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Casa Pia atira Académico de Viseu para fora da Taça da Liga

Casa Pia atira Académico de Viseu para fora da Taça da Liga
jn.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jn.pt Daily Mail and Mail on Sunday newspapers.

Fontelo , Viseu , Portugal , Nigeria , Nigerian , Joao-vieira , Basque-fernandes , Andrew-carvalhas , John-basque , Filipe-soares , Ricardo-baptist , Ricardo-fernandes

利空逐渐显现 分析人士:下半年铜价难改颓势 _ 东方财富网

利空逐渐显现 分析人士:下半年铜价难改颓势 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Germany , United-states , Shanghai , China , Peru , Chifeng , Nei-mongol , Wu-yuxin , Lee-yaoyao , Health-pole , Health-pole-start , Country-chu

利空逐渐显现 分析人士:下半年铜价难改颓势- CFi.CN 中财网


  市场人士认为,目前铜矿供应恢复进展顺利,铜加工费持续回升,预计下半年铜价难改颓势,操作上建议逢高沽空。
  近段时间以来,受我国国储收铜首批拍卖落地及美联储紧货币政策出现分歧影响,沪铜一度上扬试探7万大关后回落,目前在69000元/吨一线高位振荡。分析人士认为,沪铜5月的高点大概率为年内高点,短期高位振荡行情将延续,随着后期利空因素逐渐显现,下半年铜价颓势难改。
  记者了解到,近期SMM铜现货加工费报价有所上升。紫金矿业卡莫阿—卡库拉铜矿一期项目已于5月25日正式启动铜精矿生产。5月秘鲁的minajusta也已经完成调试工作,并开始全面投产,该矿预计在2021年生产约10万吨铜。扩建项目中,Grasberg地下产量持续增加,Spence2期也在二季度逐渐爬产,预计下半年将进一步释放更多产能。2021年新扩建投产,叠加海外供应自疫情中恢复,近2/3的增量将在下半年释放。铜现货加工费TC已较4月上升17.5美元/吨。全球铜矿供应紧缺局面不断缓解。
  市场数据显示,6月国内电解铜产量为82.93万吨,环比降低2.4%,同比增加9.2%。6月国内冶炼厂依旧处于集中检修期,国内电解铜产量环比持续回落,其中减量主要来自于西南铜业、赤峰金峰以及豫光金铅,但由于祥光以及金隆产量从检修中恢复,导致环比降幅较小。随着海外铜矿新扩建陆续爬产,铜精矿现货TC持续回暖,再加上硫酸价格持续上涨增厚炼厂利润,冶炼厂维持高开工率。从7月检修计划来看,依然有大量冶炼厂处于检修阶段,不过预计在TC持续回暖且硫酸价格居高难下的行情下,三季度冶炼厂难改高产量格局。
  新湖期货沪铜分析师李瑶瑶据记者表示,铜价大跌后,精废价差大幅收窄,再生铜相对于精铜优势大幅下降,从而促进精铜消费。据市场调研,6月再生铜制杆开工率为67.12%,环比下降3.37个百分点,再生铜杆相对于精铜杆的价格优势大幅下降,下游线缆订单明显转向精铜杆企业,预计7月再生铜制杆开工水平将继续下降。“进入6月后,铜价重心呈持续下滑态势,在下游看空铜价的心态下,采购者谨慎观望情绪加重。步入7月,铜价企稳于68000元/吨一线,下游观望情绪有所缓解。”李瑶瑶说,调研中,铜杆企业表示线缆企业更偏向于采购精铜杆,叠加下游刚需释放,预计7月精铜杆开工率将稳步回升,大有“淡季不淡”的态势。
  富宝资讯分析认为,目前沪铜仍处于消费淡季,基本面难以引导价格趋势,而铜金融属性上国内打击炒作力度仍存,叠加美元流动性收紧预期影响,整体趋势并不明朗。中长期因绿色能源消费及铜矿供给等因素,铜存在需求预期支撑价格,但短期消费不佳,7月沪铜或将维持高位振荡行情。
  “自6月22日国内铜抛储落地,再加上美国部分经济和就业数据不及预期,美联储官员也不时地向市场释放鸽派言论,铜价从底部小幅振荡回升。但自6月美联储议息会议偏鹰派以来,市场宏观预期已经发生转变,美联储政策短期内或有反复可能,但距离美联储讨论Taper越来越近,宏观面整体利空铜价,再加上目前铜矿供应恢复进展顺利,铜加工费持续回升,预计下半年铜价难改颓势,操作上建议逢高沽空。”李瑶瑶表示。
  一德期货有色金属分析师吴玉新认为,随着充沛流动性、供需错配等推涨因素的减弱,预计铜价单边市已进入尾声,转向波动市。“5月的高点大概率为年内高点,利空因素逐渐展现,但在海外需求提升、国内基建碳中和等托底和库存低位局面下,铜价下行空间也较为有限。”
□ .吕.双.梅  .期.货.日.报

