软商品日报

日涨跌幅周涨跌幅2025-07-21收盘价日涨跌周涨跌0.25%0.55%SR01-0559020.32%0.62%SR05-09-229060.34%0.61%SR09-011700-80.29%-3.6%SR01-0334000.22%0.38%SR03-0525020.31%0.84%SR05-07602400.24%2.94%SR07-09-2350-2340.41%3.53%SR09-111090-21SR11-0161013SR09M.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 棉花日报近期美国对外关税谈判与他国陆续达成协议，中国上半年GDP稳步增长，“反内卷”政策持续发酵，市场得到提振，短期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，近月合约在资金流入下表现偏强，但在淡季需求下，终端成品库存压力仍在累积，或限制上方空间，谨防冲高回落，同时远月还存丰产预期，继续关注国内政策、中美贸易协议调整情况以及持仓变化。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0113990250.18%棉花0513945300.22%棉花0914185-85-0.6%棉纱0120215150.07%棉纱052019020190-100%棉纱0920390-130-0.63%价格今日涨跌棉花基差12380棉花01-05500棉花05-09-3550棉花09-013050花纱价差62250内外棉价差1693119内外纱价差-444-10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 ....红枣日报下游处于消费淡季，购销氛围较为清淡，陈枣供应充足，当前二茬坐果情况好于预期，三茬尚处于坐果关键期，关注近期高温对三茬坐果的影响，短期红枣价格或以小幅震荡为主。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 2025-07-21AP01AP03AP04AP05AP10AP11AP12AP01-05AP05-10AP10-01source：Windsource：Wind0 收盘价日涨跌幅周涨跌幅2025-07-21价格日涨跌幅周涨跌幅77970.59%1.40%栖霞一二级80#3.950%0%77240.68%1.7%洛川半商品70#4.80%0%77380.43%0.58%静宁纸袋75#60%0.00%77700.28%0.28%沂源纸袋70#2.40%0.00%79230.51%1.08%万荣纸加膜75#2.80%0.0%77000.64%0.54%盘面利润-9295.81%15.55%77250.27%0.68%交割理论价格86000%0.00%30%-105.08%主力基差671-7.06%-15.70%-1350%50.00%1320%-11.41%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