港股異動 | 鐵貨(1029.HK)漲7.5% 鐵礦石期貨主力合約再創新高
格隆匯12月18日丨鐵貨(1029.HK)股價繼續走強,盤中曾衝高漲至0.19港元,最大漲幅9.8%,現報0.186港元,漲幅7.5%,最新總市值13.2億港元,月內累計漲逾70%。鐵礦石期貨主力合約大漲,盤中曾突破1076元/噸再創新高,收漲6.23%。國泰君安指,10月份以來,鐵礦石、煤炭等大宗商品價格大幅上漲,將帶動大宗供應鏈企業收入大幅增長。因此,供應鏈企業利潤有望隨大宗商品價格大幅增長。2021年全球經濟修復、庫存週期上行,大宗商品價格有望同比上漲,供應鏈企業盈利有望加快增長。

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