东海期货研究
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【导读】东海期货研究 本周提示 ◇黑色品种: 一:原料价格大涨后,钢厂利润降至历史同期低位,且钢材下游现实需求低迷的情况下,高成本向下游传导不畅 二:发改委重提粗钢压减,二季度供应收缩政策可能升级 ◇操作建议: ◆阶段性做多螺矿比01 农产品板块 1.1 跨期价差 棕榈油 (p2301-p2305) 豆油 (y2301-y2305) 豆粕 (m2301-m2305) 豆一 (a2301-a2305) 玉米 (c2301-c2305) 郑糖 (SR2…
东海期货研究
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