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：分化进一步加大............................................................................................................................4国债期货：情绪仍弱，曲线熊陡....................................................................................................................5 农产品 蛋白粕：天气影响增加盘面高位震荡..........................................................................................................6白糖：国际糖价底部震荡国内糖价略偏强..................................................................................................6油脂板块：美国生柴扰动，美豆油震荡上涨................................................................................................7玉米/玉米淀粉：产区现货稳定，盘面高位震荡...........................................................................................8生猪：供应压力好转价格小幅上涨..............................................................................................................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..........................................................................................................10苹果：冷库库存偏低优质苹果价格坚挺....................................................................................................11棉花-棉纱：基本面有所支撑棉价表现偏强...............................................................................................12 黑色金属 钢材：钢厂继续检修，钢价压力仍存..........................................................................................................14双焦：波动较大，但不构成趋势..................................................................................................................14铁矿：基本面持续弱化，矿价偏弱运行......................................................................................................15铁合金：锰矿扰动存不确定性，多单减持..................................................................................................16 有色金属 金银：多空因素共存，预计维持高位震荡..................................................................................................18铂钯：短期驱动减弱，铂钯震荡择向..........................................................................................................19铜：短期高位盘整..........................................................................................................................................19氧化铝：现货价格存支撑但过剩预期存压制..............................................................................................20电解铝：震荡为主..........................................................................................................................................21铸造铝合金：随铝价震荡运行......................................................................................................................22锌：回调企稳后逢低买入..............................................................................................................................23 铅：区间震荡..................................................................................................................................................23镍：宏观主导盘面波动..................................................................................................................................25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..........................................................................................................................26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......................................................................................................27锡：锡价高位盘整..........................................................................................................................................28 航运及碳排放 集运：主流船司调降运价带动盘面走弱，伊朗局势仍悬而未决..............................................................29干散货运价：铁矿累库或将限制短期Capesize运价高度，关注节后工厂复工复产的进度..................30国内交易零星呈现欧盟碳市场改革舆论频发..........................................................................................31 能源化工 原油：盘面围绕谈判进展波动......................................................................................................................33沥青：近端供需宽松......................................................................................................................................33燃料油：高低硫近端聚焦供应矛盾..............................................................................................................34LPG：关注谈判进展........................................................................................................................................35天然气：LNG等待地缘指引，美气供需偏宽松..........................................................................................36PX&PTA：TA部分装置供应回归....................................................................................................................37BZ&EB：苯乙烯海外供应真空期...................................................................................................................37乙二醇：累库压力明显...............