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拋儲傳聞促滬鋁大跌 A股鋁業股現跌停潮
格隆匯 03-23 15:06

格隆匯3月23日丨據彭博援引知情人士消息,中國計劃出售大約50萬噸儲備鋁,受此影響,滬鋁2105盤中一度大跌6%。

隨着滬鋁盤中大跌,A股市場鋁業股現跌停潮。怡球資源、豪美型材、閩發鋁業、神火股份、雲鋁股份、焦作萬方跌停;天山鋁業跌近9%,中國鋁業跌超5%。

港股鋁業股亦全線下跌,中國宏橋跌超12%,中國鋁業跌超9%。

不過財通證券認為,當前鋁社會庫存125萬噸,年消費量3900萬噸,拋儲50萬噸影響中性,一定程度上改善供需矛盾,但是很難對長期缺口形成實質改善,所以拋儲更多是試探性的。價格短期有衝擊,中長期趨勢難以改變。

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