金属与材料行业研究周报:伊朗局势升温 有色震荡运行

天风证券
Mar 08

美伊冲突推高能源价格,铝价强势上行。1)铜:本周(2026.2.27-2026.3.5)铜价重心有所下移,沪铜收于100250元/吨。随着周内下游企业复产节奏持续推进,市场接货需求表现提升,同时近月合约Contango 结构月差高位,部分持货商低价大贴水出货情绪减弱,现货贴水幅度亦表现收敛;但市场国产货源到货压力仍存,库存整体仍维持累库趋势。下周来看,03 合约交割换月临近,近月合约C 结构维持,...

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