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 17日，滬銅倫銅小幅收漲，整體來看延續(xù)盤整之勢(shì)。從銅目前的供需面來看，年初以來受罷工、礦山關(guān)閉、極端天氣等事件累積影響，全球礦山產(chǎn)銅已經(jīng)造成一定的減產(chǎn)，四季度各銅精礦企業(yè)產(chǎn)能增量釋放較為有限。
目前，國內(nèi)廢銅進(jìn)口不斷減少，加工費(fèi)持續(xù)處于較低位置，銅供應(yīng)局勢(shì)并無大的改善。
中期來看，明年銅礦山增產(chǎn)的項(xiàng)目并不多，銅精礦長協(xié)TC、進(jìn)口粗銅長單Benchmark較2019年均大幅下滑，原料供應(yīng)緊張仍然凸顯。
需求方面，年底銅精礦、電解銅及銅材進(jìn)口同比增幅明顯擴(kuò)大，國內(nèi)精煉銅和銅材產(chǎn)量大幅增加，下游各銅材開工率整體維持穩(wěn)定。
展望2020年，終端方面地產(chǎn)后周期電線電纜、空調(diào)、汽車消費(fèi)存在良好預(yù)期。當(dāng)前市場(chǎng)對(duì)國內(nèi)穩(wěn)政策抱有較大期待，中美第一階段經(jīng)貿(mào)協(xié)議也傳來利好。在銅被動(dòng)去庫仍持續(xù)進(jìn)行的背景下，銅價(jià)或仍將維持較強(qiáng)走勢(shì)。
策略：1.單邊：謹(jǐn)慎看漲，逢低入多；
2.跨市：暫無；
3.跨期：賣近買遠(yuǎn)反向套利，做多近月間合約價(jià)差；
4.期權(quán)：買入看漲期權(quán)、牛市價(jià)差組合關(guān)注及風(fēng)險(xiǎn)點(diǎn)：1.經(jīng)濟(jì)下行；2.政策變動(dòng)；3.宏觀風(fēng)險(xiǎn)
