晨报：商品板块多数收涨，菜籽油、豆油涨幅居前

投资咨询业务资格：证监许可【2012】669号 商品板块多数收涨，菜籽油、豆油涨幅居前 ——中信期货晨报20241212 中信期货研究所 刘道钰 从业资格号F3061482 投资咨询号Z0016422 从业资格号F03107932 仲鼎投资咨询号Z0021450 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。 金融市场涨跌幅 国内主要商品涨跌幅 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 股指 沪深300期货 3994 -0.16% 0.66% 2.12% -4.00% 16.12% 上证50期货 2679 -0.50% 0.57% 2.06% -6.28% 15.15% 中证500期货 6036.4 0.75% 1.22% 3.68% 2.26% 11.13% 中证1000期货 6430.2 1.13% 1.53% 4.45% 10.61% 9.08% 国债 2年期国债期货 102.8 -0.03% 0.06% 0.15% 0.51% 1.44% 5年期国债期货 106.09 -0.07% 0.27% 0.54% 1.60% 3.47% 10年期国债期货 108.12 -0.09% 0.53% 0.96% 2.75% 5.13% 30年期国债期货 117.01 0.05% 1.41% 2.16% 6.25% 15.08% 外汇 美元指数 106.411 0.00% 0.42% 0.60% 5.61% 4.96% 美元中间价 7.1843 -53pips -5pips -34pips 1769pips 1016pips 利率 银存间质押7日 1.75 0bp -5bp 15bp -55bp 9bp 10Y中债国债收益率 1.82 -2.5bp -13.2bp -19.9bp -33bp -0.7bp 10Y美国国债收益率 4.22 2bp 7bp #N/A 41bp 38bp 美债10Y-2Y利差 0.07 0bp 0bp #N/A -8bp 42bp 10Y盈亏平衡通胀率 2.29 2bp 7bp #N/A 11bp 13bp 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 航运 集运欧线 2447.7 -3.44% -7.37% -3.86% 10.15% 48.98% 贵金属 黄金 627.06 0.90% 1.81% 1.33% 4.76% 30.18% 白银 7914 -0.13% 1.16% 2.82% 1.21% 32.43% 铜 75490 0.48% 1.02% 2.25% -4.16% 9.53% 铝 20400 0.52% 0.44% 0.05% -0.56% 4.59% 氧化铝 5123 -1.82% -2.97% -1.91% 24.98% 53.02% 锌 25870 0.37% 1.47% 2.66% 3.79% 20.07% 有色 镍 125590 -0.97% -0.58% -0.33% -6.08% 0.30% 金属 不锈钢 13020 -0.15% 1.32% 0.12% -7.23% -4.82% 铅 17665 -0.03% -0.59% 1.55% 3.30% 11.28% 锡 248550 0.12% 1.90% 3.81% -6.36% 17.19% 碳酸锂 76650 0.07% 0.00% -2.42% -6.87% -28.83% 工业硅 11785 0.73% -0.63% -5.00% -8.50% -16.77% 螺纹钢 3413 0.32% 3.08% 0.98% -5.67% -14.72% 热卷 3561 0.34% 2.42% 1.05% -3.60% -13.44% 铁矿石 809.5 -0.92% 1.50% 1.50% -1.46% -17.31% 指数行业现价 商贸零售4103 热门行业涨跌幅 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 3.70%3.85%7.80%29.18%19.47% 黑色建材 焦炭 1895 1.85% 4.61% 1.04% -16.04% -23.94% 焦煤 1182 1.90% 0.94% -5.10% -23.54% -37.38% 硅铁 6356 1.31% 1.47% 1.60% -5.47% -4.51% 纺织服装3084 2.75%3.09%5.06%13.42%5.09% 锰硅 6348 0.70% 0.95% -0.28% -4.66% -0.44% 综合3029 2.65%1.15%6.06%19.85%-6.60% 玻璃 1230 0.33% 2.16% -2.61% -4.65% -35.70% 轻工制造3385 2.60%2.83%4.34%13.72%5.51% 纯碱 1440 0.49% 0.84% -2.57% -15.24% -29.55% 房地产4338 2.24%0.01%3.01%6.01%8.87% 原油 532.9 1.18% 1.31% 0.47% 3.36% -1.81% 农林牧渔5086 1.88%1.75%2.45%0.70%-3.85% 燃料油 3069 0.99% 0.52% -2.48% 9.61% 4.82% 中信行业通信5477 1.88%1.14%3.13%7.71%27.90% 低硫燃料油 3789 1.26% -0.60% -1.46% -0.39% -7.04% 指数汽车11033 0.45%1.93%5.49%8.62%21.94% 沥青 3473 -0.09% -1.84% -1.67% 11.82% -5.06% 交通运输2111 0.43%0.93%4.29%2.99%22.41% 甲醇 