昨(zuo)(zuo)日(ri)(ri),滬鋁(lv)主力開于(yu)(yu)(yu)12135元(yuan)(yuan)(yuan)/噸,09合(he)約持倉陸續移至10合(he)約,多(duo)空雙方(fang)相繼入場但(dan)空頭勢頭更勁,價格(ge)數(shu)次大(da)幅下(xia)挫,日(ri)(ri)間(jian)終(zhong)收于(yu)(yu)(yu)12050元(yuan)(yuan)(yuan)/噸.夜盤高開于(yu)(yu)(yu)12100元(yuan)(yuan)(yuan)/噸,下(xia)挫至12030元(yuan)(yuan)(yuan)/噸后受倫鋁(lv)帶動持續反彈,終(zhong)收于(yu)(yu)(yu)12120元(yuan)(yuan)(yuan)/噸.倫鋁(lv)昨(zuo)(zuo)日(ri)(ri)開于(yu)(yu)(yu)1632美元(yuan)(yuan)(yuan)/噸,日(ri)(ri)間(jian)呈震蕩上行態(tai)勢,終(zhong)收于(yu)(yu)(yu)1643美元(yuan)(yuan)(yuan)/噸,收復前兩(liang)日(ri)(ri)跌幅.

    現貨方面情況(kuang)依舊,隨著期貨日(ri)間大幅下(xia)(xia)挫,市場情緒一般,下(xia)(xia)游維持(chi)按需采(cai)購,持(chi)貨商(shang)出貨難度較大.長江鋁(lv)錠(ding)均價報12540元(yuan)/噸(dun)(dun)(dun),跌(die)30元(yuan)/噸(dun)(dun)(dun);南儲華(hua)南鋁(lv)錠(ding)均價報12790元(yuan)/噸(dun)(dun)(dun),跌(die)50元(yuan)/噸(dun)(dun)(dun).氧化鋁(lv)方面,昨(zuo)日(ri)廣西現貨價跌(die)40元(yuan)/噸(dun)(dun)(dun).

    行業(ye)方面,據AM統計,7月(yue)(yue)份我國電(dian)解鋁產(chan)(chan)(chan)量(liang)達268萬(wan)噸,同比增加(jia)(jia)1.9%,環比增加(jia)(jia)1%.焦作萬(wan)方前期受山洪影(ying)響停(ting)產(chan)(chan)(chan)的產(chan)(chan)(chan)能7月(yue)(yue)月(yue)(yue)底(di)開(kai)始復產(chan)(chan)(chan),預計10月(yue)(yue)初產(chan)(chan)(chan)能恢復至40萬(wan)噸水平.

    宏觀方面,美(mei)國7月(yue)ADP就業人數(shu)+17.9萬,預(yu)期+17萬,前值(zhi)(zhi)(zhi)+17.2萬修(xiu)正為+17.6萬.受此影響美(mei)元指數(shu)迅速走(zou)高(gao).7月(yue)Markit服(fu)務(wu)業PMI終(zhong)(zhong)(zhong)值(zhi)(zhi)(zhi)51.4,預(yu)期51,初(chu)值(zhi)(zhi)(zhi)50.9;6月(yue)終(zhong)(zhong)(zhong)值(zhi)(zhi)(zhi)51.4.綜(zong)合PMI終(zhong)(zhong)(zhong)值(zhi)(zhi)(zhi)51.8,初(chu)值(zhi)(zhi)(zhi)51.5;6月(yue)終(zhong)(zhong)(zhong)值(zhi)(zhi)(zhi)51.2.國內方面,中國7月(yue)財(cai)新服(fu)務(wu)業PMI51.7,前值(zhi)(zhi)(zhi)52.7.7月(yue)財(cai)新綜(zong)合PMI51.9,前值(zhi)(zhi)(zhi)50.3.

    綜(zong)上所述(shu),滬鋁(lv)昨日日盤夜(ye)盤走(zou)勢迥異,反應出目前多空依(yi)然(ran)存(cun)(cun)在一定(ding)分歧(qi).短期內鋁(lv)市需求較弱,但旺季(ji)預期猶存(cun)(cun),且社會庫存(cun)(cun)仍處于歷(li)史低位.料后市將(jiang)維持震(zhen)蕩,建議(yi)投資者觀望為主.