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市场风险偏好尚可 铜价支撑强
从产业层面分析,国际市场上,LME铜库存出现变动,注销仓单比例有所抬升,Cash/3M贴水处于一定水平。在国内,电解铜社会库存与上周四相比有所增加,保税区库存略降,上期所铜仓单减少,上海地区现货升水期货,虽盘面上涨需求略有走弱,但因货源偏紧,基差报价坚挺。广东地区库存增加,现货升水期货下调,基差报价下调后交投有所改善。进出口方面,沪铜现货进口存在盈利空间,洋山铜溢价持平。废铜领域,精废价差扩大,废铜替代ļ..
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