According to the news, the nickel futures price on the Shanghai Futures Exchange on Monday was about 205,670 yuan, equivalent to 32,390 US dollars per ton.
In addition, the mid-point of OTC nickel price given by Goldman Sachs recently is about $365,438+0,000 per ton, which is regarded by some traders as the position to open the daily limit in the future.
It is worth noting that with the development of the situation, the transaction information of all parties has gradually surfaced.
According to Bloomberg News, only 30,000 tons of short nickel positions of Castle Peak Holdings exceeded 6,543.8+0.5 million tons, while the off-exchange positions with JPMorgan Chase reached 50,000 tons. Other participating banks include BNP Paribas, Standard Chartered Bank and uob.
However, although there are only 30,000 tons of on-site transactions, the actual trading volume is very low due to the continuous decline in the price of nickel futures in London, which means that some original things in the international nickel market may be destroyed in the future.
According to the news from more markets, before the malicious speculation of funds, the empty side began to build a large number of positions last year, and the general situation or scale of the transaction should attract the attention of relevant regulatory authorities in advance to make risk warnings.
Just as the nickel storm in London has not subsided, the recent market shows that the international aluminum market may usher in greater fluctuations.
The latest news shows that nearly 20% of Russia's alumina demand depends on Australia, but now Australia has announced a ban on exporting alumina to Russia.
At the same time, because aluminum smelting is an energy-intensive industry, under the current situation, a large aluminum manufacturer from Germany began to cut the output of three of its five German factories last year. According to the latest data, it will halve the aluminum production of Essen plant.
In other aspects, in view of the current high energy prices, Italy will levy a windfall tax of 10% on some energy companies to fund a package of 4.4 billion euros to protect consumers and enterprises from the impact of soaring prices.
In the domestic market, China Customs recently released import and export data in February, including:
From June 5438 to February, China imported 35.39 million tons of coal and lignite, a year-on-year decrease of14%; The import of iron ore and its concentrate was 65.438+0.8 billion tons, which was flat year-on-year; The import of copper ore and its concentrate was 4,654.38+075 million tons, a year-on-year increase of 65,438+00.2%; Steel imports were 2.207 million tons, a year-on-year decrease of about 7.9%; Imports of unwrought copper and copper products reached 969,288.7 tons, up 9.7% year-on-year.
At present, the focus of market collection is still when demand can recover.
It is reported that the two markets of mass consumption-real estate and automobiles-are under certain pressure.
In order to maintain the healthy development of the real estate industry, supervision has been gradually relaxed in various places recently, and many banks have increased the scale of housing mortgage loans, approving them for half a day and lending them in one week at the earliest, so as to mobilize the enthusiasm of consumers. However, according to the current feedback from the front line of the market, consumers are generally cautious.
In the automobile industry, under the guidance of relevant departments in recent two years, new energy has become the main growth point of the automobile industry, but it has frequently encountered price increases in recent years.
From Tesla to BYD, Nezha and Chery, the news of price increase has been announced one after another. In addition, Weilai Automobile also announced that from March 365,438+0, all departments will no longer provide subsidies of 5,400 yuan.
According to the information disclosed by the Ministry of Industry and Information Technology, several departments organized a symposium on lithium industry operation and a symposium on the price increase of upstream materials of power batteries on March 6, 2006 and March 7, 2007, respectively.
The meeting requested that upstream and downstream enterprises in the industrial chain should strengthen the docking of supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the reasonable return of lithium salt prices, intensify efforts to ensure market supply, and better support the healthy development of strategic emerging industries such as new energy vehicles in China.