港A兩地有色金屬板塊逆勢上漲 俄烏衝突帶來金屬供應風險
格隆匯2月28日丨A股中礦資源漲停,吉翔股份漲超6%,寶鈦股份和洛陽鉬業漲超4%,錫業股份、西部材料、雲南鍺業漲超2%;港股南方錳業和中廣核礦業漲超6%,中國有色礦業和洛陽鉬業漲超2%。俄羅斯是全球金屬資源供應大國,2021年其鋁產量370萬噸,佔比6%,鎳產量25萬噸,佔比10%,鈀產量82噸,佔比43%。俄烏衝突帶來金屬供應收緊風險,年初以來鋁鎳鈀價格分別上漲20%、17%和30%,機構普遍認為未來價格有望繼續上行。

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