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广发早知道:汇总版-20251219
Guang Fa Qi Huo· 2025-12-19 02:22
1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report The report provides a comprehensive analysis of various financial and commodity markets, including futures, stocks, bonds, and commodities. It assesses market trends, supply - demand dynamics, and price movements for each sector, offering trading strategies based on the analysis [2][4][5]. 3. Summary by Directory [Daily精选] - Tin: Fundamentals remain strong, with tight tin ore supply and stable demand in some sectors. Prices are expected to remain strong, suggesting a long - position strategy [2]. - LLDPE: Linear in North China is near the risk - free basis. Supply is increasing, and downstream demand has reached its peak. Attention should be paid to the replenishment of the industrial chain [3]. - Coking Coal: The futures rebounded, with spot prices fluctuating. Supply may decrease at the end of the year, and demand is weak. A short - term long - position strategy for the 2605 contract is recommended [4]. - Oils and Fats: The decline of vegetable oils has slowed due to rising crude oil prices. Palm oil export is weak, while soybean oil may be boosted by crude oil, and rapeseed oil may find support in a certain price range [5]. - Platinum and Palladium: Fundamentals are strong, and prices are expected to rise in the medium - to - long term. In the short term, there may be a correction, and a buy - on - dip strategy is recommended [7]. [Financial Derivatives - Financial Futures - Stock Index Futures] - The stock market showed a defensive style, with the dividend sector rising. The four major stock index futures contracts declined. The market lacks an upward driving force, and a cautious waiting - and - seeing strategy is recommended [9][10][11]. [Financial Derivatives - Financial Futures - Bond Futures] - Bond futures closed mostly higher. The central bank's operations have made the capital market loose. There are both positive factors and profit - taking demands. A short - term shock - based strategy is recommended [12][13]. [Financial Derivatives - Precious Metals] - Precious metals rose and then fell. US inflation slowed down, and European monetary policies diverged. Gold is recommended to hold long positions, silver to wait and see, and platinum and palladium to buy on dips [14][17][18]. [Financial Derivatives - Container Shipping Index (European Line)] - The SCFIS European line index showed a mixed trend. The futures price is expected to fluctuate weakly in the short term [19]. [Commodity Futures - Non - Ferrous Metals - Copper] - Copper prices are oscillating. The probability of interest rate cuts has slightly increased, and inventories are accumulating. A short - term waiting - and - seeing strategy is recommended [20][24]. - Alumina: The spot price is falling, and the inventory is high. The price is expected to oscillate at the bottom. A short - term long - position strategy for bargain - hunting is recommended [25][27]. - Aluminum: The CPI data has strengthened the interest - rate cut logic. The price is expected to oscillate widely, and a long - position strategy for bargain - hunting is recommended [27][30]. - Aluminum Alloy: The social inventory is slowly decreasing. The price is expected to oscillate strongly at a high level, and an arbitrage strategy of going long on AD03 and short on AL03 is recommended [33][34]. - Zinc: The zinc price is oscillating. The supply is gradually tightening, and the demand is stable. A short - term waiting - and - seeing strategy is recommended, and a cross - market reverse arbitrage position should be held [34][37]. - Tin: The fundamentals are strong, and the price is expected to remain strong. A long - position strategy is recommended [38][41]. - Nickel: The low valuation and news have driven the price to rebound. The price is expected to oscillate and repair, and the main contract is expected to operate in the range of 114,000 - 118,000 [41][44]. - Stainless Steel: The price is expected to oscillate strongly in the short term, and the main contract is expected to operate in the range of 12,500 - 13,000 [45][47]. - Lithium Carbonate: The market is in a wide - range oscillation. The supply and demand are both strong, and the inventory is decreasing slowly. A short - term wide - range oscillation strategy is recommended [49][52]. - Polysilicon: The futures price has fallen due to the expected increase in warehouse receipts. A waiting - and - seeing strategy is recommended [53]. - Industrial Silicon: The price is oscillating and rising. The supply and demand are weak, and attention should be paid to the implementation of production cuts [54][55]. [Commodity Futures - Ferrous Metals - Steel] - Steel prices are oscillating within a range. The cost is stable, the supply is decreasing, and the demand is weak. A waiting - and - seeing strategy