现货黄金盯盘神器 临近欧盘时段，现货黄金守住前一天低点3300整数关口，盯盘神器中的指标共振汇总图显示，短线最强支撑区在3291-3300，挂 单图也显示此处是资金最为关注的区间。而阻力首先关注33XX，其次是短线最强阻力33XX，更多具体指标与观点见"VIP专区- 现货黄金盯盘神器"。 盯盘神器·现货黄金显示短线最强支撑阻力带 ...

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Group 1: Gold Market Analysis - The current gold price is experiencing fluctuations, with a recent high of $3317 before dropping to around $3289, reflecting a decline of approximately 1.36% [2] - Upcoming economic data releases are critical, including U.S. employment figures and other key indicators, which are expected to influence market sentiment [2] - Technical analysis indicates that gold is under pressure, with a focus on resistance levels around $3318 and support levels between $3265 and $3250 [5][6] Group 2: Oil Market Analysis - International oil prices are slightly rising, but concerns over global trade and potential OPEC+ supply increases are creating uncertainty in the market [6] - The medium-term trend for oil prices is downward, with expectations of further declines towards the $50 mark [6] - Short-term trading strategies suggest a focus on buying on dips and selling on rebounds, with key resistance at $64.5-$65.0 and support at $62.0-$61.5 [6]

Group 1 - The recent decline in waste battery prices has led to a slight recovery in the profitability of recycled lead enterprises, although they still operate at a loss, with losses narrowing from approximately 700 yuan/ton to about 500 yuan/ton [3][4] - The decrease in social inventory of lead ingots is primarily due to weak downstream demand, with battery demand entering a low season and terminal distributors' battery inventories at seasonal highs [5][6] - The short-term outlook for lead prices remains under pressure due to weak demand, but medium-term expectations suggest limited downside potential, supported by the need for battery companies to replenish stocks [6] Group 2 - The recent drop in waste battery prices is attributed to increased selling pressure from recyclers ahead of the May Day holiday, despite prices remaining at 10,300 yuan/ton, leading to continued losses for recycled lead enterprises [4] - The decline in social inventory of lead ingots is mainly a result of reduced production from recycled lead companies, with expectations of a rebound in inventory post-holiday due to weak consumption [5][6] - The lead market is characterized by weak supply and demand dynamics, with expectations of price fluctuations within the range of 16,500 to 17,300 yuan for Shanghai lead and 1,920 to 2,050 USD for London lead [6]

有色金属周报(铅) 成本支撑与需求偏弱相博弈，铅价区间整理 2025年4月29日 宏源期货 研究所 010-8229 5006 祁玉蓉（F03100031, Z0021060） 摘要 | | 主要逻辑 | 本周观点 | 上周观点 | | --- | --- | --- | --- | |  | 原料端：全球铅精矿远期供应增量预期存在，但短期供应 | | | | | 端仍面临一定的不确定性，矿端维持紧平衡，TC维持平 | | | | | 稳；废电瓶货源依旧偏紧，回收商手中货源亦不多，部分 | | | | | 回收商提前进入五一假期，门店看涨惜售情绪更加浓厚。 | | | | | 原料端对铅价支撑较强。 | | | |  | 供给端：原生铅前期检修炼厂复产，带来主要增量，部分 | 废电瓶持续偏紧，再生铅炼厂亏损 | | | | | 走扩后大面积减产，支撑铅价震荡 | | | | 炼厂检修安排延后至5月，原生铅供给整体稳中有升；再 | 回升；但考虑当前消费仍处于淡季， | | | | 生铅方面受原料因素影响较大，废电瓶货源持续偏紧，成 | | | | | 本高企导致炼厂亏损走扩，再生铅炼厂大面积减产。 | 且临 ...

期货热点追踪 4月伦铝价格走弱，原材料氧化铝价格接近腰斩，成本支撑论彻底失效了？ 相关链接 ...

【行情回顾】：隔夜国际油价回落，WTI 下降 1.54%，Brent 下降 1.53%，内盘 SC 上升 0.06%。 【基本逻辑】：核心驱动，贸易政策不确定叠加 OPEC+扩产，油价偏弱，但贸易旺季即将开启，下 方支撑短期增强。供给方面，贝克休斯数据显示，截至 4 月 25 日当周，美国活跃石油钻机数量增加 2 座至 483 座；4 月 23 日，哈萨克斯坦新任圭亚那能源部周四公布数据显示，该国 3 月石油产量较 上月下降约 3%至 62.7 万桶/日，一季度石油产量平均为 63.1 万桶/日，同比增长 3%；能源部长表示， 在决定石油产量水平时，将优先考虑国家利益，而非 OPEC 及其盟友。需求方面，贸易商数据显示， 4 月份俄罗斯对印度港口 ESPO 混合油供应量已增至约 40 万吨（约合 10 万桶/日）。库存方面，截至 4 月 18 日当周，美国商业原油库存增加 20 万桶至 4.431 亿桶，战略原油储备增加 50 万桶至 3.975 亿桶，汽油库存减少 450 万桶至 2.295 亿桶，馏分油库存减少 240 万桶至 1.069 亿桶。 【策略推荐】中长期走势：关税战争、新能源冲击，叠加 OPE ...

晨报 工业硅 工业硅：供需矛盾难解成本支撑减弱，硅价延续弱势 2025 年 4 月 29 日 整理 逻辑：昨日工业硅市场价格弱稳，供应端暂时维持平稳，部分厂家存减产 意愿。目前华东通氧 553#硅在 9500-9800 元时，华东 421 硅在 10200-10600 元 /吨。期货端：昨日工业硅期货主力合约 Si2506 收盘价为 8800，-0.73%，减仓 5009 手，当前持仓为 18.81 万手，成交额为 77.80 亿元。 投资咨询业务资格： 证监许可【2011】1452 号 负责人：赵 毅 供给端：部分厂家有检修意愿，整体供应或有所回落。甘肃产区工业硅开 工较稳定，目前 97 硅价格已突破 9000 元/吨以下，开工率处于低位，中频炉 3303#硅目前报价 10100-10200 元/吨，部分中频炉处于观望之中，短期开工难 有提升。 成 材：武秋婷 需求端：多晶硅价格下跌，需求退坡下，组件开始低价竞争出货，产业链 负反馈加剧，各环节价格压力逐渐向上传导，硅料在需求不及预期以及库存高 位的压力下，减产力度加大，同时报价下调，当前复投料报 36-38 元/千克，致 密料报价 34-37 元/千克，菜 ...

TTPS直播 黄金多次测试下方支撑，本周数据前以震荡操作为主？如何辨别支撑形态，点击观看TTPS直播>>> 相关链接 ...

黄金反复测试前低，底部支撑是否有效？立即观看超V研究员Cici多品种实时分析>>> 相关链接 ...