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：做空动能释放................................................................................................................................4国债期货：外盘风偏稍有企稳........................................................................................................................5 农产品 蛋白粕：供应压力增加盘面宽幅震荡..........................................................................................................6白糖：国际糖价大涨国内糖价跟涨..............................................................................................................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：出栏压力增加猪价继续下行..............................................................................................................9花生：花生现货偏强，花生盘面偏强震荡..................................................................................................10苹果：苹果去库速度尚可好货价格坚挺....................................................................................................10 黑色金属 钢材：原料存在支持，钢价维持震荡..........................................................................................................12双焦：波动较大，关注地缘冲突进展..........................................................................................................12铁矿：供应扰动加大，现货高位套保为主..................................................................................................13铁合金：关注飓风对锰矿扰动，价格震荡偏强..........................................................................................14 有色金属 金银：地缘升级推升加息担忧金银遭受压力.............................................................................................15铂钯：中东冲突边际缓和贵金属价格触底反弹........................................................................................16铜：地缘政治风险不断，铜价低位震荡......................................................................................................17氧化铝：氧化铝随市场情绪回落..................................................................................................................17电解铝：地缘风险与宏观担忧共同扩大铝价走弱.....................................................................................18铸造铝合金：宏观预期存拖累随铝价承压运行.........................................................................................19锌：关注宏观及资金情绪..............................................................................................................................19铅：暂时观望..................................................................................................................................................20镍：宏观主导短期价格..................................................................................................................................21 不锈钢：成本支撑，跟随镍价运行..............................................................................................................21工业硅：区间震荡..........................................................................................................................................22多晶硅：短期偏弱，关注政策指引..............................................................................................................23碳酸锂：低价吸引下游买盘..........................................................................................................................23锡：锡价短期受宏观情绪主导......................................................................................................................24 航运及碳排放 集运：以方表示将暂停空袭能源设施，油价维持高位震荡......................................................................26干散货运价：4月几内亚铝土矿出口量即将削减，运输需求减少或将限制大船租金高度...................27碳排放：中国碳市场仍以场外协定交易为主欧盟碳期货依旧延续下跌趋势......................................28 能源化工 原油：地缘扰动下盘面振幅加剧..................................................................................................................30沥青：供应紧缩需求疲软，原料担忧持续..................................................................................................31燃料油：地缘驱动持续，成本高位震荡......................................................................................................32LPG：中东能源设施受袭，盘面偏强............................................................................................................33天然气：地缘风险持续，上涨趋势不改......................................................................................................33PX&PTA：供应存计划外缩量预期，PTA企业或被动减产..........................................................................34BZ&EB：原料供应短缺，基本面向好...........................................................................................................35乙二醇：进入去库格局..................................................................................................................................36短纤：加工差区间波动..................................................................................................................................37瓶片：库存持续去化......................................................................................................................................37丙烯：供应偏紧......