不可能80亿刀。青山的空单就20万吨吧,亏80亿刀意味着每吨亏4万刀,就是说青山需要以6万刀均价买入平仓。LME回滚了的价格从来没到过6万。而且青山那些单子不是展期了吗,LME恢复交易后价格暴跌,买入价格没多少。即使不算置换实物交割,只是买合约平仓估计也不会亏超过30亿刀,当然也是大亏喽。
【 在 bargio 的大作中提到: 】
: In reality, Qin understated the war’s negative impact on China. The conflict has roiled commodities markets and disrupted supply chains, resulting in billions of dollars of losses for Chinese firms. The Chinese nickel titan Tsingshan Holding Group, for instance, lost $8 billion on ill-timed trades after the war dramatically caused the price of nickel to spike. War-related disruptions have also resulted in large-scale cancellations of Chinese export orders and weakened Chinese industrial productivity. According to the National Bureau of Statistics, the China Manufacturing Purchasing Managers Index—which tracks economic activity in the manufacturing sector—declined by 0.7 percent in March, a much worse performance than market analysts had forecast and the first monthly contraction since August 2021.事实上,秦大使仅指出战争对中国负面影响的一小部分。俄乌冲突冲击了大宗商品市场,扰乱了供应链,导致中国企业损失数十亿美元。例如,战争爆发导致镍价大幅飙升,中国镍业巨头青山控股集团(ChineseNickel titan Tsingshan Holding Group)在此期间的交易中损失了80亿美元。战争造成的破坏还导致中国出口订单的大规模取消,削弱了中国的工业生产率。根据国家统计局的数据,中国制造业采购经理人指数(追踪制造业经济活动的指数)在3月份下降了0.7%,比市场分析人士预测的表现要差得多,是2021年8月以来的第一次月度收缩。
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