锌价飙至四年新高:中东战火叠加矿山停产,供应端连环暴击推升行情

智通财经
Sep 01

智通财经APP注意到,受供应吃紧迹象推动,锌价上涨至四年多来的最高水平,延续了长达数月的拉升行情。

用于镀锌钢材的这一金属在伦敦金属交易所(LME)一度上涨2.5%,触及每吨 3,980.50 美元,随后收窄部分涨幅。近来,从中东战争阻断伊朗矿石供应,到包括中国在内的多地矿山出现生产中断,一连串因素共同推动了价格走高。

混沌天成期货(Chaos Ternary Futures Co.)在一份报告中写道:“供应端频繁出现干扰。”报告补充称,市场对中国将出口更多锌金属以缓解全球市场紧张状况的预期正在升温。

8月份,锌价录得连续第五个月上涨,伦锌期货今年累计上涨27%,表现远优于同样遭受重大供应端波动的铜和铝。尽管最近 LME 仓库的锌库存略有增加,但仍低于10万吨,按历史标准衡量依然处于相对低位。

市场的紧张状况体现在暴跌的冶炼加工费(TC)上,该费用上月进一步下挫,在8月收官时降至负 117.50 美元/吨。较低的加工费表明矿石短缺正迫使冶炼厂接受来自矿企更为苛刻的条件,尽管冶炼厂通常可以通过销售副产品来弥补差价。

此外,铜价周二扩大涨幅,截至发稿,LME 铜价上涨0.6%至每吨 14,382 美元。在数十万吨铜被运往美国并挤压了全球供应之后,该金属持续走高。周一,LME 因英国银行假期休市。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10