B[Lun Copper stocks decreased by 1,175 tons] On October 16, London Metal Exchange (LME) data showed that copper stocks decreased by 1,175 tons, lead stocks decreased by 525 tons, aluminum stocks decreased by 250 tons, tin stocks decreased by 95 tons, zinc stocks increased by 7,225 tons, and nickel stocks decreased by 2,076 tons. B[Electronic cloth prices continue to rise, high-end production capacity is expected to be released] October 16th, electronic cloth prices continued to rise this month, and relevant listed companies accelerated the deployment of high-performance products such as low dielectric and low thermal expansion coefficient, and adjusted product structures through new production capacity and technological transformation. A research report released by Guojin Securities on October 9 showed that since this month, the price of 7628 electronic cloth has increased again by 1.5 yuan/meter, G75 electronic yarn has increased by 3,000 yuan/ton, and 2116 and 1080 thin cloth have both increased by 2.5 yuan/meter. The research report believes that factors such as tight supply of looms, higher-than-expected downstream demand, and continued rise in copper-clad laminate prices have jointly promoted the continued rise in electronic cloth prices. B[LME metal futures closed generally lower] On October 16, LME metal futures closed generally lower, with LME copper futures closing down $144 at $14,347/ton. LME aluminum futures closed flat at $2,987 per ton. LME zinc futures closed down $54 at $3,664 per ton. LME lead futures closed down $16 at $1,881/ton. LME nickel futures closed down $289 at $15,221 per ton. LME tin futures closed down $321 at $50,125 per ton. LME cobalt futures closed down $2,530 at $36,815 per ton. B[Lun Copper stocks decreased by 1,650 tons] On October 14, London Metal Exchange (LME) data showed that zinc stocks increased by 5,725 tons, nickel stocks increased by 150 tons, tin stocks increased by 35 tons, lead stocks decreased by 1,750 tons, aluminum stocks decreased by 250 tons, and copper stocks decreased by 1,650 tons. B[Lun Copper Inventory Decreased by 1,625 Ton] On October 13, London Metal Exchange (LME) data showed that copper inventory decreased by 1,625 tons, aluminum inventory remained unchanged, lead inventory decreased by 3,725 tons, nickel inventory increased by 276 tons, zinc inventory increased by 5,550 tons, and tin inventory decreased by 70 tons. B[Lun Copper stocks decreased by 1,750 tons] On October 12, London Metal Exchange (LME) data showed that aluminum stocks decreased by 250 tons, tin stocks decreased by 15 tons, zinc stocks increased by 6,000 tons, lead stocks decreased by 1,575 tons, nickel stocks decreased by 636 tons, and copper stocks decreased by 1,750 tons. B[CITIC Securities: The advancement of scale-up optical and the withdrawal of copper has become the general trend, and the value of NPO/CPO driven passive components has been revalued] On October 12, CITIC Securities reported that copper interconnection is approaching the physical limit, the advancement of scale-up optical and the withdrawal of copper has become the general trend, and the value of NPO/CPO driven passive components has been revalued. In terms of usage, FAU and optical engines form a 1:1 rigid match, and the usage increases with the pure increment of Scale-up; in terms of price, the quadruple premiums of high-channel, process, optical fiber, and pluggable drive the price of FAU in NPO/CPO. Domestic passive manufacturers bind overseas leading customers through OEM/cooperation. FAU's core barrier lies in high-precision manufacturing and large-scale delivery. B[, LME metal futures generally closed higher] On October 10, LME metal futures closed generally higher, with LME copper futures closing up $231 at $14,540/ton. LME aluminum futures closed down $2, at $3,048 per ton. LME zinc futures closed up $87 at $3,806/ton. LME lead futures closed up $28 at $1,888 per ton. LME nickel futures closed up $69 at $15,622 per ton. LME tin futures closed up $1,559 at $53,006 per ton.
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