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中國中冶AH股大幅高開 倫敦鎳價格突破5萬美元/噸
格隆匯3月8日丨中國中冶港股(1618.HK)高開8.4%,報2.71港元,中國中冶A股(601618.SH)高開5.22%,報4.64元。週一,倫鎳日內一度暴漲78%,最高達55000美元/噸,破掉15年前的歷史高位。本身低庫存緊供應的鎳價在市場情緒的助推下暴漲,而地緣政治因素引發市場對俄鎳供應的擔憂疊加冶煉成本高昂,為鎳價上漲提供了重要支撐, 而中國中冶2020年鎳產量達2.9萬噸,排全球第十。

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