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鋁價走高帶動港A兩地鋁概念股走強 幾內亞“政變”引供應擔憂
格隆匯9月6日丨鋁概念股普漲。其中,港股俄鋁漲14.45%,中國鋁業漲5.49%;A顧天山鋁業、中國鋁業、鼎盛新材、雲鋁股份均漲超4%。滬鋁今日盤中一度漲超3%至21980元,創歷史新高。9月5日,幾內亞一名軍官發表廣播聲明稱,在該國發動了一場“政變”,並已廢除幾內亞憲法。“政變”領導人還宣佈成立軍政府,並承諾實現包容性和平過渡。幾內亞是中國進口鋁土礦的最大來源國,上述“政變”引發市場對鋁土礦出口的擔憂,從而影響鋁產品供應。2020年中國鋁土礦共進口11158.7萬噸,同比穩增10.9%,其中進口自幾內亞5267.01萬噸,佔總進口量的47.2%,同比大增18.51%。
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