大宗商品周度报告：能源供给冲击不断 或支撑商品市场表现

1.17% 0.93% 20 2.01% back Z0015192 OPEC+ F3071059 ISM9 F03090299 gtaxinstitute@essence.com.cn 9PMI OPEC+ OPEC+ 2.01%0.93% 1.17% 6.74%5.84% 5.69%11.14%8.56%5.58% 20 back iFinD 1 2.50% 2.00% 2.01% 0.93% -0.62% -0.61% -0.84% 1.50% 1.00% 0.50% 0.00% -0.50% -1.00% -1.50% iFinD 2% -1.17% 10% 5% 0% -5% -10% iFinD PTA PVC -15% 3C1-C3 25% 20% 15% PVC PTA 10% 5% 0% -5% -10% -15% -20% -25% iFinD 4 40% 30% 20% 10% 0% -10% -20% -30% -40% 2022/1/42022/2/42022/3/42022/4/42022/5/42022/6/42022/7/42022/8/42022/9/4 iFinD 5(%) -3.93% -5.67% -5.80% -1.33% -1.84%-1.93%-2.02% 0.00% -1.00% -2.00% -3.00% -4.00% -5.00% -6.00% -7.00% -8.00% 300 -7.27% iFinD ( 6) 1600 1400 1200 1000 800 600 400 400 380 360 340 320 300 280 260 240 220 200 iFinD ( 7) iFinD 40 PTA 30 20 10 0 PVC -10 -20 -30 8 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0 (0.5) (1.0) PTA PVC iFinD OPEC+ ISM9 9PMI 9 Wind OPEC+ OPEC+ 10 40 35 30 25 20 15 10 5 2013/10/262014/10/262015/10/262016/10/262017/10/262018/10/262019/10/262020/10/262021/10/26 130 120 110 100 90 80 70 60 50 40 120 100 80 60 40 20 0 2013/10/262014/10/262015/10/262016/10/262017/10/262018/10/262019/10/262020/10/262021/10/26 GSCI/ 500 0.60 0.55 0.50 0.45 0.40 0.35 0.30 0.25 0.20 2020/6/262020/9/262020/12/262021/3/262021/6/262021/9/262021/12/262022/3/262022/6/262022/9/26 0.39 0.37 0.35 0.33 0.31 0.29 0.27 0.25 2020/05/132020/08/132020/11/132021/02/132021/05/132021/08/132021/11/132022/02/132022/05/132022/08/13 Wind 11 2.49 2.28 2 7 1.8 6 1.6 1.45 1.24 wind 13 iFinD 12ETF% 1.5% 1.15% 1.0% 0.5% 0.0% -0.5% -1.0% -1.5% -2.0% -2.5% -3.0% -3.5% 0.52% -1.04% -2.48% ETFETF ETF -3.00% ETF iFinD 13ETF 2.3 2.1 1.9 1.7 1.5 1.3 1.1 0.9 0.7 iFinD 0.5 / / / / / / ,