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期铜回落,稍早受供应担忧推动触及16个月最高【10月8日LME收盘】
Wen Hua Cai Jing· 2025-10-09 01:04
10月8日(周三),伦敦金属交易所(LME)铜价回落,受累于美元走强,稍早因交易商担心矿山生产 持续中断可能造成短缺而触及16个月最高。 铝价亦触及16个月最高水平,因可用库存下滑。 伦敦时间10月8日17:00(北京时间10月9日00:00),LME三个月期铜下跌92美元,或0.85%,收报每吨 10,669.0美元。盘中一度触及每吨10,815美元的去年5月22日以来最高。 国际铜业研究组织(ICSG)周三预计,2025年全球精炼铜市场将供应过剩约17.8万吨,2026年将短缺15万 吨。今年4月,该组织预测今年将过剩28.9万吨,2026年将过剩20.9万吨。 "所有的供应干扰都使得市场吃紧,"WisdomTree大宗商品策略师Nitesh Shah称。"矿商在新勘探方面几 乎没有什么动作,甚至开采新矿也变得更加困难,因此这种供应紧张的状况将会持续。" | | 10月8日 LIE基本金属收盘报价(美元/吨) | | | | --- | --- | --- | --- | | 金屋 | 收盘价 | 张跃 | 张跌幅 | | 三个月期铜 | 10.669.00 + | -92.00 ↓ -0.85% | | ...
期铜从16个月高点回落,美元走强引发获利了结【10月6日LME收盘】
Wen Hua Cai Jing· 2025-10-08 06:44
10月6日(周一),伦敦金属交易所(LME)期铜在盘中触及16个月高点后下滑,因美元走强引发的获 利了结超过了对智利和印尼供应的担忧。 伦敦时间10月6日17:00(北京时间10月7日00:00),LME三个月期铜下跌61美元,或0.57%,收报每吨 10,654.5美元。该合约此前曾触及5月份以来的最高点10,800美元。周一的最高点代表着自4月初以来近 25%的涨幅。 | | 10月6日 LIE基本金属收盘报价(美元/吨) | | | --- | --- | --- | | 金屋 | 收盘价 | 张跃 张肤幅 | | 三个月期铜 | | 10,654.50 -61.00 -0.57% | | 三个月期铝 | 2,725.00 ↑ | +15.50 ↑ +0.57% | | 三个月期锌 | 3,007.00 ↓ | -27.50 J -0.91% | | 三个月期铅 | 2,004.50 ↓ | -15.50 -0.77% | | 三个月期镇 | 15,482.00 ↑ | +49.00 ↑ +0.32% | | 三个月期锡 | 36,798.00 -657.00 -1.75% | | 数据来源:文华财经 ...
期铜创逾16个月新高,并录得逾一年来最佳周度表现【10月3日LME收盘】
Wen Hua Cai Jing· 2025-10-05 07:11
10月3日(周五),伦敦金属交易所(LME)铜价创下逾16个月新高,并录得一年多来最强劲周线表 现,受助于供应紧张和美元走软。 伦敦时间10月3日17:00(北京时间10月4日00:00),LME三个月期铜上涨225美元,或2.14%,收报每吨 10,715.5美元。本周上涨5.2%,创2024年9月以来最佳周度表现。盘中稍早,铜价触及10,765美元的2024 年5月以来最高。 LME三个月期铅下跌4美元,或0.2%,收报每吨2,020.0美元;LME三个月期镍上涨116美元,或0.76%, 收报每吨15,433.0美元。 LME三个月期锡上涨567美元,或1.54%,收报每吨37,455.0美元。盘中一度触及37,695美元的4月2日以 来最高。本周仍上涨8.6%,创2024年4月以来的最佳周度表现。 (文华综合) 盛宝银行(Saxo Bank)大宗商品策略主管Ole Hansen称:"焦点集中在供应方面--供应风险和恢复供应 的潜在延迟。这帮助推动势头。" 他补充称,自上周自由港格拉斯贝格铜矿遭遇不可抗力后突破约10,160美元的阻力位以来,市场"一直 没有回头"。 LME仓库系统铜库存已降至140,4 ...
