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 近期鋁價波動劇烈，當前低庫存極弱消費令參與者左右為難。據(jù)統(tǒng)計，目前國內(nèi)電解鋁運行產(chǎn)能為3268萬噸，同比增長5.4%。三四季度仍有不少擬投產(chǎn)及復產(chǎn)產(chǎn)能，運行產(chǎn)能仍有較多的增長空間。供應面的不斷增加是多頭信心不足的關鍵因素。另外，恰逢淡季，各地鋁需求明顯轉(zhuǎn)差。廣東多數(shù)中小廠開工率在3-5成的水平，開工率降至近年低谷。主要受房地產(chǎn)需求大幅下滑的影響，事實上工業(yè)型材訂單尚可，并未出現(xiàn)明顯回調(diào)。此外河南訂單大幅回落，加之環(huán)保整改，部分中小企業(yè)暫時關停，消費需求進一步轉(zhuǎn)淡。從供需結(jié)構上看，我們認為短期內(nèi)供需基本達到平衡。而另一方面，由于前期交通不暢，導致沿海地區(qū)鋁錠到貨量不多，現(xiàn)貨/期貨升水創(chuàng)新高，庫存則再創(chuàng)新低。高升水導致倉單稀少，而投機資金則多少擔心多頭再上演一波“軟逼倉”行情。加之back結(jié)構下，投機資金入場做空的動能也偏弱。因此近期多空雙方都表現(xiàn)較為謹慎，持倉量也持續(xù)下降。
上周后半周交通基本暢通，本周沿海倉庫鋁錠到貨量略見增加，給空頭點信心。但焦作萬方兗礦鋁業(yè)停產(chǎn)令供應量再度下降，目前供需基本平衡，但空頭也擔心如若旺季來臨，消費復蘇，鋁錠供應或現(xiàn)再度緊缺的局面——畢竟在目前的庫存水平下，庫存繼續(xù)下降將給鋁價帶來無法想象的上漲空間。因此在目前格局下，多空雙方都謹慎而有所顧忌。綜上所述，短期鋁價有望繼續(xù)呈區(qū)間震蕩，尋找方向。1609合約主要震蕩區(qū)間在12000-12400元之間。而對于后期價格方向，關鍵因素在于消費，如若消費能恢復到3-5月份旺季水平，價格將再度上行至12500元以上。不過經(jīng)過上半年的瘋狂后，房地產(chǎn)出現(xiàn)降溫跡象，消費很難恢復至上半年水平，因此后期價格再度下行至12000元以下的可能性更大。