is recommended [56][57]. - Iron Ore: The futures price rebounded. The supply is increasing, the demand is decreasing, and the inventory is accumulating. A long - position strategy for the 2605 contract and a 1 - 5 positive arbitrage strategy are recommended [58][60]. - Coking Coal: The futures price rebounded. The supply may decrease at the end of the year, and the demand is weak. A short - term long - position strategy for the 2605 contract is recommended [61][64]. - Coke: The futures price rebounded. The second - round price cut has been implemented, and the supply and demand are weak. A short - term long - position strategy for the 2605 contract is recommended [65][66]. [Commodity Futures - Agricultural Products - Meal] - The spot price of soybean meal is falling, and the supply pressure is still there. The price of rapeseed meal is stable, and the demand is weak. A waiting - and - seeing strategy is recommended [67][69]. - Live Pigs: The supply pressure is limited, and the price is oscillating. Attention should be paid to the development of the epidemic [70][72]. - Corn: The spot price is stable, and the futures price is oscillating downward. The supply is sufficient, and the demand is weak. A waiting - and - seeing strategy is recommended [73][74]. - Sugar: The international sugar price is bearish, and the domestic sugar price is oscillating weakly. A bearish strategy is recommended [76][77]. - Cotton: The US cotton price is oscillating at the bottom, and the domestic cotton price rise has slowed down. Attention should be paid to the resistance level [77][78]. - Eggs: The egg price is mostly stable, and the supply is still abundant. The price is expected to oscillate at a low level [80][81]. - Oils and Fats: The decline of vegetable oils has slowed due to rising crude oil prices. Different oils have different trends, and attention should be paid to support levels [82][85]. - Red Dates: The downward trend has slowed, and the price is oscillating at a low level. Attention should be paid to consumption and inventory [86]. - Apples: The price is oscillating downward. The supply is sufficient, and the demand is weak. A long - position liquidation strategy is recommended [87]. [Commodity Futures - Energy Chemicals - PX] - PX prices are rising. The short - term upward driving force is limited, and the medium - term supply - demand is expected to be tight. A rolling long - position strategy is recommended [88][89]. - PTA: The supply - demand is expected to be tight in December and loose in the first quarter. A rolling long - position strategy and a 5 - 9 positive arbitrage strategy are recommended [90][91]. - Short - Fiber: The supply - demand is expected to be weak, and the price follows the raw materials. A strategy similar to PTA and a short - position strategy for high processing fees are recommended [92][93]. - Bottle Chip: The inventory is decreasing, and the processing fee is supported. Attention should be paid to device restarts and new device production [94][95]. - Ethylene Glycol: The domestic supply is shrinking, but the long - term supply - demand is weak. A short - term low - level oscillation is expected, and an option - selling strategy is recommended [96]. - Pure Benzene: The supply - demand pattern is weak, and the price driving force is weak. The price is expected to oscillate in the range of 5300 - 5600 [97][98]. - Styrene: The supply - demand is expected to be weak, and the price driving force is limited. A short - term weak - oscillation strategy is recommended [99][100]. - LLDPE: The North China basis is near the risk - free level. The supply is increasing, and the demand has reached its peak. A waiting - and - seeing strategy is recommended [101]. - PP: The supply and demand are both increasing, and the inventory is slightly accumulating. Attention should be paid to the profit of PDH [102]. - Methanol: The spot and basis are both strengthening. The overseas supply is decreasing, and the domestic supply and demand are increasing. A strategy of paying attention to the narrowing of MTO05 is recommended [102][103]. - Caustic Soda: The supply - demand pressure remains, and the inventory is accumulating. The price is expected to be weak [103][105]. - PVC: The price has rebounded due to news. The supply is increasing, and the demand is weak. A short - position strategy on rebounds is recommended [106]. - Soda Ash: The production is high, and the supply is excessive. A short - position strategy on rebounds is recommended [107][109]. - Glass: The spot price has stopped falling, and there is no continuous upward driving force. A waiting - and - seeing strategy is recommended [107][109]. - Natural Rubber: The price is oscillating within a range. The supply and demand are in a stalemate [109][111]. - Synthetic Rubber: The cost has fallen, and the price is oscillating. Attention should be paid to the pressure at 11,200 [111][114].
