2025年06月05日 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石：板块预期反复，宽幅震荡 | 2 | | --- | --- | | 螺纹钢：市场情绪提振，宽幅震荡 | 3 | | 热轧卷板：市场情绪提振，宽幅震荡 | 3 | | 硅铁：黑色板块共振，宽幅震荡 | 5 | | 锰硅：黑色板块共振，宽幅震荡 | 5 | | 焦炭：三轮提降开启，盘面震荡偏强 | 7 | | 焦煤：消息扰动，盘面震荡偏强 | 7 | | 动力煤：底部阶段企稳运行 | 9 | | 原木：弱势震荡 | 10 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 6 月 5 日 铁矿石：板块预期反复，宽幅震荡 张广硕 投资咨询从业资格号：Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 1. 29% | | --- | --- | --- | --- | --- | --- | | 期货 | 12509 | | 704. ...

"西方不亮东方亮"，美国铝进口关税翻倍对沪铝冲击或有限？ 相关链接 期货热点追踪 ...

印度需求强劲推动马棕油收涨！但价格仍未突破4000关口，这波上涨是否在"诱多"？ 相关链接 期货热点追踪 ...

Core Viewpoint - The main futures contract for coke has seen an intraday increase of 6% [1] Group 1 - The rise in coke futures indicates a significant market movement, reflecting potential changes in supply and demand dynamics [1]

Group 1 - The core point of the article is that coking coal futures have seen a significant increase, with the main contract rising by 7% to 768 yuan per ton [1]

纯碱期货主力合约日内涨幅扩大至3% 智通财经6月4日电，纯碱期货主力合约日内涨幅扩大至3%，报1220元/吨。 ...

Core Viewpoint - Copper prices have declined, and LME copper inventories have reached a nearly one-year low, raising questions about future price movements amid unresolved U.S. trade policies [1] Group 1 - LME copper inventory has decreased to its lowest level in nearly a year, indicating potential supply constraints [1] - The decline in copper prices suggests market volatility and uncertainty regarding future demand and supply dynamics [1] - Ongoing uncertainty surrounding U.S. trade policies may further impact copper market conditions and pricing strategies [1]

期货热点追踪 双焦夜盘大幅反弹是否为诱多？机构：供需宽松+钢厂压价，焦煤或继续探底！ 相关链接 ...

印度棕榈油需求有大幅增加的可能，市场消息人士认为：棕榈油价格预计将保持稳定或上涨…… 相关链接 期货热点追踪 ...

特朗普关税风暴再起！钢铝50%税率周三生效，美国铝、热卷价格飙升！铜价为何提前异动？ 相关链接 期货热点追踪 ...