金源期货：宏观利好刺激，锌价跟随上行

 周一沪锌主力2009日内先抑后扬，夜间高位窄幅震荡，高点至19965元/吨，收至19940元/吨，涨幅达2.13%。LME锌强势突破2400美元/吨一线，收至2450美元/吨，涨幅达3.38%。
  
  现货方面，上海0#锌主流成交于19460-19670元/吨，双燕成交于19470-19680元/吨，进口锌19420-19630元/吨；0#锌普通对9月报升水150元/吨报价；双燕对9月报升水160元/吨；进口锌对9月报升水110元/吨。上海锌锭库存持续走低，现货相对紧张，贸易商有囤货交长单意愿，现货升水持续走高，市场交投活跃。
  
  中美贸易协议审议会议推迟缓解了市场担忧，同时昨日央行开展7000亿元中期借贷便利（MLF）操作，显著高出月内到期总量1500亿元，为今年3月以来首次超额续作，同时开展500亿元7天期逆回购操作，带动股市大涨，金属跟随普涨。昨日LME锌库存继续增加6175吨至220125吨。据SMM了解，截至本周一，锌锭库存总量为17.72万吨，较上周五增加2100吨，上海地区随着进口亏损收窄，进口锌流入较上周增加。
  
  基本面来看，目前矿山、炼厂均较为可观，8月锌矿加工费延续上行，炼厂仍以提产为主，产量预计环比小幅增加。下游消费延续好转，镀锌仍占锌消费主导，压铸锌及氧化锌内需、外需均有所改善，企业开工率延续上行，社会库存整体延续去化。
  
  整体来看，在股市走强的带动下市场信心有所修复，加之投资者对于后期消费维持乐观预期，预计锌价维持震荡偏强走势。
  
  操作建议：多单持有  

来源：文华财经

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