有色金屬股拉昇 能源危機愈演愈烈 歐洲金屬冶煉業掀關停潮
格隆匯9月9日丨天山鋁業漲停,雲鋁股份、馳宏鋅鍺漲超5%,中國鋁業、焦作萬方、神火股份、南山鋁業等跟漲。

歐洲能源危機愈演愈烈,讓地區金屬行業不斷承壓。近日,美國鋁業公司表示,其挪威的鋁冶煉廠產量將削減三分之一;Norsk Hydro ASA也稱計劃在9月底關閉其在斯洛伐克的鋁冶煉廠;Speira GmbH則計劃將德國冶煉廠的產能削減一半。
中信建投期貨有色金屬高級分析師張維鑫表示,歐洲金屬產業停產、減產,將促使下游製造業企業在全球尋找金屬原材料,這便是歐洲能源緊缺對全球金屬價格產生影響的實現路徑。歐洲金屬產能供給不足,需求外溢,未來可能對全球金屬價格形成支撐。
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