金属新材料周报：

F03119103Z0019515 F03119103 F3022355Z0013588 1.2.3.4.5.6.7.8. SHFE GFEX 注：包含LME、SHFE交易所库存，以及中国镍板、镍豆社库和保税库。 • • • • • • • 1. 2.8CPICPICPI0.2% 3. •9131.85%583.58/2.94%7,424/1.45%583.58/3.73%7,424/ •913ETF11.73192.9913ETF SPDR7.77870.5iShares0.56368.5ETF SLV7514,575PSLVPHAGCEFSIVR •910CFTC119+0.05%226,709COT96%CFTC589+2.22%27,090COT70% •913COMEX2.07SHFECOMEX3.83SHFE22.8296SGE86.78 • PPI2024 9 1220:30BLS8PPII+1.7%+1.8%+2.2%+2.1%+0.2%+0.1%+0.2%PPI+2.4%+2.3%+2.4%+2.3%+0.3%+0.2%+0.3%-0.2%PPIPPI8PPI9 20249 1220:15ECBDFR25bp3.50%MROMLF603.65%3.90%12 CPI2024 9 1820:30BLS8CPI+2.5%+2.5%+2.9%20212+0.2%+0.2%+0.2%CPI+3.2%+3.2%+3.2%+0.3%+0.2%+0.2%925bpCPI ETF •20247ETF37ETFAiETFETF •ETF21397.651.33 CFTC •2024 7LBMA52.13+0.61%8651LBMA482+0.1.84%26,618SHFE •+3.38%+1.25% •CPICPI950bp61%25bp39% •10-11 • •8.1475/81/ •81.7%3.6% •21.73.96.70.318.63LME31.20.6COMEX4 •9 62024First Quantum Minerals35Taca-Taca20252013960340 •BHPEscondidaCodelcoElTenienteMinistroHales11112ElTeniente202335MinistroHales12.6 1.9 2.9 •20249 13 •20249 13+2.8%+3.04%507 •20249 13+2.39%LME •20249 13 •20249 13 •20249 13 & •+3.03%+1.45% •CPI • • •9131594415893510.32%16270156656059131241101239201900.231250501193005750 •LME12336012171616441.35%19087181439445.20%-2066-6.48%-422-0.27% •CPIRKAB -49-• 1,168m³HPAL2024 9 101,168m³HPAL2.5/1,168m³ 4 1. 2. 2000800 •20249 131.15% •20249 13•20249 13••-•-DMC•- 最高79700（周四早盘），最低70200（周一早盘），峰谷差9500 •9137755071200+63509.61%79700702009500 •913LC2411239306+6406541+33866 •913-3250-46501200-850 •99 •SMM1517+487-1274-7309 -66-• •20249 11 •20249 1191120249 122024927 241520249 1220249 22 2410 •75008/808/SC20249 1120075008/91316000Wodgina5.5%8089291010 THANKYOU