综合晨报：8月中国制造业PMI录得49.1%，前值49.4%

2024-09-02 外汇期货 巴以停火协议恐难达成 目前哈马斯和以色列对于达成协议还存在较大分歧，因此达成协议的可能性不高，市场需要为此做好准备，避险情绪预计上升。 股指期货 发改委：引导加大民间投资项目融资支持力度 8月份PMI表明内需依然弱于外需，制造业供需双弱格局延续。我们认为A股分子端的支撑依旧偏弱，更多是情绪与资金推动的超跌反弹，建议投资者谨慎看待潜在的涨幅空间。 国债期货 8月中国制造业PMI录得49.1%，前值49.4% 中国经济修复节奏不及市场预期，政策发力必要性有所上升。进入9月后，宏观政策和监管政策将主导债市走势，预计债市震荡略偏弱。 扫描二维码，微信关注“东证繁微”小程序 农产品 印尼将9月份毛棕榈油参考价定在每吨839.53美元 印尼超预期上调棕榈油出口税，棕榈油价格底部支撑再现。 能源化工 8月30日EUA主力合约收盘价70.3欧元/吨履约截止日期的临近仍然是短期的价格支撑因素。 航运指数 消息称马士基计划签署总价值超过66亿美元的新船订单 SCFI（欧线）收于3867美元/TEU，环比下跌11.9%，跌幅继续扩大。 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）..................................................................................................................51.4、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、农产品（豆油/菜油/棕榈油）.........................................................................................................................................62.3、农产品（白糖）................................................................................................................................................................82.4、农产品（棉花）................................................................................................................................................................92.5、黑色金属（动力煤）........................................................................................................................................................92.6、黑色金属（铁矿石）......................................................................................................................................................102.7、农产品（生猪）..............................................................................................................................................................102.8、农产品（玉米淀粉）......................................................................................................................................................112.9、农产品（玉米）..............................................................................................................................................................112.10、农产品（豆粕）............................................................................................................................................................112.11、黑色金属（螺纹钢/热轧卷板）..................................................................................................................................122.12、有色金属（铜）............................................................................................................................................................132.13、有色金属（碳酸锂）....................................................................................................................................................132.14、有色金属（锌）............................................................................................................................................................142.15、有色金属（镍）............................................................................................................................................................142.16、有色金属（工业硅）....................................................................................................................................................152.17、有色金属（氧化铝）....................................................................................................................................................152.18、有色金属（铝）............................................................................................................................................................152.19、能源化工（碳排放）....................................................................................................................................................162.20、能源化工（原油）........................................................................................................................................................16 2.21、能源化工（LLDPE/PP）................................................................................................................................................172.22、能源化工（甲醇）.....................