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：结构行情股指震荡........................................................................................................................4国债期货：关注3月通胀指标........................................................................................................................5 农产品 蛋白粕：报告影响有限盘面震荡运行..........................................................................................................6白糖：国际糖价继续下跌国内糖相对抗跌..................................................................................................7油脂板块：油脂整体高位震荡运行................................................................................................................8玉米/玉米淀粉：现货稳定，盘面大幅反弹...................................................................................................8生猪：出栏压力较大价格整体下行..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡..................................................................................................10鸡蛋：现货价格趋稳淘汰有所增加..........................................................................................................11苹果：新果季有增产预期关注花期天气....................................................................................................12棉花-棉纱：短期有所支撑棉价震荡为主...................................................................................................13 黑色金属 钢材：原料领跌，钢价延续震荡偏弱走势..................................................................................................14双焦：可轻仓逢低试多远月合约..................................................................................................................14铁矿：市场预期转弱，矿价偏空对待..........................................................................................................15铁合金：短期警惕锰硅与锰矿的负反馈......................................................................................................16 有色金属 金银：美伊谈判现转机金银反弹................................................................................................................17铂钯：美伊谈判反复贵金属震荡运行........................................................................................................18铜：美伊谈判反复，铜仍相对坚挺..............................................................................................................18氧化铝：现货价格下跌关注仓单消化进度................................................................................................19电解铝：美伊达成停火两周协议..................................................................................................................20铸造铝合金：地缘冲突局势仍存反复..........................................................................................................21锌：暂时观望..................................................................................................................................................21 铅：逢高分批布局空单..................................................................................................................................22镍：中东局势反复，有色板块反弹遇阻......................................................................................................23不锈钢：成本支撑，跟随镍价运行..............................................................................................................24工业硅：区间下沿逐渐兑现空单收益..........................................................................................................24多晶硅：空单逐渐兑现收益，长线多配远月合约策略寻机入场..............................................................25碳酸锂：供应扰动再起，锂价偏强运行......................................................................................................26锡：海外地缘政治紧张，锡价或震荡偏弱..................................................................................................26 航运及碳排放 集运：现货运价继续探底，海峡通行仍处低位..........................................................................................28干散货运价：中东战火依旧持续，关注能源中断进一步催生欧洲海外运煤的需求..............................29碳排放：中国碳市场交易平淡，欧盟碳市场价格进入震荡......................................................................30 能源化工 原油：地缘局势仍不明朗，盘面偏震荡......................................................................................................33沥青：库存低位需求疲弱，成本波动加剧..................................................................................................34燃料油：新加坡陆上燃料油库存降至10周以来的最低水平....................................................................35LPG：停火达成，进口成本预计回落............................................................................................................35天然气：美伊停火，卡塔尔预计短期无法恢复出口..................................................................................36PX&PTA：PTA装置变动增加，下游聚酯需求稳定......................................................................................37BZ&EB：纯苯供应减量，苯乙烯负荷回升...................................................................................................38乙二醇：海内外供应收紧..............................................................................................................................39短纤：下游逢低补货......................................................................................................