大宗商品周报：需求预期悲观 商品承压运行

2.71%1.41% 20 0.46% 1.48%3.36% 1.73% back Z0015192 F3071059 F03090299 gtaxinstitute@essence.com.cn OPEC+ 10 10 0.46%1.48%3.36% 1.73% 2.71%1.41% 10.18%7.8% 7.56%5.5%4.68%3.07% 20 111 back iFinD 1 4.00% 3.36% 3.00% 2.00% 1.48%1.73% 1.00% 0.00% -1.00% -2.00% -0.46% -1.41% -3.00% -2.71% -4.00% iFinD 2% 15% 10% 5% 0% -5% -10% PVC PTA -15% iFinD 3C1-C3 35% 25% PTA 15% PVC 5% -5% -15% -25% iFinD 4 40% 30% 20% 10% 0% -10% -20% -30% -40% 2022/1/42022/2/42022/3/42022/4/42022/5/42022/6/42022/7/42022/8/42022/9/42022/10/4 iFinD 5(%) 8.00% 7.18% 3.61% 2.77% 2.12% 1.29% 0.99% 0.14% 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% 300 -2.32% iFinD ( 6) 1600 1400 1200 1000 800 600 400 400 380 360 340 320 300 280 260 240 220 200 iFinD ( 7) iFinD 50 40 PVC 30 20 10 0 -10 -20 PTA -30 -40 8 2.5 2.0 PVC 1.5 1.0 PTA 0.5 0.0 (0.5) (1.0) iFinD OPEC+ 9 Wind 10 40 35 30 25 20 15 10 5 2013/11/22014/11/22015/11/22016/11/22017/11/22018/11/22019/11/22020/11/22021/11/2 130 120 110 100 90 80 70 60 50 40 2013/11/22014/11/22015/11/22016/11/22017/11/22018/11/22019/11/22020/11/22021/11/2 120 100 80 60 40 20 0 2013/11/22014/11/22015/11/22016/11/22017/11/22018/11/22019/11/22020/11/22021/11/2 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 2020/05/202020/08/202020/11/202021/02/202021/05/202021/08/202021/11/202022/02/202022/05/202022/08/20 Wind 11 2.49 2.28 2 7 1.8 6 1.6 1.45 1.24 wind 13 iFinD 12ETF% 0.61% 0.62% 0.65% 0.51% 1.2% 1.0% 0.8% 0.6% 0.4% 1.12% 0.2% 0.0% ETF ETF ETF ETF iFinD 13ETF 2.3 2.1 1.9 1.7 1.5 1.3 1.1 0.9 0.7 iFinD 0.5 / / / / / / ,