日企将进行数十年最大涨薪,国务院印发推动旧换新行动方案 2024-03-14 外汇期货 日本企业将进行数十年来最大涨薪 日本将推动近年以来最大幅度的涨薪,这意味着日本短期通胀压力继续上升,日元维持看涨。 股指期货 国务院印发推动设备更新和消费品以旧换新行动方案 国务院发文推动设备更新改造以及消费品依旧换新,新一轮技改投资逐渐浮出水面,从供给端变革来推动高质量发展。政策对市场预期仍会形成一定提振。 黑色金属 2月中国小松挖掘机开工小时数同比下降61% 钢厂近期纷纷稳价,但市场抛压依然较大。随着市场流动性的缓慢恢复,去库压力在逐渐体现,钢厂面临毛利亏损和厂库的双重压力,也有降价去库的风险,钢价回落风险仍需关注。 扫描二维码,微信关注“东证繁微”小程序 能源化工 EIA汽油库存大幅下降 油价上涨,地缘冲突和EIA汽油库存大幅下降提振油价。 航运指数 巴拿马运河管理局宣布将增加每日通行船只的数量 盘面当前估值来看下方空间仍然相对有限,预计盘面将维持偏弱运行 目录 1、金融要闻及点评.................................................................................................................................................................41.1、外汇期货(美元指数)....................................................................................................................................................41.2、股指期货(美股)............................................................................................................................................................41.3、股指期货(沪深300/中证500/中证1000)..................................................................................................................41.4、国债期货(5年期国债/10年期国债)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(动力煤)........................................................................................................................................................62.3、黑色金属(铁矿石)........................................................................................................................................................72.4、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.5、有色金属(铜)................................................................................................................................................................82.6、有色金属(碳酸锂)........................................................................................................................................................82.7、有色金属(工业硅)........................................................................................................................................................92.8、有色金属(氧化铝)........................................................................................................................................................92.9、有色金属(铝)..............................................................................................................................................................102.10、有色金属(镍)............................................................................................................................................................102.11、能源化工(原油)........................................................................................................................................................102.12、能源化工(液化石油气)............................................................................................................................................112.13、能源化工(PX)............................................................................................................................................................112.14、能源化工(PTA)..........................................................................................................................................................122.15、能源化工(纯碱)........................................................................................................................................................122.16、能源化工(浮法玻璃)................................................................................................................................................132.17、能源化工(LLDPE/PP)................................................................................................................................................132.18、能源化工(甲醇)........................................................................................................................................................132.19、能源化工(纸浆)........................................................................................................................................................142.20、能源化工(PVC)..........................................................................................................................................................14 2.21、能源化工(苯乙烯)....................................................................................................................................................152.22、农产品(豆粕)............................................................................