SMM Morning Comments

Category:-Metal | 09-Dec-2024 08:42 PM

Copper - Last Friday evening, LME copper opened at $9,160/mt, fluctuated rangebound initially, reaching a high of $9,178.5/mt during the session. It then fluctuated downward, briefly rebounded near the close, and continued to decline, hitting a low of $9,088/mt before finally closing at $9,092.5/mt, up 0.03%. Trading volume reached 15,000 lots, and open interest was 272,000 lots. Last Friday evening, the most-traded SHFE copper 2501 contract opened at 74,850 yuan/mt, initially rose to a high of 75,020 yuan/mt, then declined, and fluctuated rangebound at low levels during the session, hitting a low of 74,580 yuan/mt. It slightly rebounded near the close and finally closed at 74,810 yuan/mt, up 0.36%. Trading volume reached 25,000 lots, and open interest was 154,000 lots.

Aluminum - Last Friday night, the most-traded SHFE aluminum 2501 contract opened at 20,290 yuan/mt, reached a high of 20,370 yuan/mt, a low of 20,275 yuan/mt, and closed at 20,340 yuan/mt, up 30 yuan/mt from the previous day, an increase of 0.15%. Last Friday, LME aluminum opened at $2,633/mt, reached a high of $2,637.5/mt, a low of $2,584/mt, and closed at $2,607.5/mt, down $30.5/mt, a decrease of 1.16%.

Lead - Last Friday night, LME lead opened at $2,091.5/mt. During the Asian session, it peaked at $2,102.5/mt before stabilizing. In the European session, bears increased their positions, causing LME lead to fluctuate downward, hitting a low of $2,065/mt, and finally closing at $2,066.5/mt, down $31.5/mt, a decline of 1.5%. Last Friday night, the most-traded SHFE lead 2501 contract opened at 17,740 yuan/mt. It briefly touched a high of 17,800 yuan/mt at the beginning of the session, then consolidated around the daily moving average before weakening to a low of 17,630 yuan/mt. After a brief consolidation, it slightly rebounded and finally closed at 17,690 yuan/mt, down 60 yuan/mt, a decline of 0.34%.

Zinc - Last Friday, LME zinc opened at $3,110.5/mt, fluctuated around the daily moving average after the opening, reached a high of $3,130.5/mt, then slid all the way down to $3,053/mt during the night session, and subsequently rebounded, finally closing down at $3,072/mt, down $36/mt, a decline of 1.16%. Trading volume increased to 9,872 lots, and open interest increased by 1,125 lots to 245,000 lots. Last Friday, the most-traded SHFE zinc 2501 contract opened at 25,430 yuan/mt, briefly rose to a high of 25,535 yuan/mt after the opening, then fell all the way down to 25,255 yuan/mt, and subsequently slightly rebounded from the low, finally closing down at 25,335 yuan/mt, down 160 yuan/mt, a decline of 0.63%. Trading volume decreased to 95,382 lots, and open interest decreased by 609 lots to 130,000 lots.

Nickel - Last week, nickel prices fluctuated, with spot prices ranging from 124,000 to 131,000 yuan/mt and SHFE nickel prices ranging from 124,000 to 129,000 yuan/mt. Fundamentally, there were no structural changes compared to the previous week, and the sentiment remained relatively bearish.


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