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股指(zhi)：

消(xiao)息面上(shang)，3月(yue)(yue)13日(ri)，中國人(ren)(ren)(ren)(ren)民(min)銀(yin)行(xing)黨(dang)委召(zhao)開(kai)擴大會(hui)議。會(hui)議明確，實施(shi)好適度寬(kuan)松的貨(huo)(huo)(huo)幣政策(ce)。根據(ju)國內外(wai)經(jing)濟金(jin)(jin)融(rong)(rong)形勢和(he)(he)(he)金(jin)(jin)融(rong)(rong)市場運行(xing)情(qing)況，擇機降(jiang)準(zhun)降(jiang)息，綜合(he)運用公(gong)開(kai)市場操(cao)作(zuo)等多種貨(huo)(huo)(huo)幣政策(ce)工具(ju)，保持(chi)流(liu)動性(xing)充裕，使社(she)會(hui)融(rong)(rong)資規模、貨(huo)(huo)(huo)幣供應量增(zeng)(zeng)長(chang)(chang)(chang)同(tong)經(jing)濟增(zeng)(zeng)長(chang)(chang)(chang)、價格總(zong)水平(ping)預期目標相(xiang)匹配。3月(yue)(yue)14日(ri)，金(jin)(jin)融(rong)(rong)監管總(zong)局印發(fa)通(tong)知(zhi)，要求金(jin)(jin)融(rong)(rong)機構發(fa)展消(xiao)費(fei)(fei)(fei)金(jin)(jin)融(rong)(rong)，助力(li)提振消(xiao)費(fei)(fei)(fei)。有關司局負責(ze)人(ren)(ren)(ren)(ren)就相(xiang)關通(tong)知(zhi)內容(rong)回答記者(zhe)提問(wen)時表示，優化消(xiao)費(fei)(fei)(fei)金(jin)(jin)融(rong)(rong)管理。鼓勵銀(yin)行(xing)業金(jin)(jin)融(rong)(rong)機構在(zai)風險可(ke)(ke)控前提下(xia)(xia)，加大個人(ren)(ren)(ren)(ren)消(xiao)費(fei)(fei)(fei)貸款投放(fang)力(li)度，合(he)理設置消(xiao)費(fei)(fei)(fei)貸款額度、期限、利率，優化資源配置。完善(shan)個人(ren)(ren)(ren)(ren)消(xiao)費(fei)(fei)(fei)貸款盡職免責(ze)要求。在(zai)有效核(he)實身份、風險可(ke)(ke)控前提下(xia)(xia)，探索開(kai)展線上(shang)開(kai)立和(he)(he)(he)激活(huo)信用卡業務。海外(wai)方面，美國勞工部公(gong)布的數(shu)據(ju)顯示，美國2月(yue)(yue)PPI同(tong)比增(zeng)(zeng)長(chang)(chang)(chang)3.2%，預估(gu)為(wei)(wei)增(zeng)(zeng)長(chang)(chang)(chang)3.3%，前值(zhi)由增(zeng)(zeng)長(chang)(chang)(chang)3.5%修(xiu)正(zheng)(zheng)為(wei)(wei)增(zeng)(zeng)長(chang)(chang)(chang)3.7%。美國2月(yue)(yue)PPI環(huan)比持(chi)平(ping)，創(chuang)去年七月(yue)(yue)以來最小增(zeng)(zeng)幅，預估(gu)為(wei)(wei)增(zeng)(zeng)長(chang)(chang)(chang)0.3%，前值(zhi)從增(zeng)(zeng)長(chang)(chang)(chang)0.4%修(xiu)正(zheng)(zheng)為(wei)(wei)增(zeng)(zeng)長(chang)(chang)(chang)0.6%。美國2月(yue)(yue)核(he)心PPI同(tong)比增(zeng)(zeng)長(chang)(chang)(chang)3.4%，2月(yue)(yue)核(he)心PPI環(huan)比下(xia)(xia)滑0.1%，均低于(yu)預期和(he)(he)(he)前值(zhi)。美國勞工部公(gong)布數(shu)據(ju)顯示，美國截至(zhi)3月(yue)(yue)8日(ri)當周初請(qing)(qing)失業金(jin)(jin)人(ren)(ren)(ren)(ren)數(shu)為(wei)(wei)22萬(wan)人(ren)(ren)(ren)(ren)，預估(gu)為(wei)(wei)22.5萬(wan)人(ren)(ren)(ren)(ren)，前值(zhi)由22.1萬(wan)人(ren)(ren)(ren)(ren)修(xiu)正(zheng)(zheng)為(wei)(wei)22.2萬(wan)人(ren)(ren)(ren)(ren)。美國截至(zhi)3月(yue)(yue)1日(ri)當周續請(qing)(qing)失業金(jin)(jin)人(ren)(ren)(ren)(ren)數(shu)為(wei)(wei)187萬(wan)人(ren)(ren)(ren)(ren)，預估(gu)為(wei)(wei)190萬(wan)人(ren)(ren)(ren)(ren)，前值(zhi)為(wei)(wei)189.7萬(wan)人(ren)(ren)(ren)(ren)。

國(guo)債：

公(gong)開(kai)市(shi)場方面，人(ren)民銀(yin)行(xing)3月(yue)10日公(gong)告(gao)稱，為(wei)保持銀(yin)行(xing)體系流動性充裕(yu)，以固定(ding)利(li)(li)率(lv)(lv)、數(shu)量招標方式開(kai)展了965億(yi)元(yuan)7天期(qi)逆回(hui)(hui)購操作(zuo)，操作(zuo)利(li)(li)率(lv)(lv)為(wei)1.50%。由(you)于今日有(you)970億(yi)元(yuan)逆回(hui)(hui)購到期(qi)，公(gong)開(kai)市(shi)場實現凈回(hui)(hui)籠5億(yi)元(yuan)。資金面方面，上海銀(yin)行(xing)間(jian)同業拆放利(li)(li)率(lv)(lv)(Shibor)集體上行(xing)，隔夜shibor報(bao)(bao)1.8190%，上行(xing)1.80個基(ji)(ji)(ji)點(dian)；7天shibor報(bao)(bao)1.7800%，上行(xing)6.20個基(ji)(ji)(ji)點(dian)。銀(yin)行(xing)間(jian)回(hui)(hui)購定(ding)盤利(li)(li)率(lv)(lv)大多上行(xing)，FR001漲2.0個基(ji)(ji)(ji)點(dian)報(bao)(bao)1.82%；FR007漲1.0個基(ji)(ji)(ji)點(dian)報(bao)(bao)1.83%；FR014漲2.0個基(ji)(ji)(ji)點(dian)報(bao)(bao)1.92%。截至(zhi)下(xia)(xia)午(wu)15:15，DR001加權(quan)利(li)(li)率(lv)(lv)報(bao)(bao)1.8151%；DR007加權(quan)利(li)(li)率(lv)(lv)報(bao)(bao)1.8139%。國家統計局數(shu)據顯示，2025年2月(yue)份，居(ju)民消費(fei)價(jia)(jia)(jia)格(ge)指數(shu)（CPI）環(huan)比(bi)下(xia)(xia)降(jiang)0.2%，同比(bi)下(xia)(xia)降(jiang)0.7%；工業生產者出廠價(jia)(jia)(jia)格(ge)指數(shu)（PPI）環(huan)比(bi)下(xia)(xia)降(jiang)0.1%，同比(bi)下(xia)(xia)降(jiang)2.2%。這主要(yao)是受春節錯月(yue)、假(jia)期(qi)和部分(fen)國際大宗商品價(jia)(jia)(jia)格(ge)波動等因(yin)素影響。從結(jie)構看，一些領域(yu)價(jia)(jia)(jia)格(ge)顯現積極變化，CPI中部分(fen)工業消費(fei)品和服務(wu)價(jia)(jia)(jia)格(ge)穩(wen)中有(you)漲，PPI降(jiang)幅有(you)所收窄，當(dang)前物價(jia)(jia)(jia)溫和回(hui)(hui)升的(de)態勢(shi)沒(mei)有(you)改變。

