铜方面，中美两国近期均宣布计划扩大国家铜战略储备规模，短期对铜价形成提振。但与此同时，全球主要交易所（上海、纽约、伦敦）的铜库存本周大幅环比增加。供给端，智利Mantoverde铜金矿在罢工持续背景下恢复运营；需求端则保持基本平稳，以刚性补库为主。铝方面，国内下游加工企业因春节临近陆续放假，开工率下降，电解铝社会库存显著增加。海外方面，美国严寒天气缓解导致天然气价格回落，削弱了成本支撑。黄金方面，...
Source Link铜方面，中美两国近期均宣布计划扩大国家铜战略储备规模，短期对铜价形成提振。但与此同时，全球主要交易所（上海、纽约、伦敦）的铜库存本周大幅环比增加。供给端，智利Mantoverde铜金矿在罢工持续背景下恢复运营；需求端则保持基本平稳，以刚性补库为主。铝方面，国内下游加工企业因春节临近陆续放假，开工率下降，电解铝社会库存显著增加。海外方面，美国严寒天气缓解导致天然气价格回落，削弱了成本支撑。黄金方面，...
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