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銅和鎳需求冷卻,短期雙雙看跌作者匯通財經 @ 2024-06-26T Back Hot News
Keyword:金屬 銅價 作者 中國 需求 通財經
Concept:中國經濟 , 金屬需求
在國內方面,中國人民銀行6月維持LPR利率不變,體現了中國貨幣政策的穩健性。商務部強調將堅定捍衛中國企業在歐盟對中國電動汽車反補貼調查中的合法權利,並推動縣級以上城市收購已建成存量商品房用作保障性住房,以穩定房地產市場和保障民生需求。這些政策調整對銅等有色金屬市場的供需關系產生了一定影響,但整體上政策基調依然偏向寬松,對銅價構成一定支撐。
長江銅業網訊:今日滬銅低開,09:01主力月2408合約最新開盤價78500元/噸,跌1470元。人民幣疲軟拖累金屬價格,使美元計價的大宗商品對中國買家來說成本上升,這進一步抑制了市場風險偏好。加之國內金屬需求疲軟,市場消費信心受到打擊。另外,全球4月精煉銅市場供應過剩,據國際銅研究小組(ICSG)周三發布的數據,截至4月底,供應過剩量為13,000噸,相較於3月的123,000噸過剩量有所減少。然而,整體來看,今年1至4月的市場供應過剩總量達到299,000噸,較去年同期的175,000噸大幅增加。同時,上海期貨交易所的銅庫存自年初以來激增了十倍,這凸顯了中國銅供應的充裕狀態。基於當前的供應過剩情況,預計銅價將持續面臨下行壓力,今日現貨銅價預計將下跌。

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