锂价持续上攻,金铜保持强势

东证有色研究
Dec 22

东北证券有色组核心观点锂:去库斜率放缓,但市场预期大矿山复产推迟,关注后续排产数据变化。1)去库趋势延续,但速度有所放缓。本周SMM显示继续去库1044吨,较上周去库2133吨明显放缓。期货价格上涨后,以后点价为主的下游接货情绪较低,而贸易商环节转而囤积部分现货,投机属性增加。2)供应端:围绕江西锂矿证问题,市场情绪高涨。周初,江西宜春自然资源局发布的关于注销27个采矿权的公示带动价格上涨。周五,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10