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三倍做多天然气到50离开
期待今年美国大寒
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2023-10-18
$铁矿石主连 2311(FEFmain)$
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2022-02-12
打脸啊打脸
供应紧张一时难解 金属概念站上风口
大宗商品市场的多头故事还在讲述。在原油价格创下七年高位之后,期铝也不遑多让,一举刷新近14年高点。据报道,多家国际机构正蜂拥进入期铝市常此外,库存收缩的消息令期铜也蠢蠢欲动,有色 ...
供应紧张一时难解 金属概念站上风口
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2021-12-02
$WTI原油主连 2201(CLmain)$
**戈壁每天都这么玩,恶心
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2021-11-08
$黄铜主连 2112(HGmain)$
**还涨
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2021-11-08
$NQ100指数主连 2112(NQmain)$
美国狗太狗了
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三倍做多天然气到50离开
三倍做多天然气到50离开
·
2021-11-01
$黄铜主连 2112(HGmain)$
涨你奶奶个腿
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2021-07-24
$新东方(EDU)$
最后的一点钱了
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三倍做多天然气到50离开
三倍做多天然气到50离开
·
2020-03-27
$道琼斯(.DJI)$
股市就是被**了还要反思自己的错,每**一次还怀疑自己服务得不够好继续改进[笑哭] [捂脸] [捂脸]
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2020-03-19
$纳斯达克(.IXIC)$
一个字,美国要完蛋了
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三倍做多天然气到50离开
三倍做多天然气到50离开
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2020-03-18
$白银主连(SImain)$
你真是我老表
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08:19","market":"fut","language":"zh","title":"供应紧张一时难解 金属概念站上风口","url":"https://stock-news.laohu8.com/highlight/detail?id=2210526886","media":"同花顺财经期货","summary":"大宗商品市场的多头故事还在讲述。在原油价格创下七年高位之后,期铝也不遑多让,一举刷新近14年高点。据报道,多家国际机构正蜂拥进入期铝市常此外,库存收缩的消息令期铜也蠢蠢欲动,有色 ...","content":"<html><body><div>\n<p> 大宗商品市场的多头故事还在讲述。在原油价格创下七年高位之后,期铝也不遑多让,一举刷新近14年高点。据报道,多家国际机构正蜂拥进入期铝市场。此外,库存收缩的消息令期铜也蠢蠢欲动,有色金属会否是下一个风口?</p><p> 分析人士指出,从当前供需形势看,铝市供应紧张形势短期难以缓解,铜市需求升温,均为价格带来支撑,看好板块投资机会。</p><p> ● 本报记者 马爽 张利静</p><p> <strong>低库存催动有色行情</strong></p><p> 近日,外盘有色金属大涨一度带动国内有色期货、股票走高。2月10日盘中,伦铝期货主力合约最高至3333美元/吨,创下2008年7月以来的新高,截至2月11日15时,该合约今年来累计涨超13%,涨幅紧跟同期美国WTI原油期货(累计涨幅超18%);与此同时,伦铜期货主力合约也重拾涨势,2月10日盘中一度升破1万美元关口。</p><p> 国内市场有色资产闻风而动。