SMM Morning Comments

Category:-Metal | 18-Nov-2024 10:02 PM

Copper - Last Friday night, LME copper opened at $9,120.5/mt. Initially, the focus rose, and LME copper reached a high of $9,179.5/mt, then fluctuated downward throughout the session, hitting a low of $8,955.5/mt at the end, and finally closed at $8,971/mt, a decline of 0.59%. Trading volume reached 30,000 lots, and open interest reached 280,000 lots. Last Friday night, the most-traded SHFE copper 2412 contract opened at 74,600 yuan/mt. Initially, it reached a high of 74,630 yuan/mt, then fluctuated downward throughout the session, hitting a low of 73,290 yuan/mt at the end, and finally closed at 73,550 yuan/mt, a decline of 0.26%. Trading volume reached 43,000 lots, and open interest reached 140,000 lots.

Aluminum - Last Friday night, the most-traded SHFE aluminum 2501 contract opened at the highest point of 20,955 yuan/mt, fluctuated downward overall, reaching a low of 20,290 yuan/mt, and closed at 20,460 yuan/mt, down 340 yuan/mt from the previous close, a decline of 1.63%. The trading volume was 283,000 lots, the open interest was 212,000 lots, with a daily increase of 13,000 lots. Last Friday, LME aluminum opened at $2,522.5/mt, reached a high of $2,730/mt, a low of $2,521.5/mt, and closed at $2,656.5/mt, up $133/mt, an increase of 5.27%.

Lead - Last Friday night, LME lead opened at $1,963.5/mt, consolidated around the intraday moving average during the Asian session, rose to a high of $1,996.5/mt during the European session, then fluctuated downward, with bulls reducing positions and exiting the market, hitting a low of $1,951/mt and closing at this level, down $13/mt, a decline of 0.66%. Last Friday night, the most-traded SHFE lead 2412 contract opened at 16,760 yuan/mt, briefly touched a high of 16,815 yuan/mt at the beginning of the session, then weakened to a low of 16,710 yuan/mt, and closed at 16,735 yuan/mt, down 50 yuan/mt, a decline of 0.3%.

Zinc - Last Friday, LME zinc opened at $2,939/mt. In the early session, LME zinc fluctuated around the daily moving average. During European trading hours, LME zinc briefly dipped, then shorts took profits and exited, causing LME zinc to fluctuate upward, reaching a high of $3,029/mt. Subsequently, shorts attacked at the high level, leading to a "V" shaped reversal. During the night session, the focus shifted downward to fluctuate around $2,950/mt, finally closing up at $2,953.5/mt, an increase of $20.5/mt or 0.7%. Trading volume increased to 14,636 lots, while open interest decreased by 2,797 lots to 247,000 lots. Last Friday, the most-traded SHFE zinc 2412 contract opened with a gap up at 24,810 yuan/mt. In the early session, longs took profits and exited, causing SHFE zinc to plunge, reaching a low of 24,400 yuan/mt. Subsequently, the focus slightly shifted upward to fluctuate around 24,500 yuan/mt. During this period, it attempted to break above but was blocked near the daily moving average, finally closing down at 24,475 yuan/mt, a decrease of 205 yuan/mt or 0.83%. Trading volume decreased to 107,000 lots, while open interest decreased by 2,157 lots to 97,498 lots.

Nickel - During the week, refined nickel prices fluctuated downward, operating in the range of 124,000-129,000 yuan/mt. Fundamentally, there were no significant structural changes WoW. Last week, the demand from ternary cathode precursors, stainless steel, and alloy electroplating remained weak.


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