氧化铝周报 2025 年 6 月 3 日 成本支撑与复产博弈 氧化铝震荡 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 zhao.kx@jygh.com. cn 从业资格号：F031122984 投资咨询号：Z00210404 敬请参阅最后一页免责声明 1 / 7 ⚫ 矿端几内亚矿业和地质部长在国家电视台上公开 宣布将撤销几内亚129家矿业公司的勘探许可证， 其中涉及7个铝土矿项目，本次撤销暂时对在采矿 山没有直接影响，不过几内亚雨季临近，矿石供应 或有季节性减少。供应端当前开工产能较上周并 未明显增量，但随着氧化铝价格上涨利润增加，企 业生 ...

储能系统解决充电场站的 "冰火两重天" 作为上海市重点建设的智慧能源项目， 该超级充电站 日均服务超千台次电动车充电，面临充电峰期电 价高和充电站峰值负荷超限两大挑战。 海博思创基于对充储场景的深度理解，适配液冷户外柜产品， 为超充站"排忧解难"。 通过储能系统日均实现两次满功率充放电循环，实现谷电存储与峰电释放，完 成精准的峰谷套利策略；通过监测变压器功率情况，自动实现短期功率支撑，减缓变压器压力的同时也 支持了液冷超充设备稳定运行，避免因充电峰期降功率运行造成的充电收益损失。 交付密码 截至2024年底，中国新能源汽车保有量已达到3140万辆。面对新能源汽车爆发式增长带来的充电基 础设施需求压力，储能技术正成为破解充电网络峰谷矛盾的核心突破口。 近日， 海博思创完成星纪 云能（无锡）科技有限公司在上海北翟路 超级充电站的储能项目交付 ，通过精准的峰谷套利策略与 智能功率支撑技术，为充电场站能源管理树立新标杆。 破局利器 海博思创的"闪电速度" 面对项目实施与交付工作， 海博思创团队建立多方协同机制，提前完成核心部件备货；采用模块化预 调试技术，压缩现场联调周期；实施全流程数字化管理，确保工程进度可控，为客 ...

0:00 / 3:47 沧州青县，在这个小县城，每年有上亿支化妆刷从这里走向全球，支撑起年产值30亿级的"颜值经济"。 青县的"蝶变密码"，藏在传统产业转型的韧劲里。20世纪90年代，当地招商引进了不少韩资制刷企业， 主要是给国外高端品牌做代工。但代工贴牌的低端路线很快遭遇瓶颈。痛定思痛的青县人开启"美丽突 围"：成立产业联盟统一标准，建设研发中心攻关新材料，注册自主品牌进驻跨境电商平台。 从磅毛称重、整理梳毛、墩杯造型、拼接刷杆、注胶粘贴、调毛整形……每一把化妆刷的诞生均需历经 数十道复杂工序，别看只是一个简单的手工制品，实际上却有很多外行难以跨越的门槛。 创新驱动让"青县制造"脱胎换骨。破解进口设备适配难题，提高动物毛利用率，3D打印技术塑造异形 刷柄，国风设计融入非遗技艺……凝结着匠心的产品如今受到越来越多消费者的青睐。 目前，青县化妆刷的国内市场占有率达到50%以上，国外高档化妆刷80%以上出自青县。全县在网上开 设化妆刷店铺2000多家，从业人员达到8000多人。 "中国化妆刷千千万，河北沧州占一半"河北省沧州市，这座以武术和杂技闻名的古城，正用一双"刷 子"书写传奇。 2021年，青县被中国轻工业 ...

