中信期货晨报：国内商品期货大面积收涨，原油涨幅居前

投资咨询业务资格：证监许可【2012】669号 国内商品期货大面积收涨，原油涨幅居前 ——中信期货晨报20250619 中信期货研究所 从业资格号F03107932 仲鼎投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 板块 品种 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 沪深300期货 3872.2 0.09% 0.41% 1.30% 0.74% -1.24% 股指 上证50期货 2677.4 -0.13% 0.46% 0.38% 3.33% -0.02% 中证500期货 5738 -0.18% 0.16% 1.96% 1.76% 0.79% 中证1000期货 6124.2 -0.09% 0.66% 2.65% 3.45% 4.71% 国债 2年期国债期货 102.544 0.00% 0.08% 0.14% -0.34% -0.42% 5年期国债期货 106.28 -0.02% 0.10% 0.25% -0.25% -0.24% 10年期国债期货 109.14 -0.02% 0.11% 0.38% 0.03% 0.20% 30年期国债期货 120.9 0.07% 0.33% 1.25% 0.96% 1.74% 外汇 美元指数 98.8304 0.00% 0.70% -0.61% -8.05% -8.90% 美元中间价 7.1761 15pips -11pips -87pips 56pips -123pips 利率 银存间质押7日 1.53 0bp 3bp -22bp 3bp -22bp 10Y中债国债收益率 1.64 0.2bp -0.4bp -3.3bp -1.8bp 0bp 10Y美国国债收益率 4.39 -7bp -2bp -4bp -24bp -16bp 美债10Y-2Y利差 0.45 -4bp 0bp -6bp 9bp 12bp 10Y盈亏平衡通胀率 2.31 1bp -2bp -1bp -12bp 0bp 板块 品种 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 航运 集运欧线 2092 2.65% 1.16% 0.80% 40.31% -7.31% 贵金属 黄金 785.42 0.04% -1.13% 1.76% 20.59% 27.17% 白银 9045 2.04% 2.89% 10.06% 15.75% 21.08% 铜 78860 0.37% 1.09% 1.62% 3.29% 6.90% 铝 20680 1.08% 1.17% 3.04% 1.12% 4.55% 氧化铝 2920 2.10% 2.38% -1.42% -16.28% -39.13% 锌 22060 0.71% 1.12% -0.74% -7.12% -13.35% 有色 镍 118480 -0.08% -1.20% -2.16% -5.21% -5.03% 金属 不锈钢 12525 0.36% -0.20% -1.61% -5.33% -3.02% 铅 16810 -0.30% -0.80% 1.14% 0.24% 0.27% 锡 265010 0.49% 0.50% 5.88% 5.47% 8.23% 碳酸锂 59880 0.03% 0.13% 0.07% -26.35% -22.33% 工业硅 7425 0.88% 1.99% 3.27% -31.09% -32.41% 螺纹钢 2986 0.17% 0.57% 0.84% -12.46% -9.76% 热卷 3102 0.29% 0.65% 0.85% -11.60% -9.25% 铁矿石 695.5 -0.50% -1.07% -0.93% -9.91% -10.72% 指数行业现价 电子7802 热门行业涨跌幅 日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 1.51%2.39%3.98%-2.54%-0.35% 黑色建材 焦炭 1375 0.70% 1.89% 5.12% -25.07% -24.12% 焦煤 790.5 0.13% 2.07% 8.88% -34.51% -31.88% 硅铁 5290 0.49% 1.89% 2.28% -16.82% -15.44% 通信5680 1.22%3.13%7.81%1.93%4.12% 锰硅 5556 0.36% 1.46% 1.42% -18.39% -8.77% 国防军工8802 0.96%0.91%2.43%11.59%4.84% 玻璃 980 0.62% 0.41% -0.20% -31.99% -26.15% 银行12202 0.91%2.04%4.45%14.18%14.07% 纯碱 1170 0.95% 1.21% -2.42% -25.81% -18.35% 电力设备及新能源8126 0.32%0.70%1.22%-2.22%-3.32% 原油 552.7 5.30% 6.15% 24.29% -1.46% -1.29% 汽车11516 0.28%-0.62%-1.37%6.33%8.23% 燃料油 3333 2.65% 3.99% 20.32% 4.32% 0.21% 中信行业机械6555 0.21%0.90%1.20%4.22%6.18% 低硫燃料油 3921 3.02% 2.40% 16.01% -1.38% -2.10% 指数钢铁1525 -0.93%-0.91%-0.62%2.65%0.10% 沥青 3695 1.40% 1.85% 8.23% 1.04% 0.16% 纺织服装2900 -0.99%-1.32%-0.25%2.20%0.28% 甲醇 2517 2.53% 5.36% 13.99% 1.17% -6.88% 商贸零售3795 -1.12%-1.26%0.04%4.45%-1.47% PX 