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銅價逼近9,000美元水平 江銅(00358.HK)曾升逾9%
投資者押注全球銅供應收緊,加工費跌至近零的水平,加上受惠於聯儲局加息周期可能結束,銅價逼近每噸9,000美元水平,倫敦金屬交易所(LME)三個月期銅每噸報8,927美元,升3.1%,觸及11個月高位。混沌天成研究院院長李學智認為,銅價此輪上升來得比市場預期早,且可能還會持續;加工費持續走低,遭到冶煉廠的抵制。 此外,中國有色金屬工業協會於昨日(13日)召開「銅冶煉企業座談會」,形成共識包括推進銅原料結構調整、調整冶煉生產節奏,還有提高準入門檻以及嚴控銅冶煉產能擴張。 江西銅業(00358.HK)股價亦造好,今日(14日)高開4.29%,並曾升9.4%高見13.76元。現報13.2元,升4.93%,成交1,307.86萬股,涉資1.76億元。 其他資源股中國大冶有色金屬(00661.HK)及金川國際(02362.HK)各漲17.5%及10.7%。中國有色礦業(01258.HK)升6.6%。五礦資源(01208.HK)亦升6.5%。
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