中信期货晨报20240624：商品短期新矛盾尚未产生，预计继续维持震荡环境

投资咨询业务资格：证监许可【2012】669号 商品短期新矛盾尚未产生，预计继续维持震荡环境 ——中信期货晨报20240624 中信期货研究所 从业资格号F3048194 屈涛投资咨询号Z0015547 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 板块 品种 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 股指 沪深300期货 3463 -0.33% -1.19% -2.18% -2.15% 0.69% 上证50期货 2368.6 -0.23% -0.76% -2.30% -2.03% 1.81% 中证500期货 5060.6 0.04% -2.34% -3.77% -4.31% -6.83% 中证1000期货 4994.6 -0.16% -2.60% -5.19% -7.71% -15.27% 国债 2年期国债期货 101.87 0.00% 0.05% 0.11% 0.19% 0.52% 5年期国债期货 103.74 -0.03% 0.11% 0.29% 0.57% 1.18% 10年期国债期货 104.91 -0.10% 0.15% 0.54% 0.80% 2.01% 30年期国债期货 108.32 -0.41% 0.43% 1.75% 1.65% 6.53% 外汇 美元指数 105.83 0.15% 0.28% 1.14% 1.26% 4.39% 欧元兑美元 1.0693 -9pips -10pips -155pips -98pips -344pips 美元兑日元 159.78 8650pips 1.52% 1.56% 5.58% 13.30% 美元中间价 7.1196 4pips 45pips 108pips 246pips 369pips 利率 银存间质押7日 1.85 0bp -2bp -2bp -17bp 19bp 10Y中债国债收益率 2.26 1.3bp 0.1bp -3.6bp -3.3bp -0.3bp 10Y美国国债收益率 4.25 0bp 5bp -30bp 5bp 41bp 美债10Y-2Y利差 -0.45 0bp 0bp -8bp -6bp -10bp 10Y盈亏平衡通胀率 2.23 -2bp 5bp -13bp -9bp 7bp 金融市场涨跌幅国内主要商品涨跌幅 航运 集运欧线 5289.8 -0.15% 11.49% 23.09% 231.84% 221.96% 板块品种现价日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 白银 8036 0.26% 4.70% -2.38% 24.13% 34.47% 铜 79310 -0.36% -0.61% -4.17% 9.21% 15.08% 铝 20470 -0.61% -0.68% -5.30% 4.41% 4.95% 氧化铝 3828 -0.10% -0.65% -2.94% 15.93% 14.34% 锌 23780 -0.25% 1.02% -4.67% 14.16% 10.37% 有色 镍 133510 -1.40% -2.55% -11.96% 1.43% 6.63% 金属 不锈钢 13855 -0.86% -0.54% -5.17% 2.44% 1.28% 铅 18735 -0.29% 0.56% -0.56% 13.41% 18.02% 锡 271030 -0.87% -0.10% -1.43% 18.35% 27.78% 碳酸锂 91900 -2.65% -5.16% -12.35% -14.15% -14.67% 工业硅 11965 -0.75% -1.72% -6.78% -2.01% -15.50% 螺纹钢 3563 -0.95% -2.03% -3.86% 3.28% -10.97% 热卷 3753 -0.61% -1.39% -2.09% 4.37% -8.77% 铁矿石 811.5 -1.58% -1.93% -6.18% 9.66% -17.11% 贵金属黄金 559.74 0.46% 2.05% 0.52% 5.17% 16.20% 黑色焦炭 2215 -1.53% -4.98% -2.55% 7.06% -11.10% 焦煤 1560 -1.73% -5.91% -6.61% 1.30% -17.35% 热门行业涨跌幅建材硅铁 指数行业现价日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅锰硅 70367918 -1.15%-0.63% -1.10% 3.88% -13.22%-15.62% 8.71% 28.66% 5.71% 24.18% 建材 5191 1.35% -1.88% -6.49% -6.21% -11.38% 玻璃 1579 -0.50% -3.78% -6.79% 10.96% -17.46% 建筑 3006 1.21% 0.70% -2.75% -3.91% -4.45% 纯碱 2109 -0.52% -2.18% -8.50% 17.89% 3.18% 通信 4525 0.42% 1.58% 5.22% 0.92% 5.68% 原油 617.6 -0.05% 2.90% 2.57% -2.03% 13.80% 汽车 8953 0.37% 0.34% -0.21% -1.42% -1.04% 燃料油 3532 -0.34% 3.91% 1.47% 3.61% 20.63% 医药 9042 0.33% -2.64% -5.01% -6.19% -17.30% 低硫燃料油 4265 -0.07% 3.09% 4.74% -5.89% 4.64% 农林牧渔 4758 0.25% -3.23% -8.04% -4.64% -10.03% 