节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


海关总署在线查询数据表明,中国10月精炼出口量达65945吨,同比增长超五倍,环比大幅增长近1.5倍 。9月底,出口窗口开启,国内冶炼厂便积极规划出口计划。进入10月,铜价持续攀升,国内需求因此受到抑制,促使国内精炼铜出口量显著增加。

从市场动态来看,9月底出口窗口的打开,为国内冶炼厂创造了有利条件。冶炼厂基于市场形势变化,敏锐捕捉出口机遇,积极布局出口计划,展现出对市场变化的快速响应能力。

10月铜价的进一步上探,对国..

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