综合来看，刘昌松认为上证日线级别指标仍需修复，今日的阳线不宜盲目追高，但6月份的板块波段机 会基本已经确定，投资者需要"看长做短"，把握波段机会，在指标未完全修复之前，需重点关注成交量 是否可持续，如果成交量无法持续放大，那么明日的赚钱效应可能会较今日略有下降，投资者不可盲目 追涨。 5月29日，和讯投顾刘昌松在今日市场分析中指出，A股全天放量大涨，超百股涨停，市场情绪高涨， 预计6月份有望迎来板块波段机会。整体而言，市场的反弹在预料之中，60分钟级别的双金反弹如期而 至，沪指也重回5天均线。不过，短线上市场仍需确认5天均线的技术支撑，如果失守5天均线，下方缺 口可能会被确认。目前，日线级别指标尚未完全修复，因此今日的阳线并不适合盲目追高。 （原标题：投顾观市：指标修复指数大涨，6月份有望迎来板块波段机会） 从结构上看，刘昌松提醒投资者今日需关注高点连线，因为高点连线已经接近，存在短线压力，这种压 力主要来源于上方的反压线。如果有效跌破5天均线，KDJ指标可能会出现死叉并跌破50。50之上的调 整相对较为克制，但50之下的调整则可能较为迅速。从技术面来看，30分钟级别和60分钟级别均出现双 金信号，60分钟级 ...

• 黄金价格延续跌势，周四早盘跌至3250美元以下的周低点。 • 美元在美国法院的关税裁决、谨慎的美联储会议纪要和乐观情绪的推动下进一步回升。 • 随着相对强弱指数（RSI）突破中线，黄金买家似乎放弃了，位于3295美元附近的关键支撑位被击破。 黄金价格在周四早盘延续了四天的看跌走势，徘徊在一周内的最低水平3250美元附近。 黄金价格屈服于美元的复甦 本周围绕美元（USD）的买入兴趣依然强劲，最新的上涨受到美联储（Fed）5月份政策会议的谨慎会议纪要和美国联邦法院裁定阻止特朗普总统的"解放 日"关税的推动。 法院认为这些关税是非法的，称特朗普没有权力对从向美国（US）出售的商品多于购买的国家征收普遍关税，路透社报导。 与此同时，美联储会议纪要指出，"与会者一致认为，经济前景的不确定性进一步增加，因此在政府政策变化的净经济影响变得更加清晰之前，采取谨慎 的态度是合适的。" 此外，市场情绪因美国人工智慧（AI）先锋英伟达（Nvidia）发布的令人鼓舞的财报而乐观，该财报显示强劲的收入预测。 财报显示，上一季度收入为440.6亿美元，超出行业预期的432亿美元，每股收益也超出预期，达到0.96美元，而预期为0.93 ...

Core Viewpoint - The stainless steel market is experiencing fluctuations influenced by Indonesia's industrial policies, global trade tensions, and raw material prices, with current prices stabilizing but facing downward pressure due to weak demand and inventory accumulation [1][2][3] Group 1: Market Dynamics - In Q1, Indonesia's industrial policies positively impacted the stainless steel market, with prices peaking at 13,800 CNY/ton [1] - Following the implementation of the "reciprocal tariffs" by the Trump administration, stainless steel futures dropped significantly, reaching a low of below 12,600 CNY/ton [1] - As global trade tensions eased, nickel-iron prices continued to decline, leading to a lack of upward momentum for stainless steel prices [1] Group 2: Nickel Supply and Pricing - The current supply of Indonesian nickel ore remains tight, with domestic prices for 1.6%-1.8% grade nickel ore stabilizing around 60 USD/wet ton [1] - If the Indonesian government reduces nickel ore production quotas, it could exacerbate supply-demand imbalances in Q3, potentially benefiting stainless steel prices [1] - Nickel raw material costs account for approximately 61% of the cost structure for the mainstream 300 series stainless steel, indicating significant sensitivity to nickel price changes [1] Group 3: Nickel Iron and Chromium Prices - Nickel iron prices have seen a decline from 1,030 CNY/nickel at the end of March to 940 CNY/nickel, but recently rebounded to around 970 CNY/nickel, providing some cost support for stainless steel [2] - High-carbon ferrochrome prices are under pressure due to the resumption of production at ferrochrome plants and reduced output from some stainless steel manufacturers, with costs in southern and northern regions reported at 8,561 CNY/50 base tons and 8,362 CNY/50 base tons, respectively [2] Group 4: Production and Inventory - In May, domestic stainless steel crude steel production was 3.4899 million tons, showing a month-on-month decrease of 0.36% but a year-on-year increase of 5.76% [2] - Recent production cuts from stainless steel manufacturers, such as a three-month shutdown at Indonesia's Qingshan Steel and a planned 10-15 day shutdown at a steel plant in East China, have had limited impact on the futures market due to high overall supply levels [2] Group 5: Demand and Market Outlook - The second quarter is traditionally a slow season for stainless steel demand, with the real estate market showing weak recovery indicators [3] - Export challenges due to tariffs and new regulations are expected to limit improvements in stainless steel demand [3] - Social inventory of stainless steel has been accumulating, with a reported increase of 0.85% to 1.1177 million tons in major markets [3] - Overall, while production cuts and rising nickel iron prices provide some support, weak demand and slow inventory digestion are likely to keep stainless steel prices in a range of 12,600 to 13,200 CNY/ton in the short term [3]

