國務院要求研究應對大宗商品價過快上漲相關股回落 鞍鋼/江銅/中鋁/重鋼急吐7%-10%
國務院總理李克強昨天主持常務會議時特別提出，要跟蹤分析國內外形勢和市場變化，做好市場調節，有效應對大宗商品價格過快上漲及其連帶影響。另外，據內媒報道，國家發改委和市監總局近日也赴河北進行聯合調研。
黑色系期貨午後跌幅加劇大，其中鐵礦石期貨主力合約跌幅擴至近8%，螺紋鋼及熱軋卷板回吐逾4%。本港商品及原材料股今天全面向下，尤其是本周二升至3.21元創至少八年高遇阻即市倒跌的重鋼(01053.HK)午後跌幅擴至10%，報2.55元，暫守穩10天線(2.47元)，成交3,824萬股；重鋼A股也挫9.2%報2.77元人民幣。
本周一曾升至6.26元創逾兩年半高遇壓的鞍鋼(00347.HK)反覆失守10天及20天線(5.73元及5.51元)，最低見5.2元，現造5.22元，急挫7.9%，成交增至5,094萬股；鞍鋼A股急挫8.5%報4.55元人民幣。本周一曾升至4.77元創至少八年高的馬鋼(00323.HK)曾失守10天線(41.5元)，最低見4.13元，現造4.19元，回吐5.8%，成交至2,427萬股，馬鋼A股跌3.7%報4.37元人民幣。
江銅(00358.HK)本周一升至22.8元(受制2月所創至少八年高位23.7元)後，股價掉頭三連吐，今天一舉失守20天及10天線(19.34元及20.3元)，最低見19.1元，現造19.26元，續挫7.2%，成交增至3,643萬股；江銅A股急挫8.1%曾低見27.07元人民幣。
中鋁(02600.HK)本周一升至5.27元創逾三年高遇壓後，股價掉頭三連吐，今天失守10天線(4.61元)，最低見4.49元，現造4.53元，續挫7.2%，成交已達9,150萬股；中鋁A股曾跌停報5.27元人民幣，現造5.3元人民幣，急挫9.4%。
三大煤炭股神華(01088.HK)、兗煤(01171.HK)及中煤(01898.HK)吐逾4%-5%，後者沽最大，股價由近六年高位回吐曾失守10天線(4.6元)，低見4.55元，現造4.63元，僅回吐5.3%；神華A股跌3.4%曾低見20.06元人民幣，兗煤A股挫6%曾低見14元人民幣，中煤A股跌5%曾低見7.66元人民幣。
蒙古焦煤(00975.HK)急吐14%報2.85元；伊泰煤炭(03948.HK)由逾半年高位回吐4.3%曾低見5.53元；首鋼資源(00639.HK)三連吐，報2.17元，跌2.7%。易大宗(01733.HK)回落5.7%報0.415元，考驗10天線(0.418元)。
主要從事產售鋼鐵產品、鋼鐵產品及鐵礦石貿易等業務的中國東方集團(00581.HK)本周一升至3.27元創16個月高遇壓，今天股價吐4.5%報4.96元，暫守穩10天線(2.88元)。
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