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中国巨大空头头寸在伦敦LME 被挤造成巨亏,引出国储神秘人物刘其兵,刘其兵引出一直深藏幕后的国储。近来,一反往昔的低调, 国储接连高调亮剑,对决国际对冲基金。如果说,起因多少还有些为了解救刘其兵空单的考虑,那么, 随着事态的演绎,国储出手的意义早已超越了事件的表象——直指国际商品市场定价权的争夺。从铁矿石到铜价,作为制造大国的中国饱受无定价权之苦,不管结局如何,国储出手的背后已经体现了中国对掌控商品市场定价权的绝决意志,中国将由国际商品市场对冲基金眼中的猎物成为与之对决的剑手。
China’s huge short position was squeezed into a huge loss at the LME in London, eliciting the mysterious figures of the State Reserve, Liu Qibing and Liu Qibing, leading the State Reserve that has been behind the scenes. Recently, with a low profile against the past, the National Reserve has successively high-profiled swords against international hedge funds. If we say that there are still some reasons for understanding the issue of saving Liu Qibing’s empty list, then, with the deduction of the situation, the significance of the State Reserve’s handling has long surpassed the appearance of the event—direct competition for the pricing power of the international commodity market. From iron ore to copper prices, China, a big manufacturing country, suffers from no pricing power. Regardless of the outcome, the State Reserve’s shot has already reflected China’s absolute will to control the pricing power of the commodity market. China will be hedged by the international commodity market. The prey in the eyes of the fund became the swordsman of the duel.