You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
有色铜板块走强 铜价有望高位运行
格隆汇 04-08 09:49
格隆汇4月8日丨有色铜板块走强,金田铜业涨停,江西铜业涨近7%,云南铜业、铜陵有色涨近6%,西部矿业涨超4%。华泰证券指出,2021年铜精矿或继续供不应求,宏观环境对铜价有支撑,铜冶炼费或继续承压。商品需求端来看,疫情常态化后海内外需求共振修复将明显增加铜精矿需求;供给端来看,较高的铜价有望刺激原生铜、再生铜供给增加,但仍受制于16-17年投资较低迷、疫情扰动等的不确定性。预计21年铜精矿供需缺口将较大,铜价有望高位运行。金融属性来看,通胀压力持续、美元不会趋势性上升将对铜价形成支撑。冶炼方面,铜精矿或持续供不应求,持续低迷的冶炼费用或继续承压,铜矿自给率更高的铜企更有望受益于铜价上行。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account