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A股異動 | 鋅概念股走強 滬鋅續創近1年半以來新高
格隆匯 11-23 10:23
格隆匯11月23日丨鋅概念股走強,馳宏鋅諸漲停,中金嶺南大漲超8%。滬鋅主力合約連續走強,現漲0.62%,報21150元/噸,創近1年半以來新高。供給端,海外鋅礦山恢復離正常水平仍有差距,韋丹塔旗下非洲鋅礦又發生地質事故,另外內蒙地區暴雪已至,預計影響內蒙地區鋅礦產出與運輸,階段階段鋅礦緊張情況預計加劇,精礦TC維持較低水平。需求端,國內需求方面鍍鋅開工表現良好,挖掘機銷量較高增速延續,10月地產,基建、汽車數據繼續向好,冰箱等家電出口需求暴漲,雖然海外疫情仍在蔓延,但海外製造業仍在逐步恢復,影響有限,整體需求表現良好。

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