节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
2025年伦敦金属交易所（LME）铜和镍交易展现强劲势头，投资者对全球供应收紧及工业需求变化做出反应。LME报告显示，今年前11个月这两种合约的交易活跃度均有所上升。因此，交易员目前更密切关注这些金属，以获取与制造业及能源转型市场相关的信号。铜交易量同比增长7.6%，1月至11月期间成交超过4030万手。与此同时，镍交易量同期激增25.7%，LME铜和镍交易进一步升温，这一反弹凸显出2022年动荡交易环境后市场对该合约的信心恢复。
铝交易量稳定在6550万手，使LME原铝合约保持交易所最活跃合约地位。然而钴交易意外表现突出，交易量激增1345%创..废钢、螺纹钢及热轧卷板合约失去动力，表明再生钢市场兴趣降温。推动LME铜和镍交易增长的市场因素反映供应链、风险偏好及大宗商品需求的宏观变化。
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