推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 周末主要兩重利好消息：一是新增貸款主要參考LPR定價(jià)，起到實(shí)際降息效果；二是美國將對(duì)華為臨時(shí)解除豁免再延長90天。今日A股久違大漲，國內(nèi)風(fēng)險(xiǎn)偏好提升，銅價(jià)重心略有上移，站上46600關(guān)口，滬銅指數(shù)今日增倉0.5萬手。
基本面方面，7月我國銅管開工率80.24%，同比下滑9.25個(gè)百分點(diǎn)，環(huán)比下滑6.14個(gè)百分點(diǎn)，空調(diào)行業(yè)提前進(jìn)入淡季，空調(diào)企業(yè)高庫存也影響了繼續(xù)高速生產(chǎn)，預(yù)計(jì)8月銅管企業(yè)開工率將繼續(xù)下滑4.63個(gè)百分比。再看7月板帶箔企業(yè)開工率為68.66%，同比下滑6.64個(gè)百分比，環(huán)比下降0.66個(gè)百分比。乘用車產(chǎn)銷數(shù)據(jù)同比仍有兩位數(shù)的下滑，預(yù)計(jì)企穩(wěn)有待年末汽車銷售旺季的到來，預(yù)計(jì)8月板帶箔企業(yè)開工率環(huán)比繼續(xù)下滑1.17個(gè)百分比。7月電銅桿開工率75.09%，環(huán)比下滑0.56個(gè)百分比，同比下滑6.28個(gè)百分比，預(yù)計(jì)8月環(huán)比還將下滑2.08個(gè)百分比。
雖然原料端干擾不斷，然而今年增長為負(fù)的表觀消費(fèi)數(shù)據(jù)無法支撐銅價(jià)大幅反彈，只能說銅價(jià)向下空間已不大，而去年底預(yù)計(jì)的廢銅短缺提振也已落空。短期看，下方46000托底，然而上行驅(qū)動(dòng)也不足，需等待消費(fèi)邊際回暖。
現(xiàn)貨方面：外貿(mào)方面，今日LME現(xiàn)貨貼水24.5美元/噸，進(jìn)口盈虧線附近；內(nèi)貿(mào)方面，今日上海電解銅現(xiàn)貨對(duì)當(dāng)月合約報(bào)升水40~升水80元/噸，平水銅成交價(jià)格46440元/噸~46490元/噸，升水銅成交價(jià)格46460元/噸~46520元/噸。期銅維穩(wěn)，持貨商表現(xiàn)挺價(jià)意愿不變，貿(mào)易商則期待有低價(jià)貨源，實(shí)際成交市況仍多顯僵持，盡顯周一特征。