国泰君安期货所长早读-20251219
Guo Tai Jun An Qi Huo· 2025-12-19 01:37
所长 早读 国泰君安期货 2025-12-19 期 请务必阅读正文之后的免责条款部分 1 期货研究 期货研究 煤焦:煤焦上行高度在春节前我们认为更多的是表现为弱反弹,近期价格出现大幅上涨的原 因并不是基于自身基本面,反而是受到消息面的影响居多,就其延续性我们认为相对存疑。 从驱动角度来看,近期市场交易逻辑主要集中在以下几个环节去兑现:其一、临近交割多空 博弈的行情是再度上演;其二、市场再度提及对于煤炭反内卷的题材,年底本身煤矿在完成 全年生产任务之后产量向上修复高度有限,主焦煤的紧缺导致预期和现实再度共振,加大价 请务必阅读正文之后的免责条款部分 2 格的波动弹性;其三、后续进口煤有可能发生偏紧扰动。综上,基于基本面近期所呈现出的 供需双弱的格局,在冬储补库行情驱动较为有限的背景下,我们认为情绪端的影响将更容易 放大价格的波动弹性,前期 15 反套可以考虑陆续止盈离场。 提醒:关注指数最高为★★★★ 相关品种详细研报,见下方。 本期内容提供:研究所 主编: 林小春 2025-12-19 所长 早读 今 日 发 现 美国 11 月核心 CPI 同比创 2021 年以来最低水平,经济学家表示怀疑 观点分享: 周四 ...
索通发展携手阿联酋环球铝业(EGA)计划于2026年在阿建设预焙阳极生产基地
Huan Qiu Wang· 2025-12-18 09:54
深化核心伙伴关系,共拓全球市场:EGA是全球最大的高纯铝生产企业之一,拥有约270万吨电解铝产 能,也是阿联酋除石油和天然气外最大的工业企业。双方拥有近二十年的紧密业务合作历史,EGA是 索通发展长期信赖的优质客户与国际合作伙伴。本次合作,EGA同时作为共同投资人与核心客户,标 志着双方关系从供应链上下游升级为资本与战略层面的深度绑定。这不仅稳固了核心客户关系,更将借 助EGA在中东及全球的深厚根基,共同开拓海外市场,显著提升公司在复杂国际环境下的风险应对与 发展能力。 来源:中国网 近日,索通发展股份有限公司(以下简称"索通发展")与全球领先的高端铝生产商——阿联酋环球铝业 (Emirates Global Aluminium,以下简称"EGA")正式签署合资协议,双方将在阿联酋建设一座年产30 万吨(一期)的预焙阳极生产基地。该项目计划于2026年启动建设,预计2028年实现投产,总投资额约 2.95亿美元。 根据协议,索通发展将持有合资公司55%的股份,EGA持有45%。索通发展将负责工厂的建设和运营。 索通发展供图 优化全球布局,释放长远战略价值:该生产基地是索通发展在海外投资建设的首个项目,标志着公 ...
统计局:11月电解铜产量同比增加11.9% 十种有色金属产量同比增4.7%
Wen Hua Cai Jing· 2025-12-18 07:47
国家统计局12月18日发布的数据显示,中国11月精炼铜(电解铜)产量为123.6万吨,同比增加11.9%。 1-11月累计产量为1,332.3万吨,同比增长9.8%。 数据来源:国家统计局 中国11月铜材产量为222.6万吨,同比减少0.8%。1-11月累计产量为2,259.3万吨,同比增长4.9%。 金属产量数据如下: | | 11月 | 1-11月 | 当月增速 | 家门培训课 | | --- | --- | --- | --- | --- | | | | | (%) | (96) | | 氧化铝(万吨) | 813.8 | 8.465.70 | 7.60 | 8.40 | | 十种有色金属(万吨) | 699.2 | 7.447.40 | 4.70 | 3.80 | | 精炼铜(电解铜)(万吨) | 123.6 | 1.332.30 | 11.90 | 9.80 | | 铝(万吨) | 70.5 | 702.10 | 7.80 | 2.40 | | 锌(万吨) | 65.4 | 684.20 | 13.30 | 9.50 | | 原铝(电解铝)(万吨) | 379.2 | 4.116.50 | 2.50 ...
