》查看更多金属库存信息 | 金屋 | 阵存 | | 增减 变动 | | --- | --- | --- | --- | | 铜 | 134575 | - | -1.400 J -1.03% | | 铝 | 465650 | ﺑﺴ | -3.625 1 -0.77% | | 锌 | 35250 | - | -1.800 -4.86% | | 寝 | 251436 | 1 | +198 ↑ +0.08% | | 铝 | 229675 | - | -2,700 J -1.16% | | 锡 | 2700 | + | -25 -0.92% | | 铝合金 | 1500 | | 0 - 0.00% | | LME库存 | | --- | | 金屋 | 阵 | 注册仓单 | 变动 | 注销仓单 | 变动 | | 汗镜吊炸 下日异战 | | --- | --- | --- | --- | --- | --- | --- | --- | | 铜 | 134575 | 123400 | 1 -2.06% | 11175 | 1 +12.03% | 8.30% | 7.34% | | 분 | 465650 | 404675 | ...

Group 1: Inventory Changes - Copper inventory increased by 75 units, representing a 0.05% rise, with a total of 136,925 units [1] - Zinc inventory decreased by 600 units, showing a 1.70% decline, totaling 34,700 units [1] - Aluminum inventory decreased by 4,375 units, reflecting a 1.79% drop, with a total of 239,750 units [1] - Tin inventory decreased by 25 units, resulting in a 0.91% decline, totaling 2,720 units [1] Group 2: Registered and Cancelled Warehouse Receipts - Registered warehouse receipts for copper decreased by 1.12%, totaling 126,150 units, while cancelled receipts increased by 16.17% to 10,775 units [2] - For zinc, registered receipts increased by 1.74% to 24,850 units, while cancelled receipts decreased by 9.43% to 9,850 units [2] - Aluminum registered receipts remained unchanged at 76,475 units, with cancelled receipts at 163,275 units, representing 68.10% of the total [7] Group 3: Location-Specific Inventory Changes - In Kaohsiung, copper inventory increased by 200 units to 53,450 units [4] - Rotterdam saw a decrease in copper inventory by 50 units, totaling 14,350 units [4] - Singapore's aluminum inventory remained stable at 275 units [5] - Zinc inventory in Singapore decreased by 900 units, totaling 32,950 units [9]

欢迎加入交易理想国知识星球 文 | 对冲研投研究院 编辑 | 杨兰 摘要 上周包括鲍威尔在内的多位联储官员陆续表态，总体言论还是较为鸽派。鲍威尔的讲话中表示要考虑结束缩表，并且进一步夯实了市场对 10 月降息的预期，风险资产一度反弹。但是周后期美国银行体系再次出现问题，市场风险偏好有所回落，美股有所回调，一定程度上对铜价形 成了拖累，随后黄金也出现获利了结的回调。 核心观点 01 金银先扬后抑，铜价有所调整 贵金属方面，上周 COMEX 黄金上涨 5.76%，白银 上涨 6.55%；沪金2512合约 上涨 10.9%，沪银2512 合约上涨 10.53%。主要工业金 属价格中，COMEX铜、沪铜分别变动+3.15%、-1.77%。 关注美国银行问题的进一步发展 0 2 上周包括鲍威尔在内的多位联储官员陆续表态，总体言论还是较为鸽派。鲍威尔的讲话中表示要考虑结束缩表，并且进一步夯实了市场 对 10月降息的预期，风险资产一度反弹。但是周后期美国银行体系再次出现问题，市场风险偏好有所回落，美股有所回调，一定程度上 对铜价形成了拖累。 黄金高位回调 0 3 上周，美国政府停摆持续，鲍威尔的表态略显鸽派，同时美国两家地 ...

》查看更多金属库存信息 | 我屋 | 廟 | 注册仓单 | 变动 | 注销仓单 | 变动 | | 注销占比 上日占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 铜 | 145375 | 132900 | -0.26% | 12475 | ب -13.37% | 8.58% | 9.75% | | 铝 | 513900 | 404675 | - 0.00% | 109225 | · 0.00% | 21.25% | 21.25% | | 锌 | 46825 | 31375 | - 0.00% | 15450 | -6.08% - | 33.00% | 34.40% | | 覧 | 228900 | 221148 | ↑ +0.22% | 7752 | J - - 0.31% | 3.39% | 3.40% | | 能 | 221675 | 201600 | 1 +1.56% | 20075 | - -7.91% | 9.06% | 9.90% | | 锡 | 2580 | 2385 | J -0.21% | 195 | ↑ +69.57% | 7 ...

Core Viewpoint - A new company, Chenzhou Xudao Metal Co., Ltd., has been established with a registered capital of 1 million RMB, focusing on various metal-related operations [1] Company Summary - The legal representative of Chenzhou Xudao Metal Co., Ltd. is Guo Pingfang [1] - The company’s registered capital is 1 million RMB [1] - The business scope includes the sale of non-ferrous metal alloys, common non-ferrous metal smelting, precious metal smelting, processing of metal waste and scrap, mineral washing and processing, sale of metal ores, sale of non-metallic minerals and products, recycling of renewable resources (excluding production waste metals), processing of renewable resources, sale of renewable resources, recycling of production waste metals, domestic trade agency, and sale of electronic products [1]

