【铜:强预期与弱现实碰撞 铜价上行后横盘运行】金十期货3月3日讯,近期铜价偏强上涨后横盘震荡,主因:一、一季度末铜矿粉供应出现缺口,TC加工费跌入负值,个别冶炼厂已开始计划减产。二、春节假期冶炼厂大都保持正常生产,但下游加工企业多停工放假,需求停滞,导致社会库存不断上升,且下游年后开工复苏不及预期,导致市场供大于需局面渐显。强预期与弱现实碰撞下,铜价上涨动力不足,整体进入盘整阶段。随着金三银四的到来,终端订单量增加,或能拉动对电解铜的需求,铜价有望稳中上涨。
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