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：板块轮动不断................................................................................................................................3国债期货：逆回购归“零”，债市小幅调整.....................................................................................................4 农产品 蛋白粕：供应压力较大盘面整体下行...........................................................................................................5白糖：外糖价格继续强势................................................................................................................................5油脂板块：油脂波动或增加............................................................................................................................7玉米/玉米淀粉：玉米现货偏弱，玉米期货窄幅震荡...................................................................................7生猪：供应压力好转价格小幅上涨...............................................................................................................8花生：现货稳定，花生盘面窄幅震荡............................................................................................................9苹果：苹果质量问题现分歧果价震荡走势.................................................................................................10鸡蛋：旺季需求尚可蛋价有所上涨.............................................................................................................11棉花-棉纱：干旱天气影响美棉有所走强....................................................................................................11 黑色金属 钢材：焦化厂减产，需求压制钢价..............................................................................................................13双焦：多单可逐步止盈..................................................................................................................................13铁矿：市场预期偏弱，矿价偏空对待..........................................................................................................14铁合金：电费支撑较强..................................................................................................................................15 有色金属 贵金属：CPI数据公布前贵金属震荡等待...................................................................................................16铜：铜价重心上移..........................................................................................................................................17氧化铝：海外氧化铝厂减产推升价格..........................................................................................................18电解铝：中东博弈仍在继续铝淡季去库.....................................................................................................18铸造铝合金：震荡反弹..................................................................................................................................19锌：暂时观望，关注国内出口数量..............................................................................................................19铅：维持低位震荡..........................................................................................................................................20镍：中东局势反复影响镍价走势..................................................................................................................21 不锈钢：成本下行，震荡走弱......................................................................................................................21工业硅：供需边际改善，多单持有..............................................................................................................22多晶硅：多单持有..........................................................................................................................................23碳酸锂：舆情反复锂价有望企稳.................................................................................................................23锡：海峡重开不明，锡价承压调整..............................................................................................................25 航运及碳排放 集运：MSK35周开舱环比降300，美袭击商船双方仍在博弈...................................................................26干散货运价：运输需求稳定支撑运价持续走高，台风持续扰动迫使周转效率承压..............................27碳排放：国内碳价持续回落，欧盟拟扩大航空纳入碳市场范围..............................................................28 能源化工 原油：海峡通航前景存疑油价连涨.............................................................................................................30沥青：成本高位，供需双弱，库存低位......................................................................................................30燃料油：近端供应缺口仍存..........................................................................................................................31LPG：地缘再迎不确定性................................................................................................................................32天然气：TTF大涨后回落...............................................................................................................................33PX&PTA：地缘溢价基本兑现需求预期向好................................................................................................34BZ&EB：长江口封航纯苯无进口到货...........................................................................................................34乙二醇：霍尔木兹海峡有待恢复基差走弱...............................................................................................35