Áp lực nguồn cung phần nào hạ nhiệt, nhu cầu tiếp tục suy yếu trước kỳ nghỉ lễ [SMM đồng giao ngay Hoa Bắc]

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, suppliers continuously lowered their quotes during the day to facilitate transactions, and the market transaction center shifted further downward. In early trading, the price spread between SHFE copper 2610 and 2611 contracts consolidated around a backwardation of 600 yuan/mt before rapidly widening, once expanding to around 700-710 yuan/mt during the session. Near-month contracts strengthened further relative to deferred-month contracts, and the backwardation structure between adjacent months deepened notably, exerting some pressure on spot purchases. On the demand side, most downstream processing enterprises have largely completed their pre-holiday stockpiling, leaving limited new purchasing demand. Trading activity in the market is expected to decline further tomorrow. As pre-holiday demand gradually weakens, suppliers face increasing shipment pressure, and spot premiums in Shanghai are expected to continue edging down tomorrow.

SMM, ngày 29 tháng 9: Trong phiên giao dịch sáng nay, chênh lệch giá giữa hợp đồng đồng SHFE 2610 và 2611 dao động quanh mức bù hoãn bán khoảng 600 nhân dân tệ/tấn trước khi nhanh chóng nới rộng, có lúc tăng lên mức bù hoãn bán khoảng 700-710 nhân dân tệ/tấn trong phiên.