Metal general decline Shanghai Nickel maintains a rise in the limit of thermal coal down more than 6% [SMM Daily Review]

Telah Terbit: Mar 9, 2022 18:47
Sumber: SMM
[SMM Daily Review: metal prices fell Shanghai Nickel maintained a rise and fall of more than 6%] basic metals fell generally in daily trading today, with only Shanghai tin and nickel floating red. By the end of the day, Shanghai nickel rose by the daily limit, maintaining an all-time high of 267700 yuan per ton, an increase of 17%; Shanghai tin slightly rose 0.35%; Shanghai aluminum fell more than 5%, Shanghai zinc fell more than 3%, Shanghai lead fell nearly 2%, and Shanghai copper fell more than 1%. Black series, all closed down, among them, iron ore fell the largest, 3.85%; stainless steel main force, hot rolling fell more than 2%, thread dropped nearly 1.5%. Coal series, only thermal coal is green, down 6.44%; coking coal gains.

SMM3 March 9: the dollar index fell for the second day in a row, crude oil futures fluctuated red, as of 15:15, the dollar index fell 0.16% slightly, US crude oil and Brent crude oil are up more than 1%.

Metal market: basic metals are down in daily trading today, only Shanghai tin and nickel are floating red. By the end of the day, Shanghai nickel rose by the daily limit, maintaining an all-time high of 267700 yuan per ton, an increase of 17%; Shanghai tin slightly rose 0.35%; Shanghai aluminum fell more than 5%, Shanghai zinc fell more than 3%, Shanghai lead fell nearly 2%, and Shanghai copper fell more than 1%.

View the spot historical price of SMM metal

Black series, all closed down, among them, iron ore fell the largest, 3.85%; stainless steel main force, hot rolling fell more than 2%, thread dropped nearly 1.5%.

In coal series, only thermal coal was green, down 6.44%; coking coal closed up 1.32%, and coke rose slightly by 0.39%.

LME metal futures: Lunni suspended trading, other metals are generally weak, as of 15:30, LME metals are green, Lun aluminum is down 4.63%, Lunxi is down 3.75%, Lun zinc is down 1.46%.

As of 15:32 today:

"Click to view the real-time market.

SMM Daily Review

Brief comment on SMM International Copper BC: after huge fluctuations, the market wait-and-see mood is strong and the trend of copper is relatively stable during the day.

In the previous period, the Shanghai Copper 2205 contract closed at 72690 yuan / ton. if calculated on the basis of 72690 yuan / ton of BC2205 International Copper, the after-tax price is 73687 yuan / ton, and the price difference between BC Copper 2205 and Shanghai Copper 2205 is greatly narrowed to 997 yuan / ton. BC copper experienced huge price fluctuations on Monday and Tuesday, today's market wait-and-see mood increased significantly, the overall trend of BC copper prices fluctuated sideways, and the range of price changes is similar to that of …. "View details

"View the price of SMM copper products

There is still room for the third round of coke price increase [SMM Coke spot Daily Review]

On the supply side, the leading steel mills in Hebei have accepted the coke purchase price increase of 200 yuan / ton, the third round of coke increase basically landed, primary metallurgical coke-dry quenching 3860 yuan / ton, quasi-primary metallurgical coke-dry quenching 3630 yuan / ton, primary metallurgical coke 3300 yuan / ton, quasi-first-class metallurgical coke 3130 yuan / ton. Coking enterprises because of the environmental protection policy of the two sessions to limit production, operating rate. "View details

The stock market closed

The market dived sharply this afternoon, and the Shenzhen Composite Index fell more than 5% at one point, followed by a "deep V" rebound, but in the end, the three major indexes still fell slightly.

On the disk, the coal plate shakes and strengthens. Non-ferrous, oil and gas and other periodic plates led the decline.

