A股異動丨華錫有色觸及升停 4日連升超20% 股價創新高
有色金屬股繼續上升,其中華錫有色(600301.SH)尾盤觸及升停,報21.99元創下歷史新高價,4日連升超20%,市值近140億元。華福證券發佈研報稱,4月進口緬甸礦如期下降,中短期來看,Q2將是國內供需偏緊的時間階段,後續關注佤邦復產情況,預計短期內錫價下方空間有限,價格回落將帶動下游採購情緒加速國內庫存去化,錫價整體呈現高位震盪局面。長期來看,2024年錫礦供應增量有限,需求端光伏、新能源汽車和AI錫需求的持續拉動,繼續看好錫價格。

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