抛储传闻促沪铝大跌 A股铝业股现跌停潮
格隆汇3月23日丨据彭博援引知情人士消息,中国计划出售大约50万吨储备铝,受此影响,沪铝2105盘中一度大跌6%。


随着沪铝盘中大跌,A股市场铝业股现跌停潮。怡球资源、豪美型材、闽发铝业、神火股份、云铝股份、焦作万方跌停;天山铝业跌近9%,中国铝业跌超5%。

港股铝业股亦全线下跌,中国宏桥跌超12%,中国铝业跌超9%。

不过财通证券认为,当前铝社会库存125万吨,年消费量3900万吨,抛储50万吨影响中性,一定程度上改善供需矛盾,但是很难对长期缺口形成实质改善,所以抛储更多是试探性的。价格短期有冲击,中长期趋势难以改变。
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