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《大行报告》美银证券:现时铜库存仅可满足国际需求逾三周 可支持铜价
阿思达克 05-05 10:19
美银证券近日发表全球金属行业报告表示,铜价近期抽升,相信行业基本面可支撑其上行空间,指目前国际铜市场供应紧张,以吨计算的库存目前处於十五年前的水平,此味着库存仅能满足国际需求3.3周,因为全球经济才刚开始重新开放。

该行估计国际铜市场在今明两年库存下滑,会呈逆差情况。该行估计红色金属价格有会上升至每吨1.3万美元,共估计铜市场至2023年及2024年将重新平衡。该行认为按行业基本面,可支持铜价。

美银证券料全球今年铜生产量2,457万吨(按年升5.1%)、今年铜消费量2,476万吨(按年升6%),即短缺18.6万吨;该行料全球2022年铜短缺36.9万吨,估计至2023年铜行业才会呈过剩25.2万吨。

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