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港股異動丨有色金屬板塊大幅反彈 國儲銅鋁鋅首批拋儲數量低於預期
格隆匯6月23日丨有色金屬板塊大幅反彈,中國鋁業大漲8.42%,中國有色礦業漲逾5%,洛陽鉬業漲逾4%。國家物資儲備調節中心昨晚發佈關於2021年投放第一批國家儲備銅、鋁、鋅的公吿。根據國家糧食和物資儲備局2021年第2號公吿,決定近期開始投放2021年第一批銅、鋁、鋅國家儲備,分別為2萬噸、5萬噸、3萬噸,7月5日至6日公開競價。國信期貨顧馮達表示,此次國儲首批公開2021年首批銅鋁鋅拋儲數量,從規模來説低於預期,若下半年均勻投放等量國家儲備來估算,則下半年對應國儲拋貨數量將為:銅12萬噸,鋁30萬噸,鋅18萬噸,預估絕對量遠小於外媒此前披露和市場預估量。

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