金属与材料:市场情绪继续调整 有色贵金属承压

天风证券
Feb 08

节前情绪主导,铜铝价格承压。1)铜:本周铜价重心下移明显,沪铜收于101490 元/吨。本周一(2 月2 日)铜价回落至10 万元/吨以下,下游企业采购备货情绪积极,市场需求提升,同时由于近月Contango 结构月差高位,持货商交仓意愿增加,日内出货情绪减弱,市场可报价货源相对不多,现货贴水幅度因此收敛明显。且由于下周物流运输开始表现紧张,部分冶炼厂提前集中发货到仓库,库存亦维持明显累库趋势。...

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