今日中國再生資源廢鋁價格指數10061元/噸,與昨日下跌8元.今華東鋁錠報12120-12160跌10,價格下跌后中間商周轉接貨增多,市場成交好轉,不過下游需求仍淡,鋁價承壓.山東地區廢鋁小幅下調,其他地區持平運行,市場整體氛圍不好,雖然國際鋁市仍有缺口需求,但商家預期不高,對后市信心不足,整體成交一般.

    【現貨鋁】

    滬鋁當月今(jin)(jin)(jin)日(ri)先抑后揚(yang)(yang),華南地區現(xian)(xian)貨(huo)市(shi)場(chang)(chang)(chang)下(xia)(xia)游(you)(you)因(yin)前期接貨(huo)持(chi)(chi)(chi)續(xu)(xu)觀望手(shou)中庫存(cun)較(jiao)(jiao)少,今(jin)(jin)(jin)日(ri)周(zhou)末(mo)剛需備貨(huo)需求明顯增(zeng)加(jia),另外本周(zhou)持(chi)(chi)(chi)貨(huo)商(shang)(shang)持(chi)(chi)(chi)續(xu)(xu)惜售(shou)(shou),雖(sui)然周(zhou)初效果不(bu)佳,但是(shi)今(jin)(jin)(jin)日(ri)在(zai)需求有增(zeng)的(de)情況之(zhi)下(xia)(xia)貨(huo)源較(jiao)(jiao)緊(jin)明顯,持(chi)(chi)(chi)貨(huo)商(shang)(shang)報價(jia)(jia)水(shui)漲船高(gao),午后出現(xian)(xian)12240元(yuan)/噸(dun)的(de)超(chao)高(gao)報價(jia)(jia),但是(shi)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)有難度,今(jin)(jin)(jin)日(ri)主(zhu)(zhu)流(liu)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)在(zai)12210-12230元(yuan)/噸(dun).現(xian)(xian)貨(huo)市(shi)場(chang)(chang)(chang)上(shang)海主(zhu)(zhu)流(liu)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)在(zai)12110-12140元(yuan)/噸(dun),貼(tie)水(shui)120元(yuan)/噸(dun)至貼(tie)水(shui)110元(yuan)/噸(dun),無錫(xi)主(zhu)(zhu)流(liu)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)在(zai)12140-12150元(yuan)/噸(dun),杭州主(zhu)(zhu)流(liu)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)在(zai)12150-12160元(yuan)/噸(dun),現(xian)(xian)貨(huo)價(jia)(jia)格(ge)繼(ji)(ji)續(xu)(xu)低位盤(pan)整(zheng),持(chi)(chi)(chi)貨(huo)商(shang)(shang)保持(chi)(chi)(chi)惜售(shou)(shou),下(xia)(xia)周(zhou)周(zhou)末(mo)剛需備貨(huo)卻有增(zeng)加(jia),詢價(jia)(jia)接貨(huo)較(jiao)(jiao)較(jiao)(jiao)積極(ji),早盤(pan)市(shi)場(chang)(chang)(chang)低價(jia)(jia)貨(huo)源成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)迅(xun)速,午盤(pan)期鋁微幅上(shang)揚(yang)(yang)持(chi)(chi)(chi)貨(huo)商(shang)(shang)看漲情緒激(ji)發(fa),報價(jia)(jia)走高(gao),在(zai)中間商(shang)(shang)和下(xia)(xia)游(you)(you)參與積極(ji)性皆(jie)改(gai)善的(de)情況下(xia)(xia)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)貼(tie)水(shui)繼(ji)(ji)續(xu)(xu)縮小,市(shi)況較(jiao)(jiao)活躍.

    【行業新聞】

    1、高盛(sheng):上調(diao)未來12個(ge)月鋁價格預(yu)期至2100美(mei)元(yuan)/噸,此前預(yu)期1900美(mei)元(yuan)/噸.

    2、巴西(xi)投資銀(yin)行BTG Pactual已經(jing)獲(huo)得(de)倫敦金屬交易所(LME)批(pi)準在新加坡開(kai)(kai)展(zhan)(zhan)倉儲(chu)業(ye)(ye)務,首(shou)次(ci)進軍(jun)亞洲.LME周二對(dui)成員發出通知,稱已經(jing)批(pi)準BTG Pactual Commodities Warehousing在新加坡開(kai)(kai)展(zhan)(zhan)鋁、鋁合金、銅(tong)、鎳、鉛、錫和鋅(xin)的倉儲(chu)業(ye)(ye)務.新加坡成為BTG Pactual開(kai)(kai)展(zhan)(zhan)LME倉儲(chu)業(ye)(ye)務的第三個地點.這(zhe)家總(zong)部(bu)位于圣保羅的投資銀(yin)是(shi)少有的幾家擴張大宗商品業(ye)(ye)務的銀(yin)行之一.

