SMM Morning Comments

Category:-Metal | 21-Nov-2024 09:45 PM

Copper - Overnight, LME copper opened at $9,118.5/mt, initially rising to $9,155/mt before fluctuating downward, hitting a low of $9,086/mt at the end of the session, and finally closing at $9,082/mt, a decline of 0.38%. Trading volume reached 15,000 lots, and open interest was 270,000 lots. Overnight, the most-traded SHFE copper 2501 contract opened at 74,670 yuan/mt, initially rising to 74,770 yuan/mt before fluctuating downward, hitting a low of 74,360 yuan/mt at the end of the session, and finally closing at 74,410 yuan/mt, with no change. Trading volume reached 18,000 lots, and open interest was 136,000 lots.

Aluminum - Overnight, the most-traded SHFE aluminum 2501 contract opened at 20,750 yuan/mt, reaching a high of 20,815 yuan/mt and a low of 20,645 yuan/mt, and closed at 20,675 yuan/mt, down 125 yuan/mt from the previous close, a decline of 0.6%. On Wednesday, LME aluminum opened at $2,651.5/mt, peaked at $2,692.5/mt, and closed at a low of $2,630/mt, down $15.5/mt, a drop of 0.59%.

Lead - Overnight, LME lead opened at $2,012/mt, fluctuated upward during the Asian session, continued to strengthen during the European session, reaching a high of $2,043.5/mt before falling under pressure, and finally closed at $2,013/mt, up $8.5/mt, an increase of 0.42%. Overnight, the most-traded SHFE lead contract switched to the 2501 contract, opened at 17,060 yuan/mt, slightly weakened after touching a high of 17,080 yuan/mt at the beginning of the session, then consolidated sideways around the intraday moving average, and finally closed at 16,995 yuan/mt, up 135 yuan/mt, an increase of 0.80%.

Zinc - Overnight, LME zinc opened at $2,969/mt, initially fluctuating upward along the daily moving average. During European trading hours, LME zinc accelerated upward, reaching a high of $3,007/mt. Subsequently, longs took profits, causing LME zinc to fluctuate downward, consolidating near the daily moving average. Entering the night session, LME zinc accelerated its decline, hitting a low of $2,955/mt, before rebounding to the daily moving average and closing up at $2,976.5/mt, an increase of $10.5/mt or 0.35%. Trading volume increased to 11,263 lots, and open interest decreased by 4,232 lots to 241,000 lots. Overnight, the most-traded SHFE zinc 2412 contract opened at 25,150 yuan/mt, initially fluctuating upward along the daily moving average, reaching a high of 25,270 yuan/mt. Subsequently, shorts targeted SHFE zinc at highs, causing it to fluctuate downward to a low of 25,065 yuan/mt. By the end of the session, it rebounded to the daily moving average, closing up at 25,170 yuan/mt, an increase of 220 yuan/mt or 0.88%. Trading volume decreased to 53,798 lots, and open interest increased by 586 lots to 98,559 lots.

Nickel - On November 20, Jinchuan nickel was quoted at a premium of 2,300-2,500 yuan/mt, with an average of 2,400 yuan/mt, up 50 yuan compared to the previous trading day. Norilsk nickel was quoted at a discount of 100 yuan/mt to a premium of 100 yuan/mt, with an average discount/premium of 0 yuan/mt, up 25 yuan compared to the previous trading day.


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