Workflow
铅：价格震荡
Guo Tai Jun An Qi Huo·2025-09-10 01:50

Group 1: Industry Investment Rating - No industry investment rating is provided in the report. Group 2: Core View - The price of lead is fluctuating, and the lead trend strength is neutral [1]. Group 3: Summary of Each Section Fundamental Tracking - Prices: The closing price of the main Shanghai lead contract was 16,930 yuan/ton, up 0.21%; the closing price of the LME 3M electronic lead contract was 1,990 dollars/ton, up 0.10% [1]. - Volumes: The trading volume of the main Shanghai lead contract was 30,476 lots, a decrease of 10,182 lots; the LME lead trading volume was 3,368 lots, a decrease of 2,242 lots [1]. - Open Interests: The open interest of the main Shanghai lead contract was 49,701 lots, an increase of 817 lots; the LME lead open interest was 156,391 lots, a decrease of 1,110 lots [1]. - Premiums and Discounts: The premium of Shanghai 1 lead was -35 yuan/ton, unchanged; the LME CASH - 3M premium was -43.36 dollars/ton, up 0.12 dollars/ton [1]. - Import Profits and Losses: The spot import profit and loss of lead ingots was -413.26 yuan/ton, an increase of 68.19 yuan/ton; the import profit and loss of the continuous third - month Shanghai lead contract was -402.22 yuan/ton, an increase of 70.39 yuan/ton [1]. - Inventories: The Shanghai lead futures inventory was 53,820 tons, an increase of 25 tons; the LME lead inventory was 239,325 tons, a decrease of 3,800 tons [1]. - Recycled Lead: The price of recycled electric vehicle batteries was 10,050 yuan/ton, unchanged; the price of recycled refined lead was 16,750 yuan/ton, up 25 yuan/ton; the comprehensive profit and loss of recycled lead was -249 yuan/ton, an increase of 26 yuan/ton [1]. News - The US non - farm annual revision was worse than expected, with a downward revision of 911,000, increasing the pressure on the Fed to cut interest rates [1]. - After the US government released the significantly revised annual non - farm employment data, the White House quickly responded and criticized the Bureau of Labor Statistics (BLS), former US President Biden, and Fed Chairman Powell [1].