沥青 3605 -0.55% 1.41% -1.45% -3.56% -1.45% 中信行业 电子 6210 0.23% 1.52% 5.28% 3.52% -7.02% 甲醇 2498 -1.23% -1.23% -5.06% 3.39% 2.76% 指数 电力设备及新能源 7176 -0.55% -2.63% -6.81% -7.25% -9.42% PX 8540 -0.44% -0.16% -1.13% -1.23% -0.58% 家电 15057 -0.59% -3.50% -3.36% 1.82% 12.80% PTA 5922 -0.40% -0.27% -1.14% -0.94% -0.24% 有色金属 6441 -0.67% -1.19% -5.74% -2.25% 6.99% 尿素 2091 0.63% -0.05% -3.86% 11.76% -0.99% 消费者服务 5482 -0.87% -5.04% -9.59% -18.16% -21.70% 煤炭 3910 -0.91% -2.16% -2.04% 4.48% 15.17% 综合食品饮料 2077 22530 -1.21% -1.36% -3.48% -4.07% -13.92% -8.91% -24.06% -11.44% -35.98% -12.41% 能源短纤 化工苯乙烯 乙二醇 塑料 PP 7526 9217 4527 8531 7717 0.40% -0.36% 0.56% -0.68% -0.44% 1.13% -1.58% 0.85% -0.41% 0.26% 0.91% -5.27% -2.33% -1.35% -1.61% 0.40% 0.52% -0.33% 3.56% 2.93% 2.53% 8.64% 2.24% 3.03% 2.08% 海外商品涨跌幅 板块 品种 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 能源 NYMEXWTI原油 80.59 -0.80% 4.06% 4.42% -3.03% 12.98% ICE布油 84.18 -0.73% 2.58% 3.45% -3.32% 9.21% NYMEX天然气 2.719 -0.29% -5.51% 5.35% 55.19% 8.89% ICE英国天然气 80.83 -1.55% -3.42% -3.96% 18.59% 1.10% 贵金属 COMEX黄金 2334.7 -1.64% 1.07% -0.55% 3.54% 12.69% COMEX白银 29.58 -3.91% 3.93% -3.19% 17.85% 23.12% 有色金属 LME铜 9680 -2.06% 1.14% -3.86% 9.11% 13.06% LME铝 2513 -0.32% -0.08% -5.35% 7.62% 5.26% LME锌 2858 -0.37% 2.81% -4.25% 17.28% 7.36% LME铅 2186 -1.33% 2.93% -3.85% 6.48% 5.76% LME镍 17170 -1.18% -1.56% -12.55% 3.15% 3.31% LME锡 32800 -1.00% 2.35% 0.58% 19.38% 29.64% 农产品 CBOT大豆 1121 -2.99% -1.93% -6.97% -5.96% -13.60% CBOT玉米 435.25 -1.02% -1.95% -2.36% -1.58% -7.54% CBOT小麦 577 -1.28% -4.45% -15.12% 2.76% -8.23% ICE2号棉花 72.33 -0.56% 0.69% -5.02% -20.89% -10.65% CBOT豆油 43.89 务-0.1项1%下 服0.务71%， 其-中3.41的% 观点-8.8和7%信 息-8仅.85作% CBOT豆粕 341.7 -4.53% -2.67% -6.36% 1.24% -11.50% MDE原棕榈油 3900 -1.49% 0.33% -4.32% ，-7.01%需 4.81% 农产品 PVC 烧碱 LPG 棉花 14560 -0.07% -1.59% -3.70% -10.48% -5.79% 白糖 6079 0.40% -2.53% -0.67% -5.30% -3.62% 生猪 17475 -0.51% -2.27% -2.73% -0.40% 27.42% 鸡蛋 3893 0.72% -2.43% -2.14% 1.80% 6.92% 红枣 11385 2.94% -0.26% -2.73% -8.59% -24.83% 橡胶20号胶纸浆豆一豆二豆粕豆油棕榈油菜籽油菜籽粕 6096 2722 4661 14900 12565 5886 4579 3840 3334 7826 7644 8298 2581 -0.94% 0.07% -0.66% -1.23% -1.33% -0.84% 1.08% -1.39% -1.33% -0.81% -0.73% -1.41% -0.08% -1.91% -0.58% 3.51% -2.20% -2.37% -1.54% 0.62% -3.78% -3.56% -0.74% -0.52% -2.02% -4.34% -7.16% -4.52% -1.79% -2.93% -3.83% -5.13% -0.67% -5.95% -4.61% -3.86% -3.34% -6.87% -7.36% 2.71% 2.56% 6.46% 1.60% 3.37% -5.82% -3.29% -1.74% 0.39% 1.61% -0.10% 1.26% -3.59% 3.69% -3.58% -2.81% 5.15% 12.49% 4.36% -8.16% -12.09% 0.63% 4.04% 7.87% 4.18% -10.07% 示：本报告非期