    3、7月22日,有色金屬板塊中(zhong)(zhong)(zhong)的(de)5家上市公司(si)(si)股價(jia)(jia)漲停,其中(zhong)(zhong)(zhong)鋁(lv)(lv)(lv)業(ye)(ye)公司(si)(si)就有4家.這4家公司(si)(si)分別是(shi)中(zhong)(zhong)(zhong)孚(fu)實業(ye)(ye)、南山鋁(lv)(lv)(lv)業(ye)(ye)、明(ming)泰(tai)鋁(lv)(lv)(lv)業(ye)(ye)和閩(min)發鋁(lv)(lv)(lv)業(ye)(ye),與(yu)此(ci)同時,我國鋁(lv)(lv)(lv)業(ye)(ye)龍頭——中(zhong)(zhong)(zhong)國鋁(lv)(lv)(lv)業(ye)(ye)當日股價(jia)(jia)的(de)漲幅(fu)也達到(dao)了5.33%.7月23日,中(zhong)(zhong)(zhong)孚(fu)實業(ye)(ye)延續漲停態勢,明(ming)泰(tai)鋁(lv)(lv)(lv)業(ye)(ye)和閩(min)發鋁(lv)(lv)(lv)業(ye)(ye)也是(shi)繼續上漲.

    4、香港(gang)科技大學(xue)(科大)土木及環境(jing)工程學(xue)系教授(shou)陳(chen)銳斌領導研究團隊(dui)23日宣布,成功混(hun)合(he)鋁及碳纖維,研發(fa)(fa)出全(quan)新(xin)的復合(he)鋁,配合(he)團隊(dui)研發(fa)(fa)的隔熱物料,可用于大廈外(wai)(wai)墻(qiang),初步預(yu)計(ji)最快(kuai)明(ming)年中可推(tui)出.一般的鋁由于剛度(du)(du)及硬(ying)度(du)(du)較低,不足以用于建(jian)筑上,因此研究主要有兩個目(mu)的,第一是將鋁強化,使(shi)鋁可以有更廣泛(fan)用途(tu).另外(wai)(wai),希望鋁能有效(xiao)利用在(zai)建(jian)筑上,達節(jie)能效(xiao)果.

    5、鋁(lv)(lv)生產(chan)商(shang)NorskHydro的首(shou)席執(zhi)行官SveinRichardBrandtzaeg預計,隨著需求(qiu)超(chao)越產(chan)出(chu)步(bu)伐,鋁(lv)(lv)市將更(geng)加(jia)吃緊,價(jia)格將走(zou)高.二季度(du)現貨鋁(lv)(lv)升水處于(yu)紀錄高位(wei),日(ri)本、美(mei)國(guo)及歐洲的鋁(lv)(lv)升水都在每(mei)噸400美(mei)元之上,Brandtzaeg　　6、總部(bu)位(wei)于(yu)美(mei)國(guo)芝加(jia)哥的定價(jia)和分(fen)析公司Metal Miner報道,印(yin)度(du)2014年預算提議(yi)將鋁(lv)(lv)土礦(kuang)出(chu)口(kou)稅從(cong)目(mu)前的10%提高至20%.如果(guo)印(yin)度(du)議(yi)會批(pi)準(zhun)這項提議(yi),則依賴印(yin)度(du)鋁(lv)(lv)土礦(kuang)出(chu)口(kou)的中國(guo)將不得不另尋鋁(lv)(lv)土礦(kuang)出(chu)口(kou)市場(chang)或支付更(geng)高價(jia)格.

    7、海(hai)關總(zong)署:中國6月(yue)原鋁(lv)(lv)進口(kou)(kou)14688噸,同比(bi)下(xia)降(jiang)20.02%.6月(yue)原鋁(lv)(lv)出(chu)口(kou)(kou)5648 噸,同比(bi)下(xia)降(jiang)30.82%.

    【人民幣匯率】

    中(zhong)國(guo)人(ren)(ren)民(min)銀行授權中(zhong)國(guo)外匯(hui)交(jiao)易中(zhong)心(xin)公(gong)布,2015年(nian)7月24日(ri)銀行間外匯(hui)市場人(ren)(ren)民(min)幣(bi)(bi)匯(hui)率(lv)中(zhong)間價為:1美元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)6.1169元(yuan)(yuan)(yuan)(yuan),1歐元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi) 6.7525元(yuan)(yuan)(yuan)(yuan),100日(ri)元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)4.9503元(yuan)(yuan)(yuan)(yuan),1港元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)0.78917元(yuan)(yuan)(yuan)(yuan),1英(ying)鎊(bang)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)9.5165元(yuan)(yuan)(yuan)(yuan),1澳(ao)大(da)利亞元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)4.5072 元(yuan)(yuan)(yuan)(yuan),1新西蘭(lan)元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)4.0552元(yuan)(yuan)(yuan)(yuan),1新加坡元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)4.4855元(yuan)(yuan)(yuan)(yuan),1加拿(na)大(da)元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)人(ren)(ren)民(min)幣(bi)(bi)4.6966元(yuan)(yuan)(yuan)(yuan),人(ren)(ren)民(min)幣(bi)(bi)1元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)0.61406林吉特,人(ren)(ren)民(min) 幣(bi)(bi)1元(yuan)(yuan)(yuan)(yuan)對(dui)(dui)9.3496俄羅斯盧布.