貴金屬：

美(mei)(mei)國(guo)(guo)勞工(gong)(gong)部公布(bu)的(de)數(shu)據(ju)顯示，美(mei)(mei)國(guo)(guo)2月PPI同比(bi)增長(chang)(chang)3.2%，預(yu)(yu)(yu)估為(wei)增長(chang)(chang)3.3%，前值(zhi)(zhi)由(you)增長(chang)(chang)3.5%修正為(wei)增長(chang)(chang)3.7%。美(mei)(mei)國(guo)(guo)2月PPI環(huan)比(bi)持平，創(chuang)去年(nian)七(qi)月以來最小增幅(fu)，預(yu)(yu)(yu)估為(wei)增長(chang)(chang)0.3%，前值(zhi)(zhi)從增長(chang)(chang)0.4%修正為(wei)增長(chang)(chang)0.6%。美(mei)(mei)國(guo)(guo)2月核(he)心PPI同比(bi)增長(chang)(chang)3.4%，2月核(he)心PPI環(huan)比(bi)下滑(hua)0.1%，均低于預(yu)(yu)(yu)期和(he)前值(zhi)(zhi)。美(mei)(mei)國(guo)(guo)勞工(gong)(gong)部公布(bu)數(shu)據(ju)顯示，美(mei)(mei)國(guo)(guo)截至3月8日當(dang)周初請失(shi)業金(jin)人(ren)數(shu)為(wei)22萬(wan)(wan)人(ren)，預(yu)(yu)(yu)估為(wei)22.5萬(wan)(wan)人(ren)，前值(zhi)(zhi)由(you)22.1萬(wan)(wan)人(ren)修正為(wei)22.2萬(wan)(wan)人(ren)。美(mei)(mei)國(guo)(guo)截至3月1日當(dang)周續(xu)請失(shi)業金(jin)人(ren)數(shu)為(wei)187萬(wan)(wan)人(ren)，預(yu)(yu)(yu)估為(wei)190萬(wan)(wan)人(ren)，前值(zhi)(zhi)為(wei)189.7萬(wan)(wan)人(ren)。

螺紋(wen)：3月14日訊，Mysteel調研247家(jia)(jia)(jia)鋼(gang)(gang)廠(chang)高爐(lu)(lu)開工率(lv)80.58%，環(huan)(huan)比(bi)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)加(jia)1.07個(ge)百分(fen)(fen)點(dian)(dian)，同比(bi)去(qu)(qu)(qu)(qu)年(nian)(nian)增(zeng)(zeng)(zeng)加(jia)4.43個(ge)百分(fen)(fen)點(dian)(dian) ；高爐(lu)(lu)煉鐵產(chan)(chan)(chan)能(neng)利用(yong)率(lv)86.57%，環(huan)(huan)比(bi)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)加(jia)0.03個(ge)百分(fen)(fen)點(dian)(dian) ，同比(bi)去(qu)(qu)(qu)(qu)年(nian)(nian)增(zeng)(zeng)(zeng)加(jia)3.99個(ge)百分(fen)(fen)點(dian)(dian)；鋼(gang)(gang)廠(chang)盈利率(lv)53.25%，環(huan)(huan)比(bi)上(shang)周(zhou)(zhou)(zhou)(zhou)持平，同比(bi)去(qu)(qu)(qu)(qu)年(nian)(nian)增(zeng)(zeng)(zeng)加(jia)32.04個(ge)百分(fen)(fen)點(dian)(dian)；日均(jun)鐵水產(chan)(chan)(chan)量 230.59萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)加(jia)0.08萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，同比(bi)去(qu)(qu)(qu)(qu)年(nian)(nian)增(zeng)(zeng)(zeng)加(jia)9.77萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)。從(cong)Mysteel公布的周(zhou)(zhou)(zhou)(zhou)度螺紋(wen)鋼(gang)(gang)庫(ku)(ku)存數據(ju)發現(xian)，本周(zhou)(zhou)(zhou)(zhou)螺紋(wen)鋼(gang)(gang)總庫(ku)(ku)存為(wei)(wei)(wei)853.78萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，上(shang)周(zhou)(zhou)(zhou)(zhou)為(wei)(wei)(wei)859.9萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，本周(zhou)(zhou)(zhou)(zhou)去(qu)(qu)(qu)(qu)庫(ku)(ku)6.12萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，上(shang)周(zhou)(zhou)(zhou)(zhou)去(qu)(qu)(qu)(qu)庫(ku)(ku)3.54萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)。近(jin)年(nian)(nian)同期(qi)(qi)表現(xian)為(wei)(wei)(wei)：2024年(nian)(nian)累庫(ku)(ku)6.15萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)去(qu)(qu)(qu)(qu)庫(ku)(ku)46.2萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)去(qu)(qu)(qu)(qu)庫(ku)(ku)36.55萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)。此外(wai)，本周(zhou)(zhou)(zhou)(zhou)表需233.22萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，上(shang)周(zhou)(zhou)(zhou)(zhou)220.35萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，近(jin)年(nian)(nian)同期(qi)(qi)水平為(wei)(wei)(wei)：2024年(nian)(nian)212.38萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)350.13萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)308.38萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)。3月12日消息，富寶資訊調研全國(guo)104家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)廠(chang)產(chan)(chan)(chan)能(neng)利用(yong)率(lv)為(wei)(wei)(wei)39.4%，較(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)3個(ge)百分(fen)(fen)點(dian)(dian)。當前104家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)廢(fei)鋼(gang)(gang)日耗22.78萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)期(qi)(qi)0.63萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)幅(fu)2.7%。電(dian)(dian)(dian)爐(lu)(lu)鋼(gang)(gang)廠(chang)在產(chan)(chan)(chan)家(jia)(jia)(jia)數目(mu)前為(wei)(wei)(wei)79家(jia)(jia)(jia)，較(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)3家(jia)(jia)(jia)，在產(chan)(chan)(chan)家(jia)(jia)(jia)數占比(bi)75.9%。整體(ti)上(shang)104家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)日耗上(shang)升(sheng)至(zhi)近(jin)5個(ge)月新(xin)高水平。具體(ti)來看，目(mu)前華東18家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)平均(jun)生(sheng)(sheng)產(chan)(chan)(chan)時(shi)(shi)長為(wei)(wei)(wei)10.8小(xiao)(xiao)時(shi)(shi)左(zuo)右（減0.2小(xiao)(xiao)時(shi)(shi)）；華南29家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)平均(jun)生(sheng)(sheng)產(chan)(chan)(chan)時(shi)(shi)長為(wei)(wei)(wei)7.2小(xiao)(xiao)時(shi)(shi)（持平）；西(xi)部(bu)31家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)平均(jun)生(sheng)(sheng)產(chan)(chan)(chan)時(shi)(shi)長為(wei)(wei)(wei)8.2小(xiao)(xiao)時(shi)(shi)（減0.4小(xiao)(xiao)時(shi)(shi)）；華中14家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)平均(jun)生(sheng)(sheng)產(chan)(chan)(chan)時(shi)(shi)長為(wei)(wei)(wei)6.7小(xiao)(xiao)時(shi)(shi)（增(zeng)(zeng)(zeng)0.7小(xiao)(xiao)時(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)2家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)復(fu)產(chan)(chan)(chan)；京(jing)津冀(ji)山東區域(yu)12家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)鋼(gang)(gang)企平均(jun)生(sheng)(sheng)產(chan)(chan)(chan)時(shi)(shi)長為(wei)(wei)(wei)14.4小(xiao)(xiao)時(shi)(shi)（增(zeng)(zeng)(zeng)3.6小(xiao)(xiao)時(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)1家(jia)(jia)(jia)電(dian)(dian)(dian)爐(lu)(lu)復(fu)產(chan)(chan)(chan)。全國(guo)建材：社庫(ku)(ku)842.09萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)減少(shao)7.96萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，下降(jiang)0.94%；廠(chang)庫(ku)(ku)462.71萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)減少(shao)25.24萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，下降(jiang)5.17%；產(chan)(chan)(chan)量397.39萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)加(jia)6.75萬(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)，上(shang)升(sheng)1.73%。

鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)石(shi)：3月(yue)(yue)14日，全(quan)國45個(ge)港(gang)(gang)(gang)口(kou)(kou)進(jin)口(kou)(kou)鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)石(shi)庫存(cun)(cun)總(zong)量(liang)14420.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)降(jiang)157.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，45港(gang)(gang)(gang)日均疏(shu)港(gang)(gang)(gang)量(liang)308.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)4.93萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。全(quan)國47個(ge)港(gang)(gang)(gang)口(kou)(kou)進(jin)口(kou)(kou)鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)庫存(cun)(cun)為14895.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)降(jiang)192.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)；日均疏(shu)港(gang)(gang)(gang)量(liang)321.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)增(zeng)(zeng)4.50萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。3月(yue)(yue)14日：全(quan)國主(zhu)港(gang)(gang)(gang)鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)石(shi)成交72.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)跌7.59%；遠期(qi)現貨成交57.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。全(quan)國44家(jia)(jia)樣(yang)本(ben)(ben)生鐵(tie)(tie)(tie)(tie)(tie)企業高爐產(chan)(chan)能(neng)利用(yong)(yong)率為61.27%，周環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)下降(jiang)0.48%，月(yue)(yue)環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)上(shang)升(sheng)6.52%。廠內(nei)生鐵(tie)(tie)(tie)(tie)(tie)庫存(cun)(cun)72.47萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，周環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)加6.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，月(yue)(yue)環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)加9.26萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。3月(yue)(yue)13日Mysteel統(tong)計新(xin)口(kou)(kou)徑(jing)114家(jia)(jia)鋼廠進(jin)口(kou)(kou)燒(shao)(shao)(shao)結粉(fen)(fen)(fen)總(zong)庫存(cun)(cun)2934.49萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)上(shang)期(qi)增(zeng)(zeng)38.27萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。進(jin)口(kou)(kou)燒(shao)(shao)(shao)結粉(fen)(fen)(fen)總(zong)日耗111.16萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，降(jiang)0.07萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。庫存(cun)(cun)消費比(bi)(bi)(bi)(bi)(bi)26.4，增(zeng)(zeng)0.36。原口(kou)(kou)徑(jing)64家(jia)(jia)鋼廠進(jin)口(kou)(kou)燒(shao)(shao)(shao)結粉(fen)(fen)(fen)總(zong)庫存(cun)(cun)1262.15萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，增(zeng)(zeng)28.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。進(jin)口(kou)(kou)燒(shao)(shao)(shao)結粉(fen)(fen)(fen)總(zong)日耗54.96萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，增(zeng)(zeng)0.68萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。燒(shao)(shao)(shao)結礦(kuang)中平均使用(yong)(yong)進(jin)口(kou)(kou)礦(kuang)配比(bi)(bi)(bi)(bi)(bi)86.98%，降(jiang)0.25個(ge)百分點。鋼廠不含(han)稅(shui)平均鐵(tie)(tie)(tie)(tie)(tie)水成本(ben)(ben)2446元(yuan)/噸(dun)(dun)(dun)(dun)，降(jiang)20元(yuan)/噸(dun)(dun)(dun)(dun)。此外，新(xin)口(kou)(kou)徑(jing)114家(jia)(jia)鋼廠剔除長期(qi)停產(chan)(chan)樣(yang)本(ben)(ben)后不含(han)稅(shui)鐵(tie)(tie)(tie)(tie)(tie)水成本(ben)(ben)2444元(yuan)/噸(dun)(dun)(dun)(dun)，降(jiang)22元(yuan)/噸(dun)(dun)(dun)(dun)。Mysteel統(tong)計全(quan)國47個(ge)港(gang)(gang)(gang)口(kou)(kou)進(jin)口(kou)(kou)鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)庫存(cun)(cun)為15756.40，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)降(jiang)174.14；日均疏(shu)港(gang)(gang)(gang)量(liang)314.53增(zeng)(zeng)2.02。分量(liang)方面，澳礦(kuang)6676.41降(jiang)56.12，巴(ba)(ba)西(xi)礦(kuang)6274.90降(jiang)94.82；貿易礦(kuang)10323.17增(zeng)(zeng)60.95，粗粉(fen)(fen)(fen)12236.56降(jiang)213.19；塊(kuai)礦(kuang)1956.49降(jiang)9.84，精粉(fen)(fen)(fen)1113.76增(zeng)(zeng)49.59，球團449.59降(jiang)0.70，在港(gang)(gang)(gang)船(chuan)舶數(shu)57條降(jiang)10條。2025年03月(yue)(yue)03日—03月(yue)(yue)09日Mysteel澳洲巴(ba)(ba)西(xi)鐵(tie)(tie)(tie)(tie)(tie)礦(kuang)發(fa)(fa)運總(zong)量(liang)2642.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)減少95.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。澳洲發(fa)(fa)運量(liang)1826.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)減少115.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，其(qi)中澳洲發(fa)(fa)往中國的(de)量(liang)1487.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)減少80.9萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。巴(ba)(ba)西(xi)發(fa)(fa)運量(liang)816.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)加20.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。

