金属新材料周报：

20240708 F03119103Z0019515 F03120965 F3022355Z0013588 1.2.3.4.5.6.7.8. • • • • • • •77 1.9 2.550/2300/8000/30/ 1)AU2408-C-616102/5750.52)AG2412AG24128000/3)AU2407-P-552 •20247 520:306U34.14%4%3.7%20.61921.8+3.9%+3.9%+4.1%+0.3%+0.3%+0.4% •12024 7 217:00Eurostat6CPI+2.5%+2.5%+2.6%+0.2%+0.2%+0.2%CPI+2.8%+2.8%+2.9%+0.4%+0.4%220247 317:00Eurostat5PPI-4.2%-4.1%-5.7%-0.2%-0.1%-1%32024 7 5Eurostat5+0.1%+0.2%-0.2%+0.3%+0.1%+0.6% •12024 720246 PMIPMIPMI50.9PMIPMI53.122024 7 122:00The Institute for Supply Management6ISMPMI48.549.149.749.348.549.349.845.447.452.141.748.848.5PMIISMMarkit •9 •20247 51.68%4.96%1.08%564.98/2.36%8246/ •621ETF9.63097.54.910.33.85ETF SPDR2.6iShares3.51ETF SLV775PHAG551 •625CFTCCOT96%CFTCCOT86% •75COMEX1.07SHFECOMEX26SHFE628SGE215 •CPI ETF •4ETF32.953079.464-52.1519.15ETF •4ETF22287.2216.42.83%5.44.24.222.05+6.4+5.73+5.67+3.08 CFTC • •2024 4LBMA10.73-10.73%8552634320205LBMA142-0.55%25470218 •+4.01%+2.55%COMEX6.75% •PMI91COMEX •TC1.136100.50.36 • •8.24651/655/ •68.5%0.5% •SMM6100.550.36302.8%88.6% •40.981.079.710.2132.20.2LME19.21.2COMEX0.890.01 •Southern CopperTiaMariaproject20247 120112015612 •7 3CobrePanamaCobrePanama12202235 1. 2. •20247 53M0.87% •20247 5 •20247 583.22%5067 LME • • & +3.44%+0.36% • • •LME75173411729150+0.29%17600169706302409751380901354802610+1.97%1393801348204560 •LME972549503422202.34%19182200989164.56%13334.51% • • •LME73LMENorilsk Nickel PJSCHarjavaltaLME103HarjavaltaHarjavalta6.520.8 LME2024 1 15JINTUO GRADE1IMPALA20247273LME 1. 2. 3. 20247 550-200/FOB20/421#551# 20247 5132.70.411.8DMC 20247 5130/-9.7%1210/50/-8.33%550/350/-3.8%8850/ 56 -50% -DMC -67 •LC241175939009450016001.69%9625091350 •75LC241116877+17472313469+6695 •-3400-400 •71.04%4900/ •SMM4184+964+860+236007 -64-•77 •66228361739964.9%4.6 %10826/74% •75(BEV):17.4%19.9%37.6%20.8%37.6%20247 520246 12 •6630,34832023610%20230.5%16.6%2023613,8537.6%202360.5%2023616,88515,6374.5%182,880-Bruno Le Maire2035 THANKYOU