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港股異動丨有色金屬股齊漲 小金屬掀起漲價潮 券商指有色行業春季行情有望展開
格隆匯 03-14 10:50

港股有色金屬股持續活躍,其中,由於金價續創新高,山東黃金、紫金礦業、招金礦業漲超6%領銜,俄鋁、江西銅業、金力永磁漲2.5%,中鋁國際、中國鋁業、中國宏橋、天齊鋰業跟漲。消息上,今年以來,小金屬市場迎來顯著上漲行情,銻、鉍、鈷等品種價格漲幅尤爲突出,其中銻價近日連創歷史新高。分析人士表示,在供需偏緊的情況下,銻價、鈷價中樞仍有望進一步上移,小金屬價格彈性可期,戰略小金屬有望迎來價值重估。中國銀河證券發表研報稱,有色金屬行業旺季去庫拐點顯現,疊加國內穩增長政策預期,春季行情有望展開。研報指出,本週有色金屬行業指數表現強勁,銅、鋁等主要金屬品種庫存拐點出現,剛果(金)停止鈷出口影響繼續發酵,本週國內電解鈷、四氧化三鈷、硫酸鈷價格大幅上漲,在未來原料可能短缺的風險威脅下下遊企業搶採購意願強烈,預計鈷價仍有上漲動能。此外,國內電解鋁亦迎來去庫拐點,鋁價有望走強,疊加新增產能釋放下氧化鋁價格或將在壓低鋁土礦價格的基礎上繼續走低,國內電解鋁行業的利潤將進一步擴張。(格隆匯)

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