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：市场仍有反复................................................................................................................................3国债期货：政策博弈提前................................................................................................................................4 农产品 蛋白粕：供应压力好转价格偏强运行..........................................................................................................5白糖：国内外糖价大区间震荡........................................................................................................................5油脂板块：短期油脂逐步探底........................................................................................................................6玉米/玉米淀粉：玉米现货企稳，玉米期货底部震荡...................................................................................7生猪：供应整体好转价格偏强运行..............................................................................................................8花生：河南花生面积减少，花生盘面偏强震荡............................................................................................9鸡蛋：鸡蛋现货价格下跌................................................................................................................................9苹果：需求表现一般苹果价格震荡............................................................................................................10棉花-棉纱：短期棉价震荡为主.....................................................................................................................11 黑色金属 钢材：弱现实和强成本的矛盾下钢价维持震荡..........................................................................................13双焦：供给刚性托底，需求约束上行空间..................................................................................................13铁矿：市场预期反复，矿价偏弱运行..........................................................................................................14铁合金：供需偏弱，底部震荡......................................................................................................................15 有色金属 贵金属：贵金属区间震荡等待议息会议信号............................................................................................16铜：警惕宏观情绪反复..................................................................................................................................17氧化铝：供给减产后关注油价下降对成本影响.........................................................................................18电解铝：中东协议达成铝价回吐前期利多................................................................................................19铸造铝合金：中东协议将达成铝合金随铝价运行.....................................................................................19锌：警惕宏观风险，暂时观望......................................................................................................................20铅：供需双弱铅价区间震荡.........................................................................................................................21镍：宏观环境反复，镍价震荡......................................................................................................................21 不锈钢：镍铁偏紧、仓单低位推高不锈钢价格..........................................................................................22工业硅：逢高沽空..........................................................................................................................................23多晶硅：供给侧预期落空，盘面重回跌势..................................................................................................23碳酸锂：现货偏弱，锂价仍需整理..............................................................................................................24锡：警惕宏观放大波动，锡价高位震荡......................................................................................................24 航运及碳排放 集运：MSK开舱不及预期，关注地缘进展..................................................................................................26干散货运价：小宗散货盘充裕持续支撑中小船市场，关注海峡解封后船货流向趋势..........................27碳排放：中国碳价维持震荡，卡塔尔准备恢复LNG生产.........................................................................28 能源化工 原油：布伦特3月以来首次跌破80.............................................................................................................30沥青：成本下行，低价资源增多..................................................................................................................30燃料油：美伊协议谈判持续，燃料油跟随成本波动..................................................................................31LPG：受成本端拖累........................................................................................................................................32天然气：等待协议最终落地..........................................................................................................................33PX&PTA：TA维持去库格局，下游跌后补库................................................................................................34BZ&EB：地缘降温，静待补库拐点...............................................................................................................35乙二醇：乙二醇库存持续去化中..................................................................................................................35短纤：加工差低位.........................................................................................