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鋅概念股逆市走強 歐洲天然氣飆升,內外鋅價大漲

格隆匯3月24日丨馳宏鋅鍺漲逾7%領漲,鋅業股份和羅平鋅電等漲逾2%。歐洲天然氣價格飆升,隔夜倫鋅大幅拉昇漲超6.4%,滬鋅主力2205合約走勢強勁,現漲2.59%,報26345元/噸。

普京喊話“不友好國家”用盧布來買天然氣,引發國際油氣價格新一輪拉昇,歐洲天然氣盤中漲幅一度達到34%左右。

Nyrstar重啟法國Auby鋅冶煉廠,但強調高電價仍阻礙煉廠滿產,煉廠重啟更多源於政府補貼。歐洲仍處採暖季尾部階段,歐洲各國電價拐點未至,對鋅價仍有託底支撐。國內供應端延續修復態勢,當前原料仍顯偏緊且疫情導致物流受限,煉廠存原料保障受阻而意外減產的可能。需求端,疫情導致下游運輸及終端施工受限,倒逼部分初端企業減產,終端向好預期或再度延後兑現。

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