长江现货
| 1#铜价 | 73590 元/吨 | 跌 70 元/吨 |
| 无氧铜丝(硬) | 74750 元/吨 | 跌 70 RMB/ton |
| 0span 元/吨 | 跌 70 元/吨 | |
| A00铝 价 | 22770 元/吨 | 跌 210 元/吨 |
广东现货
| 1#铜价 | 73310 RMB/t | s trong18strong 跌 10 元元/吨 |
| A00铝价 | 22810 元/吨 | 跌 210 元/吨 |
| LME铜价 | 10270 美元/吨 | 跌 36 美元/吨 |
| Shanghai Copper 2204 | RMB 73,200 _span2strong strong | 涨 60 元/吨 |
| 沪铜2205 | 73160 元/吨 | 涨 10 元/吨 |
外盘库存
| 铜库存 | 79500 t | span17s pan +1900 吨 |
| 铝库存 | 715225 吨 | -9475 吨 |
上期所库存
| 铜库存 | 129506 吨 | -32162 t |
| 铝库存 | 333823 吨 | -14492 吨 |
今日行情分析
disk: London copper opened at $10,215/ton overnight.After reaching a low of $10,183/ton, it stopped falling and rose. The center of gravity continued to rise during the session. During the U.S. session, it touched a high of $10,327.5/ton, and then the center of gravity fell and finally closed at $10,269.5/ton, a decrease of 0.35%. The trading volume was 6563 lots, and the position was held The amount reached 241,000 lots. The Shanghai Copper 2205 contract opened at 73,010 yuan/ton overnight, opened at , and then the center of gravity fluctuated and moved up, the highest range climbed to 73,320 yuan/ton, and finally closed at 73,120 yuan/ton, down 0.04%, and the trading volume reached 20,000 lots , open interest to 140,000 lots.
Macro: (1) Federal Reserve Chairman Powell said that the Fed is ready to raise interest rates by 0.5 percentage points at the May meeting if necessary, in order to curb inflation , even if interest rates are higher than medium Sex level is also at the expense of. (Bad ☆)
(2) Several EU countries are pushing for the fifth round of sanctions against Russia. Germany opens its doors to Qatar natural gas to reduce its dependence on Russia (bullish ★)
300 to 360 yuan / ton in premium, the average price premium is 330 yuan / ton, down 20 yuan / ton from the previous day. Due to the seriousness of the epidemic in Shanghai,The government has carried out comprehensive grid nucleic acid screening, a large number of people are working from home, and logistics warehouses have been blocked, which has reduced market transactions and superimposed some smelters to exchange goods for cash. , It is difficult for the holders to maintain the sentiment of the price, and the premiums and discounts show a high decline. Yesterday, although rose and fell back, it is still in a bullish atmosphere. The technical indicators also point to copper prices or to rush again. Although the inventory in the spot market is falling and falling at a low level, the epidemic prevention and control pattern has not been transformed. The transaction is still under various restrictions, the holders of goods are entangled, and the smelter may transfer some of the supply to the market when the bonded warehouse is blocked. pull saw.
(2) South China: On March 21, Guangdong 1# electrolytic copper spot traded at a premium of 120-140 for the current month contract, with an average price increase of 130 yuan/ton, unchanged from the previous trading day; wet copper premium of 80 - The premium is 90 yuan/ton, and the average price premium is 85 yuan/ton, an increase of 10 yuan/ton compared with the previous trading day. The average price of 1# electrolytic copper was 73,385 yuan/ton, an increase of 530 yuan/ton from the previous trading day, and the average price of wet copper was 73,340 yuan/ton, an increase of 470 yuan/ton. Inventory in Guangdong has decreased for four consecutive days, and the arrival of goods on weekends is still relatively small. Inventories continued to decline, and holders wanted to sell at a high price. In early trading, flat-water copper was reported at a premium of 140 yuan/ton. However, due to the rising copper price and the outflow of a large number of warehouse receipts, the holders had to lower the premium to ship in order to make a deal.
(3) Imported copper: On March 21, the quotation for warehouse receipt was US$20-36/ton, the average price was US$28/ton, and the average price fell by US$2 compared with the previous trading day; -35 US dollars / ton, the average price is 27.5 US dollars / ton, the average price is down 2 US dollars compared with the previous trading day, QP April, the quotation refers to the arrival of goods in the middle and early April. LMEO-3 is at a discount of 4 US dollars / ton, and the import loss of the 04 contract is around 1,400 yuan / ton. The price parity continued to be weak yesterday, superimposed that asymptomatic infected persons have been continuously reported in Shanghai in recent days,The control has been further tightened. Citizens mainly work from home, with fewer quotations and fewer buying orders. The trading in the foreign trade market is still very cold and unpleasant to sell. Judging from the warehouse receipts, yesterday the 04 contract had a slight B structure against the 05 contract, and the warehouse receipt holder lowered the quotation. From the point of view of the bill of lading, it is heard that the price of the wet method bill of lading is 25 US dollars / ton, and the general fire method in the market is generally quoted at about 30 US dollars / ton.
(4) Recycled copper: On March 21st, Shandong Bright Copper offered 66300-66500 yuan/ton in cash. The epidemic continues to affect the supply of recycled copper. It is still high, and the price of recycled copper has always been at a high level, and the downstream is inclined to purchase on demand. Last week, the utilization rate of recycled copper rods decreased. If the price of recycled copper is always at a high level, it is expected that the operating rate of recycled copper rods will further decline this week. .
(5) Inventory: On March 21, LME copper inventories increased by 650 tons to 80,150 tons. On March 21, the copper warehouse receipts on the Shanghai Futures Exchange decreased by 4,389 tons to 56,473 tons.
Price forecast: Federal Reserve Chairman Jerome Powell says action must be taken "quickly" to curb excessive inflation and will raise interest rates higher than usual if necessary. The Fed may implement more aggressive monetary policy to strengthen the dollar, and the market will continue to pay attention to the speed and magnitude of the Fed's future interest rate hikes. London copper is expected to run at 10,210-10,310 US dollars / ton today, Shanghai copper is expected to run at 72,800-73,500 yuan / ton, and the spot is expected to rise by 290-360 yuan / ton.
来源：SMM
编辑：李雪、孙荷兰
投稿热线：400-107-5009
投稿邮箱：news@chinacable .com
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