11月LME仓库中可用的中国产铜库存占比为85%,高于10月份的82%
Ge Long Hui A P P·2025-12-10 15:32

Core Insights - The London Metal Exchange (LME) reported an increase in the proportion of Chinese copper in its available inventory for November, driven by favorable price arbitrage that stimulated exports from China [1] Group 1: Inventory Data - As of the end of November, the proportion of Chinese copper in LME's available inventory rose to 85%, up from 82% in October [1] - The absolute quantity of Chinese copper in LME warehouses increased to 130,225 tons by the end of November, compared to 100,400 tons in October [1] Group 2: Price Dynamics - The higher LME prices compared to domestic prices in China have made metal exports more profitable, contributing to the increase in inventory levels [1]