Izintengo zethusi ziyaqhubeka nokufinyelela emazingeni aphezulu amasha

NgoMsombuluko, i-Shanghai Futures Exchange yethule ukuvulwa kwemakethe, imakethe yasekhaya yezinsimbi ezingenayo insimbi ikhombise ukuthambekela okuhlangene okukhuphukayo, lapho i-copper yaseShanghai izokhombisa khona umfutho wokuvula okuphezulu. Inkontileka yenyanga enkulu ka-2405 ngo-15:00 ivaliwe, umnikelo wakamuva ongafika ku-75,540 yuan / ton, okhuphuke ngaphezu kuka-2.6%, uvuselele ngempumelelo umlando ophezulu.

Ngosuku lokuqala lokuhweba ngemva kweholide le-Qingming, imizwa yokulanda imakethe yahlala izinzile, kanye nokuzimisela kwabanikazi ukubamba amanani aqinile. Kodwa-ke, abadayisi abangaphansi komfula basabambe isimo sengqondo sokulinda nokubona, befuna imithombo enenani eliphansi lokuzimisela akushintshile, amanani entengo yethusi aphezulu aqhubeka kubathengi bokwamukelwa kwe-positivity yokwakheka kokucindezelwa, isimo sokuhweba emakethe jikelele. kubanda uma kuqhathaniswa.

Ezingeni elikhulu, idatha ye-US ye-non-farm payrolls ngo-March yayinamandla, ibangela ukukhathazeka kwemakethe ngengozi yokwehla kwamandla emali yesibili. Izwi le-hawkish le-Federal Reserve laphinde lavela, futhi okulindelwe kokunciphisa izinga lenzalo kwabambezeleka. Nakuba isihloko se-US kanye ne-CPI (ngaphandle kwezindleko zokudla namandla) kulindeleke ukuthi ikhuphuke ngo-0.3% YoY ngoMashi, yehle isuka ku-0.4% ngoFebhuwari, inkomba eyinhloko isakhuphuka cishe ngo-3.7% kusukela ngonyaka odlule, ngaphezu kwendawo yokunethezeka ye-Fed. . Kodwa-ke, umthelela wale mithelela emakethe yethusi yase-Shanghai ube nomkhawulo futhi waxazululwa kakhulu yisimo esihle seminotho yaphesheya kwezilwandle.

Ukwenyuka kwamanani ethusi e-Shanghai kuzuze kakhulu ekulindelweni okuhle kwesimo sezulu esikhulu ekhaya naphesheya. Ukushisisa kwe-PMI yokukhiqiza yase-US, kanye nokulindelwe yimakethe okunethemba lokuthi umnotho wase-US ufinyelele endaweni ethambile, ndawonye kusekele ukusebenza okuqinile kwamanani ethusi. Ngasikhathi sinye, ukwehla kwezomnotho kwe-China, uhlelo lwesenzo "lokuhweba ngaphakathi" emkhakheni wezindawo ezithengiswayo ukuhola ekuqaleni, kuhambisana nesizini yamanje yokusetshenziswa, isizinda "sesiliva esine", ukubuyiselwa kwesidingo sensimbi kulindeleke. ukufudumala kancane kancane, futhi uqhubeke uhlanganisa isikhundla esiqinile samanani ethusi.

I-Inventories, idatha yakamuva ye-Shanghai Futures Exchange ikhombisa ukuthi amasheya ethusi ka-Ephreli 3 e-Shanghai akhuphuka kancane, amasheya amasonto onke akhuphuka ngo-0.56% aya kumathani angama-291,849, afinyelela cishe eminyakeni emine ukuphakama. Idatha yaseLondon Metal Exchange (LME) iphinde yabonisa ukuthi i-inventories yethusi ye-Lunar yangesonto eledlule ibonise ukuguquguquka kwebanga, ukutholwa okuphelele, izinga lokusungula lakamuva lamathani angu-115,525, intengo yethusi inomphumela othile wokucindezela.

Ekupheleni kwezimboni, nakuba ukukhiqizwa kwethusi kwe-electrolytic yasekhaya ngo-March kudlule ukukhula okulindelekile unyaka nonyaka, kodwa ngo-April, izincibilikisi zasekhaya zaqala ukungena esikhathini sokugcinwa kwendabuko, ukukhululwa kwamandla kuzoba nomkhawulo. Ukwengeza, amahemuhemu emakethe ukuthi ukuncishiswa kokukhiqizwa kwasekhaya, nakuba kuqalisiwe, kodwa akuzange kwenze i-TC izinzile, ukulandelela kusadingeka ukunakisisa ukuthi kukhona yini isenzo sokunciphisa ukukhiqiza okwengeziwe.

Imakethe ye-Spot, idatha yenethiwekhi yensimbi ye-Changjiang engeyona insimbi ibonisa ukuthi indawo ye-Changjiang 1 # amanani ethusi kanye ne-Guangdong spot 1 # amanani ethusi akhuphuke kakhulu, intengo evamile ye-75,570 yuan / ton kanye ne-75,520 yuan / ton, ngokulandelana, ikhuphuke ngaphezu kuka-2,000 i-yuan / ton uma kuqhathaniswa nosuku lwangaphambilini lokuhweba, okubonisa ukuthambekela okuqinile okukhuphukayo kwamanani ethusi.

Sekukonke, isimo esikhulu sethemba kanye nezingqinamba zokuhlinzeka ngezinto ezimbili ndawonye ukuze kuthuthukiswe ukuthambekela okuqinile okukhuphukayo kwamanani ekhopha, isikhungo sobunzima bentengo siyaqhubeka nokuba phezulu. Uma kubhekwa umqondo wemakethe wamanje, uma kungekho mpendulo ebalulekile engemihle mayelana nesidingo noma umjikelezo wokuthola kabusha kwenziwa amanga, esikhathini esifushane sisancoma ukugcina isu lokuthenga liphansi.


Isikhathi sokuthumela: Apr-10-2024