金石資源(603505.SH):國慶期間螢石價格增速較快,公開報價已經在3500-3800元
格隆匯10月16日丨金石資源(603505.SH)接受調研時表示,國慶期間螢石價格增速較快,公開報價已經在3500-3800元,品質特別好的產品高的報價甚至達到4000元。公司隨行就市,總體成交價格符合市場報價。對於四季度後期,難以判斷螢石價格,我們理解大幅回調的可能性不是太大,但也請大家注意投資風險,持續關注市場報價。供給方面,由於安全、環保、資源端監管嚴格等因素影響,目前螢石的供給還是比較緊張;需求方面,傳統上四季度北方一些礦山由於天氣原因停產,以及下游備貨需求較好等,傳統上也是相對旺季。
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