On the whole, today's stocks fell more than rose less, more than 3600 stocks in the two markets fell. Today's turnover on the Shanghai and Shenzhen stock markets was 1.1617 trillion, which was 51.8 billion higher than that of the previous trading day. During the afternoon diving, the market volume was significantly enlarged and panic stocks gushed out.

In terms of plates, precious metals, coal, green power and other plates led the rise, while metal nickel, oil and gas mining and other plates led the decline.

By the close, the Prev index was down 1.13%, the Shenzhen index was down 1.12%, and the gem index was down 0.63%. Northbound funds sold 10.934 billion yuan net throughout the day, of which Shanghai shares sold 5.282 billion yuan and Shenzhen stocks sold 5.652 billion yuan.

Today, the coal industry plate intraday shock, from fell to rise in the afternoon, today's plate index rose 1.71%. In terms of individual stocks, only six shares, such as Future shares and Huayang shares, are green, Pingping Coal shares are up nearly 8%, Mountain Coal International is up nearly 6%, and Lu'an Huaneng is up 5.81%.

The three major A-share indexes continued to fall, metals, nickel and other sectors led the decline, precious metals, coal and other sectors led the gains. [stock market closed]

"View the price of SMM aluminum products

"View the price of SMM lead products

"View the price of SMM zinc products

"View the price of SMM tin products

"View the price of SMM nickel products

"View the price of SMM stainless steel products

[SMM Today's News] Metal generally fell back and Shanghai Aluminum fell by more than 5% | spot performance list

