Group 1 - The core viewpoint of the article highlights the strong performance of copper prices, which rose by 3.6% to reach a new high, driven by a weak US dollar and a rebound in precious metals [1] - Domestic demand for copper remains weak, leading to an increase in spot discounts and a rise in social inventory, although the impact on copper prices is limited [1] - The National Development and Reform Commission (NDRC) has released an article emphasizing the need to optimize and enhance traditional industries, including improving project verification mechanisms to prevent blind investment and disorderly construction [1] Group 2 - Despite the accumulation of non-US inventories, overall inventory levels remain low, which has not significantly impacted copper prices [1] - Jinrui Futures indicates a generally positive macro outlook, with signs of US siphoning, and anticipates that copper prices may maintain a strong oscillation with an upward shift in focus, while cautioning about high price risks [1]
沪铜大幅走强 关注非美地区库存变化【12月26日SHFE市场收盘评论】
Wen Hua Cai Jing·2025-12-26 08:23