金属新材料周报：

F03119103Z0019515 F03119103 F3022355Z0013588 1.2.3.4.5.6.7.8. 注：包含LME、SHFE交易所库存，以及中国镍板、镍豆社库和保税库。 SHFE GFEX , • • • •RKABRKAB • • 1.10 2.2025 3. •9 271011-0.38%597.38/-2.28%7,686/0.49%600.28/1.52%7,803/ •927ETF3.83199.81011ETF SPDR1.72878.0iShares2.49375.8ETF SLV11214,621PSLVPHAGCEFSIVR •108CFTC22,677-9.11%226,283COT90%CFTC3,635-9.47%34,744COT80% •9 271011COMEX4.02SHFECOMEX47.03SHFE48.81927SGE •202410 1020:30BLS9CPI+2.4%+2.3%+2.5%+0.2%+0.1%+0.2%CPI+3.2%+3.2%+3.2%+0.3%+0.2%+0.3%1125bp85%50bps80% •202410 717:00Eurostat8+0.2%+0.2%+0.1%0% 202410 420:309U34.1%4.2%4.2%25.41414.215.9+0.4%+0.3%+0.4%+0.5%1112 ETF 20249ETF14ETF5%2710ETFETFETFETF ETF21395.31.22ETF-1.56 CFTC •2024 9LBMA12.29-0.14%8663LBMA34-0.13%26,212 •-1.54%-2.04% •CPI • • •8.11100/75/ •60.43%4.6% •20.363.85.640.215.71.5LME29.80.2COMEX7.71.3 •10 8IvanhoeKamoa-Kakula202442.545Kamoa-Kakula30.339413342204.9%9.4286.6% •10 11202520251501 1. 2.3. •9271011CIF2/ •9271011+8.95%+6.96% •9271011+2.31%LME •9271011 •9271011 •927101111 & •-1.62%+0.95% •CPI • • •10111786410417992-128-0.71%179501731563510111344509 3013290015502.58%1388001313007500 •LME1327521321326200.47%231179 30 226444732.09%6180.38% •13.71%9.95%RKAB -49-•RKABRKAB 2025109Sumitomo MetalMiningSMM11.3%1678.610.4SMM20257.1%3557.4%365SMMYusukeNiwaNiwa5 •Antam30%Aneka Tambang (Antam)GagNikel(PTGN)1.0251.60(ETGL)Newton International Investment Pte. Ltd.(NII) 30%NII(JLMI)JLMI103PTGNNII53(CSPA)PTGNJLMI 30%NII70% 1.622.3. •202410 112.23%13.8%50-100 •202410 110.10.2•202410 11••-•-DMC66%18•- DMC 15 •1011739009 3079750-5850-6.81%848007280012000; •1011LC2411198642-18959443793+3885 •10112600+665012000 •101110~50% •SMM4039-878-4611+1450 -66-• •ArcadiumLithium109Rio TintoArcadiumLithium plc675.85ArcadiumArcadium1043.0890%Arcadium37.66%45.5SQMJakobStausholm2025Rio Tinto BMArcadiumLithium •BikitaBikitaDMS10Bikita200/200/DMSBikitaBikitaDMSBikita67 THANKYOU