雙焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)：本(ben)(ben)(ben)周全國(guo)(guo)30家(jia)獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)化(hua)廠(chang)噸(dun)(dun)(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)盈(ying)(ying)利情(qing)況，全國(guo)(guo)平(ping)均(jun)(jun)噸(dun)(dun)(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)盈(ying)(ying)利-27元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)；山(shan)(shan)西準一級(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈(ying)(ying)利0元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)，山(shan)(shan)東準一級(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈(ying)(ying)利20元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)，內(nei)蒙(meng)二(er)級(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈(ying)(ying)利-91元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)，河北(bei)準一級(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈(ying)(ying)利32元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)。蒙(meng)古(gu)國(guo)(guo)進口煉焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)市場受制于高(gao)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)弱需求(qiu)的(de)(de)核心矛盾(dun)，，ER公司(si)蒙(meng)3精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)連續60場流拍后首(shou)次底價(jia)800元(yuan)(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)成交。現(xian)甘(gan)其毛都(dou)口岸：蒙(meng)5#原(yuan)(yuan)(yuan)煤(mei)(mei)(mei)(mei)(mei)(mei)880，蒙(meng)5#精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)1050，蒙(meng)4#原(yuan)(yuan)(yuan)煤(mei)(mei)(mei)(mei)(mei)(mei)870，蒙(meng)3#精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)1010，1/3焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)原(yuan)(yuan)(yuan)煤(mei)(mei)(mei)(mei)(mei)(mei)720；河北(bei)唐山(shan)(shan)：蒙(meng)5#精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)1270；策克(ke)口岸：馬克(ke)A590，馬克(ke)西620，歐(ou)斯克(ke)A490，歐(ou)斯克(ke)B690，南戈壁A750，南戈壁B460，泰(tai)拉(la)原(yuan)(yuan)(yuan)煤(mei)(mei)(mei)(mei)(mei)(mei)1000，巴音(yin)低硫肥精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)830，巴音(yin)低硫氣(qi)肥精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)800；滿都(dou)拉(la)口岸：主焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)精(jing)煤(mei)(mei)(mei)(mei)(mei)(mei)840，氣(qi)原(yuan)(yuan)(yuan)煤(mei)(mei)(mei)(mei)(mei)(mei)570。本(ben)(ben)(ben)周Mysteel統(tong)計(ji)(ji)獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企全樣(yang)本(ben)(ben)(ben)：產(chan)(chan)(chan)(chan)能(neng)利用(yong)(yong)(yong)率(lv)(lv)為(wei)70.03%減(jian)(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)產(chan)(chan)(chan)(chan)量(liang)(liang)62.46減(jian)(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)147.26減(jian)(jian)(jian)(jian)6.86，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)總(zong)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)780.51減(jian)(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)可用(yong)(yong)(yong)天(tian)數(shu)9.4天(tian)增(zeng)(zeng)(zeng)0.03天(tian)。本(ben)(ben)(ben)周Mysteel統(tong)計(ji)(ji)全國(guo)(guo)230家(jia)獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企樣(yang)本(ben)(ben)(ben)：產(chan)(chan)(chan)(chan)能(neng)利用(yong)(yong)(yong)率(lv)(lv)為(wei)69.31%減(jian)(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)產(chan)(chan)(chan)(chan)量(liang)(liang)49.53減(jian)(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)80.56減(jian)(jian)(jian)(jian)6.76，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)總(zong)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)659.92減(jian)(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)可用(yong)(yong)(yong)天(tian)數(shu)10.0天(tian)增(zeng)(zeng)(zeng)0.07天(tian)。本(ben)(ben)(ben)周Mysteel統(tong)計(ji)(ji)獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企全樣(yang)本(ben)(ben)(ben)：產(chan)(chan)(chan)(chan)能(neng)利用(yong)(yong)(yong)率(lv)(lv)為(wei)70.03%減(jian)(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)產(chan)(chan)(chan)(chan)量(liang)(liang)62.46減(jian)(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)147.26減(jian)(jian)(jian)(jian)6.86，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)總(zong)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)780.51減(jian)(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)可用(yong)(yong)(yong)天(tian)數(shu)9.4天(tian)增(zeng)(zeng)(zeng)0.03天(tian)。本(ben)(ben)(ben)周Mysteel統(tong)計(ji)(ji)全國(guo)(guo)230家(jia)獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企樣(yang)本(ben)(ben)(ben)：產(chan)(chan)(chan)(chan)能(neng)利用(yong)(yong)(yong)率(lv)(lv)為(wei)69.31%減(jian)(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)產(chan)(chan)(chan)(chan)量(liang)(liang)49.53減(jian)(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)80.56減(jian)(jian)(jian)(jian)6.76，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)總(zong)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)659.92減(jian)(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)(mei)(mei)(mei)可用(yong)(yong)(yong)天(tian)數(shu)10.0天(tian)增(zeng)(zeng)(zeng)0.07天(tian)。終端消(xiao)耗量(liang)(liang)未(wei)有提(ti)升，鋼(gang)廠(chang)面臨出貨不暢(chang)的(de)(de)情(qing)況，因此(ci)選擇主動增(zeng)(zeng)(zeng)產(chan)(chan)(chan)(chan)的(de)(de)鋼(gang)廠(chang)不多，對焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)采購保持謹慎。獨立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企在低利潤壓(ya)制下，產(chan)(chan)(chan)(chan)能(neng)利用(yong)(yong)(yong)率(lv)(lv)續降至(zhi)(zhi)70%，日(ri)(ri)均(jun)(jun)產(chan)(chan)(chan)(chan)量(liang)(liang)創(chuang)10個月(yue)低位(wei)，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)環(huan)降4.45%至(zhi)(zhi)147.26萬(wan)噸(dun)(dun)(dun)(dun)(dun)，而(er)鋼(gang)廠(chang)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)日(ri)(ri)產(chan)(chan)(chan)(chan)量(liang)(liang)增(zeng)(zeng)(zeng)加，庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)小幅下降0.75萬(wan)噸(dun)(dun)(dun)(dun)(dun)至(zhi)(zhi)678.41萬(wan)噸(dun)(dun)(dun)(dun)(dun)。然而(er)港口焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)環(huan)增(zeng)(zeng)(zeng)6.17%至(zhi)(zhi)254.48萬(wan)噸(dun)(dun)(dun)(dun)(dun)，因此(ci)，綜合庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)增(zeng)(zeng)(zeng)至(zhi)(zhi)1080.15萬(wan)噸(dun)(dun)(dun)(dun)(dun)，達近3年(nian)最高(gao)，同比增(zeng)(zeng)(zeng)幅擴(kuo)大至(zhi)(zhi)13.45%。

銅：3月(yue)6日(ri)(ri)(ri)(ri)國內市(shi)場電(dian)(dian)解銅現貨庫(ku)(ku)37.09萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.65萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)1.66萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)； 上(shang)海庫(ku)(ku)存(cun)23.90萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.53萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)1.20萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)； 廣東(dong)庫(ku)(ku)存(cun)6.60萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.17萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.34萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun) 江蘇庫(ku)(ku)存(cun)5.66萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)增(zeng)(zeng)0.16萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)增(zeng)(zeng)0.05萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。3月(yue)6日(ri)(ri)(ri)(ri)訊，Mysteel調(diao)研國內58家電(dian)(dian)解銅生(sheng)產企業，涉及精(jing)煉產能1648萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(含2025年新增(zeng)(zeng)產能)樣本覆蓋率98.93%得出：2025年2月(yue)國內電(dian)(dian)解銅實際產量104.13萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環(huan)比減少1.56%，同(tong)比增(zeng)(zeng)加(jia)11.4%。3月(yue)13日(ri)(ri)(ri)(ri)國內市(shi)場電(dian)(dian)解銅現貨庫(ku)(ku)35.29萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)1.80萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.40萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)；上(shang)海庫(ku)(ku)存(cun)23.49萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.41萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)增(zeng)(zeng)0.21萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)；廣東(dong)庫(ku)(ku)存(cun)5.36萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)1.24萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)0.60萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)江蘇庫(ku)(ku)存(cun)5.73萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)增(zeng)(zeng)0.07萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)增(zeng)(zeng)0.10萬(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。國內電(dian)(dian)解銅社會庫(ku)(ku)存(cun)延續去庫(ku)(ku)，其中(zhong)廣東(dong)市(shi)場貢獻主要(yao)降(jiang)(jiang)(jiang)幅，上(shang)海、江蘇市(shi)場表現增(zeng)(zeng)加(jia)；具體來看，隨(sui)著銅上(shang)漲，下(xia)游采(cai)購需求有(you)所受(shou)抑，但市(shi)場到貨亦相對不多(duo)，庫(ku)(ku)存(cun)因此整(zheng)體表現下(xia)降(jiang)(jiang)(jiang)，幅度有(you)所放(fang)緩。

鋁(lv)(lv)(lv)(lv)：全國(guo)(guo)冶金級(ji)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)產(chan)(chan)(chan)(chan)量(liang)169.3萬(wan)噸，環(huan)比上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)減少0.94%，主要系山(shan)西(xi)、山(shan)東(dong)地區(qu)部分氧(yang)化鋁(lv)(lv)(lv)(lv)廠減產(chan)(chan)(chan)(chan)所至。全國(guo)(guo)電(dian)(dian)解鋁(lv)(lv)(lv)(lv)運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)在4378萬(wan)噸/年(nian)(nian)附(fu)近(jin)，開工(gong)(gong)率(lv)為(wei)95.6%。近(jin)期(qi)電(dian)(dian)解鋁(lv)(lv)(lv)(lv)復產(chan)(chan)(chan)(chan)，運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)走(zou)高，產(chan)(chan)(chan)(chan)量(liang)方面因達產(chan)(chan)(chan)(chan)時間需要，對本周(zhou)(zhou)(zhou)(zhou)電(dian)(dian)解鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量(liang)暫(zan)無明(ming)顯貢獻，周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)電(dian)(dian)解鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量(liang)在85.7萬(wan)噸附(fu)近(jin)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)增(zeng)長0.06%。2月份國(guo)(guo)內電(dian)(dian)解鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量(liang)同比增(zeng)長3.8%，環(huan)比下(xia)滑(hua)0.3%。全國(guo)(guo)冶金級(ji)氧(yang)化鋁(lv)(lv)(lv)(lv)建成總產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)10502萬(wan)噸/年(nian)(nian)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)持(chi)(chi)平，運(yun)(yun)行(xing)總產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)8826萬(wan)噸/年(nian)(nian)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)下(xia)調(diao)(diao)86萬(wan)噸/年(nian)(nian)，全國(guo)(guo)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開工(gong)(gong)率(lv)較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)下(xia)調(diao)(diao)0.8個百(bai)(bai)(bai)分點至84.04%。其中(zhong)，山(shan)東(dong)地區(qu)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)2980萬(wan)噸/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開工(gong)(gong)率(lv)較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)下(xia)調(diao)(diao)1.53個百(bai)(bai)(bai)分點至91.13%；山(shan)西(xi)地區(qu)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)1916萬(wan)噸/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開工(gong)(gong)率(lv)較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)下(xia)調(diao)(diao)2.34個百(bai)(bai)(bai)分點至76.66%；河南地區(qu)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)811萬(wan)噸/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開工(gong)(gong)率(lv)較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)持(chi)(chi)平在67.62%；廣西(xi)地區(qu)氧(yang)化鋁(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行(xing)產(chan)(chan)(chan)(chan)能(neng)(neng)(neng)(neng)1483萬(wan)噸/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開工(gong)(gong)率(lv)較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)(zhou)上(shang)(shang)調(diao)(diao)1.51個百(bai)(bai)(bai)分點至89.77%。