2589 0.78% 2.21% 0.90% 2.53% 6.50% 计算机6380 0.35%1.09%3.64%24.67%21.41% PX 6668 1.12% 1.18% -0.74% -9.87% -22.37% 机械6704 0.33%1.40%5.40%12.42%12.24% PTA 4774 0.97% 1.14% -0.75% -8.09% -19.58% 电力设备及新能源8830 -0.24%-0.27%0.69%4.37%11.45% 尿素 1735 -0.06% -0.23% -3.61% -7.96% -17.85% 非银行金融10322 银行10272 -0.65%-0.42%2.43%6.34%41.02%-1.18%0.24%2.57%1.59%37.16% 能源化工 短纤 6898 0.55% 0.88% -0.03% -3.09% -6.02% 苯乙烯 8464 0.52% 0.74% 0.71% -2.61% -0.24% 乙二醇 4703 0.43% 0.45% 1.75% 0.64% 6.21% 海外商品涨跌幅 塑料 8320 0.27% -0.37% -0.81% 1.48% 0.48% 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 PP 7457 0.23% 0.43% -1.18% -1.23% -1.36% NYMEXWTI原油 68.47 0.45% 1.94% 0.47% 0.26% -4.01% PVC 5055 0.84% 1.65% -2.94% -12.83% -14.02% 能源 ICE布油 72.06 0.22% 1.42% -0.04% 0.08% -6.51% 烧碱 2528 -0.04% -0.32% -3.10% -0.20% -10.45% NYMEX天然气 3.189 0.00% 2.67% -5.31% 9.59% 27.71% LPG 4460 1.69% 3.36% 0.93% -3.40% -7.01% ICE英国天然气 112.89 1.17% -2.64% -5.89% 17.41% 41.20% 橡胶 18830 1.62% -1.05% 3.12% -4.78% 32.89% 贵金属 COMEX黄金 2721.5 1.43% 2.51% 1.78% 2.45% 31.36% 20号胶 15470 2.55% -2.15% 4.81% 1.11% 38.50% COMEX白银 32.65 0.62% 3.70% 4.98% 3.90% 35.90% 纸浆 5830 0.07% -0.61% -0.24% -1.39% 3.37% 有色金属 LME铜 9233.5 0.02% 1.55% 2.42% -6.40% 7.84% 农产品 豆一 3844 -0.36% -0.57% -1.39% -8.91% -22.90% LME铝 2615 0.71% 0.29% 0.62% 0.38% 9.53% 豆二 3540 0.57% 1.37% -1.37% -6.55% -18.96% LME锌 3149 0.67% 2.51% 1.30% 2.32% 18.29% 豆粕 2650 -0.86% -0.23% -5.39% -9.86% -20.01% LME铅 2065 -0.05% -0.07% -0.79% -2.06% -0.10% 豆油 8048 2.24% 1.93% -0.30% 3.58% 6.99% LME镍 15760 -1.35% -1.47% -1.50% -9.89% -5.17% 棕榈油 10066 0.68% -1.56% -1.26% 17.48% 42.05% LME锡 29800 -0.38% 2.48% 2.62% -10.78% 17.79% 菜籽油 9058 2.56% 2.89% 2.22% -3.25% 13.72% 农产品 CBOT大豆 995.25 0.58% 0.05% 0.45% -5.82% -23.29% 菜籽粕 2274 -0.09% 2.16% -4.17% -13.70% -20.77% CBOT玉米 448.5 1.64% 1.93% 3.52% 5.78% -4.73% 棉花 13765 -0.11% -0.94% -2.27% -5.91% -10.93% CBOT小麦 561.5 0.58% 0.94% 2.18% -3.77% -10.70% 白糖 6063 1.10% 1.49% -0.33% 2.61% -3.87% ICE2号棉花 69.49 -0.66% -0.87% -3.42% -5.52% -14.16% 生猪 14595 -0.41% -0.17% -3.18% -8.41% 6.42% CBOT豆油 42.72 -0.07% -0.65% 2.30% -1.36% -11.28% 鸡蛋 3710 0.65% 3.92% 2.20% 4.74% 1.90% CBOT豆粕 291.9 0.83% 1.57% -0.44% -14.45% -24.40% 红枣 9475 -0.63% 0.48% -0.63% -7.06% -37.44% MDE原棕榈油 4955 -3.43% -3.45% -1.35% 23.94% 33.16% 苹果 8147 0.68% -0.85% 1.02% 13.63% -0.20% 数据来源：Wind中信期货研究所 注：海外涨跌幅可能存在滞后，仅供参考。 花生仁 7876 0.41% 0.56% 0.48% -2.74% -8.82% 玉米 2122 0.43% 1.58% -1.90% -5.56% -12.06% 玉米淀粉 2507 0.24% 0.40% -1.57% -4.82% -12.25% 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