您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [东亚期货]:软商品日报 - 发现报告

软商品日报

2025-07-09 许亮 东亚期货 小酒窝大门牙
报告封面

日涨跌幅周涨跌幅2025-07-08收盘价日涨跌周涨跌0.3%0.47%SR01-0545-2-70.23%0.45%SR05-09-2030280.25%0.58%SR09-011582-210.31%-0.3%SR01-0324-2-30.56%0.23%SR03-05210-40.48%0.60%SR05-07-218-928-0.62%2.87%SR07-091590-0.58%3.58%SR09-111051-17SR11-01531-4SR09M.CZC收盘价24/1225/0225/0425/06ICE原糖及白糖价格source:Wind美分/磅美分/吨@SB0W.NBT收盘价W0W.ICE收盘价(右轴)24/0824/1024/1225/0225/0425/061015202550060070020232024202510/0111/0112/01白糖5-9价差source:Wind元/吨202220232024202511/0112/0101/0102/0103/0104/01-2000200400 棉花日报本年度国内棉花去库较快,低库存对棉价形成支撑,棉价估值得到修复,但下游消费负反馈正在逐渐累积,成品库存压力逐步显现,棉价上方承压,短期或在13600-13900区间震荡,关注配额政策能否落地以及中美贸易协议进一步调整情况。棉花棉纱期货价格棉花棉纱价差国内外棉花主力合约价格走势.source:Wind1200014000160001800020000 收盘价今日涨跌涨跌幅棉花0113785250.18%棉花0513770200.15%棉花0913830450.33%棉纱011995519955-100%棉纱051991519915-100%棉纱0919985200.1%价格今日涨跌棉花基差1408-33棉花01-0510-10棉花05-09-35-15棉花09-012525花纱价差6190-35内外棉价差156196内外纱价差-625-15美分/磅元/吨美棉(右轴)郑棉23/1224/1224/0625/0660708090100110郑棉主力基差图.source:Wind元/吨郑棉主力收盘价CCIndex 3128B郑棉主力基差(右轴)23/1224/1224/0625/06100001250015000175002000010002000 ....红枣日报当前下游处于消费淡季,购销氛围较为清淡,陈枣供应充足,随着关键坐果期的到来,市场焦点逐渐向新季红枣转移,七月上旬正处于灰枣生理落果阶段,需关注新枣坐果情况,或仍存在天气炒作的可能,但同时陈枣的高库存或压制盘面,若价格中枢上移,红枣仓单或加速注册,使得红枣价格承压运行。红枣期货月差(01-05).元/吨-2000-1500-1000-500500红枣期货月差(09-01).元/吨-4000-20002000 source:wind06/010source:wind02/010 2022202320242024202507/0108/0109/0110/0111/0112/01红枣期货月差(05-09).元/吨202220232024202511/0112/0101/0102/0103/0104/01-1000-50005002021202220232024202503/0104/0105/0106/0107/0108/01红枣仓单及有效预报总和.source:wind张202220232024202501/0107/0104/0110/010500010,00015,00020,000 ...苹果日报时令水果冲击下,走货速度有限。山东农忙影响下包装数量有限,陕西货源集中在陕北,副产区基本清库。新季苹果方面,极早熟藤木、秦阳等苹果开秤价格与去年持平,由于供应量偏少,对市场影响有限。苹果期现价格变化苹果主力合约变化元/吨40006000800010000苹果主力合约基差元/吨10002000 2025-07-09AP01AP03AP04AP05AP10AP11AP12AP01-05AP05-10AP10-01source:Windsource:Wind0 收盘价日涨跌幅周涨跌幅2025-07-09价格日涨跌幅周涨跌幅76250.78%-0.25%栖霞一二级80#4.10%0%76080.63%-0.4%洛川半商品70#4.80%0%76530.16%-0.42%静宁纸袋75#60%0.00%77120.33%-0.41%沂源纸袋70#2.40%0.00%77431.11%-0.01%万荣纸加膜75#2.80%0.0%75720.81%-0.04%盘面利润-666-7.88%-4.86%76050.76%-0.01%交割理论价格86000%0.00%-12134.44%11.01%主力基差9346.5%3.78%29-1066.67%93.33%92-1.08%-2.13%AP01M.CZC收盘价AP05M.CZC收盘价AP10M.CZC收盘价24/0324/0624/0924/1225/0325/06苹果现货价格走势source:Wind元/斤苹果:一、二级:纸袋80#:市场价:栖霞(日)苹果:半商品:纸袋70#:市场价:洛川(日)24/0824/1024/1225/0225/0425/06246苹果:主力合约:基差(日)24/0824/1024/1225/0225/0425/06苹果仓单+有效预报source:Wind张201920202021202220232024202511/0101/0103/0105/010200400600