金属新材料周报：

F03119103Z0019515 F03119103 F3022355Z0013588 1.2.3.4.5.6.7.8. LMECOMEX SHFE 注：包含LME、SHFE交易所库存，以及中国七地精锌社库。 • • • •2024RKAB2024RKAB • 1111 1 2ETFCFTC 325bp 42025 10GDP9PCE •10251.04%624.72/3.29%8,140/0.42%627.36/0.70%8,197/ •1018ETF23.93218.91025ETF SPDR1.15889.8iShares3.03380.2ETF SLV10614,873PSLVPHAGCEFSIVR •1022CFTC6,805+2.89%242,089COT96%CFTC11,828+33.29%47,360COT97% •1018COMEX1.72SHFE0.40COMEX15.15SHFE88.331011SGE12.60 202410 2402:001125bp1923456 202410 1720:30USCB7+0.4%+0.3%+0.1%,+1.34%+1.89%+0.5%+0.1%+0.2%,+1.9%+2.21% 12024 10 2322:009384386386388-1%+0.7%-2.1%-3.52%-3.72%1391374.344.2422024 10 2422:00USCB973.87271.670.9+4.1%+0.6%-2.3%+4.09%-2.34%9 ETF 20249ETF14ETF5%2710ETFETFETFETF ETF21395.31.22ETF-1.56 CFTC •2024 9LBMA12.29-0.14%8663LBMA34-0.13%26,212 •-0.61%-0.74% •PMI • • •8.07248/ •76.5%2.4% •220.95.670.0516.30.5LME27.70.7COMEX8.60.8 •TasekoFlorence40%202585003.86LME A22Taseko120% •102196% 111-1270-80 250 320245.4% 03 •1025CIF240-22%•1025+2.91%+4.18%•1025+0.78%•102530/•1025•1025 30 •+0.32%-1.61% • • • •10251616716897-730-4.32%171351610510301025126120128750-2630-2.13%1308901250005890 •LME13552213437011520.86%25213243428713.58%8282.39%19801.17% • -49-•2024RKAB2024RKAB BahlilLahadaliaRKABRKABBahlilLahadalia sherrittMoa1021SherrittInternationalMoa101850%60%Sherritt2024202430,000-32,0003,100-3,400 1 2 311 •2024年10月25日当周，工业硅期货主力合约+5.07%，品种持仓增加4.3%。工业硅现货价格持稳，基差扩大。•202410 25DMC•202410 25••-•-DMC71.1%•- •10257470070650+40506.56%71950680503900; •1025LC2501231011+70191458439-587 •1025-1400-44502150-900 • •SMM2165-4611+1816+630 -66-•1111 •RhyoliteRidge202410 25IoneerLtdIoneerINRIONRRhyolite RidgeRhyolite Ridge202520282620,600LCEEcoProIoneer7,0002022Prime Planet Energy SolutionsIoneer •1024Eramine49.9%6.9949.9%6.1912.9%ErametEramineSudamerica24,000Centenario75,0002025ESG67 THANKYOU