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
Perak SHFE menguat lebih dari 3%, platina naik lebih dari 2%; sektor logam mulia membukukan kenaikan dua hari beruntun; pasar spot perak dan platina diwarnai sentimen tunggu dan lihat yang kuat [Berita Kilat SMM]
3 jam yang lalu
Perak SHFE menguat lebih dari 3%, platina naik lebih dari 2%; sektor logam mulia membukukan kenaikan dua hari beruntun; pasar spot perak dan platina diwarnai sentimen tunggu dan lihat yang kuat [Berita Kilat SMM]
Baca Selengkapnya
Perak SHFE menguat lebih dari 3%, platina naik lebih dari 2%; sektor logam mulia membukukan kenaikan dua hari beruntun; pasar spot perak dan platina diwarnai sentimen tunggu dan lihat yang kuat [Berita Kilat SMM]
Perak SHFE menguat lebih dari 3%, platina naik lebih dari 2%; sektor logam mulia membukukan kenaikan dua hari beruntun; pasar spot perak dan platina diwarnai sentimen tunggu dan lihat yang kuat [Berita Kilat SMM]
3 jam yang lalu
Prospek Pasar Platinum Menguat seiring Defisit Berkelanjutan Memperketat Pasokan
8 jam yang lalu
Prospek Pasar Platinum Menguat seiring Defisit Berkelanjutan Memperketat Pasokan
Baca Selengkapnya
Prospek Pasar Platinum Menguat seiring Defisit Berkelanjutan Memperketat Pasokan
Prospek Pasar Platinum Menguat seiring Defisit Berkelanjutan Memperketat Pasokan
[SMM Flash] Prospek pasar platinum telah menguat signifikan dibandingkan pelemahan berkepanjangan yang digambarkan dalam penilaian sebelumnya, dengan kendala pasokan yang terus berlanjut kini memberikan fondasi yang lebih kuat bagi harga. World Platinum Investment Council (WPIC) memperkirakan defisit pasar platinum untuk tahun keempat berturut-turut pada 2026, dengan estimasi diperlebar menjadi 297 koz. Stok di atas permukaan diperkirakan turun menjadi kurang dari tiga bulan permintaan global pada akhir tahun, menegaskan ketersediaan fisik yang semakin ketat. Pasokan tambang diproyeksikan tetap relatif datar, sementara harga yang lebih tinggi mendorong peningkatan daur ulang. Permintaan tetap beragam. Konsumsi otomotif terus menghadapi tekanan struktural dari adopsi kendaraan listrik baterai, tetapi kendaraan hibrida, regulasi emisi yang lebih ketat, dan substitusi platinum pada katalis otomotif memberikan penyeimbang. WPIC memperkirakan permintaan industri 2026 naik 9% menjadi 2,24 Moz, didukung sebagian oleh ekspansi kapasitas kaca. Aplikasi baru platinum dalam teknologi hidrogen, manufaktur semikonduktor, dan infrastruktur pusat data AI dapat menambah permintaan jangka panjang, meski skala dan waktunya masih belum pasti. Dalam jangka dekat, pasar semakin dipengaruhi arus investasi dan lingkungan logam mulia yang lebih luas. WPIC memperkirakan arus keluar ETF dan penurunan stok bursa telah mengurangi sekitar 750 koz dari kepemilikan yang terlihat pada 2026, sehingga membuka kemungkinan surplus tahunan yang moderat meskipun kondisi fisik yang mendasarinya tetap ketat.
8 jam yang lalu
Harga Keranjang PGM Afrika Selatan Melonjak karena Nilai Logam yang Lebih Tinggi Meningkatkan Realisasi Produsen
8 jam yang lalu
Harga Keranjang PGM Afrika Selatan Melonjak karena Nilai Logam yang Lebih Tinggi Meningkatkan Realisasi Produsen
Baca Selengkapnya
Harga Keranjang PGM Afrika Selatan Melonjak karena Nilai Logam yang Lebih Tinggi Meningkatkan Realisasi Produsen
Harga Keranjang PGM Afrika Selatan Melonjak karena Nilai Logam yang Lebih Tinggi Meningkatkan Realisasi Produsen
[SMM Flash] Produsen PGM Afrika Selatan mencatat kenaikan tajam harga keranjang terealisasi seiring menguatnya harga platinum, paladium, rodium, dan PGM minor yang mendorong pendapatan produsen. Valterra Platinum melaporkan harga keranjang terealisasi Q2 2026 sebesar $2.710 per ons PGM, naik 80% secara tahunan, sementara harga terealisasi platinum, paladium, dan rodium masing-masing mencapai $1.966/oz, $1.452/oz, dan $10.014/oz. Tharisa melaporkan harga keranjang logam-terkandung Q3 FY2026 sebesar $2.681/oz, meski turun 12% dibanding kuartal sebelumnya. Hasil terbaru dari Sibanye-Stillwater memperkuat tren tersebut. Perusahaan melaporkan pada 27 Agustus bahwa operasi Afrika Selatannya membukukan kenaikan 67% secara tahunan pada rata-rata harga keranjang PGM 4E dalam rand yang diterima selama H1 2026, sementara penjualan PGM naik 12%. EBITDA disesuaikan PGM Afrika Selatan meningkat sekitar 300%, menunjukkan leverage laba yang kuat akibat kenaikan nilai logam terealisasi. Harga keranjang terealisasi tetap berbeda dari tolok ukur spot masing-masing karena pendapatan produsen mencerminkan bauran logam 4E atau 6E yang spesifik, produksi yang dapat dibayar, waktu penjualan, nilai tukar, dan pengaturan komersial. Data saat ini menunjukkan bahwa lonjakan tajam harga PGM secara material meningkatkan realisasi produsen, meski penurunan kuartal-ke-kuartal di Valterra dan Tharisa menunjukkan bahwa nilai keranjang tetap sensitif terhadap pergerakan harga logam tertentu. Dengan platinum saat ini sekitar $1.850/oz dan paladium sekitar $1.300/oz, pasar memasuki periode ketika bauran logam dan harga terealisasi akan tetap menjadi penentu penting margin PGM Afrika Selatan
8 jam yang lalu
Metal general decline Shanghai Nickel maintains a rise in the limit of thermal coal down more than 6% [SMM Daily Review] - Shanghai Metals Market (SMM)