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September 25th Copper, Aluminum, Zinc, Lead, Tin, and Nickel Morning Report

LME copper stocks continued to rise, exerting pressure, and London copper closed down by 0.32% over the past week. The copper price remains somewhat strong due to the relatively favorable macroeconomic policy environment in China. However, the lackluster performance of the end-user market during the peak season is suppressing price trends, with copper expected to experience a slight increase today.

Crude oil prices once again surged above the $100 mark, and London aluminum closed with a 1.31% gain over the past week. Tight supply of domestic aluminum ingots and increased pre-holiday stocking downstream, along with low inventory support for Shanghai aluminum, are expected to drive aluminum prices higher today.

European natural gas prices have hit a four-week high, and London zinc closed up by 1.05% over the past week. The official adjustment of existing home loan interest rates has boosted market confidence, and expectations of strong demand during the traditionally active September-October period continue to support Shanghai zinc. Zinc prices are expected to rise today.

Investors are digesting adjustments in expectations for a hawkish stance from the Federal Reserve, and London lead closed up by 0.89% over the past week. Downstream dealers mainly focus on essential purchases due to relatively high finished product inventories. However, expectations of a busy season and pre-holiday stocking are providing a boost, with lead expected to increase today.

Oil prices have risen, and London tin closed with a 3.15% gain over the past week. Tin ingot imports have decreased compared to previous levels, and raw material supply remains tight. Improved orders for soldering tin enterprises, along with pre-holiday restocking at lower prices, are helping to drive strong price performance, with tin expected to rise today.

The Chinese real estate policy optimization and adjustment have boosted market sentiment, and London nickel closed up by 1.3% over the past week. Nickel ore supply from the Philippines is tight as the rainy season approaches, keeping prices strong. The steel market has stabilized and rebounded, with nickel expected to experience a slight increase today.

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