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：春季行情确立................................................................................................................................3国债期货：债市情绪或有缓和........................................................................................................................4 农产品 蛋白粕：供应整体充足盘面继续承压..........................................................................................................5白糖：国际糖价震荡收跌，国内糖价小幅震荡............................................................................................5油脂板块：关注今日mpob报告....................................................................................................................6玉米/玉米淀粉：小麦和玉米持续拍卖，现货稳定.......................................................................................7生猪：出栏压力好转现货偏强运行..............................................................................................................8花生：花生现货稳定，花生盘面底部震荡....................................................................................................9鸡蛋：需求有所改善，蛋价稳中有涨..........................................................................................................10苹果：冷库库存偏低，苹果价格坚挺..........................................................................................................10棉花-棉纱：大宗商品下调，棉价价格大跌.................................................................................................11 黑色金属 钢材：钢材转向累库，钢价延续震荡..........................................................................................................13双焦：资金与情绪推动上涨，仍需关注基本面变化..................................................................................13铁矿：市场预期反复，矿价高位偏空对待..................................................................................................14铁合金：成本端推动下，价格震荡偏强......................................................................................................15 有色金属 金银：非农数据矛盾交织叠加地缘风险金银价格强势上行.....................................................................16铂钯：宏观总体偏紧，232调查裁决成为市场关注重点...........................................................................17铜：短线波动加剧，多头趋势不变..............................................................................................................18氧化铝：政策预期与基本面矛盾扩大价格波动..........................................................................................19电解铝：偏强运行..........................................................................................................................................19铸造铝合金：随板块上涨..............................................................................................................................20锌：关注资金面影响......................................................................................................................................20 铅：回调企稳后逢低试多..............................................................................................................................21镍：金融属性增强，低多思路对待..............................................................................................................22不锈钢：跟随镍价运行..................................................................................................................................23工业硅：短期偏强，中期逢高沽空..............................................................................................................24多晶硅：出口退税取消、厂家减产，短期止跌..........................................................................................25碳酸锂：抢出口预期刺激价格继续走强......................................................................................................25锡：短期波动加剧..........................................................................................................................................26 航运板块 集运：4/1日部分商品出口退税取消，关注Q1抢运力度.........................................................................28 能源化工 原油：中东地缘风险升温驱动油价反弹......................................................................................................30沥青：成本支撑利好，供需偏弱运行..........................................................................................................30燃料油：地缘扰动频繁，价格波动加剧......................................................................................................31天然气：TTF/JKM低位震荡，HH弱势震荡.................................................................................................32LPG：地缘短期溢价，预期仍承压................................................................................................................33PX&PTA：下游聚酯减产增多，地缘扰动成本支撑增强.............................................................................34BZ&EB：纯苯继续累库苯乙烯供需矛盾不大..............................................................................................35乙二醇：下游聚酯减产增多，价格上方空间有限......................................................................................35短纤：采购情绪谨慎，加工费承压..............................................................................................................36瓶片：部分检修装置计划公布......................................................................................................................37丙烯
