Слабые показатели рыночного потребления и низкая активность спотовых торгов [SMM Спотовая медь Северного Китая]

SMM Morning Meeting Minutes: Overnight, LME copper opened at $13,433/mt, and after opening, it fluctuated downward and fell to a low of $13,363/mt. The price did not return to the opening level during the session, and finally closed at $13,373.5/mt, with a decline of 2.18%. Trading volume reached 26,000 lots, and open interest reached 251,000 lots, a decrease of 489 lots compared to the previous trading session, reflecting bulls reducing positions. Overnight, the most-traded SHFE copper 2608 contract opened at 103,100 yuan/mt. In early trading, it slightly rose to 103,350 yuan/mt, then fluctuated downward and fell to a low of 102,820 yuan/mt, finally closing at 102,990 yuan/mt, with a decline of 0.57%. Trading volume reached 37,000 lots, and open interest reached 152,000 lots, an increase of 3,887 lots from the previous trading session, reflecting bears adding positions.

Анализ SMM: Согласно данным Главного таможенного управления, в мае 2026 года Китай импортировал 68,7 тыс. тонн медных анодов (код ТН ВЭД: 74020000), снижение на 5,48% м/м и 1,04% г/г...