Spot tooj liab nqi retreated sharply rau lub rau hli ntuj 24, 2026, nrog Yangtze chaw #1 tooj liab zawv zawg 940
yuan / ton thiab muab rov qab feem ntau ntawm lub lim tiam dhau los cov txiaj ntsig. Hauv tsev SHFE tooj liab yav tom ntej poob rau hauv
lockstep, thaum LME tooj liab zuam me ntsis thaum hmo ntuj, nthuav qhia tus qauv meej ntawm domestic
tsis muaj zog vs. txawv teb chaws resilience, dav -raws li kev kho nyob rau hauv ob qho tib si tooj liab thiab txhuas.
Cov ntaub ntawv tseeb:
Yangtze #1 Copper: RMB 103,410/ton, -940
Bare Copper Wire (Oxygen{0}}Free, Hard): RMB 104,570/ton, -940
Enameled Hlau: RMB 108,680 / tuj, -940
Yangtze A00 Txhuas: RMB 23,470 / tuj, -330
Guangdong #1 tooj liab: RMB 103,380 / tuj, -910
Guangdong A00 Txhuas: RMB 23,450 / tuj, -320
LME Copper: USD 13,422/ton, +51
SHFE 2607 Nyob ze- Daim Ntawv Cog Lus Lub Hlis: RMB 103,330/ton, -770
SHFE 2608 Main Daim ntawv cog lus: RMB 103,330 / tuj, -840
Kev Ua Lag Luam Saib:
Tus nqi tooj liab tau txuas ntxiv lawv qhov kev kho nrog tus siab 940 yuan / tuj poob, poob qis dua.
104,000 yuan / ton qhov pib raws li qhov nruab nrab - xyoo kev thov siab kawg ua tsis tiav. Domestic SHFE tooj liab
yav tom ntej ua raws qis dua, nrog rau daim ntawv cog lus tseem ceeb poob 840 yuan / ton ntawm cov nyiaj tau los ntau dua - noj thiab
peev outflows. LME tooj liab bucked tus qauv nrog ib tug me me 51 duas / tuj nce, txhawb los ntawm ib tug softer US
nyiaj daus las thiab txuas ntxiv cov khoom lag luam rub tawm. Kev ua lag luam tau hloov pauv mus rau qib siab - kev sib sau ua ke
theem, nrog qaug zog domestic thov ua raws li tus yuam sij luag.
Kev lag luam ceeb toom:
Tus nqi tooj liab volatility tseem nce siab, nrog cov nqi muag khoom nyob rau hauv siab raws li tus nqi siab txuas ntxiv mus
downstream kev txaus siab yuav khoom. Cov neeg yuav khoom tseem ceev faj heev, ua raws li nruj -xav tau kev yuav khoom thiab
tsis txhob speculative stockpiling. Aluminium nqi poob ntau tshaj 300 yuan / ton, hnyav los ntawm siab
cov khoom muag thiab softening raws caij nyoog xav tau. Meanwhile, yuav tsum ceev faj tiv thaiv ntxiv downside txaus ntshai yog tias
kev thov rov qab los tseem poob qis ntawm kev cia siab.
Chatnow Insight:
Peb yuav tswj xyuas cov khoom ruaj khov thiab pob tshab tus nqi, kho cov nqe lus hloov tau yooj yim raws li kev ua lag luam tiag -lub sijhawm
kev txav mus los tsis cuam tshuam qhov cuam tshuam ntawm cov khoom siv raw nqi volatility rau peb cov neeg muas zaub mus rau qhov loj tshaj plaws.