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要点提示:◆铜价有望继续高位盘整◆今年将出现50万吨左右的供应缺口◆全球铜消费持续增长◆铜精矿紧张局面有望在下半年得到缓解◆LME远期贴水急剧扩大◆LME铜库存继续快速下降◆2月份国内精铜进口量激增一、市场回顾及预测LME三个月期铜价格在3月2日创下3055美元/吨的八年新高之后,开始步入回调。就3月份铜价的走势来看,充分显示出强势整理的格局。尽管铜价在短短的6个交易日就从3055美元/吨的高点回落至2800美元/吨以下(最低为3月9日的2760美
Key tips: ◆ Copper prices are expected to continue to high consolidation ◆ There will be about 500,000 tons of supply gap this year ◆ Global copper consumption continued to grow ◆ Copper concentrate tension is expected to ease in the second half ◆ LME forward premiums sharply expanded ◆ LME copper stocks continue Rapid decline ◆ February surge in domestic refined copper imports 1. Market Review and Forecast Three-month copper prices in LME hit an 8-year high of US $ 3,055 on March 2 and started to enter a correction. In March the trend of copper prices point of view, fully demonstrated the pattern of strong finishing. Although copper prices fell from a high of $ 3,055 / tonne in just six trading days to below $ 2,800 / tonne (the lowest was 2760 U.S. dollars on March 9