Aktivitas pasar menunjukkan kinerja biasa-biasa saja, dan premi/discount spot tetap stabil [SMM North China Spot Copper].

[SMM Brass Billet Flash] According to SMM, the current tight supply of secondary brass remains unchanged, raw material prices stabilize at highs, and processing profit margins continue to be squeezed. This week, days of raw material inventories at sampled enterprises stood at 3.52 days, remaining low. However, downstream buyers mainly made just-in-time procurement, with weak willingness to restock proactively, and finished product inventory destocking was hindered once again. This week, days of finished product inventories at sampled enterprises stood at 5.11 days.

[SMM Kilat Billet Kuningan] Melihat ke depan minggu depan (9.4-9.10), harga tembaga kemungkinan akan berkonsolidasi di level tinggi dalam jangka pendek, tetapi pesanan permintaan kaku hilir diperkirakan akan sedikit terlepas setelah kargo berharga rendah secara bertahap terserap. SMM memperkirakan tingkat operasi akan sedikit pulih menjadi 49,06%, naik 0,57 poin persentase MoM.

[SMM Brass Rod Flash] This week (8.28-9.3), the operating rate of SMM brass rod sample enterprises was 48.49%, down 0.06 percentage points WoW. Copper prices continued to consolidate at highs, end-user wait-and-see sentiment remained strong, downstream orders lacked momentum, and the operating rate continued to edge down.