Berita
The London Metal Exchange has announced an immediate suspension of trading in Russian-listed brands. Rusal's aluminium and Norilsk Nickel's copper have been suspended.
The FOB quotation of WESTERN Australia yesterday was 508 USD/ton. According to SMM, the current overseas price correction is mainly due to Australia's ban on exporting alumina to Russia, so the overseas spot has increased, the quotation has been gradually lowered, and the domestic price trend is stable.
The domestic electrolytic aluminum social inventory of 1.052 million tons, compared with last Thursday's inventory of 13,000 tons, wuxi area inventory of 11,000 tons, due to the concentrated arrival of goods in transit; In Gongyi area, 10,000 tons of stock was accumulated, which was affected by the epidemic. South China Sea storage of 9,000 tons, caused by the decrease in the arrival of goods; Linyi area flat; Tianjin area arrived in succession, storage increased resulting in small tired.
OPEC ditambah dengan penerusan peningkatan linear selaras dengan jangkaan, tetapi rizab biden membenarkan pelepasan 1 juta tong minyak sehari setengah tahun, yang terbesar dalam sejarah rizab strategik, sedikit sebanyak mengurangkan kekurangan jangkaan pasaran proksimal , sebaliknya keadaan di Rusia dan Ukraine dan Rusia dan urusan penyelesaian gas Eropah masih peringkat permainan, turun naik harga gas.
Pandangan institusi
Niaga Hadapan Daiyue:
Dalam menghadapi komoditi seperti tenaga dan perlombongan, ketidakpadanan antara bekalan dan permintaan dilema inventori rendah adalah sukar untuk berkesan di bawah latar belakang pecah, tidak kira di Eropah timur (Rusia, Ukraine, diwakili), Asia Tenggara (Indonesia, Burma) diwakili oleh Filipina, Amerika Selatan, Afrika dan kawasan lain gangguan, bekalan aluminium gangguan atau mempunyai sokongan yang lebih besar, memasuki rumah untuk mengambil musim sibuk, April kini pergi ke bar perpustakaan adalah harga sokongan yang lebih baik, The Russia{{ 0}}Perang Ukraine telah berlangsung lama, jadi kami memberi perhatian kepada penukaran keutamaan risiko dan berhati-hati tentang kenaikan harga, terutamanya berjalan dalam julat 22000-24000 yuan/tan.
Niaga Hadapan Pelaburan Pembinaan Citic:
Wu situation ease with Russia to improve the supply of expectations have reaction on price, Aaron aluminum were obviously dropped last night, but now Russia's gas exports in rubles settlement problem is not solved, it will affect after April 1, Russia's exports to Europe's gas, so the price has dropped sharply, bull took more than single layout. In terms of domestic fundamentals, the epidemic has had little impact on the supply side. Some electrolytic aluminum plants have increased their inventories, which has had a significant impact on demand. Spot stocks in East and South China remain at a discount, and there is a risk that short-term inventories will continue to increase, so aluminum prices still face considerable upward pressure.
