銅礦股再度飆升 滬銅期貨近月合約漲停
格隆匯2月22日丨銅礦股再度飆升,港股市場中國有色礦業大漲近15%領漲,五礦資源漲近12%;A股市場江西銅業大漲逾7%,雲南銅業漲6.58%。滬銅期貨近月合約今早強勢漲停,報67190元/噸,近8個交易日累漲約18%;LME銅突破9000美元,雙雙創2011年來新高。中信證券研報稱,低庫存下的短缺和高流動性下的通脹成為驅動銅價上行的動力,預計未來一年銅價有望突破12000美元/噸,且此輪銅價的上漲存在着突破歷史新高(支撐礦業公司估值向資源切換)和高位持續性強(成長性公司具備高盈利增長確定性)的特點。花旗預計銅的需求復甦將好於預期,強勁的需求或令2021年銅市將有約50萬噸的供應缺口,未來幾年的庫存都會很低。



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