行业研究周报:有色贵金属节前调整,能源金属强势上行丨天风金属材料刘奕町团队

町说金属与新材料
Feb 15

摘要基本金属:节前情绪主导,铜铝价格承压。1)铜:本周铜价重心小幅上移,沪铜收于100380元/吨,现货贴水幅度仍有所扩大,随着周内临近春节节假,下游企业基本进入停产放假状态,市场消费降至冰点,同时少数持货商存年前回款换现需求,日内积极降价甩货以促成交;同时由于部分冶炼厂周内发货量较多,社库累库明显。节后来看,考虑到冶炼厂节假期间维持正常生产,同时下游企业复工复产节奏相对缓慢,市场需求表现或相对...

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