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港股异动|铁矿石概念股普跌铁矿石期价接近跌停
格隆汇 08-05 14:01
格隆汇8月5日丨铁矿石概念股普跌,港股市场铁货(1029.HK)大跌13.66%,易大宗(1733.HK)跌近4%。A股市场铁矿石概念股也普遍录得下跌。大商所铁矿石主力合约今天大跌近5%,跌破700元/吨,现报697元/吨,势将录得连续第四个交易日下跌。上周钢材库存和铁矿港口库存数据齐齐上升,钢材需求疲软,且随着淡水河谷旗下最大铁矿复产,澳洲、巴西铁矿发货量及到港量都有望岀现季节性增量,供需紧张状况逐渐缓解,四大矿山倾向在高价格水平的时候加速发货。尤其是高品位矿石溢价压力较大。最新普氏铁矿石指数跌至108.45美元,创一个月半新低。此外,全球宏观经济情绪走弱,也对铁矿石的需求产生相当大的压制。
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