6988 3.13% 3.07% 5.59% -3.45% -0.06% 非银行金融9367 -1.16%0.05%3.38%0.08%-4.26% PTA 4914 2.76% 2.76% 4.55% -2.81% 0.45% 轻工制造3187 -1.17%-1.18%0.72%7.17%3.50% 尿素 1789 0.85% 7.71% 0.90% -2.35% 4.80% 房地产3487 综合金融941 -1.31%0.09%-0.66%-2.77%-7.50%-1.88%7.94%10.89%24.42%20.88% 能源化工 短纤 6686 2.14% 3.18% 4.89% -4.02% -2.05% 苯乙烯 7693 2.93% 0.69% 7.75% -9.73% -5.00% 乙二醇 4471 1.61% 3.16% 2.81% -5.60% -7.74% 海外商品涨跌幅 塑料 7418 1.38% 2.20% 6.58% -3.92% -9.29% 板块品种现价 日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 PP 7214 1.25% 1.76% 4.93% -1.73% -3.52% NYMEXWTI原油73.74 3.16%0.77%21.30%-1.15%2.60% PVC 4899 1.37% 0.82% 2.83% -8.07% -7.39% 能源ICE布油77.19 6.47%2.67%23.29%-0.39%3.15% 烧碱 2298 1.10% 1.55% -6.43% -21.03% -20.95% NYMEX天然气3.868 3.39%7.15%11.73%12.74%6.47% LPG 4495 2.58% 3.52% 12.60% 3.60% -1.01% ICE英国天然气92.54 3.80%4.20%17.86%-25.84%-26.36% 橡胶 14010 1.01% 0.97% 4.51% -20.33% -21.38% 贵金属COMEX黄金3406.5 0.06%-1.34%2.82%22.65%29.07% 20号胶 12330 1.57% 1.86% 3.92% -16.01% -17.33% COMEX白银37.18 2.23%2.23%12.41%19.78%26.94% 纸浆 5240 0.38% -0.04% -3.21% -14.94% -11.84% LME铜9670 -0.26%0.23%1.82%4.33%10.12% 豆一 4258 0.26% 0.40% 3.63% 5.87% 8.18% LME铝2545 1.11%1.68%3.94%-3.29%-0.29% 豆二 3728 0.27% 2.11% 4.75% 4.34% 12.05% 有色金属LME锌2636.5 -0.88%0.38%0.27%-6.62%-11.79% 豆粕 3062 -0.39% 0.69% 3.17% 3.52% 13.58% LME铅1976 -1.52%-0.83%0.61%2.01%1.26% 豆油 8084 1.40% 3.83% 5.84% 7.21% 4.82% LME镍14935 -0.86%-1.16%-2.42%-4.14%-2.39% 棕榈油 8518 0.85% 4.64% 5.68% 6.08% -1.73% LME锡32250 -0.92%-1.62%6.68%6.97%11.44% 菜籽油 9703 1.25% 4.22% 3.80% 13.67% 7.13% CBOT大豆1074 0.37%0.51%3.05%1.83%6.34% 菜籽粕 2688 0.22% 0.52% 1.93% 4.80% 11.54% CBOT玉米430.75CBOT小麦549 -0.81%-3.15%-2.87%-11.32%-6.10% 2.23%1.10%2.95%0.97%-0.36% 农产品 棉花 13540 0.11% 0.33% 2.00% -1.49% 0.33% 白糖 5679 -0.21% 0.26% -1.46% -0.18% -4.73% 农产品ICE2号棉花67.64 -0.60%-0.38%3.92%-0.06%-1.08% 生猪 13835 0.14% 0.33% 1.69% 0.00% 8.09% CBOT豆油54.69 -0.76%8.06%16.61%20.78%35.27% 鸡蛋 3619 2.09% 1.77% 0.03% -5.41% 7.07% CBOT豆粕285.3 0.53%-2.06%-3.65%-6.15%-10.09% 红枣 9010 1.29% 1.12% 3.92% -6.44% -2.17% MDE原棕榈油4066 -0.90%3.54%4.85%-3.49%-8.51% 苹果 7650 -0.03% 0.86% -0.33% 2.79% 8.05% 花生仁 8254 -0.17% 0.49% -1.55% -1.08% 4.11% 数据来源：Wind中信期货研究所 注：海外涨跌幅可能存在滞后，仅供参考。 玉米 2363 -0.04% -0.63% 1.16% 3.23% 6.01% 玉米淀粉 2694 0.34% -0.33% 0.60% 2.79% 8.67% 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。我司不会因为关注、收到或阅读1 本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 1、宏观精要 海外宏观：美国5月零售销售降幅超出预期，主要受汽车销量下滑拖累。美国5月零售销售月率从前值0.1%大幅下降至-0.9。美国5月工业产出月率下滑0.2%，预期为上升0.1%，前值由持平修正为上升0.1%。美国6月纽约联储制造业指数为-16，预期为-5.5，前值为-9.2。尽管