综合晨报：3月中国物流业景气指数较上月回升4.4%

2024-04-03 股指期货 发改委召开消费品以旧换新专题座谈会 4月第二个交易日A股出现小幅缩量下跌，市场再次轮动切向上游资源品板块。近期A股波动仍大，主线依旧不清晰。建议关注即将公布的通胀等宏观数据，紧扣基本面修复线索。 国债期货 3月中国物流业景气指数为51.5%，较上月回升4.4% 今日股债均对昨日风险偏好回升的行情进行了纠偏，市场对于PMI超预期的交易暂告一段落。临近假期，预计部分机构止盈意愿将会上升。 农产品 StoneX下调巴西大豆产量预估 巴西出口继续挤占美国出口份额，美国春播天气良好令市场暂时缺乏炒作题材。国内变化不大，随着4月进口大豆到港增加，油厂开机率将回升，届时国内豆粕供给将转向宽松。 扫描二维码，微信关注“东证繁微”小程序 有色金属 锂源磷酸铁锂五大生产基地实现全面满产 二季度库消比为全年低点，同时C结构将部分库存压力后延，现货流动性偏紧或对二季度价格构成阶段性支撑。 能源化工 墨西哥计划削减4月出口量 油价维持涨势，地缘冲突风险和供应下降预期支撑油价。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、股指期货（美股）............................................................................................................................................................41.2、股指期货（沪深300/中证500/中证1000）..................................................................................................................41.3、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、农产品（豆粕）................................................................................................................................................................62.3、农产品（棉花）................................................................................................................................................................72.4、农产品（豆油/棕榈油）...................................................................................................................................................82.5、农产品（玉米淀粉）........................................................................................................................................................82.6、农产品（玉米）................................................................................................................................................................82.7、黑色金属（动力煤）........................................................................................................................................................92.8、黑色金属（螺纹钢/热轧卷板）......................................................................................................................................92.9、黑色金属（铁矿石）........................................................................................................................................................92.10、农产品（生猪）............................................................................................................................................................102.11、有色金属（碳酸锂）....................................................................................................................................................102.12、有色金属（工业硅）....................................................................................................................................................112.13、有色金属（锌）............................................................................................................................................................112.14、有色金属（铜）............................................................................................................................................................122.15、有色金属（氧化铝）....................................................................................................................................................122.16、有色金属（铝）............................................................................................................................................................132.17、有色金属（镍）............................................................................................................................................................132.18、能源化工（原油）........................................................................................................................................................142.19、能源化工（PX）............................................................................................................................................................142.20、能源化工（PTA）..........................................................................................................................................................152.21、能源化工（LLDPE/PP）................................................................................................................................................15 2.22、能源化工（甲醇）........................................................................................................................................................162.23、能源化工（苯乙烯）................................