【期貨熱點追蹤】COMEX銅庫存飆升至63.9萬噸，而LME庫存卻跌至3月低點。天氣擾動下多座銅礦啓動應急響應，區域供需嚴重錯配如何扭曲全球銅市的價差與節奏？

Foreign Ministry spokesman Lin Jian said China is closely monitoring Red Sea developments after Yemen’s Houthi armed group announced a maritime embargo on vessels to and from Saudi Arabia and attacked two Saudi oil tankers. China said regional sovereignty and security should be respected, international sea lanes must be jointly protected, and urged relevant parties to exercise restraint, resolve differences through dialogue and avoid escalatory actions to help restore peace and stability in the Gulf region quickly.

The Baltic Dry Index rose for a third session, up 18 points (0.66%) to 2,743 — a one-week high and the strongest level since July 17 — but declined 0.3% on the week. Capesize (BCI) led gains, up 87 points (2.1%) to 4,285, highest since July 16 and +4.6% weekly; capesize average daily earnings rose $788 to $35,357. Panamax (BPI) fell 40 points (2%) to 2,024, near three-month lows and down about 10% on the week; panamax daily earnings dropped $361 to $18,213. Supramax (BSI) eased 8 points (0.5%) to 1,694, lowest since July 9 and -4.3% weekly. Handysize (BHSI) slipped 1 point to 905.