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每 日 早 盘 观 察 每日早盘观察 目录 金融衍生品 股指期货：人气有所恢复................................................................................................................................3国债期货：央行中长期资金延续净投放........................................................................................................4 农产品 蛋白粕：供应整体宽松盘面震荡运行...........................................................................................................5白糖：外糖价格上涨郑糖价格震荡...............................................................................................................5油脂板块：油脂整体维持区间震荡................................................................................................................6玉米/玉米淀粉：玉米现货偏弱，玉米期货继续探底...................................................................................7生猪：出栏压力增加猪价整体下行...............................................................................................................8花生：现货稳定，花生盘面窄幅震荡............................................................................................................9苹果：市场缺乏驱动果价震荡走势.............................................................................................................10鸡蛋：现货价格有稳有涨..............................................................................................................................11棉花-棉纱：储备棉轮出增加供应棉价震荡偏弱........................................................................................11 黑色金属 钢材：供应持续下滑，需求仍然承压..........................................................................................................13双焦：震荡偏强，超跌反弹延续..................................................................................................................13铁矿：市场预期转弱，矿价偏空对待..........................................................................................................14铁合金：盈亏比下降，硅铁前期多单部分止盈..........................................................................................15 有色金属 贵金属：美伊冲突缓和贵金属短线反弹....................................................................................................16铜：多头预期走强，铜价反弹......................................................................................................................17氧化铝：8月进口矿长单因运费窄幅上涨关注下方支撑.......................................................................18电解铝：中东冲突缓和海外铝升水回落..................................................................................................19铸造铝合金：随铝价震荡回落......................................................................................................................19锌：暂时观望，逢低分批布局多单..............................................................................................................20铅：维持低位震荡..........................................................................................................................................21镍：海峡有望通航打击硫磺价格..................................................................................................................22 不锈钢：跟随镍价走弱..................................................................................................................................23工业硅：供需边际改善，多单持有..............................................................................................................23多晶硅：关注日内会议情况，及时止盈止损..............................................................................................24碳酸锂：预期偏悲观，试探支撑..................................................................................................................25锡：美伊地缘缓和，锡价重心上移..............................................................................................................25 航运及碳排放 集运：中东地缘局势缓和，海峡重开预期加强..........................................................................................27干散货运价：运输需求修复支撑租金延续上行，仍需关注美伊停火谈判的后续进展..........................28碳排放：新型电力系统建设政策发布，欧盟碳价保持震荡......................................................................29 能源化工 原油：海峡重开预期增强油价重搓.............................................................................................................31沥青：成本宽幅震荡，供需双弱维持..........................................................................................................31燃料油：新加坡低硫燃料油升水高位..........................................................................................................32LPG：地缘缓和预期增强................................................................................................................................33天然气：地缘缓和，价格全线大跌..............................................................................................................34PX&PTA：PX开工逐渐恢复PTA供应偏紧...................................................................................................35BZ&EB：纯苯供应回归，苯乙烯出口增多...................................................................................................35乙二醇：霍尔木兹海峡有望恢复..................................................................................................................36短纤：产销偏淡开工回落.................................................................................................................