Cov nqi tooj liab plunged sharply rau lub Rau Hli 4 tom qab ib tug ntse rally nyob rau hauv lub yav dhau los kev sib kho, nrog domestic chaw thiab SHFE tooj liab yav tom ntej slumping nyob rau hauv tandem thaum LME tooj liab edged down moderately. Aluminium kuj poob dav thoob plaws qhov chaw lag luam loj ntawm kev xav tau tsis muaj zog, tsim cov qauv ntawm kev kho hauv tsev ntse, me me txawv teb chaws rub rov qab, sib sau ua ke poob rau hauv paus hlau.
Cov Ntaub Ntawv Tus Nqi
Yangtze #1 tooj liab: RMB 105,450/ton,-1,210
Hard Oxygen{0}}dawb Copper Wire: RMB 106,610/ton,-1,210
Enameled Hlau: RMB 110,720 / tuj,-1,210
Yangtze A00 Aluminium: RMB 24,210 / tuj,-250
Guangdong #1 tooj liab: RMB 105,420/ton,-1,220
Guangdong A00 Txhuas: RMB 24,130 / ton,-180
LME Copper: USD 13,786 / ton,-38
SHFE CU2607: RMB 105,520/ton,-1,350
SHFE CU2608: RMB 105,580/ton,-1,360
Kev Ua Lag Luam Saib
Tooj tau tshem tawm feem ntau ntawm hnub Wednesday qhov kev nce qib thaum muaj kev cuam tshuam loj heev.
Cov ntaub ntawv nyiaj txiag muaj zog hauv Asmeskas tau txhawb nqa hawkish Fed kev cia siab thiab txhawb nqa US
Dollar Index, ua rau cov txiaj ntsig loj heev - noj ntawm cov kev xav tau ntev uas muaj
piled nyob rau hauv US tariff optimism ua ntej. Cov yav tom ntej hauv tsev poob ntau dua 1,300 yuan / ton
raws li tus nqi tariff- ntsig txog tus nqi faded sai; downstream manufacturers nyob rau
sidelines vim siab raw khoom nqi, ua rau nyias qhov chaw trading ntim.
LME tooj liab tsuas yog poob qis me ntsis, txhawb nqa los ntawm kev poob qis hauv ntiaj teb
LME cov khoom lag luam thiab cov khoom lag luam nruj me ntsis.
Aluminium kho tom qab luv luv -nyob rebound, hnyav los ntawm kev pheej hmoo siab hauv tsev
Cov khoom lag luam thiab kev siv qis qis qis los ntawm kev tsim kho & vaj tse sector.
Kev lag luam lus hais
Tus nqi volatility tseem siab heev. Tus nqi tariff speculation premium tau ib nrab
tus nqi tawm, thiab kev ua lag luam tsom mus rau US tsis yog - cov ntaub ntawv them nyiaj ua liaj ua teb rau hnub Friday no, uas yuav
qhia luv luv -lub sij hawm duas thiab tus nqi tooj liab. Cov kev xav tau qis qis qis qis qis
sluggish thaum tshiab - zog & daim phiaj rigid thov muaj kev txhawb nqa hauv qab; feem ntau kab
cov neeg tsim khoom tsuas yog muab cov ntaub ntawv rau kev txiav txim tam sim ntawd es tsis txhob khaws cia. Ntxiv mus
downside kev pheej hmoo pheej pheej hmoo yog tias US cov ntaub ntawv kev lag luam ua rau kev ua lag luam kev cia siab.
Chatnow Operation Insight
Peb khaws cov nqi hluav taws xob txhua hnub txuas mus rau qhov tiag -sijhawm hlau hais; shorten quotation validity
lub sij hawm los tswj kev pheej hmoo ntawm tus nqi hloov pauv. Peb qhia rau cov neeg siv khoom tsis tu ncua kom kaw ib nrab luv luv -lub sijhawm
raw khoom txiav txim ntawm tus nqi dips rau nruj ntau lawm xav tau kev pab, tsis txhob dig muag tej stocking amid
kev lag luam tsis meej.