五角大楼入股韩国炼锌厂,藏着美国战略野心
Xin Jing Bao· 2025-12-18 06:01
Group 1 - The U.S. Department of Defense (DoD) is investing in a zinc smelting plant in Tennessee in collaboration with Korea Zinc Company, acquiring a 40% stake for $7.4 billion, making it the largest shareholder [2] - The smelting plant is expected to produce approximately 540,000 tons annually, and Korea Zinc will sell $1.9 billion worth of new shares to the U.S. government and a joint venture controlled by U.S. strategic investors [2] - The DoD has previously invested $400 million for a 15% stake in MP Materials, the only operating rare earth mine in the U.S., and plans to acquire 10% of Intel, indicating a shift towards investment banking-like activities [2][3] Group 2 - The recent acquisitions by the DoD stem from the "Big and Beautiful" Act, which aims to reshape U.S. industry by increasing debt by approximately $4.1 trillion over ten years through cuts in public healthcare and green industry subsidies [3] - The Act provides $500 million in credit subsidies to the DoD's Strategic Capital Office, creating up to $100 billion in available loan funds for critical mineral production and related projects [3] - The investment strategy of the Strategic Capital Office is evolving from mid-term investments in key industries to a model that includes control over investments, reflecting concerns over supply chain stability for critical minerals [3][4] Group 3 - The investment in the Korean smelting plant marks the first time the DoD is acting as a government shareholder in a foreign critical mineral enterprise [4] - The U.S. has been actively engaging with South Korea to enhance domestic production of strategic minerals, with discussions initiated during a business roundtable in Washington [4][5] - The DoD's recent actions are part of a broader strategy to establish new strategic supply chains outside of China, as indicated by the White House's commitment to reduce reliance on foreign critical minerals [7][8] Group 4 - The DoD's entry into the Korean smelting plant has faced opposition from Korea Zinc's major shareholders, who are concerned about potential dilution of their shares [7] - The reliance of South Korea on Chinese mineral supplies complicates the situation, as significant portions of essential materials like germanium are sourced from China [7] - Despite the aggressive moves by the DoD, challenges remain in addressing the technical difficulties associated with rare earth refining, which may persist for at least a decade [8]
铜冠金源期货商品日报-20251218
Tong Guan Jin Yuan Qi Huo· 2025-12-18 03:18
投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20251218 联系人 李婷、黄蕾 电子邮箱 jytzzx@jyqh.com.cn 主要品种观点 宏观:国际银价再创新高,国内股债双涨 贵金属:铂钯期货均涨停,有望延续强势 海外方面,美联储理事沃勒称,当前仍存在 50–100 个基点的降息空间,但无须急于行 动,在就业温和走弱、通胀受控且预期稳定的背景下,美联储将以稳步、渐进方式把政策利 率引向中性,在稳增长与控通胀之间保持平衡。AI 数据中心融资受阻影响海外风偏,美股 齐跌,美元指数最高反弹至 98.6,美债利率小幅下行,金银铜均上涨,白银创下 66 美元历 史新高,油价涨逾 1%,特朗普限制受制裁油轮进出委内瑞拉,地缘风险升温推高油价。今 日关注美国 11 月 CPI 及欧央行议息会议。 周三贵金属价格继续走强,日盘期间国内白银、铂、钯期货均创出新高,且铂、钯期货 均直击涨停。近日铂钯期货表现异常强劲,并带动金银价格走强之势。铂钯价格走强受到宏 观、基本面和资金面的共同提振。美联储降息预期为稀贵金属提供宏观支撑。最新美联储理 事沃勒表示,随着就业市场趋弱且通胀受控,美联储仍有 50 至 100 ...
