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价有望震荡抬升【机构评论】

五矿期货分析,从产业层面观察,上周三大交易所库存环比减少0.04万吨。其中,上期所库存减少0.5万吨至8.2万吨;LME库存微增至15.6万吨;COMEX库存增加0.4万吨至24.6万吨。上海保税区库存增加0.6万吨。当周,铜现货进口窗口开启,洋山铜溢价抬升。

现货方面,周五LME市场Cash/3M贴水缩窄。国内上海地区现货对期货升水。废铜方面,周五国内精废价差报1080元/吨,废铜替代优势维持偏低,当周再生...

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