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：A股显示韧性.................................................................................................................................4国债期货：如期调整........................................................................................................................................5 农产品 蛋白粕：宏观扰动增加粕类宽幅震荡..........................................................................................................6白糖：油价波动较大国际糖价大涨..............................................................................................................6油脂板块：关注今日mpob报告....................................................................................................................7玉米/玉米淀粉：产区现货偏强，盘面高位震荡...........................................................................................8生猪：出栏压力较大价格整体下行..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10鸡蛋：淘鸡积极性下降蛋价略有回升......................................................................................................10苹果：苹果库存下降价格较为坚挺............................................................................................................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：地缘影响加剧，钢价延续震荡..........................................................................................................14双焦：波动较大，建议观望..........................................................................................................................14铁矿：供应扰动再起，矿价震荡运行..........................................................................................................15铁合金：短期驱动偏强，但盈亏比降低......................................................................................................16 有色金属 金银：特朗普再现Taco风险情绪初步好转................................................................................................17铂钯：美伊冲突暂时缓和贵金属价格震荡运行.........................................................................................17铜：美伊冲突缓和，铜价修复......................................................................................................................18氧化铝：海运费上涨对矿端存影响..............................................................................................................19电解铝：地缘冲突波及铝供应中东局势具有不确定性............................................................................20铸造铝合金：随铝价宽幅震荡运行..............................................................................................................21锌：警惕资金面对锌价影响..........................................................................................................................21 铅：区间震荡..................................................................................................................................................22镍：宏观主导行情运行..................................................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：区间震荡..........................................................................................................................................25多晶硅：伊朗事件外溢影响有限，震荡偏弱..............................................................................................25碳酸锂：受宏观影响高位震荡......................................................................................................................26锡：特朗普言论缓解战争长期化，锡价或震荡运行..................................................................................27 航运及碳排放 集运：特朗普TACO迹象显现，3月下半月运价逐渐明朗........................................................................28干散货运价：短期运力调配冲击其他航线，关注后续地缘冲突局势的进展..........................................29碳排放：国内低碳政策延续，欧盟碳价继续受地区局势影响..................................................................30 能源化工 原油：市场交易特朗普TACO........................................................................................................................32沥青：地缘冲突背景下成本波动加剧..........................................................................................................33燃料油：地缘风险波动加剧..........................................................................................................................33LPG：跟随油价走势........................................................................................................................................34天然气：地缘风险反复，价格波动剧烈......................................................................................................35PX&PTA：PX检修季来临、部分预防性降负................................................................................................36BZ&EB：炼厂预防性降负，影响芳烃品种供应...........................................................................................37乙二醇：伊朗装置停车，中东进口货源受影响...................................................................