Inventory Changes - Copper inventory decreased to 148,875 tons, down by 900 tons from the previous day, with registered warrants at 135,425 tons and canceled warrants at 13,450 tons, representing a cancellation ratio of 9.03% [1][3] - Aluminum inventory increased to 513,900 tons, up by 30,125 tons, with registered warrants at 404,675 tons and canceled warrants at 109,225 tons, resulting in a cancellation ratio of 21.25% [1][5] - Zinc inventory decreased slightly to 48,825 tons, with registered warrants at 31,375 tons and canceled warrants at 17,450 tons, leading to a cancellation ratio of 35.74% [1][9] - Nickel inventory decreased to 228,450 tons, with registered warrants at 220,668 tons and canceled warrants at 7,782 tons, resulting in a cancellation ratio of 3.41% [1][13] Warehouse Specific Changes - In Kaohsiung, copper inventory remained stable at 52,200 tons, with no changes in inflow or outflow [3] - Rotterdam saw a decrease in copper inventory to 18,050 tons, down by 200 tons, with a cancellation ratio of 14.13% [3] - Singapore's zinc inventory decreased to 48,725 tons, with a cancellation ratio of 35.76% [9] - The inventory of tin in the port of Klang remained unchanged at 1,850 tons, with a cancellation ratio of 7.84% [11]

Group 1: Inventory Changes - Copper inventory remains unchanged at 156,350 tons, with a registered warrant of 145,000 tons and a cancellation of 11,350 tons, resulting in a cancellation ratio of 7.26% [1][4] - Aluminum inventory also remains stable at 479,525 tons, with a registered warrant of 465,475 tons and a cancellation of 14,050 tons, leading to a cancellation ratio of 2.93% [2][5] - Zinc inventory decreased by 1,875 tons to 69,375 tons, with a registered warrant of 42,925 tons and a cancellation of 26,450 tons, resulting in a cancellation ratio of 38.13% [1][9] - Nickel inventory increased by 252 tons to 209,598 tons, with a registered warrant of 201,624 tons and a cancellation of 7,974 tons, leading to a cancellation ratio of 3.80% [1][13] - Tin inventory increased by 25 tons to 1,740 tons, with a registered warrant of 1,640 tons and a cancellation of 100 tons, resulting in a cancellation ratio of 5.75% [1][11] Group 2: Regional Inventory Insights - In Rotterdam, copper inventory remains at 21,500 tons, with a registered warrant of 20,600 tons and a cancellation of 900 tons, leading to a cancellation ratio of 4.19% [4] - Singapore shows a significant increase in aluminum cancellations, with a cancellation ratio of 93.49% from a registered warrant of 3,950 tons [5] - Zinc inventory in Singapore also reflects a decrease, with a cancellation ratio of 38.15% from a registered warrant of 26,425 tons [9] - The inventory in Kaohsiung for aluminum remains stable at 45,300 tons, with no changes in registered or cancelled warrants [5] - The inventory in Hamburg for aluminum remains unchanged at 3,075 tons, with no registered or cancelled warrants [5]

Inventory Changes - Copper inventory decreased by 200 tons to 155,600 tons, reflecting a change of -0.13% [1] - Aluminum inventory decreased by 25 tons to 479,525 tons, with a change of -0.01% [1] - Zinc inventory decreased by 475 tons to 75,850 tons, showing a change of -0.62% [1] - Nickel inventory decreased by 1,248 tons to 210,414 tons, with a change of -0.59% [1] - Lead inventory decreased by 625 tons to 260,475 tons, reflecting a change of -0.24% [1] - Tin inventory remained unchanged at 1,655 tons [1] Registered and Cancelled Warrants - Registered copper warrants decreased by 1,375 tons to 144,225 tons, with a cancellation rate of 7.31% [2] - Registered aluminum warrants decreased by 8,150 tons to 465,475 tons, with a cancellation rate of 2.93% [2] - Registered zinc warrants decreased by 30,450 tons to 45,400 tons, with a cancellation rate of 40.15% [2] - Registered nickel warrants decreased by 11,094 tons to 199,320 tons, with a cancellation rate of 5.27% [2] - Registered lead warrants decreased by 60,975 tons to 199,500 tons, with a cancellation rate of 23.41% [2] Location-Specific Inventory - Copper inventory in Changxing decreased by 50 tons to 48,150 tons [4] - Aluminum inventory in Port Klang decreased by 25 tons to 314,400 tons [5] - Zinc inventory in Singapore decreased by 475 tons to 75,750 tons [9] - Tin inventory in Port Klang decreased by 25 tons to 1,220 tons [11] - Nickel inventory in Hring decreased by 1,248 tons to 46,374 tons [13]

Group 1: Copper Inventory Changes - The LME copper inventory decreased by 25 tons, bringing the total to 155,850 tons, with a registered warehouse stock of 144,800 tons and a cancellation ratio of 7.09% [3][2] - The highest cancellation ratio was observed in the location of Hla, at 15.48%, with a total inventory of 18,250 tons [3] Group 2: Aluminum Inventory Changes - LME aluminum inventory increased by 1,050 tons to reach 479,675 tons, with a registered warehouse stock of 465,450 tons and a cancellation ratio of 2.97% [5] - The highest cancellation ratio was noted in Singapore, at 93.49%, with a total inventory of 4,225 tons [5] Group 3: Zinc Inventory Changes - LME zinc inventory decreased by 1,025 tons to 77,450 tons, with a registered warehouse stock of 45,425 tons and a cancellation ratio of 41.35% [9] - The cancellation ratio in Singapore was slightly higher at 41.37%, with a total inventory of 77,350 tons [9] Group 4: Nickel Inventory Changes - LME nickel inventory increased by 42 tons to 211,140 tons, with a registered warehouse stock of 198,666 tons and a cancellation ratio of 5.91% [13] - The highest cancellation ratio was recorded in the location of Baltimore, at 94.44%, with a total inventory of 108 tons [13] Group 5: Tin Inventory Changes - LME tin inventory increased by 50 tons to 1,830 tons, with a registered warehouse stock of 1,540 tons and a cancellation ratio of 15.85% [11] - The highest cancellation ratio was observed in the location of Baltimore, at 100%, with a total inventory of 30 tons [11]