【废铜:供应边际紧张和宏观氛围偏暖,废铜价格止跌反弹】金十期货3月12日讯,截至3月12日全国光亮铜到厂均价71500元/吨,环比上涨700元/吨,涨幅0.99%。从影响因素分析,废铜作为铜的原料和成品的替代品,绝对价格变化受铜价影响。近期铜矿扰动边际影响增强,TC加工费跌至-11.美元/吨,铜冶炼企业减产预期升温,铜价走强绝对价格带动废铜上涨。同时,废铜市场供应紧张基本面驱动强化。且3月国内会议内容符合预期,宏观市场偏暖。综合来看市场基本面和宏观共振,短期废铜偏强运行。
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