关税豁免临近 预计铜价运行于78500-81000之间

Group 1 - The core viewpoint from Zhonghui Futures indicates that the short-term focus for copper prices should be within the range of 78,500 to 81,000 yuan, with a long-term bullish outlook due to ongoing global copper supply tightness and geopolitical tensions [1][2] - Changjiang Futures expects copper prices to operate in the range of 78,500 to 81,000 yuan in the short term, suggesting a cautious approach to holding long positions due to potential demand suppression from rising prices and ongoing tariff uncertainties [1][2] - Guantong Futures anticipates a slow upward trend in copper prices amidst a volatile market, influenced by geopolitical conflicts and uncertain tariff policies, while also considering the tight supply of copper and weak U.S. economic data [2] Group 2 - The recent performance of copper futures shows a strong fluctuation, with the main contract reaching a peak of 80,760.00 yuan and closing at 80,640.00 yuan, reflecting a 1.09% increase [1] - The macroeconomic sentiment appears to be improving, with the U.S. copper premium over London copper expanding, although concerns about seasonal demand and tariff uncertainties may continue to exert pressure on prices [1][2] - The upcoming expiration of a 90-day tariff exemption on July 9 is expected to reignite tariff negotiations, adding to the uncertainty in the copper market [1]