<H1 style="MARGIN: 17pt 0cm 16.5pt"><SPAN style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">行情回顾：</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt"><o:p></o:p></SPAN></H1>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 22pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" align=left><SPAN lang=EN-US style="FONT-SIZE: 11pt; LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">26</SPAN><SPAN style="FONT-SIZE: 11pt; LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">日，沪锌、沪铝均出现回升，双双收阳。沪锌主力合约低开于<SPAN lang=EN-US>16800</SPAN>，之后震荡上行，最终回升至<SPAN lang=EN-US>17035</SPAN>收盘。全天成交量为<SPAN lang=EN-US>1729058</SPAN>手，持仓量<SPAN lang=EN-US>382172</SPAN>手。沪铝主力合约开盘报<SPAN lang=EN-US>15435</SPAN>，最终以<SPAN lang=EN-US>15435</SPAN>收盘。全天成交量<SPAN lang=EN-US>42732</SPAN>手，持仓量<SPAN lang=EN-US>67376</SPAN>手。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<H1 style="MARGIN: 17pt 0cm 16.5pt"><SPAN style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">现货市场：</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt"><o:p></o:p></SPAN></H1>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 22pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 11pt; LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">上海现货市场报价小幅上涨，<SPAN lang=EN-US>0#</SPAN>锌报价<SPAN lang=EN-US>16550-16650</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，上涨<SPAN lang=EN-US>150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨；<SPAN lang=EN-US>A00</SPAN>铝在<SPAN lang=EN-US>15090-15130</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，上涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。上游厂商出货意愿较强，下游用户接货意愿较低，市场成交清淡。</SPAN></P>
<H1 style="MARGIN: 17pt 0cm 16.5pt"><SPAN style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">消息面：</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt"><o:p></o:p></SPAN></H1>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" align=left><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">1.</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">浙江多家铝加工企业面临限电要求。进入</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">8</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">月以来，在气温走高用电需求递增及国家节能降耗政策的双重压力下，浙江地区多个市县陆续对高耗能企业实施了较往年更加严格的工业限电措施，记者对该地区多家铝加工企业进行沟通，了解到各厂家的生产分别受到了不同程度的影响。据估计，工业限电措施可能延续至</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">9</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">月底。</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">8</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">月份错峰用电措施对部分铝加工企业生产造成了一定的影响，预计随着气温逐渐降低，限电程度或将被减轻，供电紧张对电解铝消费能力的削弱也将维持在小范围内。</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" align=left><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">2.</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">江西省</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">1-7</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">月有色金属行业完成总产值</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">1393</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">亿元。</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">7</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">月份江西省有色金属工业总产值</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">235</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">亿元，同比增长</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">51.1%</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">，累计完成总产值</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">1393.23</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">亿元，同比增长</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">61.75%</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">。其中有色金属矿采选业累计总产值</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">97.56</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">亿元，同比增长</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">47.84%</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">；有色金属冶炼及压延加工业总产值</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">1295.67</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">亿元，同比增长</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt">63.31%</SPAN><SPAN style="LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-family: Arial; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial">。</SPAN><SPAN lang=EN-US style="LINE-HEIGHT: 150%; FONT-FAMILY: Arial; mso-bidi-font-size: 10.5pt"><o:p></o:p></SPAN></P>
<H1 style="MARGIN: 17pt 0cm 16.5pt"><SPAN style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">技术面：</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt"><o:p></o:p></SPAN></H1>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 22pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" align=left><SPAN style="FONT-SIZE: 11pt; COLOR: black; LINE-HEIGHT: 150%; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt">今日沪锌主力合约强势反弹，<SPAN lang=EN-US>K</SPAN>线收阳。市场周三一度跌破<SPAN lang=EN-US>M</SPAN>头形态的颈线位置，但周四又重回颈线之上，只是市场的正常反抽还是空头陷阱，尚难定论。如前所述，期价在此位置料将出现反复，短线或呈震荡。沪铝主力合约收报十字星，市场在<SPAN lang=EN-US>40</SPAN>日均线徘徊已经四天，此位置存在支撑，期价短线有止跌企稳需求，但尚不具备反转的条件。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<H1 style="MARGIN: 17pt 0cm 16.5pt"><SPAN style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">观点总结：</SPAN><SPAN lang=EN-US style="FONT-SIZE: 12pt; LINE-HEIGHT: 240%; mso-font-kerning: 0pt; mso-bidi-font-size: 22.0pt"><o:p></o:p></SPAN></H1>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 17.1pt; LINE-HEIGHT: 150%; TEXT-ALIGN: left; mso-char-indent-count: 1.63; mso-pagination: widow-orphan" align=left><SPAN style="FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">沪锌在颈线位置出现反弹，沪铝止跌企稳，近日表现成为期价后市关键，建议投资者前期空单获利离场，短线选择观望或日内交易。</SPAN><SPAN lang=EN-US style="mso-font-kerning: 0pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 18pt; LINE-HEIGHT: 150%; TEXT-ALIGN: right; mso-char-indent-count: 1.63; mso-pagination: widow-orphan" align=right><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 11pt; COLOR: black; LINE-HEIGHT: 150%; FONT-FAMILY: 楷体_GB2312; mso-bidi-font-size: 12.0pt; mso-hansi-font-family: 宋体">瑞达期货研究院 夏学钊</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="COLOR: black; FONT-FAMILY: 楷体_GB2312"><o:p></o:p></SPAN></B></P>
<P class=a style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 22.1pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 11pt; COLOR: black; FONT-FAMILY: 楷体_GB2312; mso-hansi-font-family: 宋体">免责声明<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></B></P>
<P class=a style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 22.1pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 11pt; COLOR: black; FONT-FAMILY: 楷体_GB2312; mso-hansi-font-family: 宋体">本报告的信息均来源于公开资料，我公司对这些信息的准确性和完整性不作任何保证，也不保证所包含的信息和建议不会发生任何变更。我们已力求报告内容的客观、公正，但文中的观点、结论和建议仅供参考，报告中的信息或意见并不构成所述品种的买卖出价，投资者据此做出的任何投资决策与本公司和作者无关。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为瑞达期货研究院，且不得对本报告进行有悖原意的引用、删节和修改。<SPAN lang=EN-US><o:p></o:
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