鎳(nie)：本(ben)周中(zhong)國14港港口鎳(nie)礦(kuang)(kuang)(kuang)庫存減少44.52萬(wan)濕(shi)噸(dun)(dun)(dun)至772.5萬(wan)濕(shi)噸(dun)(dun)(dun)，降(jiang)幅(fu)(fu)5.45%。以鎳(nie)礦(kuang)(kuang)(kuang)產地分(fen)，菲(fei)律(lv)賓鎳(nie)礦(kuang)(kuang)(kuang)769.4萬(wan)濕(shi)噸(dun)(dun)(dun)，其他國家3.1萬(wan)濕(shi)噸(dun)(dun)(dun)；以鎳(nie)礦(kuang)(kuang)(kuang)品位分(fen)，低鎳(nie)高鐵礦(kuang)(kuang)(kuang)383.6萬(wan)濕(shi)噸(dun)(dun)(dun)，中(zhong)高品位鎳(nie)礦(kuang)(kuang)(kuang)388.9萬(wan)濕(shi)噸(dun)(dun)(dun)。中(zhong)高鎳(nie)生鐵產量15.13萬(wan)噸(dun)(dun)(dun)，環比降(jiang)幅(fu)(fu)8.26%，同比增加(jia)12.43%。印尼內貿(mao)火法(fa)礦(kuang)(kuang)(kuang)3月(yue)主流升水為19~20美金/濕(shi)噸(dun)(dun)(dun)。3月(yue)印尼蘇(su)拉維西主礦(kuang)(kuang)(kuang)區雨季將陸續結束，印尼鎳(nie)礦(kuang)(kuang)(kuang)供應(ying)呈增加(jia)預期(qi)，但下(xia)游(you)冶(ye)煉(lian)企業剛需采購需求仍存，且3月(yue)時(shi)逢齋(zhai)月(yue)，開齋(zhai)節前后供應(ying)或(huo)受到(dao)一定影(ying)響，疊加(jia)對(dui)于政策不確定性的(de)考(kao)慮，火法(fa)礦(kuang)(kuang)(kuang)延續漲價趨(qu)勢，但漲幅(fu)(fu)相較2月(yue)有一定收窄。 濕(shi)法(fa)礦(kuang)(kuang)(kuang)方面，礦(kuang)(kuang)(kuang)山在(zai)配額有限情(qing)況下(xia)，傾向于優(you)先出(chu)售利潤較好的(de)火法(fa)礦(kuang)(kuang)(kuang)，主動降(jiang)低濕(shi)法(fa)礦(kuang)(kuang)(kuang)出(chu)售量。

豆(dou)粕

3月(yue)14日(ri)，生意社大豆基準價(jia)為(wei)4220.00元/噸，與(yu)本月(yue)初(4180.00元/噸)相(xiang)比(bi)，上漲(zhang)了0.96%。

3月14日，生意(yi)社豆粕(po)基準價為3470.00元/噸(dun)，與本月初(chu)(3722.00元/噸(dun))相比，下降了-6.77%。

海(hai)關總(zong)署數據顯(xian)示：2024年(nian)1-13月，中國進(jin)口(kou)大(da)(da)豆數量10503.2萬噸，創歷史新高，同比2023年(nian)增(zeng)長6.51%，進(jin)口(kou)大(da)(da)豆總(zong)金額527億(yi)美元(yuan)，同比下降10.98%（國際大(da)(da)豆價格走低）。2025年(nian)1-3月，中國進(jin)口(kou)大(da)(da)豆數1360.6萬噸，較2024年(nian)同期增(zeng)長4.4%。

進口大豆到國內(nei)港口C&F報(bao)價。

單位：美元/噸

國家糧(liang)油信息(xi)中心(xin)消息(xi)：監測顯示，3 月 7 日(ri)，全國主要油廠進口大豆庫(ku)存(cun) 407 萬(wan)(wan)(wan)噸，周環比(bi)(bi)下(xia)降(jiang) 49 萬(wan)(wan)(wan)噸，月環比(bi)(bi)下(xia)降(jiang) 216 萬(wan)(wan)(wan)噸，同(tong)比(bi)(bi)回(hui)升 22 萬(wan)(wan)(wan)噸，較過去三年均值回(hui)升 81 萬(wan)(wan)(wan)噸。主要油廠豆粕庫(ku)存(cun) 60 萬(wan)(wan)(wan)噸，周環比(bi)(bi)下(xia)降(jiang) 4 萬(wan)(wan)(wan)噸，月環比(bi)(bi)回(hui)升 17 萬(wan)(wan)(wan)噸，同(tong)比(bi)(bi)回(hui)升 11 萬(wan)(wan)(wan)噸。

美國農業部3月(yue)供需報告：美國大(da)豆(dou)

3月美國2024/2025年度(du)大豆(dou)種植面(mian)積(ji)預(yu)期8710萬英(ying)畝，1月預(yu)期為8710萬英(ying)畝，環比持平；

3月美(mei)國(guo)2024/2025年度大(da)豆(dou)收獲面積預(yu)(yu)期8610萬(wan)英畝，1月預(yu)(yu)期為8610萬(wan)英畝，環比(bi)持(chi)平(ping)；

3月美國2024/2025年度大豆(dou)單產預期50.7蒲式(shi)耳/英(ying)畝(mu)，1月預期為50.7蒲式(shi)耳/英(ying)畝(mu)，環比持平(ping)；

3月(yue)美(mei)國2024/2025年度(du)大(da)豆產量預期(qi)(qi)43.66億蒲式(shi)耳，1月(yue)預期(qi)(qi)為43.66億蒲式(shi)耳，環(huan)比(bi)持平；

3月美國2024/2025年(nian)度大(da)豆(dou)總供(gong)應(ying)量預(yu)期47.29億(yi)蒲式耳，1月預(yu)期為47.29億(yi)蒲式耳，環比持平(ping)；

3月美國2024/2025年度大(da)豆壓榨量預(yu)期(qi)24.1億(yi)蒲式(shi)耳，1月預(yu)期(qi)為24.1億(yi)蒲式(shi)耳，環比持平；

3月美國2024/2025年度大豆出口量(liang)預(yu)期18.25億蒲(pu)式耳，1月預(yu)期為18.25億蒲(pu)式耳，環比持平；

3月美國2024/2025年度(du)大豆總消耗量預(yu)期43.49億蒲(pu)式(shi)耳(er)，1月預(yu)期為43.49億蒲(pu)式(shi)耳(er)，環(huan)比(bi)持平；

3月(yue)美國(guo)2024/2025年度大豆期末庫存預期3.8億蒲式(shi)(shi)耳，1月(yue)預期為3.8億蒲式(shi)(shi)耳，環比(bi)持平。

美大(da)豆周度(du)出口報(bao)告(gao)：截至2025年3月6日當周，美國(guo)2024/25年度(du)大(da)豆凈銷(xiao)量為751,700噸，顯著高于上周以(yi)及四周均值。

據(ju)美國(guo)農業部（USDA）公布的出(chu)口(kou)(kou)檢(jian)(jian)驗報告，截(jie)至(zhi)3月(yue)6日當周，美國(guo)大(da)豆出(chu)口(kou)(kou)檢(jian)(jian)驗量為84.42萬(wan)噸(dun)(dun)，上(shang)周修正后為70.00萬(wan)噸(dun)(dun)。2024/25年度（始于9月(yue)1日）美國(guo)大(da)豆出(chu)口(kou)(kou)檢(jian)(jian)驗累計總(zong)量為3844.09萬(wan)噸(dun)(dun)，上(shang)年同(tong)期3508.20萬(wan)噸(dun)(dun)，同(tong)比增加9.57%。

巴(ba)西(xi)外貿(mao)秘書(shu)處周五公(gong)布(bu)的(de)數據顯示(shi)，2025年3月(yue)巴(ba)西(xi)大豆出(chu)口量(liang)為643萬噸，比去年3月(yue)份的(de)660.8萬噸減少2.7%。考慮(lv)到3月(yue)份前三(san)周的(de)出(chu)口同比降(jiang)低(di)29%，這表(biao)明3月(yue)份最后一(yi)周巴(ba)西(xi)大豆步(bu)伐顯著增長。

玉米

3月14日，生意社玉(yu)米(mi)基準價為(wei)2197.14元/噸，與(yu)本月初(chu)(2127.14元/噸)相比，上漲了3.29%。

據中國(guo)海關數據顯示：2024年我國(guo)玉米進口總(zong)量為1364萬噸，同比大幅(fu)下(xia)降(jiang)49.7%。

據(ju)Mysteel農產(chan)品調研(yan)顯示，截(jie)至2025年3月7日，北(bei)(bei)方四港玉(yu)米庫存(cun)共計505.8萬(wan)噸，周環比增加(jia)1.5萬(wan)噸；當周北(bei)(bei)方四港下海(hai)量共計58.6萬(wan)噸，周環比減少(shao)31.50萬(wan)噸。 廣東港內貿(mao)(mao)玉(yu)米庫存(cun)共計186.3萬(wan)噸，較(jiao)上(shang)周增加(jia)30.00萬(wan)噸；外(wai)貿(mao)(mao)庫存(cun)7.8萬(wan)噸，較(jiao)上(shang)周持平；進(jin)口(kou)高粱50.3萬(wan)噸，較(jiao)上(shang)周減少(shao)9.50萬(wan)噸；進(jin)口(kou)大麥64.7萬(wan)噸，較(jiao)上(shang)周增加(jia)2.90萬(wan)噸。 

美國農業部3月供需報告：美國玉米

3月美國2024/2025年度玉米種植面積預期9060萬英畝(mu)(mu)，1月預期為9060萬英畝(mu)(mu)，環(huan)比持平；

3月美國2024/2025年度(du)玉(yu)米收獲面積預期(qi)(qi)8290萬英畝(mu)，1月預期(qi)(qi)為8290萬英畝(mu)，環(huan)比持(chi)平(ping)；

3月(yue)美國2024/2025年度玉米單(dan)產預期(qi)(qi)179.3蒲(pu)式耳/英畝，1月(yue)預期(qi)(qi)為179.3蒲(pu)式耳/英畝，環比(bi)持平；

3月(yue)美國2024/2025年(nian)度玉米產量預期148.67億蒲式耳，1月(yue)預期為148.67億蒲式耳，環比持平；

3月美國2024/2025年(nian)度(du)玉(yu)米總供應量預(yu)期(qi)166.55億(yi)蒲式耳，1月預(yu)期(qi)為166.55億(yi)蒲式耳，環比持平(ping)；

3月美國2024/2025年度玉米(mi)總消耗量預期151.15億蒲(pu)式(shi)耳(er)，1月預期為(wei)151.15億蒲(pu)式(shi)耳(er)，環(huan)比持平；

3月美國2024/2025年(nian)度(du)玉米期末庫存預期15.4億(yi)蒲式耳，1月預期為15.4億(yi)蒲式耳，環比(bi)持(chi)平。

據美(mei)(mei)國(guo)農業部（USDA）公布的出口銷(xiao)售報(bao)告截(jie)至(zhi)2025年(nian)3月6日當周(zhou)，美(mei)(mei)國(guo)2024/25年(nian)度玉米凈銷(xiao)量為967,300噸，較上周(zhou)增長6%，但較四周(zhou)均值減少19%。

據美(mei)國農業部（USDA）公布的出口(kou)檢驗(yan)報告，截(jie)至3月(yue)6日當周，美(mei)國玉米(mi)出口(kou)檢驗(yan)量為181.98萬噸(dun)，上周修正(zheng)后為135.26萬噸(dun)，2024/25年(nian)度美(mei)國玉米(mi)出口(kou)檢驗(yan)累計總量為2907.84萬噸(dun)，上一年(nian)度同期2186.41萬噸(dun)。

巴西(xi)外貿秘書(shu)處（Secex）周五公布的統計(ji)數(shu)據顯示，2025年3月份巴西(xi)玉米(mi)出口量為143.2萬噸，2024年3月全月為171.3萬噸。

烏克蘭農(nong)業部表示，2025年(nian)烏克蘭大(da)豆種植面積可(ke)能減(jian)少(shao)10-15%，葵(kui)花籽種植面積減(jian)少(shao)5%，因為農(nong)戶轉而種植玉米。

原油

3月(yue)15日(ri)訊(xun)，美(mei)(mei)國(guo)(guo)總統特朗普將于(yu)下周(zhou)在白宮會見石(shi)油(you)(you)行業高管。特朗普將制定(ding)促(cu)進(jin)(jin)(jin)國(guo)(guo)內能(neng)源(yuan)生產(chan)(chan)的計(ji)(ji)劃(金十數(shu)據APP)；3月(yue)13日(ri)，國(guo)(guo)際能(neng)源(yuan)署（IEA）周(zhou)四在一(yi)(yi)份月(yue)度石(shi)油(you)(you)市場報(bao)告中(zhong)(zhong)表示，今(jin)年全球(qiu)石(shi)油(you)(you)供應可(ke)能(neng)超過(guo)需求(qiu)(qiu)約60萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)，該機構下調了(le)2025年的需求(qiu)(qiu)增長(chang)預(yu)(yu)測。國(guo)(guo)際能(neng)源(yuan)署（IEA）表示，如果歐(ou)佩克+延長(chang)其逐步(bu)(bu)取消減產(chan)(chan)的計(ji)(ji)劃，并且未能(neng)控制生產(chan)(chan)過(guo)剩，那么這一(yi)(yi)盈余可(ke)能(neng)會進(jin)(jin)(jin)一(yi)(yi)步(bu)(bu)增加(jia)40萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)。國(guo)(guo)際能(neng)源(yuan)署（IEA）將其2025年的石(shi)油(you)(you)需求(qiu)(qiu)增長(chang)預(yu)(yu)測下調了(le)7萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)，至(zhi)100萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)左右，增長(chang)主要受亞(ya)洲(zhou)，特別是(shi)中(zhong)(zhong)國(guo)(guo)石(shi)化行業的推動；3月(yue)12日(ri)，美(mei)(mei)國(guo)(guo)和(he)烏克蘭在聯合聲(sheng)明中(zhong)(zhong)表示，在與美(mei)(mei)國(guo)(guo)官員于(yu)沙特阿拉伯的會談中(zhong)(zhong)，烏克蘭同(tong)意接(jie)受與俄羅斯立即停火30天(tian)的協議。消息面(mian)上，由于(yu)需求(qiu)(qiu)開始(shi)(shi)季節性(xing)增長(chang)，歐(ou)佩克+決定(ding)從4月(yue)份開始(shi)(shi)部分增產(chan)(chan)；同(tong)時(shi)，美(mei)(mei)國(guo)(guo)對(dui)加(jia)拿(na)大(da)、墨西哥(ge)和(he)中(zhong)(zhong)國(guo)(guo)征收關稅以及(ji)中(zhong)(zhong)國(guo)(guo)報(bao)復性(xing)關稅，美(mei)(mei)國(guo)(guo)暫停對(dui)烏克蘭提供軍事(shi)援助。美(mei)(mei)國(guo)(guo)至(zhi)3月(yue)14日(ri)當(dang)周(zhou)石(shi)油(you)(you)鉆井(jing)總數(shu)487口(kou)(kou)，前(qian)(qian)(qian)(qian)值(zhi)486口(kou)(kou)；當(dang)周(zhou)天(tian)然氣鉆井(jing)總數(shu)100口(kou)(kou)，前(qian)(qian)(qian)(qian)值(zhi)101口(kou)(kou)。美(mei)(mei)國(guo)(guo)至(zhi)2月(yue)28日(ri)當(dang)周(zhou)API原油(you)(you)庫(ku)存424.7萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)(yu)期202.8萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)-145.5萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)(yu)期-29萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)-64萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；API投產(chan)(chan)原油(you)(you)量37.3萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)，前(qian)(qian)(qian)(qian)值(zhi)-4.7萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)；當(dang)周(zhou)API成(cheng)品(pin)油(you)(you)進(jin)(jin)(jin)口(kou)(kou)18.6萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)，前(qian)(qian)(qian)(qian)值(zhi)34.6萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)；當(dang)周(zhou)API原油(you)(you)進(jin)(jin)(jin)口(kou)(kou)38.1萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)-35.9萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API取暖油(you)(you)庫(ku)存2.3萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)-19.6萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API精煉油(you)(you)庫(ku)存42.1萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)(yu)期-104.9萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)113.6萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API汽油(you)(you)庫(ku)存-456萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)(yu)期-248.1萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)-124.9萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API庫(ku)欣原油(you)(you)庫(ku)存-119.6萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)(qian)值(zhi)163萬(wan)(wan)(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)。

