鋁業股走強 運河堵塞疊加供應短缺 全球鋁市異常吃緊
格隆匯3月29日丨鋁業股走強,港股市場興發鋁業大漲9.56%,中國宏橋漲超5%;A股市場神火股份漲近6%。蘇伊士運河的封鎖可能加劇全球鋁市罕見的供應短缺,導致對運輸和建築行業至關重要的鋁產品更加供不應求。隨着歐美工廠產量激增、工業買家在放鬆防疫封鎖之前補貨,鋁錠等特殊產品的供應正在迅速吃緊。這幫助基準鋁價接近2018年中以來的最高水平。包括阿聯酋全球鋁業和巴林鋁業在內,幾個中東供應商無法提供在其他地方快速採購的半成品。儘管目前不確定多少鋁被堵在蘇伊士運河,但如果繼續堵下去,對歐美的供應將面臨風險。救援擱淺的“長賜號”可能需要至少一週。在鋁市供應充足的情況下,短期貨運中斷通常不是問題,但是歐洲鋁產品的短缺已經導致消費者支付的運費激增。


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