文华财经数据显示,截至2月11日收盘,本周国内有色金属期货悉数收涨,其中沪锡周内创下历史新高,沪镍以5.08%的涨幅领涨,沪铝紧随其后,涨3.28%。A股市场上,有色金属指数近日出现反弹迹象,数据显示,截至2月11日收盘,有色金属指数全周上涨7.53%。</p><p> 与原油上涨的原因相似,供应端短缺又一次成为推涨大宗商品的幕后之手。</p><p> “刺激铜价走高的原因是市场对于库存紧缩的担忧。”金源期货分析师表示,以铜为例,LME库存报告显示,自1月中旬以来该仓库已有12天出现每天2500吨的规律性仓单注销现象。上一次出现这一情形还是在去年10月份。LME注册的铝库存已从去年3月的约200万吨,降至76万吨左右,创下2007年以来的最低水平。</p><p> 从国内来看,<a href=\"https://laohu8.com/S/600030\">中信证券</a>金属分析师敖表示,2022年1月以来,上期所铝库存持续下降,未出现往年的累库现象。铝锭社会库存春节期间增加14万吨,规模小于往年。低库存效应下,国内铝价年初以来强势上涨。</p><p> <strong>供给端扰动是主因</strong></p><p> 从基本面看,海内外供给端的扰动已经成为铜、铝价格运行的主要因素。</p><p> <a href=\"https://laohu8.com/S/600918\">中泰证券</a>(600918)有色金属行业分析师谢鸿鹤表示,2021年夏季以来,欧洲能源问题日益加剧,能源短缺导致欧洲电费飙升。电力成本在铝生产成本中的比重逐渐加大,导致欧洲铝厂被动减产。据<a href=\"https://laohu8.com/S/688179\">阿拉丁</a>数据,2021年10月以来,欧洲电解铝年产能损失超过65万吨。而随着俄乌局势逐渐紧张,能源问题短期难以缓解,或将增加欧洲铝厂减产、停产的可能性。全球电解铝供应端进一步承压。</p><p> 国内方面,电解铝生产持续受环保双控政策影响已成为不争事实。据了解,目前晋鲁豫地区氧化铝企业均出现不同程度的减、停产情况。此外,近期受广西疫情影响,当地氧化铝外运受阻。“春节期间,电解铝厂多以消耗厂内库存为主,目前部分电解铝厂的厂内氧化铝库存可以维持7天至10天左右的生产。氧化铝供应紧张、电解铝复产缓慢或进一步支撑铝价上涨。”安信证券有色金属行业分析师雷慧华认为,另外随着海外铝价攀升,进口窗口关闭也将加剧国内铝市供应紧张形势。</p><p> “山西、山东、河南等省份受环保等因素影响,氧化铝减产产能超过1500万吨,国内电解铝企业面临原料短缺和成本上升的挑战。”敖说,铜价当前受流动性收紧、美元指数波动、低库存多重因素影响,年初以来呈现震荡走势;随着春节后消费走强,低库存效应有望催化铜价上涨。</p><p> <strong>看好板块投资机会</strong></p><p> 展望后市有色概念投资机会,雷慧华分析,海外铝价维持高位,电解铝进口不及预期导致国内库存处于低位,而国内供应恢复缓慢,原料和能源成本支撑电解铝价格维持坚挺,持续看好原料能源加工一体化中具有成本优势的电解铝公司。</p><p> “由于电解铝供应偏紧的局面或将持续,预计铝价仍将延续高位。预计2022年供需偏紧局面持续,铝价或延续2021年高位。”谢鸿鹤说。</p><p> 敖表示,预计铝的供应端扰动短期内无法缓解,需求端在出口向好和稳增长背景下将回暖,铝价涨势有望持续。低库存效应下,铜价则有望随着阶段性货币调控预期落地重拾涨势,价格向上突破有望带动板块反弹。推荐电解铝涨价的弹性标的和具备成长性的铜矿标的。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经(ths518),获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"ths_fut","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>供应紧张一时难解 金属概念站上风口</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n供应紧张一时难解 金属概念站上风口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-12 08:19 北京时间 <a href=http://goodsfu.10jqka.com.cn/20220212/c636660036.shtml><strong>同花顺财经期货</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大宗商品市场的多头故事还在讲述。