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：仍有上攻动能................................................................................................................................3国债期货：央行购债规模不及预期................................................................................................................4 农产品 蛋白粕：供应端仍偏宽松价格压力相对明显..............................................................................................5白糖：国际糖价小涨，国内糖价震荡............................................................................................................5油脂板块：油脂波动增加................................................................................................................................7玉米/玉米淀粉：小麦和玉米拍卖，现货稳定...............................................................................................8生猪：出栏压力继续体现现货震荡运行......................................................................................................8花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：需求表现一般，蛋价稳中有涨..........................................................................................................10苹果：冷库库存偏低，果价高位震荡..........................................................................................................11棉花-棉纱：新年度种植面积预计下降，棉价震荡偏强.............................................................................12 黑色金属 钢材：基本面边际转弱，钢价区间震荡......................................................................................................13双焦：基本面乏善可陈..................................................................................................................................13铁矿：市场预期反复，矿价震荡运行..........................................................................................................14铁合金：供需边际改善预期叠加成本推动，短期震荡偏强......................................................................15 有色金属 金银：地缘主导，短期内或偏强震荡..........................................................................................................16铂钯：内盘溢价收敛，铂钯随金银上行......................................................................................................17铜：逢低多思路对待......................................................................................................................................18氧化铝：仓单注册利润收敛后震荡为主......................................................................................................19电解铝：沪铝偏强运行..................................................................................................................................19铸造铝合金：随板块偏强运行......................................................................................................................20锌：关注资金面影响，锌价或高位运行......................................................................................................21 铅：关注国内社会库存变化..........................................................................................................................22镍：配额削减预期助力镍价强势上涨..........................................................................................................23不锈钢：跟随镍价偏强运行..........................................................................................................................24工业硅：逢高沽空..........................................................................................................................................24多晶硅：下游涨价，现货成交中枢上移，偏强看待..................................................................................25碳酸锂：市场情绪乐观，价格偏强运行......................................................................................................25锡：地缘政治动荡加剧，锡价或波动加剧..................................................................................................26 航运板块 集运：关注MSK开舱价，盘面预计高位震荡.............................................................................................28 能源化工 原油：地缘事件主导，油价宽幅波动..........................................................................................................30沥青：原料风险持续，沥青高位震荡..........................................................................................................31燃料油：地缘扰动频繁，价格波动加剧......................................................................................................31天然气：TTF/JKM下行趋势不改，HH空头情绪发酵.................................................................................32LPG：沙特CP价格带动盘面偏强.................................................................................................................33PX&PTA：涤丝减产逐步落地.........................................................................................................................34BZ&EB：纯苯继续累库苯乙烯供需矛盾不大..............................................................................................35乙二醇：华东主港库存略有下降..................................................................................................................35短纤：加工费承压..........................................................................................................................................36瓶片：跟随成本端波动，供需面相对宽松....................