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A股異動丨錫業股份跌近5% 滬錫重挫逾5% 終端消費承壓
格隆匯 05-12 14:50
格隆匯5月12日丨錫業股份跌近5%,報15.96元,總市值266億元。滬錫主力合約今日重挫逾5%,報28萬元/噸,近六日累計跌幅達15%。據IDC,2022年第一季度全球智能手機出貨量同比下降8.9%。這標誌着智能手機市場連續第三個季度下滑,本季度出貨量降至3.141億部;中國智能手機出貨量為 7420 萬部,同比下降 14.1%。上海封城,終端產業鏈斷裂,負反饋延遲傳導。近期LME錫庫存數據的持續性上漲,也對價格構成一定利空效應。最近一週,LME錫庫存累計增加40噸,增加幅度為1.31%;最近一個月,LME錫庫存累計增加265噸,增加幅度為9.4%。

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