行业研究周报:地缘冲突加剧,贵金属和战略金属长趋势不改丨天风金属材料刘奕町团队

町说金属与新材料
Mar 01

摘要基本金属:节前情绪主导,铜铝价格承压。1)铜:本周(2月13日-2月27日)铜价重心小幅上移,沪铜收于103280元/吨,节后铜价重心有所上移,现货表现大幅贴水行情运行,随着节假期间国内冶炼厂发往仓库现货量较多,社库表现超预期累库,同时节后首个交易日正值02合约交割换月,且近月Contango结构月差高位运行,换月现货大幅贴水运行,加之下游企业复工复产节奏相对缓慢,市场需求有限,部分持货商低价...

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