沪铜触及纪录高位,因供应趋紧
Wen Hua Cai Jing·2025-12-04 06:48

Group 1 - Shanghai Futures Exchange copper futures reached a historical high, driven by a surge in canceled warehouse receipts at the London Metal Exchange (LME), indicating tightening supply outside of China and increasing expectations for a Federal Reserve rate cut this month [1] - The main copper contract on the Shanghai Futures Exchange rose by 2.62% to 91,300 yuan per ton, earlier touching a record high of 91,400 yuan [1] - LME three-month copper contract hit a historical high of $11,540 per ton, with current prices at $11,510.50 per ton [1][2] Group 2 - Goldman Sachs raised its LME copper average price forecast for the first half of 2026 from $10,415 per ton to $10,710 per ton [2] - The US dollar showed weakness, reinforcing market expectations for a Federal Reserve rate cut next week [2] Group 3 - Tin prices surged to their highest level in three and a half years, with Shanghai tin rising by 3.05% to 318,790 yuan per ton, earlier reaching 323,700 yuan [3][4] - Other base metals on the Shanghai market saw increases, with aluminum up 1.1% to 22,135 yuan per ton, zinc up 0.88% to 22,940 yuan per ton, lead up 0.03% to 17,190 yuan per ton, and nickel up 0.21% to 117,860 yuan per ton [3] - LME three-month tin declined by 0.94% to $40,395.00 per ton, while other metals like zinc, lead, aluminum, and nickel showed slight increases [4]