Core Insights - The article discusses the journey of a trader who initially experienced success but faced significant losses due to a lack of understanding of risk management and emotional control in trading [1][2][3]. Group 1: Trading Experience - The trader won a domestic derivatives competition but lacked knowledge in risk control and technical analysis, attributing early success to luck [1]. - After borrowing 300,000 and investing in the Taiwan stock index, the trader lost 150,000 due to a gambling mentality, realizing the difficulty of executing the strategy of holding profitable trades and cutting losses [2]. - Subsequent attempts to apply technical analysis led to further losses, highlighting the limitations and lagging nature of many technical indicators [3][6]. Group 2: Learning and Adaptation - The trader began to study various trading strategies and technical analysis methods, seeking to improve performance after experiencing significant losses [2][5]. - A pivotal moment occurred when the trader recognized the importance of directly observing price movements rather than solely relying on technical indicators [4]. - The introduction of algorithmic trading was attempted, but it resulted in even greater losses, emphasizing the challenges of automated trading systems [6]. Group 3: Key Trading Principles - The trader eventually identified that support, resistance, and trend lines are fundamental to successful trading, allowing for a more stable trading approach [7]. - Using support lines to gauge price trends proved to be a reliable method, particularly during trend reversals [8]. - The article emphasizes that trading in the direction of established trends can enhance profit potential and speed up the realization of gains [9][10].

积存金·盯盘神器显示短线关键点位在？ 金十VIP盯盘神器·积存金可实时查看积存金报价的黄金最新支撑阻力参考位。当前最新的指标共振点汇总图显示，积存金最强 阻力参考为769.40元，最强支撑位在764.36元。更多积存金价格参考可以点击金十VIP页面-盯盘神器，选择"积存金"分类即可实 时查看。 注：本报价为国际金价换算参考的虚拟报价，不代表实际买卖成交数据，仅供参考 相关链接 ...

| | | | | | | | | | 现货白银 布伦特原油 美国WTI原油 欧元美元 英镑美元 美元日元 关元瑞郎 | | | | 纽元美元 澳元美元 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 园 当网API原油库存 | | | | | 实盘订单流 2 Q | | | | 图 技术刘Pro | | 指标共振点汇总 | | | 2 | | 现货黄金 | 指标信号预警 2 △ | | | 查看更多 > | 1分 | 5分 15分 30分 | 1时 | | 更新:05-28 21:24 | | 1557 1小时 4小时 | 1日 | | 更新:05-28 21:23 | | | 三 16:15 价格触及MA5均线 | | | | | | | | | | | | | | | 3308.23 | 区 13:38 到达VPC关键位 | | | | | | | | | 3311.0 | | | | 3361.12 3356.27 | | 0.25% +8.32 | 三 ...

Group 1 - The article promotes a free futures trading practical course, emphasizing the importance of understanding support and resistance levels and identifying effective breakouts [1] - The course offers a system for building trading strategies and includes one-on-one guidance from instructors, limited to the first 50 participants [1] - The initiative aims to attract new traders by providing valuable educational resources at no cost [1]