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A股異動丨鋅概念股走強 供應持續緊張 歐洲庫存極低
格隆匯4月12日丨國城礦業和馳宏鋅鍺漲逾6%,盛大資源漲5.62%。週二,滬鋅主力合約較前一交易日上漲1.41%,報27775元/噸。當前歐洲鋅庫存非常低,LME在歐洲的倉庫僅存500噸鋅,此前有報道稱,大宗商品交易商托克和其他公司正從倫敦金屬交易所批准的亞洲倉庫大量運出鋅,以緩解公司供應緊張問題。LME歐洲、北美庫存都在低位,亞洲庫存後期恐將繼續消耗。國內方面,受疫情影響,物流運輸不暢,部分冶煉企業因為原料短缺短期短期產量下降。需求方面,下游原材料庫存偏低,不少企業因原材料問題減產。

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