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：涨价题材带动市场........................................................................................................................4国债期货：地产增量政策出台，债市情绪受挫............................................................................................5 农产品 蛋白粕：天气扰动增加价格偏强运行..........................................................................................................6白糖：印度糖产增幅下调国内郑糖偏强......................................................................................................6油脂板块：整体维持震荡运行........................................................................................................................8玉米/玉米淀粉：产区现货稳定，盘面高位震荡...........................................................................................9生猪：供应压力较大价格震荡运行..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡..................................................................................................10鸡蛋：节后进入淡季蛋价稳中有落..........................................................................................................11苹果：冷库库存偏低优质苹果价格坚挺....................................................................................................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：“两会”前市场消息影响引发波动.......................................................................................................14双焦：煤矿陆续复产，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：成本支撑较强，逢低作为多头配置..............................................................................................16 有色金属 金银：多空因素共存，预计维持高位震荡..................................................................................................18铂钯：宏观地缘多重博弈，铂钯震荡运行..................................................................................................19铜：短期偏强震荡..........................................................................................................................................20氧化铝：供给端开工率下降后现货价格存支撑..........................................................................................20电解铝：AI交易热情重启供需存支撑........................................................................................................21铸造铝合金：随铝价震荡偏强运行..............................................................................................................22锌：回调企稳后逢低买入..............................................................................................................................22 铅：区间震荡..................................................................................................................................................23镍：宏观主导盘面波动..................................................................................................................................24不锈钢：成本支撑，跟随镍价运行..............................................................................................................25工业硅：关注大厂复产节奏..........................................................................................................................25多晶硅：基本面偏空，关注现货成交情况..................................................................................................26碳酸锂：供应突发阻碍，价格易涨难跌......................................................................................................26锡：锡价偏强运行..........................................................................................................................................27 航运及碳排放 集运：马士基开舱价调降100美金，伊朗局势仍悬而未决......................................................................29干散货运价：节后需求回暖支撑现货租金攀升，三大船型市场走势整体向好......................................30碳排放：国内交易零星呈现欧盟碳价持续受政策及舆论影响..............................................................31 能源化工 原油：OPEC+或在4月小幅增产...................................................................................................................33沥青：刚需暂未恢复，供应预期增长..........................................................................................................33燃料油：高低硫近端聚焦供应矛盾..............................................................................................................34LPG：外盘偏强................................................................................................................................................35天然气：等待地缘指引..................................................................................................................................36PX&PTA：震荡为主.........................................................................................................................................37BZ&EB：苯乙烯海外供应真空期...................................................................................................................37乙二醇：累库压力明显......................................................