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A股異動丨金屬鎳概念股普跌 鎳價大幅下跌
格隆匯 09-22 09:56
格隆匯9月22日丨金屬鎳概念股普跌,青島中程大跌逾7%,興業礦業跌近4%。週一LME鎳大幅下挫滬鎳主力2011合約大幅下挫,日內最高116430元/噸,最低113810元/噸,收盤價114100元/噸,較上一交易日收盤價跌2.24%。全球新冠疫情出現二次爆發,使得經濟復甦再次面臨衝擊,同時數據顯示美國經濟復甦正在放緩,增加市場擔憂情緒;菲律賓鎳礦出口逐漸恢復,國內鎳礦港口庫存止跌回升,原料緊張局面有緩和跡象;加之印尼鎳鐵新投產能釋放,下半年鎳鐵回國量預計維持增加,中線對鎳價壓力將逐漸增加。

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