Spot tooj liab tau nce siab heev thaum Lub Xya Hli 10, 2026, nrog Yangtze qhov chaw #1 tooj liab dhia 1,460 yuan / tuj, cim qhov loj tshaj plaws - hnub nce hauv ze li ob lub hlis. Hauv tsev SHFE tooj liab yav tom ntej coj qhov kev sib tw nrog kev nce siab, thaum LME tooj liab kuj tau nce siab dua. Txhuas tau tshaj tawm qhov nce me me hauv tandem, nthuav tawm cov qauv meej ntawm kev dav -raws li kev sib tw synchronized, nrog tooj liab ua rau lub zog nce siab thoob plaws hauv kev lag luam hauv tsev thiab txawv teb chaws.
Cov ntaub ntawv tseeb:
Yangtze #1 tooj liab: RMB 104,290/ton,+1,460
Bare Copper Wire (Oxygen{0}}Free, Hard): RMB 105,450/ton,+1,460
Enameled Hlau: RMB 109,560 / tuj,+1,460
Yangtze A00 Aluminium: RMB 23,120 / tuj,+160
Guangdong #1 tooj liab: RMB 104,130 / tuj,+1,470
Guangdong A00 Txhuas: RMB 23,150 / ton,+150
LME Copper: USD 13,529 / tuj,+39
SHFE 2608 Daim ntawv cog lus: RMB 104,010 / ton,+1,710
SHFE 2609 Daim Ntawv Cog Lus Tseem Ceeb: RMB 104,000 / ton,+1,650
Kev Ua Lag Luam Saib:
Lub hauv paus hlau hauv tsev tau ua rau muaj kev sib tw ua kom muaj zog thaum Lub Xya Hli 10, tau tsav los ntawm kev nce qib pro- txoj cai kev loj hlob kev cia siab thiab nruj me ntsis cov ntsiab lus. Spot tooj liab tau nce ntau dua 1,400 yuan / ton kom tawg los ntawm 104,000 yuan / ton qhov pib txiav txim siab, txuas ntxiv nws rov qab los ntawm lig -Lub Rau Hli qis. SHFE tooj liab yav tom ntej ua tau zoo tshaj qhov chaw lag luam, nrog 2608 daim ntawv cog lus tau nce 1,710 yuan / tuj thiab 2609 daim ntawv cog lus tseem ceeb nce 1,650 yuan / ton, txhawb nqa los ntawm cov peev nyiaj loj heev thiab ntxiv dag zog rau bullish sentiment. Txawv teb chaws, LME tooj liab nce txog 39 las / tuj, txhawb nqa los ntawm cov nyiaj tau los ntawm US duas thiab lingering thoob ntiaj teb cov khoom nruj. Aluminium tau taug qab qhov kev sib tw dav dua tab sis nrog kev nce qis, txwv los ntawm tseem - khoom siv hauv tsev txaus txaus. Kev ua lag luam tam sim no tau nkag mus rau theem rov qab muaj zog uas tau tsav los ntawm txoj cai optimism thiab cov khoom lag luam drawdowns, nrog rau kev ua lag luam kev xav hloov pauv tshwj xeeb los ntawm kev ceev faj mus rau bullish.
Kev lag luam ceeb toom:
Tus nqi tooj liab tsis hloov pauv tau nce siab, nrog rau ib zaug -hnub nce siab tshaj 1,400 yuan / ton raws li kev nce siab ntxiv. Tightening chaw liquidity thiab sustained inventory drawdowns tau qiv cov nyiaj them yug rau cov nqi, thaum downstream kev txaus siab tau khaws cia qhov tseem ceeb ntawm "yuav- ntawm- nce" kev xav, nrog cov tuam txhab cable thiab xaim nrawm nrawm- thov kom rov ua dua. Txawm li cas los xij, kawg - cov neeg siv tseem ceev faj txog kev caum tus nqi ntawm qib siab, thiab cov khoom loj - tseem tsis muaj. Aluminium qhov rov qab yog qhov me me, vim tias cov khoom lag luam siab thiab cov kev xav tau ntawm lub caij nyoog mus txuas ntxiv mus. Kev ceev faj yuav tsum tau tiv thaiv luv luv- lub sijhawm nyiaj tau los- coj kev thim rov qab tom qab qhov kev sib tw ntse, vim tias kev ruaj khov ntawm kev nce siab tseem cuam tshuam rau qhov kev thov rov qab los thiab kev siv txoj cai.
Chatnow Insight:
Peb yuav tswj xyuas cov khoom ruaj khov thiab pob tshab tus nqi, kho cov lus hloov pauv hloov pauv raws li qhov tiag - lub sijhawm ua lag luam txav los cuam tshuam qhov cuam tshuam ntawm cov khoom siv raw khoom tsis hloov pauv rau peb cov neeg siv khoom kom loj tshaj plaws.