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：风格切换........................................................................................................................................3国债期货：30Y收益率创年内新低.................................................................................................................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........................................................................................................................5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，玉米价格底部震荡...................................................................................8生猪：出栏压力增加价格整体下行..............................................................................................................8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，钢价维持偏强震荡..................................................................................13双焦：煤矿保安全与保供平衡，谨慎看多..................................................................................................13铁矿：终端需求低位运行，矿价偏空对待..................................................................................................14铁合金：底部逐步抬升..................................................................................................................................15 有色金属 贵金属：美伊谈判反转不定贵金属震荡运行............................................................................................16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..........................................................................................................17电解铝：中东冲突情形反复海外维持低库存............................................................................................18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.....................................................................................................19铅：区间高抛低吸为主..................................................................................................................................20镍：中东局势影响镍价高位震荡..................................................................................................................21 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......................................................................................................22多晶硅：二次筑底接近尾声，关注最后一跌和低买机会..........................................................................23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..................................................................................................................................24 航运及碳排放 集运：马士基调涨24周报价，现货强势带动盘面上行............................................................................26干散货运价：太平洋货盘需求稳健叠加供应链紊乱持续，散货租金费率延续高位运行......................27碳排放：中国碳市场价格回暖，伊朗暂停与美国谈判..............................................................................28 能源化工 原油：地缘不确定性增强，油价大幅上涨..................................................................................................30沥青：地缘波动，社库延续去库，需求环比释放......................................................................................30燃料油：美伊和平谈判前景的不确定性增强，燃料油近端缺口现实仍存..............................................31LPG：成本端驱动加强....................................................................................................................................32天然气：地缘情绪主导市场走势..................................................................................................................33PX&PTA：关注下游补库情况.........................................................................................................................34BZ&EB：产业链负反馈终端传导不畅...........................................................................................................34乙二醇：合成气制乙二醇负荷高位..............................................................................................................35短纤：库存偏高订单向上动能较弱..............................................................................................................36瓶片：库存整体偏紧..............................................