UBS-First Read Daily Commodities Note Gold Copper ...-20250901
这篇研报讲什么？
摘要原文摘录Prices: Iron Ore 62% cfr Qingdao -0.3% $104/dmt; HCC prem LV 0.0% $185/t;Thermal Coal NEWC -0.0% $112/t; Spodumene CIF China 0.0% $920/t; Li CarbonateBattery Grade, CIF China 0.0%…
机构观点归属瑞银集团，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
Prices: Iron Ore 62% cfr Qingdao -0.3% $104/dmt; HCC prem LV 0.0% $185/t;Thermal Coal NEWC -0.0% $112/t; Spodumene CIF China 0.0% $920/t; Li CarbonateBattery Grade, CIF China 0.0% $9500/t; Li Hydroxide Battery Grade, CIF China 0.0%$9250/t; Cu +0.9% $4.46/lb; Al +0.3% $1.19/lb; Ni +1.1% $6.92/lb; Au +1.2% $3516/oz; Brent -0.7% $67/bbl; WTI -0.9% $64/bbl; AUDUSD 0.6540; AUDEUR 0.5597;AUDGBP 0.4835; AUDJPY 96.19
Bulks: Iron Ore -0.3% to US$104/t following strength sessions prior. Finished the week+3.2% on demand strength as inventories continue to fall.
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。