港股異動 | 南方錳業(1091.HK)大漲15.63% 電解錳價格持續上漲
格隆匯7月28日丨南方錳業(1091.HK)大漲15.63%,報1.11港元,總市值38億港元。

據百川盈孚,截至27日,黔湘渝“錳三角”主流地區電解錳現貨含税出廠價2.1萬至2.12萬元/噸,價格指數較上一日上漲1115元/噸,自6月底以來累計上漲約25%。近期由於環保督查及電力限制等因素,部分廠家生產受限,另外,7月停產升級的聯盟單位較多。業內人士表示,進入8月,停產升級的單位規模預計增大,供應缺口繼續存在,臨近月底,新一輪鋼招有望集中展開,需求釋放下,預計錳價繼續走高。
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