有色及贵金属日度数据简报-20251030
Guo Tai Jun An Qi Huo·2025-10-30 09:52

Group 1: Investment Rating - No investment rating information is provided in the report. Group 2: Core View - The report is a daily data briefing on non - ferrous metals and precious metals, presenting the latest prices, price differences, inventory, and import - export profit and loss data of various metals on October 30, 2025, compared with previous trading days, weeks, and months [1]. Group 3: Summary by Metal Gold (AU) - Prices: The closing prices of Shanghai gold futures (main and near - month contracts), COMEX gold futures (main and near - month contracts), London gold spot, and Shanghai Gold Exchange (SGE) gold spot showed different changes on October 30, 2025, compared with previous periods. For example, the Shanghai gold main - contract closing price was 1.28 yuan/gram on October 30, while it was 52.16 yuan/gram on the previous trading day [1]. - Basis: The domestic basis (gold T + D - main contract) and overseas basis (LBMA gold spot - COMEX AU01) also had fluctuations [1]. Silver (AG) - Prices: Similar to gold, the closing prices of Shanghai silver futures, COMEX silver futures, London silver spot, and SGE silver spot changed. For instance, the Shanghai silver main - contract closing price was 11253 yuan/kilogram on October 30, with a decrease of 214 yuan/kilogram compared to the previous month [1]. - Basis: The domestic basis (AG(T + D) - main contract) and overseas basis (LBMA silver spot - COMEX AG01) had their own trends [1]. Copper (CU, BC) - Prices: The closing prices of Shanghai copper (CU) and international copper (BC) futures (main and continuous contracts), LME copper 3M, and COMEX copper main - contract all showed changes. The Shanghai copper main - contract closing price decreased by 750 yuan/ton on October 30 compared to the previous trading day [1]. - Inventory: The inventory of Shanghai copper, international copper, LME copper, and COMEX copper also changed. For example, the LME copper warehouse - receipt inventory decreased by 9625 tons compared to the previous week [1]. - Import - export and Spreads: The copper spot and 3M import - export profit and loss, and the spreads between different contracts and spot prices (such as month - to - month spreads, spot premiums) had different values [1]. Aluminum and Alumina (AL, AO) - Prices: The closing prices of Shanghai aluminum (AL) and alumina (AO) futures (main and continuous contracts), LME aluminum 3M, and COMEX aluminum main - contract changed. The Shanghai aluminum main - contract closing price was 21245 yuan/ton on October 30 [1]. - Inventory: The inventory of Shanghai aluminum, alumina, LME aluminum, and COMEX aluminum had their own trends. The LME aluminum warehouse - receipt inventory decreased by 2900 tons compared to the previous trading day [1]. - Profit and Spreads: The profit of alumina plants and electrolytic aluminum plants, and the spreads between different contracts and spot prices (such as month - to - month spreads, regional spot premiums) were presented [1]. Zinc (ZN) - Prices: The closing prices of Shanghai zinc (ZN) futures (main and continuous contracts) and LME zinc 3M changed. The Shanghai zinc main - contract closing price was 22365 yuan/ton on October 30 [1]. - Inventory: The inventory of Shanghai zinc and LME zinc changed. The LME zinc warehouse - receipt inventory decreased by 43800 tons compared to the previous week [1]. - Import - export and Profit: The import - export profit and loss of refined zinc and the smelting profit of zinc plants were provided [1]. Lead (PB) - Prices: The closing prices of Shanghai lead (PB) futures (main and continuous contracts) and LME lead 3M changed. The Shanghai lead main - contract closing price was 17350 yuan/ton on October 30 [1]. - Inventory: The inventory of Shanghai lead and LME lead changed. The LME lead warehouse - receipt inventory decreased by 219550 tons compared to the previous trading day [1]. - Profit and Spreads: The smelting profit of recycled lead plants and the spreads between different contracts and spot prices were shown [1]. Nickel and Stainless Steel (NI, SS) - Prices: The closing prices of Shanghai nickel (NI) and stainless steel (SS) futures (main and continuous contracts), LME nickel 3M, and the spot prices of related products changed. The Shanghai nickel main - contract closing price was 120980 yuan/ton on October 30 [1]. - Inventory: The inventory of Shanghai nickel, stainless steel, LME nickel changed. The LME nickel warehouse - receipt inventory was 251706 tons on October 30 [1]. - Import - export and Spreads: The import - export profit and loss of refined nickel, and the spreads between different products (such as nickel plate - nickel iron, nickel plate - sulfuric acid nickel) were presented [1]. Tin (SN) - Prices: The closing prices of Shanghai tin (SN) futures (main and continuous contracts) and LME tin 3M changed. The Shanghai tin main - contract closing price decreased by 3120 yuan/ton on October 30 compared to the previous trading day [1]. - Inventory: The inventory of Shanghai tin and LME tin changed. The Shanghai tin warehouse - receipt inventory was 5732 tons on October 30 [1]. - Import - export and Processing Fees: The import - export profit and loss of refined tin and the tin ore processing fees were provided [1].