【黑色系期货】
中信期货黑色:疫情散发压制需求,黑色承压下行
https://www.citicsf.com/e-futures/attached/20220703/13/04/3/3e8a7bb86b40ef861c4a52959fd62400.pdf
华泰期货焦煤焦炭:钢厂主被动减产下,煤焦供需紧张或缓解
https://www.htfc.com/wz_upload/png_upload/20220703/16568618290098403b0.pdf
华泰期货铁矿石半年报:供需格局转变,考验铁矿成本支撑
https://www.htfc.com/wz_upload/png_upload/20220703/1656859411390182964.pdf
华泰期货钢材半年报:高产量低消费钢厂艰难负重前行,压产量提消费产业有望回归正轨
https://www.htfc.com/wz_upload/png_upload/20220703/1656859082944271b37.pdf
东海期货黑色期货日报:市场成交继续回落,钢材现货市场弱势下跌
http://www.qh168.com.cn/Upload/file/20220704/20220704080248714871.pdf
【农产品期货】
中信期货农产品:宏观主导近期商品弱势运行,产能去化驱动生猪表现一枝独秀
https://www.citicsf.com/e-futures/attached/20220704/07/39/3/05cb3dabed0389db05b741b4ac7b8c0e.pdf
华泰期货油脂油料半年报:宏观风险加剧,油脂高开低走
https://www.htfc.com/wz_upload/png_upload/20220703/1656861047764765af7.pdf
华泰期货农副产品半年报:国内棉花供需两弱,果蔬品淡季震荡为主
https://www.htfc.com/wz_upload/png_upload/20220703/1656861258516f20931.pdf
华泰期货饲料养殖半年报:供应收缩影响,价格仍趋上涨
https://www.htfc.com/wz_upload/png_upload/20220703/1656854242531124242.pdf
东海期货农产品日报:美豆种植面积远不及预期,后期修正依然有空间
http://www.qh168.com.cn/Upload/file/20220704/20220704080811771177.pdf
【有色/贵金属期货】
东海期货贵金属日报:长期美债收益率下行,白银偏弱
http://www.qh168.com.cn/Upload/file/20220704/20220704080771047104.pdf
东海期货有色金属日报:宏观利空不断,铜价重启跌势
http://www.qh168.com.cn/Upload/file/20220704/2022070408020500500.pdf
中信期货有色:宏观面主导市场,市场非理性波动延续
https://www.citicsf.com/e-futures/attached/20220703/08/28/3/c6ba732e59f9436bc66d7483bb92fb9f.pdf
中信期货贵金属:衰退预期增强通胀预期减弱,贵金属已有配置价值
https://www.citicsf.com/e-futures/attached/20220703/17/01/3/23b89bb363dd2a0feea4a45f7cfb0233.pdf
华泰期货贵金属半年报:通胀短期内料将维持高位,黄金仍具配置价值
https://www.htfc.com/wz_upload/png_upload/20220703/1656818282061865e4b.pdf
【能化期货】
华泰期货PTA半年报:夏季PX坚挺,聚酯需求恢复缓慢,TA夹缝中生存
https://www.htfc.com/wz_upload/png_upload/20220702/165672967321850e1bf.pdf
华泰期货甲醇半年报:持续累库周期VS煤头成本摆动
https://www.htfc.com/wz_upload/png_upload/20220702/16567261447919b31ef.pdf
华泰期货燃料油半年报:结构性矛盾下,高低硫燃油市场或持续分化
https://www.htfc.com/wz_upload/png_upload/20220704/1656866959079e568ac.pdf
东海期货能化日报:利比亚出口受限,小幅支撑当期油价
http://www.qh168.com.cn/Upload/file/20220704/2022070408020770770.pdf
中信期货原油:油价政治博弈加剧,关注地缘事件进展
https://www.citicsf.com/e-futures/attached/20220703/13/04/3/6abd88c76fe042e0f38568c9f3fa62b3.pdf
中信期货化工:估值支撑对抗需求压力,化工谨慎承压
https://www.citicsf.com/e-futures/attached/20220703/16/36/3/719254b8bd2b7e3a4f321ff01550fbaf.pdf
中信期货能源与碳中和:全球能源基本面多空交织,关注宏观和地缘影响
https://www.citicsf.com/e-futures/attached/20220703/17/23/3/70f8aa1c1df99d1fbf3069fcf7d90e5a.pdf