Chinese data to the green copper prices rally can be sustained long hot column capital flows thousand thousand shares of stock on the latest rating diagnosis simulated trading client Sina fund exposure table: the letter Phi lag of false propaganda, long-term performance is lower than similar products, to buy the fund by the pit how to do? Click on [I want to complain], Sina help you expose them! After a half month consolidation period, the last cycle of copper finally burst, boosted by good economic data in china. Chicago Institute (CMEGroup) data show that last week, the most actively traded COMEX December futures rose a total of 3.2%, two months to record the biggest weekly increase. On Thursday (September 22nd), in early morning trading, COMEX copper touched $2.18 per pound in December, the highest level in a month. China’s recent investment in fixed assets, real estate sales, auto production and marketing data are strong, supporting the copper price. China is the most important copper consuming country in the world, and China’s refined copper consumption accounts for more than 40% of the global consumption. Therefore, China’s demand for copper often affects the level of copper prices. In addition, the Fed’s decision to temporarily raise interest rates in September has also made the market feel good, and the U.S. dollar has been affected by this shock. Dollar strength is generally not conducive to the trend of copper prices. Analysts now believe that the Fed’s most likely rate hike point is in December. As of Beijing time this morning, CME’s FedWatch also showed that dealers expect the Fed’s interest rate hike in December is likely to be close to 60%. As of Wednesday’s close, COMEX December futures fell 0.5% to $2.155 a pound, compared to last Friday’s closing price of the basic price unchanged. China’s economic data "give the green light" to the rise in copper prices, as mentioned earlier, China is the world’s most important copper consumer, China’s demand for copper is significant for copper prices. A brief list of recent relevant Chinese economic data: China’s 1-8 months of urban fixed asset investment grew by 8.1%, better than expected growth of 7.9%. China’s industrial added value of above scale and retail sales of social consumer goods in August were also better than expected. 1-8 real estate development China investment rose by 5.4% nominal growth, the growth rate increased 0.1 percentage points higher than 1-7 months. In addition, in August, 70 large and medium-sized cities, new residential sales prices rose for eleventh consecutive months, and the expansion expanded to 9.2%. China’s total electricity consumption increased by 8.3% in August, and the growth rate was 0.1 percentage points higher than that in July; in the 1-8 month, the electricity consumption of the whole society increased by 4.2%, and the growth rate was 0.6 percentage points higher than that of 1-7. The Automobile Association said, Chinese August car sales rose 24.2%, more than three and a half years the fastest growth rate in July increased 23%. Passenger car sales increased by 26.3% in August, the growth rate was flat with last month. Barclay pointed out that the recent Chinese economic data to copper prices "green light"". The bank believes that the recent data suggest that the second half of China is unlikely to slow down. At the same time, it also pointed out that "China’s domestic copper inventories are low, copper premiums rise.". On the condition of credit

中国数据给铜价上涨开绿灯 涨势能延续多久 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   在经历了半个月的盘整期后,上周期铜终于爆发,受良好的中国经济数据提振。   芝商所(CMEGroup)数据显示,上周,交投最活跃的COMEX 12月铜期货累计上涨3.2%,创两个月来最大单周升幅。本周四(9月22日)亚市早盘,COMEX 12月期铜触及每磅2.18美元,是一个月来最高水平。   近期发布的中国固定资产投资、房地产销售、汽车产销等数据均表现强劲,对铜价构成支撑。中国是全球最重要的铜消费国,中国精铜消费量占全球消费总量的40%以上,因此,中国对铜的需求往往能影响铜价的高低。   此外,美联储9月暂不加息的决定也让市场感到心安,美元受此影响震荡下行。美元走强通常不利于铜价走势。分析师们现在认为,美联储最有可能的加息时间点在12月份。截至北京时间今早,CME的FedWatch也显示,交易商预计美联储12月份加息可能性接近60%。   截至本周三收盘,COMEX 12月铜期货跌0.5%,报2.155美元 磅,相比于上周五收盘价基本涨跌持平。   中国经济数据给铜价上涨“大开绿灯”   正如前文所述,中国是全球最重要的铜消费国,中国对铜的需求对铜价而已意义重大。简单罗列一下近期相关中国经济数据: 中国1-8月城镇固定资产投资同比增长8.1%,好于预期的增长7.9%。中国8月规模以上工业增加值和社会消费品零售总额也均好于预期。 中国1-8月房地产开发投资同比名义增长5.4%,增速比1-7月提高0.1个百分点。另外,8月70个大中城市新建住宅销售价格同比连续第11个月上涨,且涨幅扩大至9.2%。 中国8月全社会用电同比增长8.3%,增速比7月份加快0.1个百分点;1-8月份,全社会用电同比增长4.2%,增速比1-7月份加快0.6个百分点。 中汽协称,中国8月份汽车销量同比增长24.2%,为逾三年半来最快增速;7月份增长23%。8月份乘用车销量同比增长26.3%,增速与上月持平。   巴克莱指出,近期的中国经济数据给铜价上涨“大开绿灯”。该行认为,近期公布数据暗示中国下半年不太可能放缓。同时其还指出,“中国国内铜库存较低,铜溢价上升。若信贷条件进一步放松,或在未来数月进一步支撑下游需求。”   另外,上周五美国商品期货交易委员会(CFTC)数据显示,截至9月13日该周,对冲基金和基金经理持有的COMEX铜净空头头寸下降。   库存上升+中国增产,机构仍看空未来铜价   不过,尽管近期铜价大涨,但出于对未来供需方面的担忧,看空观点仍不绝于耳。最新数据显示,COMEX铜库存已升至4月中旬以来高位,中国8月份精炼铜产量也创至少6个月新高。   CME数据显示,截至周二的COMEX铜库存为70281吨,处于5个月高位附近。下图为过去6个月的COMEX铜库存与铜价走势图: 道明证券资深大宗商品策略师Mike Dragosits称,库存上涨对价格来说从来就不是好事。   路透社援引SP Angel分析师Sergey Raevskiy说,期铜之前录得很大升幅,所以出现修正是难以避免的。他还指出,“期铜今明两年的主题是供应增长加快,从目前的情况来看,仍是如此。”   本周,麦格理下调了铜价预期。摩根大通建议继续做空铜。瑞银财富管理也建议远离铜,并认为中国已经进口了太多的铜。分析师们指出,来自中国方面的需求增长可能不足以抵消美元走强以及今年供应充裕的影响。   对于铜价而言,另一个不大乐观的消息是,中国也在增产。中国国家统计局周一公布的数据显示,全国8月精铜产量为74.3万吨,为至少6个月新高水 平,环比涨2.9%,同比涨12%。前8个月总产量为550万吨,创下历史同期最高,同比增长8.7%。中国是全球最大精炼铜生产国。   中国冶炼厂增加产量,主要是因为冶炼利润增加、产能扩大。然而,就在去年底,包括江西铜业、铜陵有色在内的中国10家铜生产商还誓言在2016年减产35万吨,占到中国去年铜产量的8.75%。   但据国际铜业研究组织(ICSG)周二公布的最新数据,全球精炼铜市场6月份供应缺口有所扩大,环比增长1.4万吨,至8.3万吨。1-6月供应缺口为30.6万吨。 进入【新浪财经股吧】讨论相关的主题文章: