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]:白糖日报 - 发现报告

白糖日报

2025-07-23 许亮 东亚期货 何杰斌
报告封面

日涨跌幅周涨跌幅2025-07-22收盘价日涨跌周涨跌0.05%0.35%SR01-0549-5-10.07%0.41%SR05-09-2194-20.02%0.43%SR09-01170130.05%0.5%SR01-0331110.19%0.45%SR03-0518-6-2-0.02%0.39%SR05-075-4-3-0.61%-1.75%SR07-09-22481-0.25%-1.17%SR09-111051-3SR11-016506SR09M.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,在新棉上市前,国内的低库存现状仍会对棉价形成有力支撑,需关注近期进口配额政策能否落地及后续棉花去库情况,但当前在淡季需求下,终端成品库存压力仍在累积,或限制棉价上方空间,同时远月还存丰产预期,后续需关注8月1日后中美关税如何变化。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0114065350.25%棉花0514015250.18%棉花0914180-45-0.32%棉纱0120270350.17%棉纱0500-100%棉纱0920350-80-0.39%价格今日涨跌棉花基差1324-80棉花01-0540-5棉花05-09-2355棉花09-011950花纱价差6215-25内外棉价差185659内外纱价差-4440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 2025-07-23AP01AP03AP04AP05AP10AP11AP12AP01-05AP05-10AP10-01source:Windsource:Wind0 收盘价日涨跌幅周涨跌幅2025-07-23价格日涨跌幅周涨跌幅78170.18%1.56%栖霞一二级80#3.950%0%77400.32%1.5%洛川半商品70#4.80%0%77670.73%1.20%静宁纸袋75#60%0.00%7781-0.09%0.53%沂源纸袋70#2.40%0.00%79560.34%1.48%万荣纸加膜75#2.80%0.0%7683-0.13%0.27%盘面利润-898-3.34%6.15%77490.34%1.14%交割理论价格86000%0.00%15-44.44%-151.72%主力基差7024.62%-6.90%-141-7.84%17.50%1260%-15.44%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