國家重提大宗商品價格問題 資源股挫
國務院總理李克強昨天於國務院常務會議上重提大宗商品保供穩價工作,要求加強期貨及現貨市場聯動監管,排查異常交易和惡意炒作行為。中國交易所大宗商品期貨價格急跌,其中焦煤、鄭煤及熱卷跌停;玻璃、焦炭、螺紋及鐵礦石挫逾7%-8%。
A股煤炭、稀缺資源及鋼鐵板塊跌1.9%-3.2%。本港相關股也難獨善其身,尤其是三大鋼鐵股鞍鋼(00347.HK)、重鋼(01053.HK)及馬鋼(00323.HK)依次挫9%-12%,分別低見4.76元、2.28元及3.44元,前者及後者成交分別增至4,291萬股及4,174萬股。此外,中國東方集團(00581.HK)失守10天及20天線,最低見2.66元,現造2.79元,跌6.4%。
三大煤炭股神華(01088.HK)、兗煤(01171.HK)及中煤(01898.HK)跌逾5%-10%,前者沽壓較小,股價失守10天及20天線,曾低見16.72元;後兩者跌幅最大,分別挫9%及10%曾低見9.4元及4.13元,股價均重失10天及20天線。
首鋼資源(00639.HK)、伊泰煤炭(03948.HK)及蒙古焦煤(00975.HK)依次挫近7%-13%,分別報2.03元、5.34元及2.36元,股價均失守20天線。
紫金(02899.HK)、江銅(00358.HK)、中鋁(02600.HK)及宏橋(01378.HK)跌逾6%-7%,分別低見11.16元、17.14元、4.16元及10.64元,前者股價失守10天及20天線,後兩者股價分別失守20天線(4.4元)及50天線(11.8元)。五礦資源(01208.HK)挫11%,股價失守50天線(4.92元)曾低見4.48元。
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