本(ben)(ben)周(zhou)(zhou)廢(fei)(fei)鋁(lv)(lv)(lv)(lv)價(jia)格(ge)(ge)小幅(fu)上(shang)(shang)漲(zhang)為主,市場交投狀況有(you)所(suo)不(bu)(bu)同,熟鋁(lv)(lv)(lv)(lv)及(ji)合(he)金廢(fei)(fei)鋁(lv)(lv)(lv)(lv)料走貨(huo)尚可,下(xia)(xia)游接貨(huo)力度較好;生(sheng)鋁(lv)(lv)(lv)(lv)價(jia)格(ge)(ge)上(shang)(shang)漲(zhang)較為緩慢(man),下(xia)(xia)游冶(ye)煉廠畏(wei)高(gao)(gao)(gao)(gao)情(qing)緒(xu)濃厚,鋁(lv)(lv)(lv)(lv)合(he)金錠價(jia)格(ge)(ge)暫無(wu)(wu)明顯上(shang)(shang)漲(zhang)跡象,生(sheng)鋁(lv)(lv)(lv)(lv)料難出貨(huo).本(ben)(ben)周(zhou)(zhou)長(chang)江(jiang)現貨(huo)鋁(lv)(lv)(lv)(lv)價(jia)下(xia)(xia)跌(die)50元至(zhi)13030元/噸(dun).本(ben)(ben)周(zhou)(zhou)薄合(he)金門窗料最(zui)(zui)高(gao)(gao)(gao)(gao)價(jia)9300元/噸(dun),最(zui)(zui)低價(jia)報9200元/噸(dun),較上(shang)(shang)周(zhou)(zhou)上(shang)(shang)漲(zhang)300元/噸(dun).鋁(lv)(lv)(lv)(lv)亮線最(zui)(zui)高(gao)(gao)(gao)(gao)價(jia)11100元/噸(dun),最(zui)(zui)低價(jia)報110900元/噸(dun).較上(shang)(shang)周(zhou)(zhou)整體上(shang)(shang)漲(zhang)180元/噸(dun).貨(huo)源方面(mian)(mian):廢(fei)(fei)鋁(lv)(lv)(lv)(lv)全國貨(huo)源供(gong)應(ying)較為充足,個別地方貨(huo)源偏緊.鋁(lv)(lv)(lv)(lv)錠方面(mian)(mian):有(you)消息稱上(shang)(shang)海期貨(huo)交易所(suo)鋁(lv)(lv)(lv)(lv)庫存大幅(fu)下(xia)(xia)跌(die),鋁(lv)(lv)(lv)(lv)錠市場供(gong)應(ying)出現短缺.冶(ye)煉廠方面(mian)(mian):本(ben)(ben)周(zhou)(zhou)下(xia)(xia)游冶(ye)煉廠家(jia)采購(gou)熱情(qing)不(bu)(bu)高(gao)(gao)(gao)(gao),商家(jia)表示目(mu)前訂(ding)單(dan)少(shao),鋁(lv)(lv)(lv)(lv)合(he)金錠價(jia)格(ge)(ge)維(wei)持低位運(yun)行,又加之目(mu)前廢(fei)(fei)鋁(lv)(lv)(lv)(lv)上(shang)(shang)漲(zhang)廠家(jia)畏(wei)高(gao)(gao)(gao)(gao)情(qing)緒(xu)濃厚,僅維(wei)持按需采購(gou).卓創預(yu)計下(xia)(xia)周(zhou)(zhou)廢(fei)(fei)鋁(lv)(lv)(lv)(lv)價(jia)格(ge)(ge)高(gao)(gao)(gao)(gao)位盤整為主.建議商家(jia)無(wu)(wu)大量囤貨(huo).

    影(ying)響本(ben)周價(jia)(jia)格波動(dong)的(de)主要因素有(you):首先,中(zhong)國(guo)(guo)制(zhi)(zhi)(zhi)造(zao)業數(shu)據不甚樂(le)觀,市(shi)場預(yu)期(qi)(qi)未來7月(yue)份中(zhong)國(guo)(guo)政(zheng)(zheng)府或將推出(chu)刺激政(zheng)(zheng)策來提振需求.其他經(jing)濟體方面(mian):美(mei)國(guo)(guo)6月(yue)ISM制(zhi)(zhi)(zhi)造(zao)業PMI為(wei)(wei)53.2,高于預(yu)期(qi)(qi)和前(qian)值(zhi)51.3.歐(ou)元(yuan)區(qu)6月(yue)制(zhi)(zhi)(zhi)造(zao)業PMI終(zhong)值(zhi)為(wei)(wei)52.8,高于預(yu)期(qi)(qi)和5月(yue)終(zhong)值(zhi),并(bing)創(chuang)近6個(ge)月(yue)新(xin)(xin)高;但是德法分化加劇,德國(guo)(guo)制(zhi)(zhi)(zhi)造(zao)業PMI為(wei)(wei)54.5,而(er)法國(guo)(guo)僅為(wei)(wei)48.3.其次,英國(guo)(guo)脫歐(ou)超(chao)出(chu)了(le)大多(duo)數(shu)市(shi)場參與者(zhe)的(de)預(yu)期(qi)(qi),并(bing)使(shi)得大宗商品短短幾天(tian)內收復跌(die)幅并(bing)創(chuang)下新(xin)(xin)高.人(ren)民幣貶(bian)值(zhi)壓力增加,全(quan)球中(zhong)長期(qi)(qi)通脹,國(guo)(guo)內貨幣政(zheng)(zheng)策的(de)在寬(kuan)松空間逐漸被(bei)打開.另外一季度全(quan)面(mian)寬(kuan)松也帶動(dong)房地產行業向好(hao).英國(guo)(guo)退(tui)歐(ou)一些列事件后(hou),終(zhong)歸(gui)要回到工業淡季雪球疲(pi)軟(ruan)的(de)老路上,下游(you)鋁棒滯(zhi)銷的(de)消(xiao)息(xi)更是印證了(le)終(zhong)端消(xiao)費的(de)疲(pi)軟(ruan)態勢.再次,期(qi)(qi)鋁觸(chu)及(ji)兩個(ge)月(yue)高位,美(mei)元(yuan)疲(pi)軟(ruan)令以美(mei)元(yuan)計價(jia)(jia)的(de)金屬對非(fei)美(mei)國(guo)(guo)投資者(zhe)而(er)言(yan)更為(wei)(wei)便(bian)宜.中(zhong)國(guo)(guo)六月(yue)制(zhi)(zhi)(zhi)造(zao)業陷入停滯(zhi).有(you)消(xiao)息(xi)稱中(zhong)國(guo)(guo)企業更多(duo)的(de)購(gou)買液態鋁,造(zao)成鋁錠(ding)短缺,從(cong)而(er)推高指標鋁價(jia)(jia)格,這一定程度上支撐了(le)鋁價(jia)(jia).