原木供给压力相对缓和 预计整体盘面偏震荡运行

Core Viewpoint - The main focus of the news is the recent surge in lumber futures prices, with the primary contract reaching a peak of 776.5 yuan and closing at 768.5 yuan, reflecting a 2.40% increase. The outlook for lumber prices is expected to be volatile, with various institutions providing differing assessments on future trends [1][2][3]. Group 1: Market Performance - Lumber futures experienced a significant increase, with the main contract peaking at 776.5 yuan and closing at 768.5 yuan, marking a 2.40% rise [1]. - The average daily shipment of lumber from ports was 62,800 cubic meters, showing a slight increase of 700 cubic meters week-on-week [2]. - The current inventory at ports stands at 3.41 million cubic meters, with a decrease of 20,000 cubic meters from the previous week [2]. Group 2: Institutional Insights - New Century Futures predicts that lumber prices will remain volatile, with expectations of daily shipments stabilizing around 60,000 cubic meters due to seasonal demand fluctuations [2]. - New Lake Futures notes that the lumber market lacks significant contradictions in fundamentals, but domestic traders are facing losses due to price discrepancies between domestic and international markets [3]. - The overall market is expected to experience fluctuations, particularly as the delivery logic for July approaches, which may lead to increased market activity [3].