iconOct 24, 2023 14:05
Source:SMM
Xinda Securities pointed out that electrolytic copper capacity continued to be released, copper prices maintained volatility; US retail sales in September exceeded expectations, suggesting that economic recovery still has resilience, market rate hike expectations are warming up, but Fed officials' dove-like remarks have eased the marginal, still a short-term interference factor for copper prices. Domestic electrolytic copper monthly supply is at a high level, and imported copper continues to arrive after the National Day, with a supply surplus; on the demand side, downstream consumption has risen after the copper price has fallen, and the upstream start-up has continued to grow. In the short term, with the digestion of imported copper, copper prices may rebound in the short term; in the medium and long term, overseas high interest rates remain a suppressing factor, demand recovery is slow, and copper prices may be mainly volatile. Xinda Securities believes that copper prices may rebound in the short term.

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