期货眼·日迹：每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：年末仍有望冲关............................................................................................................................3国债期货：偏松的资金面支撑债市................................................................................................................4 农产品 蛋白粕：美豆阶段性下行，盘面整体震荡....................................................................................................5白糖：国际糖价震荡略下调，国内糖价仍强势............................................................................................5油脂板块：油脂技术性反弹，反弹高度或有限............................................................................................7玉米/玉米淀粉：现货上涨，盘面反弹..........................................................................................................8生猪：供应压力好转，现货明显上涨............................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：需求略有回升，蛋价有所回落..........................................................................................................10苹果：需求表现一般，果价稳定为主..........................................................................................................11棉花-棉纱：新棉销售较好，棉价震荡偏强.................................................................................................12 黑色金属 钢材：补库预期有待兑现，钢价维持区间震荡..........................................................................................14双焦：宽幅震荡，驱动不明显......................................................................................................................14铁矿：市场预期反复，矿价震荡运行..........................................................................................................15铁合金：商品情绪升温，短期跟随反弹......................................................................................................16 有色金属 金银：黄金高位震荡白银激进上涨.............................................................................................................17铂钯：盘面进入资金博弈的宽幅震荡期注重仓位管理谨慎参与.............................................................18铜：多头情绪高涨..........................................................................................................................................19氧化铝：政策预期推动上涨与基差收敛预期共振.....................................................................................20电解铝：沪铝随板块偏强运行......................................................................................................................20铸造铝合金：废铝供应仍偏紧铝合金随铝价高位运行.............................................................................21锌：关注宏观及资金面影响..........................................................................................................................22 铅：关注资金面对铅价影响..........................................................................................................................22镍：强势板块中的弱势品种补涨..................................................................................................................23不锈钢：跟随镍价偏强运行..........................................................................................................................24工业硅：短期反弹，中期逢高沽空..............................................................................................................25多晶硅：长期偏强，短期注意风险管理......................................................................................................25碳酸锂：高位运行，谨慎操作......................................................................................................................26 航运板块 集运：1月高点分歧仍在，短期预计整体维持震荡...................................................................................28 能源化工 原油：停火协议推进，油价偏弱运行..........................................................................................................29沥青：成本支撑有限，沥青窄幅震荡..........................................................................................................29燃料油：低硫燃料油1月末前偏弱势震荡..................................................................................................30天然气：LNG低位震荡，HH反弹................................................................................................................31LPG：现货走弱，期货盘整............................................................................................................................32PX&PTA：涤丝减产叠加成本走弱PX&TA价格高位回落............................................................................32BZ&EB：纯苯港口库存延续上升苯乙烯计划外检修提振情绪..................................................................33乙二醇：部分装置因减产或停车提振市场买气..........................................................................................34短纤：原料走强，加工费承压......................................................................................................................35瓶片：跟随成本端波动，供需面相对宽松..................................................................................................36丙烯：供应压力增大......................................................................................................................................36塑料PP：PP仓单回到12月中旬