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A股異動丨橡膠及輪胎股普漲 輪胎企業再次集中提價
格隆匯 09-29 13:25
格隆匯9月29日丨橡膠及輪胎股普漲,海南橡膠漲近3%,天鐵股份漲逾8%,玲瓏輪胎漲逾7%。上期所天然橡膠主力合約現報12640元/噸,近三個月累計漲幅達11%。多頭邏輯在於原料端供應問題,由於東南亞物候條件依然不太穩定,近期熱帶風暴“紅霞”影響泰國27府,原料產出有限,原料價格持續上漲,國內雲南主產區因邊貿活動量下降,供應緊張尚未緩解。下游方面,近期多家輪胎企業發佈漲價函表示,因原材料價格上漲,成本壓力過大,將上調輪胎產品價格。部分企業甚至宣佈要漲價到11月。玲瓏輪胎今日在互動平台表示:公司近期已對部分產品進行價格上調。

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