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January 14 Copper Market Morning Review
Time of Update: 2022-12-24
Copper CityAt the macro level, the Fed chairman's speech was slightly dovish, the dollar retreated, and market sentiment improved; The marginal trend of domestic monetary policy is obvious, and PMI data shows that the prosperity has rebounded.
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April 11 aluminum market morning review
Time of Update: 2022-12-24
Aluminum CityThe morning spot market showed obvious differences between the two places, the downstream receiving of goods in the East China market was still affected by shipments, the transaction was limited and dominated by traders and middlemen, and the mainstream transaction price was around 21750 yuan / ton, which was about 100 discount to futures.
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PVC continues to have a strong trend, mainly short-term wait-and-see
Time of Update: 2022-12-24
From the valuation point of view, the crude oil cost driving logic may not be suitable for PVC, China's PVC is mainly made of coal and the profit after the Spring Festival continues to be high, and the valuation is obviously too high compared with the oil chemical industry.
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Demand has not improved significantly, and rubber prices continue to fall
Time of Update: 2022-12-24
As of April 14, the domestic all-steel tire operating rate was 56.
As of April 14, the domestic all-steel tire operating rate was 56.
As of April 14, the domestic all-steel tire operating rate was 56.
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Shanghai copper fell slightly The pattern of weak market supply and demand is obvious
Time of Update: 2022-12-24
Shanghai copperOn the macro level, yesterday's Russian Foreign Ministry issued a statement saying that in response to the US government's sanctions imposed on 328 deputies of the State Duma of the Russian Federation Parliament on March 24 this year, Russia decided to impose "mirror" sanctions on 398 members of the US House of Representatives, which also shows that the situation between Russia and Ukraine is obviously still a long way from being properly resolved.
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Shanghai copper narrow range shock finishing late may show a higher pattern
Time of Update: 2022-12-24
Shanghai copperAt the macro level, yesterday's economic data was still relatively sparse, and this evening we need to focus on the US CPI data for January.
Shanghai copperAt the macro level, yesterday's economic data was still relatively sparse, and this evening we need to focus on the US CPI data for January.
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January 24 copper market morning review
Time of Update: 2022-12-24
Copper CityAt the macro level, the Fed's interest rate hike expectations are still repeated, and the US dollar index has recovered after falling, so we need to pay attention to the next Fed interest rate meeting; The marginal improvement of domestic monetary policy is obvious, and the LPR interest rate has been further reduced.
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Copper market trading is generally Sentiment and trading are relatively calm
Time of Update: 2022-12-24
Shanghai copper volatility rose on Friday, and the rally accelerated further after midday, closing the Shanghai copper main 2203 contract at 71890, up 530, or 0. 74%. On the macro front, at the beginn
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Rubber prices are expected to continue the weak volatility pattern in the short term
Time of Update: 2022-12-24
rubberOn the 28th, the main closing price of NR was 11755 (-70) yuan / ton, Qingdao Free Trade Zone Thai standard rubber 1835 (0) US dollars / ton, Malaysian standard rubber 1830 US dollars / ton (0), Indonesia standard rubber 1880 (0) US dollars / ton.
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Shanghai aluminum has limited upside and short-term shocks
Time of Update: 2022-12-24
Today's London aluminum volatility trend, LME three-month Beijing time at 15:01 at 3022 US dollars / ton, up 2 US dollars from the previous trading day's settlement price, an increase of 0.
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January 7 aluminum market afternoon comment
Time of Update: 2022-12-24
Aluminum market noon comment: cost surge supply disturbance, overnight Lun aluminum trend held firm to close up $18; Japan lowered the aluminum premium in the first quarter of this year, but domestic production was affected by power outages and environmental policies, and aluminum may rise slightly today.
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February 9 Lun aluminum noon comment
Time of Update: 2022-12-24
stocks rose sharply to boost market sentiment, overnight London aluminum ran strongly, the latest closing quotation of 3188 US dollars / ton, closed up 54 US dollars, or 1.
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Market expectations are good, PVC spot prices are strong
Time of Update: 2022-12-24
In terms of the market, since April, the maintenance plan of production equipment has increased, and the probability of starting construction in the PVC industry has fallen in a narrow range.
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May 5 aluminum market morning review
Time of Update: 2022-12-24
Aluminum CityBefore the holiday, there was still a stock replenishment in the downstream of the domestic spot market, but the continued merchants actively shipped and the market circulation was sufficient.
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Market sentiment is weak, and PVC futures prices follow the downside
Time of Update: 2022-12-24
PVCThe mentality of market participants weakened, the atmosphere of the domestic PVC spot market returned to calm, the mainstream prices in various regions were loosened one after another, and the overall trading situation was average.
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Brief review of Shanghai aluminum on March 17
Time of Update: 2022-12-24
Shanghai aluminumOn the macro front, the Federal Reserve announced a 25 basis point interest rate hike in the early hours of this morning, but it was basically in line with market forecasts, commodity fluctuations were limited, and the bearish impact on the aluminum market was almost nothing, which relatively released the nervousness of the bulls, which helped the aluminum market to a certain extent.
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International energy strengthens PVC costs are supported
Time of Update: 2022-12-24
In terms of demand, terminal starts have increased, PVC enterprise orders have turned good, and enterprises are still optimistic about infrastructure demand this year; Exports continue to strengthen and overseas demand is strong.
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Limited recovery in demand Rubber prices are weak
Time of Update: 2022-12-24
As of March 3, the domestic all-steel tire operating rate was 57.
As of March 3, the domestic all-steel tire operating rate was 57.
As of March 3, the domestic all-steel tire operating rate was 57.
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April 2022 cable raw materials (copper) monthly report
Time of Update: 2022-12-24
First, the macro aspectInternational aspect,1. The US GDP in the first quarter was -1. 4% annualized, far less than the market expectation of 1. 1%. In terms of sub-items, consumption and fixed asset
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February 11 Copper Market Afternoon Review
Time of Update: 2022-12-24
Copper market noon comment: The US CPI data in January was good, and overnight London copper closed up $87 to hit a new high in more than three months; The global green economy transformation and electrification have driven copper demand, and merchants have a strong mentality of raising prices, and copper is expected to continue to rise today.