软商品日报

日涨跌幅周涨跌幅2025-07-25收盘价日涨跌周涨跌0.67%0.88%SR01-05631040.62%0.89%SR05-09-23318-40.5%0.82%SR09-01170-2800.45%0.8%SR01-0334300.17%0.86%SR03-0529740.61%0.96%SR05-0710341.84%-1.31%SR07-09-24315-81.8%-1.19%SR09-11104-25-5SR11-0166-35SR09M.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，后续需关注中美贸易政策调整情况。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0114115500.36%棉花0514040500.36%棉花0914170100.07%棉纱0120280150.07%棉纱052025020250-100%棉纱0920370100.05%价格今日涨跌棉花基差1379-24棉花01-05750棉花05-09-13040棉花09-0155-40花纱价差61900内外棉价差183520内外纱价差-4790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，当前二三茬坐果情况好于预期，关注近期高温下末茬情况，短期红枣价格或以震荡为主。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 202320242024202508/0109/0110/0111/0112/01红枣期货月差（05-09）.元/吨202220232024202511/0112/0101/0102/0103/01-1000-5000500202220232024202504/0105/0106/0107/0108/01红枣仓单及有效预报总和.source：wind张202220232024202501/0107/0104/010500010,00015,00020,000 ...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 2025-07-25AP01AP03AP04AP05AP10AP11AP12AP01-05AP05-10AP10-01source：Windsource：Wind0 收盘价日涨跌幅周涨跌幅2025-07-25价格日涨跌幅周涨跌幅78790.33%1.65%栖霞一二级80#3.950%0%77900.37%1.5%洛川半商品70#4.80%0%77950.01%1.17%静宁纸袋75#60%0.00%78350.22%1.12%沂源纸袋70#2.30%-4.17%80050.45%1.55%万荣纸加膜75#2.80%0.0%77350.3%1.10%盘面利润-10013.52%14.01%77800.26%0.99%交割理论价格86000%0.00%35-2.78%-177.78%主力基差599-5.37%-17.04%-151-13.71%71.59%116-16.55%-12.78%AP01M.CZC收盘价AP05M.CZC收盘价AP10M.CZC收盘价24/0424/0824/1225/04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