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铜价创新低后反弹,短期走势有望企稳

作者:tongwj来源:长江有色金属网网址:http://www.ccmn.cn

周三沪铜2207合约继续大幅回落,盘中单边走低,最终收于67060元/吨;国际铜2208合约走势同样出现下跌,最终收于59140元/吨。夜盘伦铜跌势企稳,沪铜和国际铜跟随探底回升。

周三沪铜2207合约继续大幅回落,盘中单边走低,最终收于67060元/吨;国际铜2208合约走势同样出现下跌,最终收于59140元/吨。夜盘伦铜跌势企稳,沪铜和国际铜跟随探底回升。

周三上海电解铜现货对当月合约报于升水180-升水240元/吨,均价210元/吨,较前一日下跌60元/吨,沪期铜弱势徘徊于68000元附近,现货升水表现脆弱下滑。

宏观方面,鲍威尔暗示衰退可能,美股尾盘再转跌,油价大跌超6%领跌商品,美债收益率两位数深跌;鲍威尔听证会称需要看到通胀降低的有力证据才能改变加息路径,迄今为止最明确承认加息可能导致衰退。

行业方面,国际铜业研究小组:4月全球精炼铜市场出现3000吨精炼铜过剩;甘肃海亮年产15万吨铜箔项目一期试产成功。

昨日国内铜价延续跌势,大幅回落,夜盘一度创下一年多来新低,但此后有所反弹。此前美联储在高通胀下,可能持续大幅加息,引发市场对于紧缩的担忧;同时,国内下游需求在疫情改善之后恢复不如预期,因此铜价在短期之内出现了大幅回落。在铜价连续大幅回落之后,市场价格已经来到了一年多来的宽幅区间的低位,进一步回落的动力预计有所放缓。但是我们认为铜价能否见底还需两个条件,首先是美联储加息预期放缓,通胀预期回落;第二个是国内需求继续改善,政策的乐观预期回暖。在此之前,铜价仍将维持弱势。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

总部地址:中国新疆乌鲁木齐市经济技术开发区乌昌路252号德海·新天地A座商业办公楼609-1室
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