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A股異動 | 有色金屬板塊走強 歐洲能源危機使金屬冶煉企業掀起減產、停產潮
格隆匯9月7日丨有色金屬板塊走強,天山鋁業漲停,神火股份漲9%,雲鋁股份漲5.7%,中國鋁業、南山鋁業漲4%,石英股份、金力永磁漲2%。在俄羅斯暫停通過其主要天然氣管道向德國輸送天然氣後,歐洲能源價格快速飆升。金屬冶煉企業作為高耗能產業,在歐洲電力價格飆漲影響下,鋁、鋅、鋼鐵等行業掀起減產、停產潮。以鋁工業為例,據上海鋼聯統計,2021年10月至2022年8月,歐美地區產能削減總量已達到約130萬噸/年,其中,歐洲約為104萬噸/年,美國約為25萬噸/年。信達證券表示歐洲能源危機繼續抑制金屬供給,延長金屬價格維持高位運行的時間。中信建投表示,由於歐洲電力結構依然依賴於傳統能源供應,歐洲繼續受到能源、電力等價格進一步上升的風險並未消除,大幅抬升的成本會引發冶煉端減產,進而限制有色板塊的跌幅。

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