A股異動丨錫業股份漲近5% 滬錫再創新高
格隆匯1月20日丨錫業股份漲近5%,報23.42元,總市值391億元。滬鎳主力合約再創歷史新高,盤中漲超6%,最高報340760元/噸。作為全球第二大產錫國的印尼尚未發放任何2022年錫出口許可證。去年,全球大規模貨幣和財政政策推動經濟快速恢復,歐美髮達國家電子產品消費持續復甦,促進錫市場消費增速大幅提升。據統計數據顯示,2021年全球錫消費預計增長超5%,達到37.3萬噸。而全年錫供應量僅約為36萬噸,供給增量3.9%,但仍未恢復到疫情前的水平,整體上處於供不應求狀態。

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