Inventaris Meningkat dan Pemasok Aktif Mengirim Barang, Premi Spot Menurun [SMM Tembaga Spot China Selatan]

Telah Terbit: Nov 3, 2025 14:49

SMM 3 Nov:

Harga spot katoda tembaga #1 di Guangdong terhadap kontrak berjangka terdekat hari ini berada pada diskon 40 yuan/ton hingga premi 20 yuan/ton, dengan rata-rata diskon 10 yuan/ton, turun 10 yuan/ton dari hari perdagangan sebelumnya. Tembaga SX-EW dikutip pada diskon 110 yuan/ton hingga 70 yuan/ton, dengan rata-rata diskon 90 yuan/ton, turun 10 yuan/ton dari hari sebelumnya. Harga rata-rata katoda tembaga #1 di Guangdong adalah 86,935 yuan/ton, turun 575 yuan/ton dari hari sebelumnya, sementara harga rata-rata tembaga SX-EW adalah 86,855 yuan/ton, juga turun 575 yuan/ton.

Pasar spot: Inventaris tembaga di Guangdong berhenti turun dan pulih selama akhir pekan, terutama karena peningkatan kedatangan. Meskipun harga tembaga menarik kembali hari ini, peningkatan inventaris mendorong beberapa pemasok secara aktif menurunkan harga untuk mempercepat pengiriman, menyebabkan penurunan premi spot. Hari ini, sentimen pengadaan katoda tembaga di Guangdong adalah 1,52, naik 0,16 dari hari perdagangan sebelumnya, sementara sentimen penjualan adalah 2,36, naik 0,27. Per pukul 11:00, tembaga berkualitas tinggi terhadap kontrak berjangka terdekat dikutip pada premi 20 yuan/ton, tembaga berkualitas standar pada diskon 40 yuan/ton, dan tembaga SX-EW pada diskon 90 yuan/ton.

Secara keseluruhan, peningkatan inventaris mendorong pemasok aktif menjual, menyebabkan penurunan premi spot.

         

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