Thaum lub Tsib Hlis, qhov nce xyoo ntawm peb CPI tau nce siab tshiab hauv 40 xyoo.Kev nce nqi yav dhau los xav tau los ntawm kev ua lag luam peaked thiab tawg.Cov ntaub ntawv CPI muaj zog tau muab ntau chav rau Tsoom Fwv Teb Chaws Reserve kom nce cov paj laum aggressively.

Raws li Antaike, lub refineries ntawm tooj liabsab hnub tuaj tooj liab, Tongling Jinguan tooj liab thiab Guangxi Nanguo tooj liab yuav nkag mus rau theem txij nkawm nyob rau nruab nrab Lub Rau Hli.Txawm li cas los xij, nrog kev tsim rov qab los ntawm kev saib xyuas thaum ntxov thiab kev tso tawm ntawm jianfaxiangguang tooj liab, cov khoom siv hluav taws xob hluav taws xob hauv tsev yuav nce ntxiv rau lub Rau Hli.Kev xa tawm tooj liab tau nyob rau hauv qhov teeb meem tsis txaus nyob rau lub lim tiam no, thiab cov tooj liab los ntawm Shanghai chaw nres nkoj me me.Raws li Mysteel, qee qhov txawv teb chawstooj liabnyob rau hauv qhov chaw nres nkoj tsis tau warehoused, tab sis tau xaiv nkag mus rau Tuam Tshoj los ntawm kev lis kev cai clearance ncaj qha.Raws li qhov tshwm sim, cov khoom lag luam hauv kev sib raug zoo tau nce, thiab cov khoom muag hauv thaj chaw sib koom ua ke tau khaws cia me ntsis qis dua.

Copper

Thaum Lub Rau Hli 9, cov khoom lag luam hauv tsev ntawm electrolytic tooj liab yog 88900 tons, nce ntawm 14200 tons piv nrog rau lub Rau Hli 2. Cov khoom muag tooj liab nyob rau hauv Shanghai free trade zone yog 201000 tons, txo 8000 tons piv nrog rau hnub thib ob.Kev rov qab los ntawm cov khoom siv hauv tsev thiab kev nkag mus ntawm cov khoom xa tuaj tooj liab tej zaum yuav maj mam nce cov khoom muag siab.

Lub lim tiam no, qhov chaw hwm nyiaj hauv Shanghai tau raug tshem tawm thawj zaug thiab tom qab ntawd tsa.Raws li ntawm 10th, qhov chaw hwm hwm tau tshaj tawm ntawm 145 yuan / tuj, thiab qhov sib txawv txhua hli rov qab qauv tau sib sau ua ke.Nrog rau kev tuaj txog ntawm qhov kev thov rau lub caij so thiab maj mam nce ntawm cov khoom muag siab, nws xav tias yav tom ntej kev lag luam huab cua yuav tsis muaj zog, thiab qhov chaw luv nqi xa khoom tuaj yeem dhau los ua qhov tseem ceeb.Lub implied volatility ntawmtooj liabcov kev xaiv txuas ntxiv tsis muaj zog rau lub lim tiam no.Thaum Lub Rau Hli 10, qhov cuam tshuam tsis txaus ntseeg ntawm cov kev xaiv nrog cov ntawv cog lus yav tom ntej cu2207 yog 13.79%, thiab tus nqi tawm dag zog yog qhov tseem ceeb ntawm 70000, tib yam li lub lim tiam dhau los.

Ntawm tag nrho, kev lag luam tooj liab tab tom ntsib lub siab ntawm macro luv luv thiab cov khoom muag nce, thiab tus nqi tooj liab yuav raug kho rau qee qhov.Nyob rau hauv cov nqe lus ntawm lub tswv yim, nws yog pom zoo kom tsuas yog khoob.


Post lub sij hawm: Jun-14-2022