节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10
沪锡夜盘大幅走高,突破2022年4月以来高点,今日白盘盘初延续强势,主力合约涨幅接近4%。
矿石端供需失衡仍是支撑沪锡走强的核心逻辑。缅甸佤邦锡矿复产进程不及预期,叠加刚果(金)锡矿供应扰动再起,多重供应ǫ..铜价再创历史新高,带动有色金属板块情绪共振,估值传导效应显著。
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