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：市场在犹豫中反弹........................................................................................................................4国债期货：财政力度平稳，关注发布会信息................................................................................................5 农产品 蛋白粕：宏观扰动增加粕类偏强运行..........................................................................................................6白糖：国际糖价震荡调整国内糖价偏强......................................................................................................6油脂板块：生柴利润好转，油脂震荡上涨....................................................................................................8玉米/玉米淀粉：产区现货偏强，盘面高位震荡...........................................................................................9生猪：供应维持稳定价格整体震荡..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10鸡蛋：节后进入淡季蛋价稳中有落..........................................................................................................11苹果：苹果库存偏低价格较为坚挺............................................................................................................12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：市场情绪反复，金银承压..................................................................................................................18铂钯：中东地域冲突持续贵金属维持震荡格局.........................................................................................19铜：短期震荡，关注宏观情绪变化..............................................................................................................20氧化铝：海外氧化铝价格下跌国内存短期减产........................................................................................21电解铝：地缘冲突波及卡塔尔电解铝厂中东局势存在不确定性............................................................22铸造铝合金：随板块宽幅震荡......................................................................................................................23锌：逢低买入..................................................................................................................................................23 铅：区间震荡..................................................................................................................................................24镍：宏观走弱拖累镍价下行..........................................................................................................................25不锈钢：成本支撑，跟随镍价运行..............................................................................................................26工业硅：区间震荡，关注供给侧政策..........................................................................................................26多晶硅：现货成交价下行，短期偏弱..........................................................................................................27碳酸锂：风险偏好下降，资金继续撤离......................................................................................................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：伊朗表态封锁仅针对美以欧船舶，战争各方表态仍趋于强硬......................................................30干散货运价：地缘冲突持续发酵支撑租金维持高位，关注后续霍尔木兹海峡关闭时长......................31碳排放：国内交易交易处于平淡期欧盟多行业支持碳市场..................................................................32 能源化工 原油：地缘消息多变，美油破位上涨..........................................................................................................34沥青：地缘冲突背景下成本波动加剧..........................................................................................................34燃料油：地缘风险加剧..................................................................................................................................35LPG：供应渐紧，运费大涨............................................................................................................................36天然气：市场不确定极高，价格宽幅震荡..................................................................................................37PX&PTA：PX预防性降负................................................................................................................................38BZ&EB：炼厂预防性降负，影响芳烃品种供应...........................................................................................38乙二醇：伊朗装置停车，中东进口货源受影响..........................................................................................39短纤：跟随成本走强.............................................................