每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货:成交下降波动收窄........................................................................................................................3国债期货:节前情绪延续偏暖........................................................................................................................4 农产品 蛋白粕:盘面减仓力度增加价格大幅上涨..................................................................................................6白糖:美糖跌破下方支撑预计国内价格偏弱..............................................................................................6油脂板块:假期临近震荡回落,整体维持宽幅震荡....................................................................................7玉米/玉米淀粉:产区现货稳定,盘面高位震荡...........................................................................................9生猪:供应压力好转现货整体支撑..............................................................................................................9花生:花生现货稳定,花生盘面窄幅震荡..................................................................................................10鸡蛋:节前备货进入尾声蛋价有所下跌....................................................................................................11苹果:节前走货尚可,苹果价格坚挺..........................................................................................................12棉花-棉纱:基本面变化不大棉价有所支撑...............................................................................................13 黑色金属 钢材:需求延续下滑,钢价震荡承压..........................................................................................................14双焦:春节临近煤矿陆续放假,年后需关注国内外煤炭市场变化..........................................................14铁矿:基本面持续弱化,矿价偏弱运行......................................................................................................15铁合金:长假临近,多单逢高止盈..............................................................................................................16 有色金属 金银:非农数据现分歧市场博弈转向CPI..................................................................................................18铂钯:非农数据矛盾交织资产波动较高.....................................................................................................19铜:非农数据向好,降息预期下降..............................................................................................................20氧化铝:关注供给端产能边际变化..............................................................................................................20电解铝:强劲非农打压降息预期..................................................................................................................21铸造铝合金:随外盘铝价震荡运行..............................................................................................................22锌:暂时观望..................................................................................................................................................23 铅:区间震荡..................................................................................................................................................23镍:镍矿配额消息助推价格上涨..................................................................................................................24不锈钢:成本支撑,跟随镍价运行..............................................................................................................25工业硅:关注前期低点附近支撑..................................................................................................................26多晶硅:行业自律和挺价预期再起,等待盘面低价机会..........................................................................26碳酸锂:需求良好,现货转淡......................................................................................................................27锡:非农就业强劲,锡价较有韧性..............................................................................................................28 航运板块 集运:节前建议观望,关注伊朗局势风险..................................................................................................29 能源化工 原油:伊朗紧张局势驱动油市......................................................................................................................30沥青:交投清淡库存低位,各地区现货价格基本维稳..............................................................................30燃料油:年前关注地缘风险,谨慎入市......................................................................................................31LPG:仍需关注地缘风险................................................................................................................................32天然气:美气和LNG等待指引.....................................................................................................................33PX&PTA:成本支撑增强.................................................................................................................................34BZ&EB:供应回归...........................................................................................................................................34乙二醇:累库压力明显..................................................................................................................................35短纤:短纤工厂按计划减停产......................................................................................................................36瓶片:临近假期市场清淡..........