Análise do Preço do Cobre: Dados da China e EUA Influenciarão o Mercado

[SMM Copper Anode Market] During the week, some copper anode producers affected by the previous typhoon resumed production. From August 28 to September 3, SMM's weekly operating rate of China's secondary copper anode plate producers rebounded 5.75 percentage points WoW to 50.40%. It is expected to rise 3.69 percentage points WoW next week to 54.09%.

[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 Flash de Tarugo de Latão] Para a próxima semana (9.4-9.10), os preços do cobre provavelmente se consolidarão em níveis elevados no curto prazo, mas espera-se uma leve liberação dos pedidos de demanda rígida downstream após a digestão gradual das cargas de baixo preço. A SMM espera que a taxa de operação se recupere levemente para 49,06%, um aumento de 0,57 ponto percentual em relação ao mês anterior.