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：新合约上市贴水扩大....................................................................................................................4国债期货：市场风偏未见回落........................................................................................................................5 农产品 蛋白粕：市场变化有限盘面震荡运行..........................................................................................................6白糖：国际糖价震荡国内糖价略强..............................................................................................................6油脂板块：油脂维持震荡运行........................................................................................................................7玉米/玉米淀粉：现货偏强，盘面偏强震荡...................................................................................................8生猪：出栏压力增加盘面整体下行..............................................................................................................9花生：花生现货稳定，花生盘面窄幅震荡....................................................................................................9鸡蛋：淘汰量较高现货价格季节性偏强....................................................................................................10苹果：西部部分产区突然降雪倒春寒或影响产量....................................................................................11棉花-棉纱：内外棉价上涨关注关键点位突破情况...................................................................................12 黑色金属 钢材：钢材基本面边际好转，钢价延续震荡偏强走势..............................................................................14双焦：震荡偏强，多单可继续持有..............................................................................................................14铁矿：供应扰动再起，矿价震荡运行..........................................................................................................15铁合金：需求有压力，成本存支撑..............................................................................................................16 有色金属 贵金属：谈判悬而未决贵金属震荡运行....................................................................................................17铜：短期关注上方压力..................................................................................................................................18氧化铝：基本面变动有限现货价格下跌.....................................................................................................18电解铝：关注美伊停火协议能否延长..........................................................................................................19铸造铝合金：地缘冲突局势仍存不确定性..................................................................................................20锌：逢低轻仓试多..........................................................................................................................................20铅：逢高分批布局空单..................................................................................................................................21 镍：中东局势反复，镍价高位运行..............................................................................................................22不锈钢：成本支撑，跟随镍价运行..............................................................................................................23工业硅：多单及时兑现收益，关注厂家套保情况......................................................................................23多晶硅：短期根据技术图形操作，但关注二次探底的回踩......................................................................24碳酸锂：累库放缓助推锂价上行..................................................................................................................24锡：锡价或宽幅震荡......................................................................................................................................25 航运及碳排放 集运：美伊仍未达成再次谈判共识，关注马士基开舱价格......................................................................27干散货运价：美伊双方停火谈判进展曲折，巴拿马运河争端或将加剧供应链紊乱..............................28碳排放：中国碳市场大宗成交百万吨，EU ETS仍受海峡局势影响..........................................................29 能源化工 原油：美方施压伊朗，降低延长停火预期..................................................................................................31沥青：成本波动风险加剧..............................................................................................................................32燃料油：地缘波动风险加剧..........................................................................................................................32LPG：需求持续回落........................................................................................................................................33天然气：地缘局势反复，短期价格跟随市场情绪波动..............................................................................34PX&PTA：原料压力增加，TA利润压缩........................................................................................................35BZ&EB：纯苯继续降负，去库幅度增加.......................................................................................................36乙二醇：华东港口库存去库..........................................................................................................................37短纤：下游逢低补货......................................................................................................................................37瓶片：库存持续去化，出口市场回暖......