商品資源股炒上 中煤(01898.HK)及中鋁(02600.HK)急漲12%-20%破頂
鎳價及銅價於電子交易時段升1.2%及1.4%,鋁價升0.8%。商品資源股今天炒上,尤其是中鋁(02600.HK)走勢最強,股價由逾兩年半高位連吐兩天守穩10天線,今天再發力破頂,最高見4.28元,再創2018年6月以來新高,現造4.26元,急漲20%,成交急增至1.65億股,涉資6.64億元。
1月商品煤銷量按年升55.6%的中煤(01898.HK)再破頂,最高見3.32元,創逾21個月高,現造3.18元,急漲11.6%,成交急增至1.11億股。
神華(01088.HK)、海螺(00914.HK)、馬鋼(00323.HK)、鞍鋼(00347.HK)、江銅(00358.HK)、紫金(02899.HK)、洛鉬(03993.HK)、福耀玻璃(03606.HK)、兗煤(01171.HK)、中建材(03323.HK)及中國東方(00581.HK)也升逾2%-5.5%,後三兩者最強,分別高見7.58元、13元及2.61元。
麥格理日前報告指出,受惠寬鬆流動性及疫苗接種帶動經濟強勁復甦,市場已開始準備迎接或長達兩年商品「超級周期」。本周銅價升至每噸約九千美元創九年高(年初至今累升15%);鋁、鋰、鈷及鋼鐵價格年初至今也累漲2%-59%創多年新高。
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