国家统计局:1-11月中国铅产量702.1万吨;锌产量684.2万吨
Guo Jia Tong Ji Ju· 2025-12-18 02:45
资讯编辑:周小燕 021-26096760 资讯监督:乐卫扬 021-26093827 资讯投诉:陈跃进 021-26093100 免责声明:Mysteel发布的原创及转载内容,仅供客户参考,不作为决策建议。原创内容版权归Mysteel所有,转载需取得Mysteel书面授 权,且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络,目的在于传递更多信息,方 便学习与交流,并不代表Mysteel赞同其观点及对其真实性、完整性负责。 12月18日,国家统计局公布,11月中国铅产量70.5万吨,同比增长7.8%;中国锌产量65.4万吨,同比增 长13.3%。 1-11月中国铅产量702.1万吨,同比增长2.4%;中国锌产量684.2万吨,同比增长9.5%。 ...
新能源及有色金属日报:国内现货升贴水持续走强-20251218
Hua Tai Qi Huo· 2025-12-18 02:40
新能源及有色金属日报 | 2025-12-18 国内现货升贴水持续走强 重要数据 现货方面:LME锌现货升水为-16.47美元/吨。SMM上海锌现货价较前一交易日变化-160元/吨至23020元/吨,SMM 上海锌现货升贴水90元/吨;SMM广东锌现货价较前一交易日-160元/吨至22930元/吨,广东锌现货升贴水-20元/吨; 天津锌现货价较前一交易日-150元/吨至22940元/吨,天津锌现货升贴水10元/吨。 期货方面:2025-12-17沪锌主力合约开于23005元/吨,收于22970元/吨,较前一交易日-170元/吨,全天交易日成交 120568手,全天交易日持仓59226手,日内价格最高点达到23020元/吨,最低点达到22835元/吨。 库存方面:截至2025-12-17,SMM七地锌锭库存总量为12.57万吨,较上期变化-0.26万吨。截止2025-12-17,LME 锌库存为97700吨,较上一交易日变化2150吨。 市场分析 国内现货市场随着绝对价格回落交投活跃,下游逢低点价补货,贸易商交投积极,现货升贴水持续修复。海外库 存激增升水转为贴水,中国锌锭出口窗口关闭,但集中交货预计难以持续, ...
广发早知道:汇总版-20251218
Guang Fa Qi Huo· 2025-12-18 02:32
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report The report comprehensively analyzes various futures products across multiple industries, including financial derivatives, precious metals, shipping, non - ferrous metals, black metals, agricultural products, and energy chemicals. Each product's market conditions, supply - demand relationships, and price trends are detailed, with corresponding investment strategies proposed based on these analyses. [2][3][4] 3. Summary by Related Catalogs 3.1 Daily Selections - Tin: With a strong fundamental outlook, tin prices are expected to remain high and fluctuate. The supply of tin ore is tight, and demand in some areas like South China shows resilience. It is recommended to hold long positions and buy on dips. [2][36][39] - Methanol: The spot and basis are both strengthening, and trading is fair. The 05 contract can be considered for long positions after shipping volume decreases. [3] - Coking Coal: Spot prices are falling, and the futures market has rebounded from an oversold position. Short - term rebound is expected. [3][61][63] - Fats and Oils: Affected by US sanctions on Venezuelan oil tankers, vegetable oils have rebounded in the short term. Different types of oils like palm oil, soybean oil, and rapeseed oil have their own market characteristics and price trends. [4][80][82] 3.2 Financial Derivatives 3.2.1 Stock Index Futures - Market Performance: A - share markets showed a mixed trend. Index futures declined, and the basis of expiring contracts converged naturally. [8][9] - News: Domestic fiscal revenue data was released, and overseas trade frictions emerged. [9][10] - Capital Flow: A - share trading volume was stable, and the central bank conducted net reverse - repo withdrawals. [10] - Investment Strategy: Given the unclear market trend, it is advisable to wait and see. [10] 3.2.2 Treasury Bond Futures - Market Performance: Treasury bond futures rose across the board, with long - term bonds experiencing significant gains. [11] - Capital Flow: The central bank conducted reverse - repo operations, resulting in net withdrawals. [12] - Investment Strategy: The short - term upward trend is not solid. It is recommended to treat the market as a shock, with short - term trading being cautious. [13] 3.3 Precious Metals - Market: Fed officials signaled a dovish stance, driving the price of precious metals higher. Silver reached a new high. [14][15] - Outlook: Gold is expected to rise in the medium - to - long term, while silver may face regulatory risks due to