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：板块轮动股指震荡......................................................................................................................4国债期货：债市弱稳运行，关注风偏变化....................................................................................................5 农产品 蛋白粕：报告整体中性盘面震荡运行..........................................................................................................6白糖：国际糖价震荡国内糖价略强..............................................................................................................6油脂板块：中东地缘反复，油脂或高位震荡................................................................................................8玉米/玉米淀粉：产区现货偏强，盘面高位震荡...........................................................................................9生猪：出栏维持高位价格仍有压力..............................................................................................................9花生：花生现货稳定，花生盘面底部震荡..................................................................................................10苹果：苹果库存下降价格较为坚挺............................................................................................................11 黑色金属 钢材：地缘影响延续，钢价维持震荡..........................................................................................................12双焦：观望为主，亦可逢低试多..................................................................................................................12铁矿：供应扰动再起，矿价震荡运行..........................................................................................................13铁合金：短期驱动偏强，但盈亏比降低......................................................................................................14 有色金属 金银：地缘形势反复金银再度陷入震荡.....................................................................................................15铂钯：中东问题持续博弈二次通胀担忧贵金属承压.................................................................................16铜：地缘政治风险扰动不断，铜价持续震荡..............................................................................................17氧化铝：海运费及国内运费维持上涨..........................................................................................................17电解铝：中东冲突持续铝供应不确定性加大.............................................................................................18铸造铝合金：随铝价偏强运行......................................................................................................................19锌：警惕资金面对锌价影响..........................................................................................................................20铅：逢低买入..................................................................................................................................................21镍：中东冲突对镍形成的利多开始发酵......................................................................................................21 不锈钢：成本支撑，跟随镍价运行..............................................................................................................22工业硅：区间震荡..........................................................................................................................................23多晶硅：基本面无明显改善，震荡偏弱......................................................................................................23碳酸锂：受宏观影响高位震荡......................................................................................................................24锡：中东局势不确定性增加，锡价短期或震荡运行..................................................................................25 航运及碳排放 集运：中东地缘局势仍在反复，美国对欧盟等16国开启301贸易调查................................................26干散货运价：中东货运持续受阻扰动市场供应链，关注战争风险持续对运营成本的推升..................27碳排放：国内交易保持平淡，欧盟内部分歧加大......................................................................................28 能源化工 原油：围绕地缘信息呈现高波动特征..........................................................................................................30沥青：地缘冲突背景下成本波动加剧..........................................................................................................30燃料油：地缘风险波动加剧..........................................................................................................................31LPG：跟随油价走势........................................................................................................................................32天然气：卡塔尔持续停产，供应紧张逐步累积..........................................................................................33PX&PTA：供应存计划外缩量预期.................................................................................................................34BZ&EB：华东主港小幅去库，下游进入旺季...............................................................................................34乙二醇：乙烯裂解制企业降负......................................................................................................................35短纤：跟随成本端偏强..................................................................................................................................36瓶片：一季度去库幅度有限..........................................................................................................................37丙烯：供需存支撑..........