金属普跌 期铜下跌 因受库存攀升所累【9月22日LME收盘】

Group 1 - LME copper prices fell on September 22, 2023, due to rising inventories and a weak global economy, although Chinese consumers' restocking and a softening dollar limited the decline [1][4] - As of September 22, LME three-month copper closed at $9,972.50 per ton, down $16.50 or 0.17% from the previous session [2] - Year-to-date, LME copper has increased by 14%, but has retreated from a 15-month high of $10,192.50 reached last week [4] Group 2 - Shanghai Futures Exchange reported a 12.5% increase in copper inventories, reaching 105,814 tons, the highest level since early June [4] - LME copper inventories have surged by 56% over the past three months [4] - Factors supporting copper prices include restocking by Chinese consumers ahead of the National Day holiday and a slight weakening of the dollar, making dollar-denominated commodities cheaper for buyers using other currencies [5][6] Group 3 - The Grasberg copper mine in Indonesia, one of the largest copper mines globally, has been under production suspension since an accident in early September, providing additional support for copper prices [6] - Marex reported that short covering and other factors are driving zinc prices higher [7] - LME zinc inventories have been declining, leading to a rise in spot zinc prices, which reached a premium of $51 per ton over three-month zinc, the highest level since October 2024 [8] Group 4 - The International Aluminium Institute (IAI) reported that global primary aluminum production in August was 6.277 million tons, with a daily average production of 202,500 tons [9]