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

2025-07-18 许亮 东亚期货 葛大师
报告封面

日涨跌幅周涨跌幅2025-07-17收盘价日涨跌周涨跌0.02%0.48%SR01-0559430%0.43%SR05-09-232-5-30.02%0.39%SR09-01173100.11%-3.6%SR01-033305-0.03%0.28%SR03-05264-2-0.05%0.53%SR05-071122431.21%1.15%SR07-09-243-7-2461.36%1.04%SR09-11108-5-7SR11-016567SR09M.CZC收盘价25/0225/0425/06ICE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 棉花日报当前进口配额政策尚未落地,国内棉花在纺企后点价及低库存的支撑下走势偏强,09持仓增幅明显,9-1价差延续正套走势,短期棉价在资金流入下或偏强运行,但在淡季需求下,下游成品库存压力持续累积,或限制上方空间,继续关注国内政策及中美贸易协议调整情况。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011396550.04%棉花0513915-10-0.07%棉花0914270200.14%棉纱0120200-85-0.42%棉纱0500-100%棉纱0920520900.44%价格今日涨跌棉花基差1104-178棉花01-05355棉花05-09-325-170棉花09-01290165花纱价差620010内外棉价差157459内外纱价差-434155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/吨元/吨郑棉主力收盘价CCIndex 3128B郑棉主力基差(右轴)23/1224/1224/0625/061000012500150001750020000010002000 ....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,同时随着枣果的生长,产区减产预期或有修复,红枣价格或震荡偏弱,关注后续气温变化及新枣坐果情况。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 2025-07-18AP01AP03AP04AP05AP10AP11AP12AP01-05AP05-10AP10-01source:Windsource:Wind0 收盘价日涨跌幅周涨跌幅2025-07-18价格日涨跌幅周涨跌幅77510.64%0.73%栖霞一二级80#3.950%0%76720.48%0.5%洛川半商品70#4.80%0%77050.36%0.20%静宁纸袋75#60%0.00%77480.01%-0.14%沂源纸袋70#2.40%0.00%78830.61%0.88%万荣纸加膜75#2.80%0.0%7651-0.17%0.05%盘面利润-8785.66%6.30%77040.4%0.42%交割理论价格86000%0.00%-454.65%-45.12%主力基差722-6.11%-6.72%-88-12%91.30%133-6.99%3.91%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