节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10
沪铜阳线震荡,关注节前备货
本文由国投期货发布,对铜、铝、锌、铅、镍及不锈钢、锡等金属市场进行分析。
铜市场,周五沪铜在中长期均线上方震荡收阳。现货端表现出一定韧性,市场处于观望态势。需晚间关注伦铜变动情况,下旬重点关注中国中下游企业国庆前的备库动态。这一系列因素对沪铜价格走势具有重要影响,企业与投资者需密切留意。
铝相关市场,沪铝今日窄幅波动。下游开工率季节性回升,虽年内铝锭库存大概率偏低,但铝锭社库拐点尚未出现,旺季需求反馈仍需关注。铸造铝合金随沪铝回调,废铝货源偏紧且税率政策调整预期增加企业成本,使其相对沪铝或更具韧性。氧化铝运行产能创新高,供应过剩明显,各地现货指数下调,其支撑暂看6月低点附近。
锌市场,LME锌库存持续走低,海外现货偏紧,反弹趋势未根本扭转。沪锌在2.2万整数关附近多空分歧加大,成交放量,持仓与沉淀资金增加。锌现货进口ĺ..
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