Zhonghui Futures: Copper tseem nyob ntawm luv nqi
Tom qab rov qab los ntawm Lub Caij Nplooj Ntoos Hlav Caij Nplooj Ntoos Hlav, cov kwj deg hauv qab tseem nyob rau lub caij so rau kev noj. Lub khw muag khoom tooj liab muaj cov kev lag luam me me thiab yog qhov pib ua haujlwm ntawm luv nqi. Qhov nruab nrab luv nqi tom qab hnub so yog nyob ib ncig ntawm 50 yuan / ton. Nyob rau hauv cov ntsiab lus ntawm domestic tooj liab cov khoom lag luam tsub zuj zuj thaum lub caij so thiab kev ua haujlwm tsis zoo ntawm kev thov xaj, cov tuam txhab hauv qab feem ntau nqa tawm kev xa khoom thiab kev xa mus los ntawm kev txiav txim mus sij hawm ntev.
Kev ua lag luam tsis siab
Tom qab lub caij nplooj ntoos hlav Festival caij nplooj ntoos hlav xyoo no, nws coincides nrog lub sij hawm xa khoom ntawm Shanghai Copper 2402 daim ntawv cog lus. Raws li kev txheeb cais, Shanghai Copper 2402 daim ntawv cog lus ntawm kev sib pauv zaum kawg tau qhia txog kev xa khoom ntim ntawm 73,250 tons, thiab daim ntawv txais nyiaj hauv tsev khaws khoom txhua hnub ntawm kev sib pauv zaum kawg tau pom cov ntawv txais khoom ntawm 98,733 tons, nrog rau kev xa khoom rau kwv yees li 74.20%. Yog li ntawd, cov khoom siv hluav taws xob hluav taws xob hluav taws xob hauv tsev yuav nce ntxiv tom qab hnub so, nrog rau kev nce siab hauv cov khoom siv tseem ceeb xws li Shanghai, Jiangsu, thiab Guangdong.
Nyob rau hauv lub thib ob ib nrab ntawm lub lim tiam, lub domestic tooj liab ua lag luam ushered nyob rau hauv lub sij hawm xa khoom ntawm qee qhov kev txiav txim mus sij hawm ntev. Cov neeg tuav tau xa ntau qhov kev txiav txim mus sij hawm ntev. Tawm tsam keeb kwm yav dhau los ntawm kev ua haujlwm tsis zoo, qee lub tuam txhab downstream tau npaj hloov cov khoom muag los ntawm kev txiav txim mus ntev, thiab kev lag luam tau ua tiav hauv khw muag khoom. Kev ua haujlwm yog qhov qis, thiab tus nqi tooj liab feem ntau yog luv nqi.
Cov khoom lag luam tooj liab thoob ntiaj teb tau qhia meej meej txog kev rov qab los. Raws li lub Ob Hlis 23, tag nrho cov khoom muag tooj liab ntawm LME, COMEX, SHFE thiab Shanghai Free Trade Zone yog kwv yees li 364,800 tons, nce ntxiv ntawm 98,000 tons ntawm lub hli dhau los. Ntawm lawv, LME cov khoom lag luam tooj liab poob los ntawm 14,000 tons piv nrog rau lub lim tiam dhau los, thiab qhov feem pua ntawm cov nyiaj tau txais cov khoom lag luam raug tshem tawm tseem nyob ib puag ncig 18%; cov khoom muag tooj liab nyob rau lub sijhawm dhau los tau nce ntau mus rau 95, 000 tons, tshaj li qib ntawm tib lub sijhawm hauv xyoo dhau los. Thaum lub caij nplooj ntoos hlav Festival caij nplooj ntoos hlav, cov khoom muag tooj liab nyob rau hauv cov cheeb tsam tseem ceeb hauv Suav teb tau nce siab los ntawm 117,400 tons rau 285,700 tons piv nrog ua ntej hnub so, uas yog qhov loj tshaj plaws hauv rau xyoo dhau los. Xyoo tas los, nws tsuas yog nce 39,400 tons, thiab qhov nruab nrab nce hauv rau xyoo dhau los tsuas yog 6 Txog 10,000 tons. Qhov laj thawj tseem ceeb yog vim li cas feem ntau cov smelters xa khoom mus rau cov tsev khaws khoom ua ntej hnub so kom lawv tuaj yeem xa tuaj rau lub sijhawm tom qab hnub so, uas ua rau cov tooj liab cia ntim rau xyoo no kuj siab heev. Txawm li cas los xij, cov neeg siv khoom lag luam rov qab maj mam tom qab hnub so, uas ua kom nrawm nrawm ntawm cov khoom siv tooj liab hauv tsev.