over - buying. Platinum and palladium are expected to rise steadily in the long term. [16][17] 3.4 Shipping Index (European Routes) - Index: SCFIS and SCFI indices showed different trends. [18] - Fundamentals: Container shipping capacity increased, while demand in some regions was weak. [18] - Logic: The futures market is expected to fluctuate in the short term. [18][19] 3.5 Non - Ferrous Metals - Copper: Inventories increased, and spot trading was average. The price is expected to be volatile, with support at 90000 - 91000 yuan/ton. [19][22] - Alumina: The price is expected to remain at the bottom and fluctuate, with a reference range of 2450 - 2700 yuan/ton. [23][25] - Aluminum: The price is expected to fluctuate widely, with support at 21700 - 22400 yuan/ton. [25][28] - Aluminum Alloy: The price is expected to fluctuate strongly at a high level, with a reference range of 20700 - 21400 yuan/ton. [29][31] - Zinc: The price center has adjusted downward, and the supply pattern is gradually tightening. The price is expected to be volatile, with support at 22850 - 22950 yuan/ton. [32][35] - Tin: The fundamentals are strong, and the price is expected to remain high and fluctuate. It is recommended to hold long positions. [36][39] - Nickel: The price is expected to recover slightly in the short term, with a reference range of 112000 - 116000 yuan/ton. [39][42] - Stainless Steel: The price is expected to fluctuate and adjust, with a reference range of 12200 - 12800 yuan/ton. [43][45] - Lithium Carbonate: The price rose significantly due to news, and the fundamentals are in a state of strong supply and demand. It is recommended to wait and see and reduce long positions. [47][50] - Polysilicon: The futures price rose to a new high, but the supply is excessive, and the demand is weak. It is recommended to wait and see. [51][53] - Industrial Silicon: The price is expected to fluctuate at a low level, with a reference range of 8000 - 9000 yuan/ton. [53][54] 3.6 Black Metals - Steel: The price is expected to fluctuate within a range, with 5 - month contracts for rebar and hot - rolled coils focusing on the 3000 - 3200 yuan/ton and 3200 - 3350 yuan/ton ranges respectively. [55][57] - Iron Ore: The price is expected to rebound, with a recommended long - position strategy for the 2605 contract in the 730 - 800 yuan/ton range. [58][60] - Coking Coal: The price has rebounded from an oversold position, and short - term rebound is expected. [61][63] - Coke: The price has rebounded from an oversold position, and short - term rebound is expected. [64][66] 3.7 Agricultural Products - Meal: The US soybean market lacks highlights, and the domestic soybean meal market has pressure. It is recommended to pay attention to the risk of a decline in the 1 - 5 positive spread. [67][69] - Live Pigs: The market has a sentiment of withholding sales, and it is necessary to pay attention to the development of the epidemic. The spot price is expected to be strong in the short term, and the futures price is expected to adjust narrowly. [70][71] - Corn: The price is expected to fluctuate narrowly, and it is necessary to pay attention to the sales rhythm and downstream replenishment. [72][74] - Sugar: The international sugar price is bearish, and the domestic price is expected to be weak. [75] - Cotton: The US cotton price is expected to fluctuate, and the domestic price increase is expected to slow down. It is necessary to pay attention to the resistance level at 14050 - 14100 yuan/ton. [76][78] - Eggs: The supply is relatively loose, and the price is expected to fluctuate at a low level. [79] - Fats