华东地区进口铜到货减少 库存压力缓解

截至本周五，SMM全国主流消费地铜库存环比增加0.48万吨至28.92万吨。其中，上海铜库存环比减少0.21万吨至19.32万吨；江苏地区铜库存环比减少0.2万吨至3.37万吨；广东地区铜库存环比增加0.89万吨至6.23万吨。 》点击申请查看SMM金属产业链数据库 本周三地库存增速较上周有所放缓，其中华东地区库存出现小幅下滑，主因进口铜数量减少。因前期进口比价长时间打开，大量进口铜于6-7月涌入国内，在传统消费淡季之下，对国内库存造成了较大压力，7月三地库存增量达到10万吨以上。但是随着比价关闭，进口需求滑入谷底，部分贸易商预期9月国内消费转好支撑比价回暖，将到港货物搬入保税库中而非报关进口。整体来看，进口铜流入速度放缓，而国内电解铜供应仍未完全释放，供给整体维持偏紧格局。 周内铜价出现大跌，多次下探50000关口，下游及贸易商仍有需求，逢低入市采购。在库存压力缓解的情况下，贸易商高报价坚挺。本周五上海电解铜现货对当月合约报升水90~升水130元/吨，均价110元/吨，较周一上涨10元/吨。湿法铜价格也有所上抬，均价从周初35元/吨涨至周末40元/吨。 消费淡季情况下，升贴水大幅上抬存在压力。供需两弱下，预计现货市场僵持拉锯格局将持续。
[转载需保留出处 - 上海有色网] 【SMM分析】华东地区进口铜到货减少 库存压力缓解

来源：SMM

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