现货价格持稳
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长江有色:5日氧化铝期价跌0.78% 今日刚需采购意愿持续降低
Xin Lang Cai Jing· 2026-02-05 07:52
新浪合作大平台期货开户 安全快捷有保障 宏观层面,美元反弹,全球股市大面积下挫,市场风险情绪降温。加之铜、铝、锡、镍、锌等金属价格 联动大跌,空头力量增强,氧化铝期货价格也随之承压下行。 基本面方面,前期广西进行检修的两家氧化铝厂,计划分别于 7 日和 9 日复产,且临近春节,选择放假 检修的企业预计增多。上期所仓单库存数据显示,氧化铝期货仓库仓单达 196344 吨,增加 6944 吨;厂 库仓单为 0 吨,与前日持平。这一情况在一定程度上限制了氧化铝期货价格的反弹空间。现货市场,现 货价格企稳,持货商存在挺价意愿,但下游企业观望情绪浓厚。本周多数企业已进入假期,入场补货需 求愈发低迷,刚需采购意愿持续降低,拖累全天成交表现。 综合来看,春节前夕市场交投活跃度预计较低,叠加氧化铝供应过剩压力依旧存在,且市场对年后及 3 月份新增产能投产的预期压力较大,氧化铝价格上方承压明显,预计将维持低位震荡态势。 长江有色金属网www.ccmn.cn 电话:0592-5668838 长江有色网2月5日讯,今日氧化铝所有合约集体下行,主力月2605合约低开低走,盘面走势疲弱;截止 当日15:00收盘,氧化铝主力月2605合 ...
【安泰科】工业硅周评—市场呈现期货强、现货稳的分化格局(2025年10月29日)
中国有色金属工业协会硅业分会· 2025-10-30 08:59
Core Viewpoint - The industrial silicon market is experiencing a differentiated trend with rising futures prices and stable spot prices, indicating a tight supply-demand balance in the short term [1][2]. Price Trends - The main futures contract (2601) closed at 9170 CNY/ton, up by 110 CNY/ton from the previous week [1]. - The national comprehensive price for industrial silicon remained stable at 9174 CNY/ton as of October 29 [1]. - Prices for different grades of industrial silicon are as follows: 553 at 8708 CNY/ton, 441 at 9055 CNY/ton, and 421 at 9658 CNY/ton, all showing stability [1][3]. Regional Price Analysis - Regional prices are stable, with Xinjiang at 8798 CNY/ton, Yunnan at 9753 CNY/ton, and Sichuan at 9950 CNY/ton [1][3]. - The export FOB prices have slightly increased, reflecting a stable market condition [1]. Supply and Demand Dynamics - Domestic industrial silicon production capacity is being released steadily, but there is a strong reluctance to sell among producers, leading to a relatively tight spot supply [2]. - Demand from downstream industries such as organic silicon and aluminum alloys is primarily focused on meeting rigid needs, with no large-scale stockpiling observed [2]. - A forecast for November indicates simultaneous supply contraction and demand decline, which may maintain the current tight balance in the market [2]. Market Outlook - The short-term outlook suggests that rising futures prices may alleviate some pressure on the spot market, while the reluctance to sell in the southwestern region will further support the stability of the spot market [2].