港股異動丨銅礦股繼續拉昇 中國有色礦業(1258.HK)9日連漲近70%續創新高
格隆匯4月26日丨銅礦股再度拉昇走高,中國大冶有色金屬升6.6%領漲,中國有色礦業再度拉昇創歷史新高,9連升近70%,江西銅業等均上漲。今年一季度中國銅精礦進口量為596萬噸,同比增長7.4%。隨着國內開始進入銅消費旺季,銅需求量有望進一步增加。高盛此前表示,對於政府支持的全球綠色轉型來説,銅是不可或缺的,以至於所需的供應註定銅價將要飆升。業內人士稱,從電網到風力渦輪機,銅是綠色基礎設施的重要組成部分。自去年下半年以來,受益於電子、新能源汽車以及5G行業的快速發展,銅箔行業邁入高增長期,產品供不應求,緊張的供需關係導致銅箔價格接連上漲。

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