铝价周四继续上涨。由于中东冲突未见缓和迹象,市场对全球供应趋紧的持续担忧助推了铝价。
上海期货交易所交易最活跃的铝合约日间收盘上涨0.38%,至每吨25240元人民币(合3669.56美元)。伦敦金属交易所基准三个月期铝合约上涨1.32%,至每吨3502.50美元,接近本周早些时候触及的每吨3544美元的四年高位。中东战争引发了供应担忧,该地区约占全球铝供应量的9%。美国和伊朗并不急于结束战争。美国总统唐纳德·特朗普表示,“有必要”完成这项工作。伊朗警告称,如果他们在霍尔木兹海峡附近袭击油轮和其他船只,世界将为每桶200美元的油价做好准备。
荷兰国际集团分析师在一份报告中表示,局势不稳定,铝对地缘政治头条新闻仍然高度敏感,波动性将保持在高位。
大宗商品交易商摩科瑞周一已取消或指定交付马来西亚巴生港LME批准仓库中近10万吨铝。基准矿物情报机构的分析师将2026年铝价预测从每吨2900美元上调至每吨3100美元,因为近期事态发展增加了供应更加严重收紧的可能性。
其他上海期货交易所金属中,铜、铅、锡、锌和镍均下跌0.49%,而镍上涨0.59%。伦敦金属交易所铜价下跌0.23%,镍价下跌0.27%。铅价小幅上涨0.8%,锡价上涨0.9%,锌价上涨0.32%。
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