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港A兩地鋁股走強 歐美需求上升 氧化鋁價格因冬奧會限產和疫情上升
格隆匯2月17日丨港A兩地鋁股走強,港股方面,中國鋁業漲4.08%,中國宏橋漲2.09%,俄鋁漲1%;A股方面,銀邦股份漲6.1%,華峯鋁業漲4%,雲鋁股份等跟漲。受冬奧限產和疫情影響,氧化鋁價格持續上漲,電解鋁成本支撐抬升,倫鋁漲2.46%,報3287美元/噸,滬鋁漲0.64%,報22665元/噸。東吳期貨分析師表示,歐美製造業PMI仍處於較強的擴張區間,需求仍在上升;中國在穩增長措施下需求邊際好轉,一季度基建投資增速或在10%,將顯著高於季節性增速。從宏觀面來看,全球通脹高企,能源價格強勢上行,整個工業品價格處於上升期。

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