로비토 철도, 홍수 복구 후 콩고민주공화국 구리 운송 재개

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, SHFE copper prices are expected to rise intraday and remain at a relatively high level. Coupled with the futures contract rollover, trading activity is likely to be muted, reflecting that the current price level is significantly suppressing real demand. After the rollover, the market will officially price around the 2607 contract, and close attention should be paid to the outflow of unmatched warrants. However, open interest for the SHFE copper 2606 contract currently stands at approximately 5,500 lots, indicating limited delivery participation. The concentrated release of warrants is therefore expected to exert relatively limited additional pressure on spot discounts. Supported by delivery-related dynamics, Shanghai spot copper discounts did not see a sharp decline. But if copper prices remain at current highs and demand fails to improve effectively, spot premiums may come under downward pressure.

오늘 북중국 지역에서 현물 #1 동 음극 가격은 최근월물 대비 톤당 190~130위안 할인된 수준으로 보고되었으며, 평균 할인 폭은 톤당 160위안으로 전 거래일 대비 10위안 상승했습니다. 평균 거래 가격은 톤당 104,580위안으로, 전 거래일 대비 1,025위안 하락했습니다.