幾內亞政變 鋁價創10年高
格隆匯9月6日丨據信報,西非國家幾內亞發生政變,當地政局不穩加劇市場對鋁供應的憂慮。鋁價升至10年新高。 幾內亞是鋁土礦主要生產國,佔中國鋁進口的一半以上。俄鋁創辦人Oleg Deripaska稱,全球有20%的鋁業都採用幾內亞的鋁土礦,該國局勢對鋁造成嚴重影響。 LME期鋁一度高見每噸2772.5美元,升1.7%,創2011年5月以來最高水平。中國鋁期貨升3.4%,見2006年以來的新高。 倫敦鋁價今年已上升約40%,因全球大規模的刺激措施激發需求。 中國鋁業(2600.HK)表示,包括西非國家幾內亞在內的所有業務均正常運營。公司國內工廠的鋁土礦庫存充足,將幾內亞局勢,包括對其Boffa項目的任何影響。
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