大行評級|大摩:供應仍緊張支撐近期銅價 料紫金礦業和洛陽鉬業反應正面
摩根士丹利發表研究報吿指,國家市監總局早前發佈新的《公平競爭審查條例》,明確規定沒有法律、行政法規依據或未經國務院批准,不得為特定經營者提供税收優惠、選擇性差異化財政獎勵或者補貼,以及其他影響生產經營成本的內容,新規8月1日起實施,預料將對內地的廢銅供應造成影響。該行指,除江西省以外,其他各省政府均向使用廢銅作為原材料的銅產品公司提供優惠補貼,新政下優惠將自8月起取消,業界消息指部分陽極板和粗銅生產商近日已暫停生產經擠壓廢銅,將能導致精煉銅產量在短期內下降。大摩認為,再加上目前銅精礦供應仍然緊張,短期內將繼續為銅價帶來支持,行業中預期紫金礦業及洛陽鉬業反應正面。
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