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新增铁矿石交割品牌影响有限 利空出尽矿价仍易涨难跌
Published Time:2020-08-17 11:15:23 Browser:1147
8月14日下午,大商所发布《大连商品交易所铁矿石期货业务细则》,根据该细则内容,将新增杨迪粉及卡拉拉精粉为可交割品,品牌升贴水分别为-25元/吨和85元/吨,并在2009合约及以后合约实施。新增交割品牌后,将进一步保障和增加可供交割资源、确保期市平稳运行,也为交割业务提供了便利。CRA认为关于新增可交割品牌杨迪粉与卡拉拉精粉,CRA跟踪的国内主要六港口杨迪粉库存总计约200万吨,卡拉拉精粉总计45万吨左右,市场可供交割量预期提升;短期政策面意欲压制铁矿价格进一步上行,但利空出尽之后,铁矿市场或重回基本面结构性问题上来,价格仍偏易涨难跌。 中信期货分析师任恒指出,资源较为充足的杨迪粉将大概率是09合约交割主力,仓单价较超特粉下滑10元/吨。成为价格品牌后,资源较少的卡拉拉精粉由于交割需求价格拉涨,但杨迪粉资源充足,基本不受影响。 


文章来源 - 上海有色网

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