有色金属行业大宗金属周报:中东地缘形成供给冲击 铝价上行

华源证券
Mar 08

铜:库存持续累积,铜价弱势震荡。本周伦铜/沪铜/美铜涨跌幅分别为-4.76%/-2.76%/-3.69%。库存端,本周铜库存大幅累积,伦铜/纽铜/沪铜库存分别为28.4 万吨/59.8 万短吨/42.5 万吨,环比变化+12.07%/-0.60%/+8.59%;国内电解铜社会库存57.7 万吨,环比+8.56%。需求方面,电解铜杆周度开工率62.47%,环比增加44.09pct,主要受节后复工影响...

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