PTA

現(xian)(xian)貨方面，3月(yue)12日(ri)，華(hua)東現(xian)(xian)貨PTA報4760元/噸(dun)。3月(yue)中國(guo)PX裝置將進(jin)入集中檢修期(qi)；聚(ju)(ju)(ju)酯(zhi)(zhi)端產(chan)銷平(ping)(ping)平(ping)(ping)，聚(ju)(ju)(ju)酯(zhi)(zhi)企業原料(liao)(liao)庫(ku)存偏(pian)高，下游采(cai)購積極性不高，然(ran)國(guo)際油價延(yan)續(xu)強勢，成本(ben)端支撐穩固。截(jie)至(zhi)3月(yue)7日(ri)，行(xing)(xing)業平(ping)(ping)均開工為73.6%，環(huan)(huan)比-4.6%；國(guo)內PTA周(zhou)(zhou)(zhou)(zhou)產(chan)量133.68萬(wan)噸(dun)，較上(shang)周(zhou)(zhou)(zhou)(zhou)-2.43萬(wan)噸(dun)；下游聚(ju)(ju)(ju)酯(zhi)(zhi)行(xing)(xing)業周(zhou)(zhou)(zhou)(zhou)度平(ping)(ping)均開工87.84%，較上(shang)周(zhou)(zhou)(zhou)(zhou)+0.48%；PTA社(she)會(hui)庫(ku)存量約在(zai)499.45萬(wan)噸(dun)，環(huan)(huan)比-8.16萬(wan)噸(dun)；本(ben)周(zhou)(zhou)(zhou)(zhou)期(qi)聚(ju)(ju)(ju)酯(zhi)(zhi)行(xing)(xing)業周(zhou)(zhou)(zhou)(zhou)產(chan)量：148.33萬(wan)噸(dun)，較上(shang)周(zhou)(zhou)(zhou)(zhou)+1.22萬(wan)噸(dun)，環(huan)(huan)比漲0.83%。中國(guo)聚(ju)(ju)(ju)酯(zhi)(zhi)行(xing)(xing)業周(zhou)(zhou)(zhou)(zhou)度平(ping)(ping)均產(chan)能(neng)利用率：87.84%，環(huan)(huan)比漲0.48%。截(jie)至(zhi)3月(yue)7日(ri)，據隆眾資訊(xun)生產(chan)成本(ben)計(ji)算(suan)模(mo)型，PTA成本(ben)平(ping)(ping)均在(zai)4620.47元/噸(dun)，環(huan)(huan)比-144.46元/噸(dun)，現(xian)(xian)貨周(zhou)(zhou)(zhou)(zhou)均加工費(fei)323元/噸(dun)（+55）；截(jie)至(zhi)3月(yue)7日(ri)，PTA社(she)會(hui)庫(ku)存542.3萬(wan)噸(dun)，環(huan)(huan)比下降5.8萬(wan)噸(dun)。聚(ju)(ju)(ju)酯(zhi)(zhi)工廠原料(liao)(liao)庫(ku)存9.90天，較上(shang)月(yue)末-3.88%。終端新增訂單有限，江浙織機開工緩步提升，聚(ju)(ju)(ju)酯(zhi)(zhi)產(chan)銷整體平(ping)(ping)淡，長絲庫(ku)存繼(ji)續(xu)累積，聚(ju)(ju)(ju)酯(zhi)(zhi)負荷低于預期(qi)，下游需求恢復偏(pian)慢。

純堿

純(chun)堿(jian)市場的供需矛盾及(ji)驅動因素均未出現(xian)(xian)明顯變化，阿拉善地區(qu)(qu)的檢(jian)修工(gong)作已(yi)逐步恢(hui)復，而金山地區(qu)(qu)計劃于近期開始檢(jian)修，短(duan)期內庫(ku)存壓力不(bu)大(da)。現(xian)(xian)貨方面(mian)，3月(yue)(yue)(yue)14日(ri)，西北(bei)地區(qu)(qu)輕質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1100-1200元(yuan)(yuan)/噸(dun)(dun)，重質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1100-1200元(yuan)(yuan)/噸(dun)(dun)；華中地區(qu)(qu)輕質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1400-1550元(yuan)(yuan)/噸(dun)(dun)，重質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1550-1600元(yuan)(yuan)/噸(dun)(dun)。華東地區(qu)(qu)輕質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1400-1550元(yuan)(yuan)/噸(dun)(dun)，重質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1500-1650元(yuan)(yuan)/噸(dun)(dun)；華中地區(qu)(qu)輕質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1400-1550元(yuan)(yuan)/噸(dun)(dun)，重質(zhi)純(chun)堿(jian)價(jia)格(ge)(ge)(ge)在(zai)1550-1600元(yuan)(yuan)/噸(dun)(dun)。鋼聯(lian)數據顯示，3月(yue)(yue)(yue)14日(ri)當周純(chun)堿(jian)整體開工(gong)率為83.29%，環(huan)比下(xia)降5.75個百(bai)分點(dian)，同比減(jian)少7.72個百(bai)分點(dian)；周度(du)產量為69.79萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比減(jian)少5%，同比減(jian)少6.59%。供給(gei)方面(mian)，據隆眾資訊(xun)，截至3月(yue)(yue)(yue)10日(ri)，純(chun)堿(jian)廠家(jia)周度(du)產量69.79萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比減(jian)少3.68萬(wan)(wan)(wan)噸(dun)(dun)。下(xia)游浮法玻璃(li)開工(gong)率變動不(bu)大(da)。庫(ku)存來看，3月(yue)(yue)(yue)10日(ri)，國內純(chun)堿(jian)廠家(jia)總庫(ku)存173.88萬(wan)(wan)(wan)噸(dun)(dun)，較上周四減(jian)少2.11萬(wan)(wan)(wan)噸(dun)(dun)，跌幅1.20%。輕質(zhi)純(chun)堿(jian)84萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比下(xia)降1.53萬(wan)(wan)(wan)噸(dun)(dun)，跌幅1.79%。重質(zhi)純(chun)堿(jian)89.88萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比下(xia)降0.58萬(wan)(wan)(wan)噸(dun)(dun)，下(xia)降0.64%。

