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A股異動丨華友鈷業(603799.SH)閃崩跌停 傳聞其鎳礦合作伙伴青山控股的鎳期貨空單大額虧損
格隆匯 03-08 11:12
格隆匯3月8日丨鈷鎳業巨頭華友鈷業(603799.SH)今日高開逾3%,隨後卻遭空頭襲擊,股價閃崩跌停,報101.25元,總市值1237億元。隔夜LME鎳單日最大拉漲達到88%,據市場傳聞,嘉能可在LME鎳上逼倉青山集團,青山開的20w噸鎳空單交不出現貨,俄鎳被踢出交易所無法交割,嘉能可逼青山鋼鐵,要青山鋼鐵印尼鎳礦的百分之60股權。青山集團的鎳期貨空單大額虧損,而青山正是華友開發鎳項目的合作方。據彭博,目前尚不清楚鎳價上漲對青山控股的持倉產生多大風險。但如果漲勢持續,該公司的空頭頭寸可能會抵消其部分生產利潤。青山在多次詢問請求中不予置評。

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