and Oils: Affected by US sanctions on Venezuelan oil tankers, vegetable oils have rebounded in the short term. Different types of oils have their own market characteristics. [4][80][82] - Red Dates: The new - year supply has a slight reduction, and the demand needs to be released. The futures price is expected to be weak, and the spot price is stable. [84] - Apples: The market is light, and it is recommended to close long positions. [85] 3.8 Energy Chemicals - PX: The medium - term supply - demand is expected to be tight, and the price has support at a low level. It is recommended to buy on dips in the 6600 - 7000 yuan/ton range. [87][88] - PTA: The short - term supply - demand is expected to be tight, and the medium - term is expected to be loose. It is recommended to buy on dips in the 4500 - 4800 yuan/ton range and consider a long - position strategy for the TA5 - 9 spread. [89][90] - Short - Fiber: The supply - demand is expected to be weak, and the price follows the raw material. It is recommended to take a similar strategy as PTA and reduce the processing margin on rallies. [91][92] - Bottle Chip: The inventory decline supports the processing margin. It is necessary to pay attention to the restart and commissioning of devices. It is recommended to sell the PR2602 - P - 5500 option on rallies. [93][94] - Ethylene Glycol: The domestic supply is shrinking, but the far - month supply - demand is expected to be weak. It is recommended to sell the EG2605 - C - 4100 option on rallies. [95][97] - Pure Benzene: The supply - demand is weak, and the price has limited downward space. It is expected to fluctuate in the 5300 - 5600 yuan/ton range. [98] - Styrene: The supply - demand is expected to be weak, and the price has limited upward drive. It is expected to fluctuate in the 6400 - 6700 yuan/ton range. [99][100] - LLDPE: The trading has weakened, and it is recommended to wait and see. [101][102] - PP: The supply and demand are both increasing, and it is necessary to pay attention to the PDH profit. [102] - Methanol: The spot and basis are strengthening, and the 05 contract can be considered for long positions after shipping volume decreases. [3][103][104] - Caustic Soda: The supply - demand has pressure, and the price is expected to be weak. [104][105] - PVC: The price has rebounded due to news, but the supply - demand is still in an oversupply situation. It is recommended to go short on rallies. [106] - Soda Ash: The supply is excessive, and the price has no continuous upward drive. It is recommended to short on rallies after a rebound. [107][109] - Glass: The spot price has stabilized, but the market still has pressure. It is recommended to close long positions. [107][110] - Natural Rubber: The price is expected to fluctuate in the 15000 - 15500 yuan/ton range, and it is recommended to wait and see. [110][113] - Synthetic Rubber: The cost is strong, and the price is expected to fluctuate in the short term. It is recommended to pay attention to the pressure at 11200 yuan/ton for the BR2602 contract. [113][115]
锌业股份股价涨5.59%,光大保德信基金旗下1只基金重仓,持有9000股浮盈赚取1890元
Xin Lang Cai Jing· 2025-12-18 02:17
12月18日,锌业股份涨5.59%,截至发稿,报3.97元/股,成交9773.61万元,换手率1.80%,总市值64.14 亿元。 责任编辑:小浪快报 光大保德信多策略智选18个月混合(004457)成立日期2017年5月16日,最新规模1658.97万。今年以来 收益5.76%,同类排名6492/8189;近一年收益5.48%,同类排名6101/8144;成立以来收益41.61%。 光大保德信多策略智选18个月混合(004457)基金经理为朱剑涛、姚石。 截至发稿,朱剑涛累计任职时间1年227天,现任基金资产总规模18.51亿元,任职期间最佳基金回报 45.79%, 任职期间最差基金回报6.75%。 姚石累计任职时间2年358天,现任基金资产总规模9769.25万元,任职期间最佳基金回报13.48%, 任职 期间最差基金回报-4.18%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,葫芦岛锌业股份有限公司位于辽宁省葫芦岛市龙港区锌厂路24号,成立日期199 ...