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：避险情绪升温................................................................................................................................4国债期货：债市稍有企稳................................................................................................................................5 农产品 蛋白粕：供应不确定影响盘面高位震荡......................................................................................................6白糖：国际糖价上涨国内糖价震荡..............................................................................................................6油脂板块：油脂短期或高位震荡....................................................................................................................7玉米/玉米淀粉：小米拍卖增量，盘面高位震荡...........................................................................................8生猪：出栏压力增加价格继续下行..............................................................................................................9花生：花生现货偏强，花生盘面偏强震荡....................................................................................................9鸡蛋：淘鸡积极性下降蛋价稳定为主......................................................................................................10苹果：苹果去库速度尚可好货价格坚挺....................................................................................................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：原料存在支持，钢价维持震荡..........................................................................................................14双焦：波动较大，关注地缘冲突进展..........................................................................................................14铁矿：供应扰动加大，现货高位套保为主..................................................................................................15铁合金：能源成本传导中，正反馈持续......................................................................................................16 有色金属 金银：地缘冲突持续金银承压荡................................................................................................................17铂钯：二次通胀是否影响降息路径今日重点关注FOMC会议..............................................................18铜：地缘风险扰动不断，铜价持续震荡......................................................................................................19氧化铝：对几内亚铝土矿供应担忧扩大氧化铝价格波动..........................................................................19电解铝：地缘冲突带动供给下降警惕宏观风险........................................................................................20铸造铝合金：随铝价宽幅震荡运行..............................................................................................................21锌：国内社会库存持续累库..........................................................................................................................21 铅：止损线上移保护利润..............................................................................................................................22镍：宏观主导短期价格..................................................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：区间震荡..........................................................................................................................................24多晶硅：短期震荡，等待政策指引..............................................................................................................25碳酸锂：供需矛盾不突出，高位震荡..........................................................................................................25锡：美伊局势未明，锡价区间震荡..............................................................................................................26 航运及碳排放 集运：MSK4月首周报价2700环比涨400，关注其他船司报价及收货情况...........................................28干散货运价：中动战火依旧持续，高低硫油价差拉大或将显著影响分船型市场..................................29碳排放：中国碳市场扩围消息传出欧盟碳市场消极情绪影响碳价下跌.................................................30 能源化工 原油：中东能源设施遇袭加剧供应担忧......................................................................................................32沥青：主营降负增大，原料担忧持续..........................................................................................................33燃料油：地缘驱动持续，成本高位震荡......................................................................................................33LPG：地缘持续紧张，走势震荡偏强............................................................................................................34天然气：地缘风险持续，上涨趋势不改......................................................................................................35PX&PTA：供应存计划外缩量预期，PTA企业或被动减产..........................................................................36BZ&EB：原料供应短缺，基本面向好...........................................................................................................37乙二醇：伊朗装置回归..................................................................................................................................37短纤：产销继续清淡..............................................................................................