春节假期总览及开盘建议

节后报告 目录 假期异动品种分析 金银：宏观不确定性增加延续低多思路......................................................................................................3铂钯：宏观、地缘支撑贵金属价格铂钯谨慎逢低做多............................................................................4原油：地缘仍是假期波动主旋律....................................................................................................................4油脂板块：地缘扰动再起油脂波动增加....................................................................................................5 金融宏观 宏观经济............................................................................................................................................................6股指期货：关税再生波折结构行情仍在......................................................................................................8国债期货：“两会”临近关注相关政策信息............................................................................................8 农产品 蛋白粕：宏观扰动增加美豆持续偏强........................................................................................................10白糖：宏观不确定再增国际糖价上涨........................................................................................................11玉米/玉米淀粉：现货稳定盘面高位震荡.................................................................................................12生猪：现货震荡运行供应压力好转............................................................................................................13花生：假期现货稳定花生盘面底部震荡..................................................................................................13鸡蛋：节后进入淡季蛋价稳中有落..........................................................................................................14苹果：去库速度尚可果价震荡偏强..........................................................................................................15棉花-棉纱：新年度种植面积预计下降棉价震荡偏强.............................................................................16 黑色金属 钢材：节后钢价依然承压..............................................................................................................................18双焦：煤矿陆续复产关注国际和国内煤炭市场的变化..........................................................................18铁矿：基本面持续弱化矿价偏弱运行......................................................................................................19铁合金：供需平稳成本端支撑较强..........................................................................................................20 有色金属 铜：底部支撑增强多头趋势延续..............................................................................................................22氧化铝：供给端开工率下降后现货价格存支撑..........................................................................................23 电解铝：关税扰动不改供需支撑格局..........................................................................................................23锌：关税政策仍存不确定性锌价波动加剧..............................................................................................24铅：供需双弱关注宏观指引......................................................................................................................25镍：主线仍在宏观情绪和供应扰动..............................................................................................................26不锈钢：跟随镍价运行..................................................................................................................................27工业硅：关注节后大厂复产计划..................................................................................................................28多晶硅：行业自律和挺价预期再起等待盘面低价机会..........................................................................28碳酸锂：高位运行谨慎操作......................................................................................................................29锡：锡价高位调整..........................................................................................................................................30 航运板块 集运：短期震荡观望为主关注伊朗局势和关税情况..............................................................................30 能源化工 沥青：关注节后需求回升供应低位预期......................................................................................................33燃料油：地缘宏观影响波动加剧谨慎入市..............................................................................................33天然气：基本面转弱地缘风险支撑价格..................................................................................................34LPG：地缘不确定性支撑价格........................................................................................................................35PX&PTA：地缘升级成本抬升.........................................................................................................................36BZ&EB：苯乙烯基本面转弱.........................................................................................................................36乙二醇：中期在供应压力下仍偏弱..............................................................................................................37短纤：原料走强加工费承压......................................................................................................................38瓶片：现货市场供应量缩减...................................................................................................................