Terminal tos rov qab
Thaum pib ntawm 2024, tooj liab smelting peev yuav tswj kev loj hlob. Nyob rau lub Ib Hlis, Tuam Tshoj tus electrolytic tooj liab tso zis yog 969,800 tons, ib hlis-rau-hli poob ntawm 2.96% thiab ib xyoos-rau-xyoo nce ntawm 13.65%. Qhov nce yog 116,500 tons, nce 16,200 tons los ntawm qhov xav tau 953,600 tons. Lub peev xwm siv tus nqi ntawm lub teb chaws cov lag luam loj smelting yog 81.58%. Nyob rau lub Ib Hlis, qee lub tsev smelters tau txais kev kho dua tshiab lossis hloov chaw, nrog rau qee qhov chaw tsim khoom hauv thaj av qaum teb sab hnub poob raug kaw rau kev txuag hluav taws xob, thiab lwm yam, ua rau lub hli poob qis hauv cov khoom tsim tawm thaum Lub Ib Hlis. Tam sim no, kev cuam tshuam ntawm tooj liab cov mines txawv teb chaws txuas ntxiv mus, thiab kev loj hlob ntawm cov khoom siv hauv ntiaj teb no tau txo qis los ntawm ze li 1 feem pua ntawm xyoo no. Txawm hais tias domestic refined tooj liab ntau lawm nyob rau hauv Lub ib hlis ntuj tsis cuam tshuam los ntawm nruj mov ntawm tooj liab mloog zoo, cov nqi siab yuav yuam kom smelters pib lub hauv paus tswj kev npaj rau lub quarter thib ob ua ntej lub sij hawm.
Nyob rau hauv cov nqe lus ntawm downstream xav tau, downstream xaj tom qab lub caij nplooj ntoos hlav Festival nyob rau hauv 2024 yog qis dua cov tom qab lub Lunar Xyoo Tshiab xyoo dhau los, thiab cov khw muag khoom ntawm electrolytic tooj liab tsis muaj zog. Tshwj xeeb tshaj yog, feem ntau cov tuam txhab ua tooj liab ua kom zoo nkauj tau rov ua haujlwm tom qab hnub so, tab sis kev txiav txim tau poob xyoo-rau-xyoo; kev khiav hauj lwm tus nqi ntawm cable thiab hlau tuam txhab uas muag tau rov qab maj mam, thiab cov kev txiav txim tshiab tseem tsis tau xav txog; cov pas nrig tooj liab thiab phaj thiab sawb kev lag luam tau rov pib dua ib qho tom qab, tab sis kev lag luam tag nrho yog lub teeb; tooj liab Lub caij nyoog siab tshaj plaws rau cov yeeb nkab factories tau ze, thiab kev txiav txim tau nce ntxiv piv rau xyoo tas los.
Zuag qhia tag nrho, tom qab Lub Caij Nplooj Ntoos Hlav xyoo 2024, kev txiav txim tshiab hauv kev lag luam hauv qab tooj liab yuav poob qis piv nrog rau xyoo dhau los, tab sis cov khoom siv raw khoom feem ntau kuj tsawg. Raws li cov kev cai ntawm xyoo dhau los, cov tuam txhab hauv qab yuav rov ua haujlwm ib zaug tom qab hnub kaum tsib ntawm thawj lub hli. Nws cia siab tias qhov chaw siv tooj liab yuav txhim kho, thiab peb tseem yuav tau ua tib zoo saib xyuas cov xwm txheej ntawm cov dej ntws hauv qab.
