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有色金屬板塊走強 銅陵有色等多股漲停 銅鋁價格持續性料超預期
格隆匯9月13日丨有色金屬板塊走強,銅陵有色、雲鋁股份、廣晟有色等多股漲停,中國鋁業大漲近9%,雲南銅業、天山鋁業、火神股份、江西銅業等跟漲。港股方面,中國鋁業漲超10%,五礦資源漲近8%,洛陽鉬業漲近6%。中信證券研報指出,在前期供需雙弱的格局向着供需缺口擴大的局面改變的背景下,成本的抬升進一步夯實價格,維持銅價和鋁價的高位持續性將強於市場預期,且鋁價有望持續走高的判斷。

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