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鋁業股再度飆升 滬鋁突破23000元/噸 逼近歷史記錄高位
格隆匯9月13日丨鋁業股再度飆升,港股市場中國鋁業大漲9.45%,股價創近四年新高,俄鋁漲6.69%;A股市場雲鋁股份漲停,中國鋁業漲7.42%。滬鋁主力合約今日再度狂飆,現大漲近4%,報23500元/噸,繼續刷新2006年以來新高。滬鋁指數顯示,其歷史最高位為2006年5月的24641元/噸。據彭博,在9月10日結束的北美最大鋁業會議上,生產商、消費者、貿易商和航運公司一致認為,引發大宗商品市場震盪並推動鋁價升至13年高點的全球供應鏈問題不太可能在短期內得到緩解。許多與會人士預計,2022年多數時間供應問題將繼續拖累該市場,一些人預測最長可能要五年時間才能解決問題。高盛和花旗紛紛上調了鋁價預測。高盛預計,全球供應鏈前景可能惡化,期鋁價格有望進一步上漲,並將未來12個月的期鋁目標價格上調至3200美元/噸。而花旗則預計,未來三個月,鋁價可能升至2900美元/噸,6-12個月期鋁價可能升至3100美元/噸。

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