银河期货每日早盘观察

每 日早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：量价齐升加速上行......................................................................................................................3国债期货：继续关注资金面边际变化............................................................................................................4 农产品 蛋白粕：供应整体宽松盘面压力较大..........................................................................................................5白糖：国内外糖价弱势....................................................................................................................................5油脂板块：油脂整体震荡运行........................................................................................................................7玉米/玉米淀粉：玉米现货稳定，玉米期货底部震荡...................................................................................7生猪：出栏压力增加价格整体下行..............................................................................................................8花生：现货偏弱，花生盘面窄幅震荡............................................................................................................9苹果：出货量下降苹果价格震荡................................................................................................................10棉花-棉纱：美棉有所上涨郑棉有所支撑...................................................................................................10 黑色金属 钢材：现实和成本的矛盾下钢价维持震荡..................................................................................................12双焦：资金博弈激烈，关注底部支撑..........................................................................................................12铁矿：终端需求低位，矿价偏弱运行..........................................................................................................13铁合金：供需弱稳，底部震荡......................................................................................................................14 有色金属 贵金属：美债收益率压力较高贵金属弱势运行........................................................................................15铜：宏观反复，铜价持续震荡......................................................................................................................16氧化铝：中东短期协议达成氧化铝现货仍偏紧........................................................................................17电解铝：美伊达成五项要点铝价回吐昨日涨幅.........................................................................................17铸造铝合金：美伊达成短期协议关注价差波动........................................................................................18锌：区间震荡为主..........................................................................................................................................18铅：供需双弱铅价区间震荡.........................................................................................................................19镍：宏观环境反复，镍价弱势震荡..............................................................................................................20不锈钢：震荡消化高位风险..........................................................................................................................21 工业硅：逢高沽空..........................................................................................................................................21多晶硅：短期观望，等待更高安全边际......................................................................................................22碳酸锂：下游低位备货意愿较强..................................................................................................................23锡：锡价或宽幅震荡......................................................................................................................................23 航运及碳排放 集运：短期海峡通行数量有所改善，关注MSK28开舱价格.....................................................................25干散货运价：步入夏季亚洲电力需求抬升，矿石能源货盘修复带动大船租金回升..............................26碳排放：中国碳价持续震荡，欧盟碳市场行业支持声加大......................................................................27 能源化工 原油：伊朗暂获售油许可..............................................................................................................................29沥青：盘面跟随原油下跌，现货坚挺..........................................................................................................29燃料油：关注海峡通及浮仓消化具体现实..................................................................................................30LPG：地缘渐入尾声........................................................................................................................................31天然气：高位震荡..........................................................................................................................................31PX&PTA：TA维持去库格局，现货基差偏强................................................................................................32BZ&EB：苯乙烯供应回归，基差走弱...........................................................................................................33乙二醇：乙二醇库存持续去化中..................................................................................................................34短纤：加工差低位..........................................................................................................................................35瓶片：加工费走缩.............................