。不过。泰国的生产进度较慢、产糖量不及预期，关注后续生产数据的变化。国内方面，郑糖震荡。生产方面，12月广 西产销双减。12月广西单月产糖180.8万吨，同比减少43.1万吨；销糖79.54万吨，同比减少55.18万吨；工业库存105.71万吨, 同比减少6.21万吨。从产销数据来看，相对偏多。销量大幅下降的主要原因是市场看空情绪较强,导致采购较少。产量方面, 虽然25/26榨季广西增产预期较强,但是生产进度始终偏慢,如果后期产量无法增加,期货价格将向上修复，关注后续生产情 况，操作上暂时观望。 (苹果) 期价高位震荡。现货方面,主流价格持稳、需求有所增加。陕西部分软半商品果农货要价下调，果农出货意愿有所增加。产地 冷库客商包装自有货源发市场为主,对果农货采购较少。由于客商开始为春节备货,冷库成交量有所增加。库存方面,卓创的 数据显示，截至12月26日，全国冷库苹果库存为702.1万吨，同比下降12.76%。全国冷库苹果去库量为10.6万吨，同比下降 14. 17%。从交易逻辑来看，市场 ...

天然橡胶产业日报 2026-01-08 动。 免责声明 | | 项目类别 数据指标 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 16120 | -60 20号胶主力合约收盘价(日,元/吨) | 13065 | -85 | | | 沪胶5-9差(日,元/吨) 10 | 0 20号胶2-3价差(日,元/吨) | -45 | 5 | | | 沪胶与20号胶价差(日,元/吨) 3055 期货市场 | 25 沪胶主力合约 持仓量(日,手) | 196468 | -3654 | | | 20号胶主力合约持仓量(日,手) 71121 | -1611 沪胶前20名净持仓 | -46456 | 3840 | | | 20号胶前20名净持仓 -13566 | 475 沪胶交易所仓单(日,吨) | 103190 | 0 | | | 20号胶交易所仓单(日,吨) 57154 | 202 | | | | | 上海市场国营全乳胶(日,元/吨) 15750 现货市场 | 100 上海市场越南3L(日,元/吨) | 16050 | ...

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].

| Million | 国投期货 | 软商品日报 | | --- | --- | --- | | | 操作评级 | 2026年01月06日 | | 棉花 | ★☆☆ | 曹凯 首席分析师 | | 纸浆 | ☆☆☆ | F03095462 Z0017365 | | 白糖 | な女女 | 胡华轩 高级分析师 | | 苹果 | な女女 | F0285606 Z0003096 | | 木材 | ☆☆☆ | | | 20号胶 | ★☆☆ | 黄维 高级分析师 | | 天然橡胶 ★☆☆ | | F03096483 Z0017474 | | 丁二烯橡胶 ★☆☆ | | | | | | 010-58747784 | | | | gtaxinstitute@essence.com.cn | (棉花&棉纱) 今天郑棉大幅上涨，持仓继续增加,商品整体偏强,市场做多情绪偏高;现货销售一般,基差总体持稳。虽然新棉增产幅度较 大,但商业库存同比偏低,销售进度偏快,也给盘面带来较强的支撑。目前处于淡季，但需求总体持稳。截至12月25号,累计 加工皮棉669.7万吨，同比增加75.8万吨，较过去四年均值增加141.4万吨。国内商业库存同比偏 ...

早盘提示 Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 1 月 6 日星期二 研究员：李方磊 从业资格：F03104461 交易咨询资格：Z0021311 联系方式：19339940612 | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 昨日 SR605 合约收盘价 525 元/吨，日涨幅 0.11%，夜盘收 5248 元/吨；SR609 合约 | | | | | 收盘价 5269 元/吨，日涨幅 0.06，夜盘收 5260 元/吨。 | | | | | 【重要资讯】 | | | | | 1.昨日广西白糖现货成交价为 5282 元/吨，上涨 2 元/吨；广西制糖集团报价区间为 | | | | | 5280~5360 元/吨，下调 10~20 元/吨；云南制糖集团报价 5110~5200 元/吨，下调 10 | | | | | 元/吨；加工糖厂主流报价区间为 5750~5900 元/吨，个别下调 10 元/吨。。 | | ...

1月6日，国内期市化工板块大面积上行，PVC、甲醇主力涨逾2%。截止目前，PVC主力上涨2.48%，报 4876.00元/吨；甲醇主力上涨2.16%，报2272.00元/吨；对二甲苯主力上涨1.77%，报7356.00元/吨；原木 主力下跌0.19%，报776.00元/吨。 20号胶期货仓单57959吨，环比上个交易日持平； 截止北京时间1月5日，据基差数据显示：纸浆、甲醇、纯碱、短纤、PX、烧碱、瓶片、乙二醇、苯乙 烯、20号胶品种合约出现'期现倒挂'(现货价格高于期货价格)现象。 | 商品名称 | 现货价格 | 合约 | 期货价格 | 基差 | 基差率 | | --- | --- | --- | --- | --- | --- | | 天然橡胶 | 15575 | 2605 | 15800 | -225 | -1.44% | | 纸浆 | 5633.33 | 2605 | 5532 | 101 | 1.79% | | 丁二烯橡胶 | 11620 | 2603 | 11720 | -100 | -0.86% | | PTA | 5014.91 | 2605 | 5080 | -65 | -1.30% | | ...

单品种看，昨日资金主要流入的商品期货（主连合约）品种有铜、白银、碳酸锂、20号胶和铝，分别流入16.12 亿元、8.16 亿元、7.29 亿元、4.77 亿元和 4.53 亿元；主要流出的品种有黄金、铂、PTA、钯和苯乙烯，分别流出3.79 亿元、3.15 亿元、1.14 亿元、1.05 亿元和0.27 亿元。从主力合约看，黑色、农产 品、化工、有色金属和金融板块均呈流入状态。 整体看，昨日商品期货（主连合约）资金呈大幅流入状态。有色金属和化工板块流入较多，重点关注流入较多的铜、白银、碳酸锂、20号胶、铝和原油，同 时关注逆势流出的黄金、铂、PTA、钯和苯乙烯。农产品和黑色板块呈小幅流入状态，重点关注流入较多的铁矿石、棉花和鸡蛋，同时关注逆势流出的玉 米、生猪和红枣。金融板块重点关注中证500股指期货和10年期国债期货。（徽商期货 方正） 图为商品期货资金流入前十名（亿元） 图为商品期货主连合约资金流向（亿元） 图为板块资金流入额（亿元） 图为金融期货主连合约资金流向（亿元） 图为商品期货资金流出前十名（亿元） ...