在原油价格创下七年高位之后,期铝也不遑多让,一举刷新近14年高点。据报道,多家国际机构正蜂拥进入期铝市场。此外,库存收缩的消息令期铜也蠢蠢欲动,有色金属会否是下一个风口? 分析人士指出,从当前供需形势看,铝市供应紧张形势短期难以缓解,铜市需求升温,均为价格带来支撑,看好板块投资机会。 ● 本报记者 马爽 张利静 低库存催动有色行情 近日,外盘有色金属大涨一度...</p>\n\n<a href=\"http://goodsfu.10jqka.com.cn/20220212/c636660036.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF"},"source_url":"http://goodsfu.10jqka.com.cn/20220212/c636660036.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210526886","content_text":"大宗商品市场的多头故事还在讲述。在原油价格创下七年高位之后,期铝也不遑多让,一举刷新近14年高点。据报道,多家国际机构正蜂拥进入期铝市场。此外,库存收缩的消息令期铜也蠢蠢欲动,有色金属会否是下一个风口? 分析人士指出,从当前供需形势看,铝市供应紧张形势短期难以缓解,铜市需求升温,均为价格带来支撑,看好板块投资机会。 ● 本报记者 马爽 张利静 低库存催动有色行情 近日,外盘有色金属大涨一度带动国内有色期货、股票走高。2月10日盘中,伦铝期货主力合约最高至3333美元/吨,创下2008年7月以来的新高,截至2月11日15时,该合约今年来累计涨超13%,涨幅紧跟同期美国WTI原油期货(累计涨幅超18%);与此同时,伦铜期货主力合约也重拾涨势,2月10日盘中一度升破1万美元关口。 国内市场有色资产闻风而动。文华财经数据显示,截至2月11日收盘,本周国内有色金属期货悉数收涨,其中沪锡周内创下历史新高,沪镍以5.08%的涨幅领涨,沪铝紧随其后,涨3.28%。A股市场上,有色金属指数近日出现反弹迹象,数据显示,截至2月11日收盘,有色金属指数全周上涨7.53%。 与原油上涨的原因相似,供应端短缺又一次成为推涨大宗商品的幕后之手。 “刺激铜价走高的原因是市场对于库存紧缩的担忧。”金源期货分析师表示,以铜为例,LME库存报告显示,自1月中旬以来该仓库已有12天出现每天2500吨的规律性仓单注销现象。上一次出现这一情形还是在去年10月份。LME注册的铝库存已从去年3月的约200万吨,降至76万吨左右,创下2007年以来的最低水平。 从国内来看,中信证券金属分析师敖表示,2022年1月以来,上期所铝库存持续下降,未出现往年的累库现象。铝锭社会库存春节期间增加14万吨,规模小于往年。低库存效应下,国内铝价年初以来强势上涨。 供给端扰动是主因 从基本面看,海内外供给端的扰动已经成为铜、铝价格运行的主要因素。 中泰证券(600918)有色金属行业分析师谢鸿鹤表示,2021年夏季以来,欧洲能源问题日益加剧,能源短缺导致欧洲电费飙升。电力成本在铝生产成本中的比重逐渐加大,导致欧洲铝厂被动减产。据阿拉丁数据,2021年10月以来,欧洲电解铝年产能损失超过65万吨。而随着俄乌局势逐渐紧张,能源问题短期难以缓解,或将增加欧洲铝厂减产、停产的可能性。全球电解铝供应端进一步承压。 国内方面,电解铝生产持续受环保双控政策影响已成为不争事实。据了解,目前晋鲁豫地区氧化铝企业均出现不同程度的减、停产情况。此外,近期受广西疫情影响,当地氧化铝外运受阻。“春节期间,电解铝厂多以消耗厂内库存为主,目前部分电解铝厂的厂内氧化铝库存可以维持7天至10天左右的生产。氧化铝供应紧张、电解铝复产缓慢或进一步支撑铝价上涨。”安信证券有色金属行业分析师雷慧华认为,另外随着海外铝价攀升,进口窗口关闭也将加剧国内铝市供应紧张形势。 “山西、山东、河南等省份受环保等因素影响,氧化铝减产产能超过1500万吨,国内电解铝企业面临原料短缺和成本上升的挑战。”敖说,铜价当前受流动性收紧、美元指数波动、低库存多重因素影响,年初以来呈现震荡走势;随着春节后消费走强,低库存效应有望催化铜价上涨。 看好板块投资机会 展望后市有色概念投资机会,雷慧华分析,海外铝价维持高位,电解铝进口不及预期导致国内库存处于低位,而国内供应恢复缓慢,原料和能源成本支撑电解铝价格维持坚挺,持续看好原料能源加工一体化中具有成本优势的电解铝公司。 “由于电解铝供应偏紧的局面或将持续,预计铝价仍将延续高位。预计2022年供需偏紧局面持续,铝价或延续2021年高位。”谢鸿鹤说。 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