A股異動丨鐵合金概念股逆勢走強 硅鐵期貨再創歷史新高
格隆匯9月15日丨鐵合金概念股逆勢走強,雲海金屬漲停,鄂爾多斯漲4.67%。硅鐵期貨主力合約大漲近5%,突破12000元/噸,再創歷史新高。申銀萬國期貨研報稱,雖然壓減粗鋼產量政策的推進或將削弱需求端的表現,但寧夏控耗政策趨嚴,青海、陝西也存有落地控耗政策的可能,加之內蒙仍受限電影響,硅鐵的產量水平難回高位。綜合來看,目前硅鐵市場供應緊張,市價易漲難跌。上市公司中,鄂爾多斯的硅鐵業務在中國市場的份額接近三分之一,是國內最大的硅鐵製造企業。

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