Tom qab kev tawm tsam thawj ob hnub ntawm lub lim tiam, Shanghai tin tau poob dua rau hnub Wednesday. Los ntawm nag hmo kaw, Shanghai tin kaw ntawm 2,010 yuan / ton, nqis 6.3 feem pua.
Hauv qhov xwm txheej no, Li Ni, tus kws tshawb fawb ntawm cov hlau muaj txiaj ntsig ntawm Changjiang Futures, hais rau yav tom ntej Txhua hnub tias tom qab kev lag luam kev xav tau nce rau lub lim tiam no, Shanghai tin tau coj cov khoom lag luam rov qab rau hnub Monday, tab sis nyob rau hauv kev nce nqi txawv teb chaws thiab kev lag luam kev lag luam kev cia siab, domestic. tin cov khoom lag luam tau rov ua kom muaj txiaj ntsig zoo, Shanghai tin rov tshwm sim qis dua tus nqi.
Los ntawm cov txheej txheem tin, Sun Kuangwen, tus thawj coj ntawm nonferrous hlau RESEARCH thiab kev txhim kho ntawm Xinhu Futures Research Institute, tau hais rau cov neeg sau xov xwm tias feem ntau ntawm cov tin smelters hauv tsev tau siv kev saib xyuas thiab kev txo qis tsis ntev los no, thiab kev saib xyuas qhov ntsuas ze li 90 feem pua. ua hauj lwm scale ua ntej txij nkawm. Txawm li cas los xij, tin ingot social inventory tsis tshwm sim pom kev poob qis, ntxiv rau qhov kev poob qis tam sim no, tsis txhob txiav txim siab txog qhov muaj qee yam ntawm cov khoom muag tsis pom.
Li Ni hais tias nyob rau hauv cov nqe lus ntawm kev muab khoom, tag nrho cov zis ntawm refined tin nyob rau hauv Tuam Tshoj yog 16,600 tons nyob rau hauv lub Tsib Hlis 2022, nce 11.6 feem pua ntawm lub hli dhau los. Tuam Tshoj tau xa tawm 5,521 tons ntawm refined tin nyob rau lub Tsib Hlis 2022, nce 68.3 feem pua ntawm lub hli dhau los. Thaum ntxov tin mov thiab nplua tin ntshuam tau nce, cov khoom lag luam tsis yog khoom xa tuaj txaus, tuav lub hauv paus kev lag luam kev lag luam. Tsoomfwv Indonesian tau tshuaj xyuas cov ntawv tso cai xa tawm thaum Lub Rau Hli, uas tej zaum yuav muaj kev cuam tshuam rau kev xa tawm tin tau zoo. Tsis tas li ntawd, cov smelters loj hauv tsev muaj cov phiaj xwm txo qis, cov khoom ua kom zoo nkauj tuaj yeem raug txwv rau lub Rau Hli thiab Lub Xya Hli.
Hais txog qhov kev thov, Li Ni tau hais tias, cuam tshuam los ntawm kev sib kis thiab kev tswj hwm macro nruj, tag nrho cov khoom siv qis qis qis dua li tib lub sijhawm xyoo tas los, kev siv cov khoom siv hluav taws xob tsis zoo li qhov xav tau, cov lag luam hauv qab mus rau cov khoom muag ua ntej noj, cov khw muag khoom tam sim no. kev xa khoom cov khoom lag luam yog qhov txaus, qhov chaw ua lag luam tseem tsis muaj zog.
"Feem ntau, tsis ntev los no hauv tsev thiab txawv teb chaws tin nqi nruab nrab ntawm lub ntiajteb txawj nqus tag nrho downward." Nyob rau hauv Sun kuangwen txoj kev xav, smelters ua haujlwm tu txhua txhua xyoo, tab sis kev tu ncua sij hawm luv luv tau txwv tsis pub muaj kev cuam tshuam rau cov khoom lag luam txhua xyoo. Tsis tas li ntawd, raws li tin yav tom ntej kev ua lag luam txoj hauj lwm yog me me txheeb ze rau lwm yam hlau, luv luv lub hwj chim nyiaj nyob rau hauv cov hnub tsis ntev los no kom nce tus nqi volatility, thiab ib co luv luv zog profit noj kuj ua rau ib tug luv luv rov qab nyob rau hauv tin nqi. Saib rau pem hauv ntej, tin downstream noj tseem nyob rau hauv lub xeev kev nyuaj siab, txawm hais tias smelters txiav ntau lawm, tab sis nyob rau hauv cov ntaub ntawv ntawm cov khoom muag tsis tau tso tseg tin nqi tseem nyuaj rau rebound.
Li Ni ntseeg hais tias tam sim no LME thiab tag nrho cov khoom muag tin tseem tsawg, tab sis kom tswj lub xeev ntawm kev qaug zog, tag nrho cov khoom muag tin tau nce 532 tons rau 7696 tons ib hnub. Qhov chaw muab khoom ntawm refined tin yuav tsum tau txwv nyob rau hauv ob lub hlis tom ntej no, tab sis nyob rau hauv lub pessimistic qhov teeb meem tam sim no ntawm downstream noj, qhov cuam tshuam ntawm cov khoom raug ncua yog ib qho nyuaj rau tshwm sim nyob rau hauv lub sij hawm luv luv, thiab muaj ib tug tej yam saj zawg zog mov. ntawm txawv teb chaws refined tin. Nws cia siab tias tus nqi tin yuav nyob twj ywm tsis hloov nyob rau yav tom ntej, thiab cov kev saib xyuas tom ntej yuav tsum tau them rau kev kho cov dej ntws qis thiab cov khoom siv ntawm cov khoom siv txawv teb chaws refined.
nag hmo, qhov kawg ntawm tsab ntawv ceeb toom, txiav txim siab los ntawm Lub Xya hli ntuj 1, 2022 trading (xws li Lub rau hli ntuj 30 hmo trading) los ntawm tin yav tom ntej SN2207, SN2208, SN2209 daim ntawv cog lus nyob rau hauv hnub ntawm txoj hauj lwm no trading nqi hloov mus rau 90 yuan / tes.
