银河期货每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：市场情绪明显好转........................................................................................................................4国债期货：资金趋松，债市走强....................................................................................................................5 农产品 蛋白粕：供应整体承压粕类震荡下行..........................................................................................................6白糖：国际糖价下跌国内糖价回调..............................................................................................................6油脂板块：油脂波动加大................................................................................................................................7玉米/玉米淀粉：产区现货偏强，盘面高位震荡...........................................................................................8生猪：出栏整体稳定价格震荡运行..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10鸡蛋：淡季消费来临蛋价有所回落..........................................................................................................11苹果：苹果走货好转价格较为坚挺............................................................................................................11棉花-棉纱：棉价下方支撑大走势震荡偏强...............................................................................................12 黑色金属 钢材：两会间钢价延续震荡..........................................................................................................................14双焦：波动较大，但趋势不明显..................................................................................................................14铁矿：地缘冲突加大，矿价震荡运行..........................................................................................................15铁合金：盈亏比降低，多单部分止盈..........................................................................................................16 有色金属 金银：市场情绪回暖但通胀隐忧仍存，金银高位震荡格局延续..............................................................17铂钯：再通胀担忧略有减弱贵金属短期震荡.............................................................................................18铜：短期震荡，关注宏观情绪变化..............................................................................................................19氧化铝：海外氧化铝价格下跌国内亦存压力............................................................................................20电解铝：地缘冲突波及卡塔尔电解铝厂......................................................................................................21铸造铝合金：随铝价上涨..............................................................................................................................22锌：止损线上移保护利润..............................................................................................................................22 铅：区间震荡..................................................................................................................................................23镍：印尼政策利多，但宏观情绪主导..........................................................................................................24不锈钢：成本支撑，跟随镍价运行..............................................................................................................25工业硅：突发电价上涨消息，盘面底部夯实..............................................................................................26多晶硅：现货成交价带动盘面价格下跌......................................................................................................26碳酸锂：风险偏好下降，资金撤离..............................................................................................................27锡：缅甸长期复产预期加快，锡价或震荡盘整..........................................................................................28 航运及碳排放 集运：马士基wk12开舱环比涨400美金，霍尔木兹海峡集装箱船遇袭................................................29干散货运价：地缘局势升级外溢至煤炭等相关行业，海外需求上涨或将继续支撑中小型船运价.......30碳排放：国内交易交易平淡欧盟碳价关注政策及能源价格..................................................................31 能源化工 原油：战况扑朔迷离，内外盘价差飙升......................................................................................................33沥青：供应预期缩减，成本支撑..................................................................................................................34燃料油：高低硫近端聚焦供应矛盾，关注地缘风险..................................................................................34LPG：供应渐紧，运费大涨............................................................................................................................35天然气：LNG继续回调，但市场风险仍旧极高..........................................................................................36PX&PTA：PX预防性降负................................................................................................................................37BZ&EB：3月苯乙烯有较多检修计划............................................................................................................38乙二醇：伊朗装置停车，中东进口货源受影响..........................................................................................38短纤：跟随成本走强.....................................................................................