期铜攀升,因供应担忧挥之不去且美元走软【10月1日LME收盘】
Wen Hua Cai Jing· 2025-10-05 07:04
安托法加斯塔矿业(Antofagasta Minerals)位于智利的 Los Pelambres 铜矿工会领导人周二表示,工会拒绝 了一份新的合同提案,可能会导致罢工。这可能加剧供应担忧。 全球最大铜生产国智利8月产量同比下降9.9%,创两年多来最大降幅。 伦敦时间10月1日17:00(北京时间10月2日00:00),LME三个月期铜下跌145.5美元,或1.4%,收报每吨 10,268.5美元。稍早高见10,399美元,接近9月25日触及的15个月高位10,485美元。 | | 10月1日 LME基本金属收盘报价(美元/吨) | | | --- | --- | --- | | 全屋 | 收盘价 | 张跌 张跌幅 | | 三个月期铜 | 10.379.00 ↑ | +110.50 ↑ +1.08% | | 三个月期铝 | 2,688.50 1 | +8.00 ↑ +0.30% | | 三个月期锌 | 2,987.60 1 | +27.60 ↑ +0.93% | | 三个月期铅 | 2,010.50 ↑ | +22.00 ↑ +1.11% | | 三个月期镇 | 15,184.00 ↓ | -51.00 -0 ...
帮主郑重聊大宗商品:油价跌穿五个月底,铜价却飙一年新高,这反差藏啥门道?
Sou Hu Cai Jing· 2025-10-03 03:04
今早翻大宗商品行情,差点以为看岔了——一边油价蔫头耷脑跌到五个月来最低,另一边铜价却铆着劲飙到一年多新高,就连前阵子猛涨的黄金,也悄 悄歇了脚。我是帮主郑重,干了20年财经记者,专做中长线投资,这种"冰火两重天"的行情,可不是随便凑的热闹,得把背后的门道跟大伙唠透。 最后说说稍微歇脚的黄金。前阵子黄金连着涨了五回,还创了新高,今年以来都飙了46%,眼看要追1979年的年度涨幅纪录了。但今早为啥跌了?一来是 美元涨了——黄金是以美元计价的,美元贵了,黄金自然显得"贵",买的人就少;二来是不少投资者见好就收,毕竟涨了这么多,落袋为安没毛病。再加 上美国政府停摆,本该发的经济数据都推迟了,交易员手里没太多新线索,黄金暂时歇口气也正常。 我做了20年财经记者,看大宗商品最忌讳"单看一条线"——油价跌不是单纯的"差",铜价涨也不是随便的"疯",黄金回落更不是"凉了",每一个涨跌背 后,都是供应、需求、政策、预期在掰手腕。对咱们中长线投资者来说,不用被单日的涨跌晃了神,得盯着核心逻辑:OPEC+最终到底增不增产?铜的 供应问题能不能缓解?美联储降息的节奏稳不稳?把这些摸清楚,比盯着屏幕看涨跌有用多了。我是帮主郑重,后面大 ...
金属普跌 期铜下跌,中国国庆长假前出现获利了结【9月30日LME收盘】
Wen Hua Cai Jing· 2025-10-01 05:17
9月30日(周二),伦敦金属交易所(LME)铜价下滑,第三季度即将结束之际,中国将迎来为期一周 的国庆长假,这促使交易商在上周铜价触及15个月最高后获利了结。 期锡在周一曾触及4月4日以来的最高水平35,510美元。该协会预计,印尼今年精练锡出口量将增加 18%,至53,000吨。 三个月期铅下跌6.5美元,或0.33%,收报每吨1,988.5美元。周二的数据显示,上海期货交易所监测仓库 的铅库存比上周五下降15%,降至2月以来的最低水平。 反映中国铜进口需求的洋山铜溢价下跌6%,触及每吨50美元的六周最低。中国将在10月1日至8日迎来 国庆长假,此间交投活动较少。 中国国家统计局周五公布,9月份,制造业采购经理指数(PMI)为49.8%,比上月上升0.4个百分点, 制造业景气水平继续改善。非制造业商务活动指数为50.0%,比上月下降0.3个百分点;综合PMI产出指 数为50.6%,比上月上升0.1个百分点,我国经济总体产出扩张略有加快。 Commodity Market Analytics董事总经理Dan Smith称:"美国政府停摆在即是另一个令市场有些紧张的因 素。政府停摆将推迟周五关键就业数据的公布。 ...
LME铜价从15个月高点回落,因自由港恐慌情绪消退
Ge Long Hui· 2025-09-26 00:09
尽管铜价回调,本周迄今伦铜仍上涨2.84%,本月迄今上涨3.52%,今年迄今上涨16.87%。引发本周期 铜飙升的导火索在于,自由港麦克莫兰公司周三表示,其印尼子公司2026年的产量将比此前预期低 35%,促使交易员纷纷回补空头部位。花旗银行在一份报告中预计,2026年全球精炼铜供应缺口约为40 万吨,如果铜价没有上涨,2027年将出现35万吨的缺口。 据外媒,周四伦敦金属交易所(LME)期铜从15个月高点回落,因为自由港的格拉斯伯格矿山遭遇不 可抗力所引发的恐慌情绪开始消退。 ...
