宝城期货有色周度数据-20250821

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The non-ferrous metals sector declined slightly, with the strength order being lead, tin, copper, aluminum, zinc, and nickel [4]. - The open interest of zinc, aluminum, and nickel increased, that of copper remained basically flat, that of tin decreased slightly, and that of lead decreased significantly [4]. - In terms of basis, the basis of copper rebounded in the past week, while the others continued to decline [4]. - As China approaches the peak industrial seasons of "Golden September and Silver October", industrial support may strengthen, and the overall non-ferrous metals sector may stabilize with fluctuations. The basis and calendar spreads of varieties with low inventories may strengthen [4]. 3. Summary by Relevant Catalogs Copper - The report presents charts of copper futures price trends, 1 electrolytic copper premium/discount seasonality, copper concentrate port inventory, copper product operating rates, domestic electrolytic copper social inventory, and overseas futures inventory (COMEX + LME) [6][11][8][13][10][15]. Aluminum - It includes charts of aluminum futures price trends, aluminum premium/discount seasonality, bauxite port inventory, aluminum product operating rates, domestic electrolytic aluminum social inventory, and overseas futures inventory (COMEX + LME) [18][23][20][25][22][27]. Zinc - The content involves charts of zinc futures price trends, zinc premium/discount seasonality, zinc concentrate port inventory, galvanizing operating rates, refined zinc social inventory, and galvanized sheet total inventory [30][35][31][37][33][38]. Lead - There are charts of lead futures price trends, lead premium/discount seasonality, lead concentrate port inventory, lead operating rates, lead social inventory, and overseas futures inventory (COMEX + LME) [41][45][42][46][43][48]. Tin - The report shows charts of tin futures price trends, tin premium/discount seasonality, tin concentrate prices, tin ore processing fees, refined tin social inventory, and overseas futures inventory (LME) [53][59][55][61][57][63]. Nickel - It contains charts of nickel futures price trends, nickel spot - futures spread seasonality, nickel ore port inventory, nickel iron operating rates, nickel social inventory, and overseas futures inventory (LME) [66][72][68][74][70][76].