早盘收盘,国内期货主力合约涨多跌少。集运欧线涨超7%,菜粕、铁矿石、棕榈油、低硫燃料油(LU)、沪金、豆粕涨超1%;跌幅方面,丁二烯橡胶、沪铅、20号胶、纸浆跌超1%。
海通期货:EC震荡整理为主,观察实际3月宣涨落地情况
近月合约2504依然在现货水平的基础上注入部分升水,表达市场对涨价小幅落地的可能性,即兑现淡季涨价的止跌企稳效果。后续市场将逐步验证基本面改善的强度能否夯实现货价格的底部空间并带来小幅上行支撑,运力供给端的收紧已经基本面确定,后续将更多观察3月初订舱需求的变化情况。远月合约更多交易地缘变化以及复航的不确定性,预计宽幅震荡为主。
铁矿支撑力度显著增强,矿价预计仍将维持震荡走强的状态!
当前,南半球正处于夏季,暴雨飓风天气频现。上周,受热带气旋天气影响,澳洲黑德兰港等铁矿发运港口被迫关闭。这导致澳洲铁矿发运量出现大幅下滑,全球铁矿发运量由此创下历史新低水平。由于近两年铁矿供应总体保持过剩预期,随着铁矿供应的持续收缩,市场对于铁矿的过剩预期也随之而逐步修正。春节前后,钢厂经历了一轮持续复产的过程,铁水产量由此逐步回升至较高水平,当前铁矿需求保持较为旺盛的状态。考虑到3-5月份通常为钢厂生产的季节性旺季阶段,铁水产量预计仍将保持在较高水平。受此影响,铁矿需求预计仍将保持较为旺盛的状态。总体来看,随着宏观政策预期的增强,加之铁矿自身供应端矛盾突出,铁矿支撑力度显著增强,矿价预计仍将维持震荡走强的状态。(华闻期货)
责任编辑:张靖笛
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