中物聯:9月份國內大宗商品供需雙側改善 市場運行向好
格隆匯10月5日丨中物聯表示,9月份,在多地“能耗雙控”政策影響下,在局部限電“一刀切”的壓制下,國內大宗商品供給端受到明顯擠壓。與此同時,進入傳統施工旺季後,各地工程進度提速,需求端環比有所增長。供需兩端此消彼長,國內大宗商品庫存呈現下降態勢,供需關係有所改善,大宗商品市場運行整體向好。進入10月份以後,市場仍處於年度施工旺季,搶工期現象客觀存在,終端需求還將保持一定韌性。同時從目前供應端壓減產量的情況看,效果明顯,由此預計,今年四季度國內大宗商品市場基本面可能會比預想的要好得多。
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