金属普跌 期铜下跌 因受库存攀升所累【9月22日LME收盘】
Wen Hua Cai Jing· 2025-09-23 00:52
Group 1 - LME copper prices fell on September 22, 2023, due to rising inventories and a weak global economy, although Chinese consumers' restocking and a softening dollar limited the decline [1][4] - As of September 22, LME three-month copper closed at $9,972.50 per ton, down $16.50 or 0.17% from the previous session [2] - Year-to-date, LME copper has increased by 14%, but has retreated from a 15-month high of $10,192.50 reached last week [4] Group 2 - Shanghai Futures Exchange reported a 12.5% increase in copper inventories, reaching 105,814 tons, the highest level since early June [4] - LME copper inventories have surged by 56% over the past three months [4] - Factors supporting copper prices include restocking by Chinese consumers ahead of the National Day holiday and a slight weakening of the dollar, making dollar-denominated commodities cheaper for buyers using other currencies [5][6] Group 3 - The Grasberg copper mine in Indonesia, one of the largest copper mines globally, has been under production suspension since an accident in early September, providing additional support for copper prices [6] - Marex reported that short covering and other factors are driving zinc prices higher [7] - LME zinc inventories have been declining, leading to a rise in spot zinc prices, which reached a premium of $51 per ton over three-month zinc, the highest level since October 2024 [8] Group 4 - The International Aluminium Institute (IAI) reported that global primary aluminum production in August was 6.277 million tons, with a daily average production of 202,500 tons [9]
金属多飘绿 期铜上涨,因需求出现改善迹象【9月19日LME收盘】
Wen Hua Cai Jing· 2025-09-20 02:19
Group 1 - LME copper prices increased by $49, or 0.49%, closing at $9,989.0 per ton, driven by signs of improving demand from China ahead of the National Day holiday [1][2] - The copper price has decreased by 2% from a 15-month high of $10,192.50 due to profit-taking after the Federal Reserve's interest rate cut [2] - The Yangshan copper premium, reflecting China's import demand, rose by 1.8% to $57 per ton [2] Group 2 - Citigroup forecasts copper prices to range between $9,500 and $10,500 per ton in Q4, with a potential rise to $12,000 by 2026, driven by a projected 2.9% increase in refined copper consumption next year [3] - The global copper market is expected to shift from a surplus of 63,000 tons this year to a shortage of 308,000 tons [3] Group 3 - LME aluminum prices fell by $13, or 0.48%, closing at $2,671.5 per ton, with a recent peak of $2,720 per ton due to a widening premium in the spot market [4] - The average price for aluminum in Q4 is expected to be around $2,650 [4] Group 4 - LME zinc prices decreased by $27.5, or 0.94%, closing at $2,889.0 per ton, with a significant drop in registered warehouse stocks indicating supply tightness [5] - Despite the tightness in registered stocks, the spot market for zinc remains adequately supplied [5] Group 5 - LME lead prices fell by $9.5, or 0.47%, closing at $1,996.5 per ton [6] - LME nickel prices decreased by $1, or 0.01%, closing at $15,271.0 per ton [7] - LME tin prices increased by $461, or 1.37%, closing at $34,172.0 per ton [7]
金属普涨 期铜收跌,受获利了结打压【9月16日LME收盘】
Wen Hua Cai Jing· 2025-09-17 00:29
Group 1 - LME copper prices declined on September 16, 2023, after reaching a 15-month high, with a drop of $60 or 0.59%, closing at $10,126.5 per ton [1] - The previous day, copper prices peaked at $10,192.50 per ton, marking the highest level since June 2024 [1] - Traders noted that the rise in copper prices above the psychological level of $10,000 led to a wait-and-see approach from Chinese buyers [4] Group 2 - Other base metals showed mixed performance, with LME three-month aluminum rising by $16.5 or 0.61% to $2,717.0 per ton, and zinc increasing by $13 or 0.44% to $2,992.0 per ton [5] - LME three-month lead rose by $8 or 0.4% to $2,010.0 per ton, while nickel fell by $8 or 0.05% to $15,428.0 per ton [6][7] - LME three-month tin saw a significant increase of $242 or 0.7%, closing at $34,881.0 per ton [8] Group 3 - The market is closely monitoring the Federal Reserve's interest rate decision, with expectations of a rate cut putting pressure on the dollar [4] - A decrease in copper inventories at the Shanghai Futures Exchange has raised concerns about demand from China [4] - LME approved zinc inventories have decreased by 60% since mid-July, leading to worries about zinc supply in the LME market [4]