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：贴水明显收敛................................................................................................................................3国债期货：官方制造业PMI略不及预期........................................................................................................4 农产品 蛋白粕：供应压力较大盘面整体下行..........................................................................................................5白糖：国内外糖价大区间震荡........................................................................................................................6油脂板块：油脂宽幅震荡运行........................................................................................................................7玉米/玉米淀粉：小麦价格回落，玉米价格偏弱...........................................................................................8生猪：供应压力好转价格偏强运行..............................................................................................................9花生：花生现货继续回落，花生盘面底部震荡............................................................................................9鸡蛋：现货价格继续上涨期货价格强势....................................................................................................10苹果：新季增产预期强苹果价格偏弱........................................................................................................11棉花-棉纱：短期棉价震荡走势.....................................................................................................................12 黑色金属 钢材：煤矿供应收缩预期仍存，钢价维持震荡..........................................................................................14双焦：煤矿保安全与保供平衡，谨慎看多..................................................................................................14铁矿：终端需求低位运行，矿价偏空对待..................................................................................................15铁合金：底部逐步抬升..................................................................................................................................16 有色金属 贵金属：美伊和谈再迎转机贵金属短线反弹............................................................................................17铜：宏观情绪反复，暂时观望......................................................................................................................17氧化铝：关注几内亚铝土矿政策预期..........................................................................................................18电解铝：中东冲突情形反复海外维持低库存............................................................................................19铸造铝合金：随铝价震荡..............................................................................................................................19锌：供应端干扰仍存逢低做多思路不变.....................................................................................................20铅：区间高抛低吸为主..................................................................................................................................21镍：中东局势影响镍价高位震荡..................................................................................................................22 不锈钢：跟随镍价高位震荡..........................................................................................................................22工业硅：煤炭价格夯实底部，逢低买入......................................................................................................23多晶硅：二次探底，现货压力增大，短空长多，存量多单谨慎..............................................................24碳酸锂：锂价高位震荡，下跌空间有限......................................................................................................24锡：供应担忧支撑锡价..................................................................................................................................25 航运及碳排放 集运：SCFI上涨30%体现前期宣涨，现货表现依旧强势..........................................................................27干散货运价：东南亚资源需求支撑现货货盘，海运航距拉长进一步提振散货运价..............................28碳排放：中国碳市场止跌，欧盟政策不确定性增加..................................................................................29 能源化工 原油：美伊密集交涉，延长停火..................................................................................................................32沥青：近端强底部支撑..................................................................................................................................33燃料油：地缘风险不确定性增强，美伊尚未达成协议..............................................................................33LPG：盘面偏弱运行........................................................................................................................................34天然气：地缘情绪主导市场走势..................................................................................................................35PX&PTA：关注下游补库情况.........................................................................................................................36BZ&EB：产业链负反馈终端传导不畅...........................................................................................................37乙二醇：合成气制乙二醇负荷高位..............................................................................................................37短纤：库存偏高订单向上动能较弱...............................................................................................