Germany , United-states , Shanghai , China , Peru , Chifeng , Nei-mongol , Wu-yuxin , Lee-yaoyao , Health-pole , Health-pole-start , Country-chu

Mercado: Académico de Viseu contrata dois jogadores brasileiros ao Grémio Anápolis

Mercado: Académico de Viseu contrata dois jogadores brasileiros ao Grémio Anápolis
futebol365.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from futebol365.pt Daily Mail and Mail on Sunday newspapers.

Viseu , Parár , Brazil , Brazilian , Andrew-carvalhas , John-basque , Victor-bruno , Guild-anapolis , Pike-saints , James-mosque , James-belt , Andrew-light

A BOLA - «Estamos preparados e queremos vencer o Casa Pia» - Zé Gomes (Académico de Viseu)

A BOLA - «Estamos preparados e queremos vencer o Casa Pia» - Zé Gomes (Académico de Viseu)
abola.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from abola.pt Daily Mail and Mail on Sunday newspapers.

Viseu , Portugal , Jose-gomes , Victor-bruno , Their-ball , Home-sink , James-mosque , Andrew-light , வைஸூ , போர்சுகல் , ஜோசே-கோம்ஸ்

Académico de Viseu contrata dois jogadores brasileiros ao Grémio Anápolis

Académico de Viseu contrata dois jogadores brasileiros ao Grémio Anápolis
ojogo.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ojogo.pt Daily Mail and Mail on Sunday newspapers.

Portugal , Viseu , Parár , Brazil , Brazilian , Portuguese , Andrew-carvalhas , John-basque , Victor-bruno , Guild-anapolis , Pike-saints , James-mosque

Mercado: André Claro e Vítor Bruno confirmados como reforços no Académico de Viseu

Mercado: André Claro e Vítor Bruno confirmados como reforços no Académico de Viseu
futebol365.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from futebol365.pt Daily Mail and Mail on Sunday newspapers.

Estoril , Lisboa , Portugal , Leixoes , Porto , Viseu , Victor-bruno , Andrew-light , Estoril-beach , James-mosque , எஸ்டோரில்

André Claro e Vítor Bruno confirmados como reforços no Académico de Viseu

André Claro e Vítor Bruno confirmados como reforços no Académico de Viseu
ojogo.pt - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ojogo.pt Daily Mail and Mail on Sunday newspapers.

Estoril , Lisboa , Portugal , Leixoes , Porto , Viseu , Victor-bruno , Andrew-light , Advanced-andrew-light , Estoril-beach , James-mosque

Biden's BLM pick advances to Senate floor

Biden's BLM pick advances to Senate floor
eenews.net - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eenews.net Daily Mail and Mail on Sunday newspapers.

Montana , United-states , Clearwater-national-forest , Idaho , Wyoming , Alaska , Americans , Martin-heinrich , John-blount , James-risch , John-barrasso , Steve-bullock

Basalt planning board wants more scrutiny of major downtown project

Basalt planning board wants more scrutiny of major downtown project
aspentimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from aspentimes.com Daily Mail and Mail on Sunday newspapers.

Tim-belinski , Geno-rossetti , Michelle-thibeault , Kyle-oberkoetter , Rob-leavitt , Bernie-grauer , Eric-vozick , Willits-town-center , Town-council , Basalt-planning-commission , Andrew-light , Bill-maron