Производство медных катодов в Японии в первом полугодии 2026/27 финансового года вырастет на 3,3% в годовом исчислении, PPC прогнозирует рост на 7,5%

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, enterprises with pre-holiday stockpiling demand have largely completed their stockpiling activities, and market trading is likely to turn sluggish. From the supplier side, with month-end settlement approaching, willingness to sell remains weak. Cargoes with invoices dated this month are priced relatively high, and available low-priced supplies are limited, providing strong support for spot premiums. Supply side, the import window has opened, and expectations of ex-China cargo inflows are strengthening. However, considering logistics and customs clearance delays, the short-term impact on the spot market is limited, and attention should be paid to the pace of post-holiday arrivals. Overall, Shanghai spot copper prices against the 2605 contract are expected to maintain a premium tomorrow.

Сегодня спотовые цены на медные катоды марки #1 в Северном Китае по отношению к ближайшему контракту составили от дисконта 180 юаней/т до дисконта 100 юаней/т, средний дисконт — 140 юаней/т, что на 20 юаней/т выше предыдущего торгового дня. Средняя цена сделки составила 101 375 юаней/т, снизившись на 475 юаней/т по сравнению с предыдущим торговым днём.