五矿期货有色分析师吴坤金向《证券日报》记者表示,自5月中旬以来,政策面在不断给大宗商品“降温”,可以看到,大宗商品价格已有见顶之势,且很快将回归到更加均衡的区间。同时,从产业角度看,供需缺口维持时间会更长,大宗商品价格高位盘整时间也会更长。
徽商期货农产品部负责人张应钢则向《证券日报》记者表示,自6月份,国家精准调控下,大宗商品价格已有所降温,尤其是在工业品方面,以铁矿石和动力煤等为主的期价应声走低。后市来看,在高价格、高利润驱动下,部分大宗商品供应随时间推移会逐渐恢复,供需缺口预计将会收窄,预计下半年大宗商品价格或大概率处于高位震荡中,出现大幅调整的可能性不大。
有分析人士表示,今年作为“碳达峰、碳中和”开局之年,部分高排放产业的供应会面临持续扰�
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