玻(bo)璃

據(ju)SMM了解，安(an)徽鳳陽地(di)區計劃于3月(yue)10日新(xin)增(zeng)(zeng)(zeng)1200噸/天窯(yao)(yao)爐點(dian)(dian)火(huo)，本(ben)次(ci)點(dian)(dian)火(huo)窯(yao)(yao)爐為光伏玻(bo)(bo)璃(li)(li)(li)(li)入行(xing)新(xin)企業(ye)，之前(qian)主要產(chan)(chan)(chan)品為水泥、建材(cai)等，投產(chan)(chan)(chan)后安(an)徽地(di)區光伏玻(bo)(bo)璃(li)(li)(li)(li)窯(yao)(yao)爐產(chan)(chan)(chan)能(neng)將增(zeng)(zeng)(zeng)至(zhi)54470噸/天。現貨方面，據(ju)金十(shi)數據(ju)，截(jie)至(zhi)3月(yue)11日，國(guo)內5mm浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)華北沙河市(shi)場5mm大小板成交(jiao)平平，價(jia)格重心(xin)下(xia)移(yi)；華東市(shi)場連續(xu)下(xia)調(diao)10元/噸，產(chan)(chan)(chan)銷(xiao)表現走(zou)弱；華南市(shi)場交(jiao)投氛(fen)圍欠(qian)佳，下(xia)游采購依舊謹慎(shen)；其他地(di)區以穩價(jia)為主，但(dan)整體產(chan)(chan)(chan)銷(xiao)較前(qian)期轉弱。浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)全國(guo)均價(jia)1357.36元/噸，較上月(yue)均價(jia)下(xia)跌(die)2.79%，同比(bi)降幅(fu)達29.01%。供(gong)應方面，3月(yue)6日訊(xun)，本(ben)周(zhou)存(cun)產(chan)(chan)(chan)線點(dian)(dian)火(huo)，浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)行(xing)業(ye)平均開工率環比(bi)增(zeng)(zeng)(zeng)0.29%至(zhi)76.38%，平均產(chan)(chan)(chan)能(neng)利用率增(zeng)(zeng)(zeng)0.71%至(zhi)78.34%，另(ling)外，前(qian)期點(dian)(dian)火(huo)產(chan)(chan)(chan)線開始出(chu)玻(bo)(bo)璃(li)(li)(li)(li)，截(jie)至(zhi)3月(yue)6日，全國(guo)浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)日產(chan)(chan)(chan)量(liang)為15.72萬(wan)噸，比(bi)27日增(zeng)(zeng)(zeng)加(jia)0.38%，本(ben)周(zhou)全國(guo)浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)產(chan)(chan)(chan)量(liang)109.96萬(wan)噸，創6周(zhou)高(gao)位，環比(bi)增(zeng)(zeng)(zeng)加(jia)0.91%，但(dan)同比(bi)下(xia)降了9.11%。截(jie)止到3月(yue)6日，全國(guo)浮(fu)法(fa)玻(bo)(bo)璃(li)(li)(li)(li)樣(yang)本(ben)企業(ye)總(zong)庫(ku)存(cun)環比(bi)增(zeng)(zeng)(zeng)加(jia)3.59%至(zhi)6954.8萬(wan)重箱，刷新(xin)去年10月(yue)以來新(xin)高(gao)，同比(bi)增(zeng)(zeng)(zeng)幅(fu)為17.39%，增(zeng)(zeng)(zeng)幅(fu)有(you)所下(xia)降。折庫(ku)存(cun)天數31.9天，較上期0.7天。

苯乙烯

現貨方面，3月(yue)(yue)(yue)14日(ri)(ri)，3月(yue)(yue)(yue)14日(ri)(ri)苯(ben)(ben)乙烯(xi)參考價為8376.00元(yuan)/噸，與3月(yue)(yue)(yue)1日(ri)(ri)（8650.00元(yuan)/噸）相比，下降了3.17%。國內供(gong)(gong)應有縮量預期(qi)(qi)，供(gong)(gong)需(xu)維(wei)持偏緊格(ge)局。供(gong)(gong)應方面，從現有檢修(xiu)計劃看(kan)，供(gong)(gong)應依然充足。據(ju)隆眾資訊截(jie)(jie)至3月(yue)(yue)(yue)12日(ri)(ri)，當前苯(ben)(ben)乙烯(xi)開(kai)工(gong)率在(zai)75.7%，明顯高于(yu)去(qu)年同期(qi)(qi)水平，按計劃表，苯(ben)(ben)乙烯(xi)檢修(xiu)損失量將(jiang)逐步增長，并在(zai)4月(yue)(yue)(yue)達到峰值，若計劃內檢修(xiu)能如期(qi)(qi)兌現，苯(ben)(ben)乙烯(xi)開(kai)工(gong)率將(jiang)于(yu)3月(yue)(yue)(yue)底開(kai)始不斷下滑；截(jie)(jie)至3月(yue)(yue)(yue)13日(ri)(ri)，中國苯(ben)(ben)乙烯(xi)工(gong)廠樣(yang)本(ben)庫(ku)(ku)存量24.62萬(wan)噸，較上一(yi)周(zhou)期(qi)(qi)減(jian)(jian)(jian)少0.18萬(wan)噸，環比減(jian)(jian)(jian)少0.71%，樣(yang)本(ben)企業(ye)工(gong)廠庫(ku)(ku)存小幅減(jian)(jian)(jian)少；截(jie)(jie)至3月(yue)(yue)(yue)16日(ri)(ri)，華東港(gang)口(kou)庫(ku)(ku)存17.80萬(wan)噸，較前一(yi)周(zhou)減(jian)(jian)(jian)少1.21萬(wan)噸；華東港(gang)口(kou)貿易庫(ku)(ku)存14.89萬(wan)噸，較前一(yi)周(zhou)減(jian)(jian)(jian)少0.97萬(wan)噸，港(gang)口(kou)庫(ku)(ku)存逐步見頂回落。截(jie)(jie)至3月(yue)(yue)(yue)10日(ri)(ri)，江蘇苯(ben)(ben)乙烯(xi)港(gang)口(kou)樣(yang)本(ben)庫(ku)(ku)存總量18.6萬(wan)噸，較上周(zhou)期(qi)(qi)減(jian)(jian)(jian)少0.81萬(wan)噸，幅度(du)-4.17%。商(shang)品(pin)量庫(ku)(ku)存在(zai)12.4萬(wan)噸，較上周(zhou)期(qi)(qi)減(jian)(jian)(jian)少0.56萬(wan)噸，幅度(du)-4.32%。

甲醇

現貨(huo)方面，3月(yue)(yue)11日(ri)(ri)，江蘇地(di)區甲(jia)醇現貨(huo)價格(ge)報價2665.00元(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)；太倉地(di)區現貨(huo)價格(ge)為(wei)2665元(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，內蒙北線為(wei)2250元(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，魯(lu)南(nan)為(wei)2580元(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。供給方面，截(jie)至(zhi)(zhi)3月(yue)(yue)7日(ri)(ri)當周(zhou)(zhou)，據(ju)(ju)卓創資(zi)訊，甲(jia)醇企業開(kai)工率(lv)(lv)71.64%，西(xi)(xi)(xi)北開(kai)工率(lv)(lv)83.97%（-0.91%）；3月(yue)(yue)12日(ri)(ri)當周(zhou)(zhou)，隆(long)眾(zhong)資(zi)訊統計的西(xi)(xi)(xi)北庫(ku)(ku)存28.2萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較前(qian)一周(zhou)(zhou)增加(jia)3.2萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)；西(xi)(xi)(xi)北待發訂單量12.7萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較前(qian)一周(zhou)(zhou)減少4.4萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。庫(ku)(ku)存方面，據(ju)(ju)隆(long)眾(zhong)資(zi)訊，截(jie)至(zhi)(zhi)3月(yue)(yue)12日(ri)(ri)，中(zhong)國(guo)甲(jia)醇港(gang)(gang)口(kou)庫(ku)(ku)存總量在(zai)91.10萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較上一期數據(ju)(ju)減少9.51萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。截(jie)至(zhi)(zhi)3月(yue)(yue)13日(ri)(ri)，華東港(gang)(gang)口(kou)甲(jia)醇庫(ku)(ku)存為(wei)53.67萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，3月(yue)(yue)6日(ri)(ri)為(wei)60.12萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環比減少6.45萬(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。

免責聲(sheng)明：以(yi)上信(xin)息、意(yi)見不構成(cheng)對(dui)具(ju)體證券期貨(huo)或金融工(gong)具(ju)在具(ju)體價位、具(ju)體時(shi)點、具(ju)體市場表(biao)現的(de)(de)投(tou)資(zi)(zi)(zi)建議。以(yi)上信(xin)息、意(yi)見在任何時(shi)候均不構成(cheng)對(dui)任何人(ren)的(de)(de)具(ju)有(you)針對(dui)性的(de)(de)、指導具(ju)體投(tou)資(zi)(zi)(zi)的(de)(de)操作意(yi)見，投(tou)資(zi)(zi)(zi)者應(ying)當對(dui)以(yi)上信(xin)息和意(yi)見進行(xing)評估，根(gen)據自(zi)身情況自(zi)主做(zuo)出投(tou)資(zi)(zi)(zi)決策并自(zi)行(xing)承擔(dan)投(tou)資(zi)(zi)(zi)風險(xian)。