银河期货每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：平稳收关........................................................................................................................................3国债期货：关注官方PMI数据.......................................................................................................................4 农产品 蛋白粕：供应压力仍存盘面小幅震荡..........................................................................................................5白糖：国际糖价大跌国内糖价弱势跟随......................................................................................................5油脂板块：仍缺乏明显驱动，油脂反弹空间或有限....................................................................................7玉米/玉米淀粉：现货上涨，盘面高位回落...................................................................................................8生猪：供应压力减少现货继续偏强..............................................................................................................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：原料补库开启，钢价维持区间震荡..................................................................................................14双焦：震荡运行，等待新的驱动..................................................................................................................14铁矿：市场预期反复，矿价震荡运行..........................................................................................................15铁合金：供需边际改善预期叠加成本推动，短期震荡偏强......................................................................16 有色金属 金银：金银高位震荡暂时以观望为主.........................................................................................................17铂钯：元旦假期将至注重仓位管理.............................................................................................................18铜：短线波动加剧，注意仓位......................................................................................................................19氧化铝：仓单注册利润收敛后震荡为主......................................................................................................19电解铝：沪铝高位震荡..................................................................................................................................20铸造铝合金：铝合金随板块高位震荡..........................................................................................................21锌：假期将至，合理控制仓位......................................................................................................................22 铅：关注资金面对铅价影响，节前合理控制仓位......................................................................................23镍：印尼削减镍矿配额消息助力镍价强势上涨..........................................................................................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：长期基本面利多，短期成交量萎缩谨慎参与..............................................................................25碳酸锂：补贴政策提振情绪，节前谨慎操作..............................................................................................26锡：部分多头资金获利了结，锡价大幅回落..............................................................................................27 航运板块 集运：MSKwk3环比调涨100略超预期，短期预计高位震荡...................................................................29 能源化工 原油：年底市场成交清淡，地缘矛盾制造波动..........................................................................................30沥青：原料矛盾难化解，沥青震荡偏强......................................................................................................30燃料油：高低硫近端基本面均偏弱..............................................................................................................31LPG：上方空间不大........................................................................................................................................32PX&PTA：聚酯产销叠加成本走弱PX&TA价格高位回落............................................................................33BZ&EB：纯苯累库压力放缓苯乙烯供需矛盾不大......................................................................................34乙二醇：港口库存继续上升..........................................................................................................................35短纤：加工费承压..........................................................................................................................................35瓶片：供需面相对宽松..................................................................................................................................36丙烯：供应压力大，下游产品利润分化......................................................................................................37塑料PP：PP