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异动直击 | 有色金属板块继续下挫,中国铝业跌近7%,紫金矿业跌超5%

Moomoo News ·  Mar 24, 2021 02:02

编辑/富途资讯 乌冬

富途资讯3月24日消息,有色金属板块早盘再度走低,截至发稿,中国铝业跌近7%,五矿资源、紫金矿业、江西铜业跌超5%,俄铝、赣锋锂业跌超4%。

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昨日市场传闻国储抛铝锭,致铝价以及主要铝业股大跌,进而引发整个有色板块乃至整个周期板块大幅调整。

国信期货认为,该传闻缺乏正规渠道来源证实,且传言数量规模远远超过国储以往抛储的数据级别,可能存在短期流出数量被夸大等可能,也是股市及期货市场多头资金在大幅波动下对前期强势的有色金属品种高位缺乏信心的一个缩影。

财通证券有色团队点评称,市场传闻国储抛售铝锭的数量是40万吨至50万吨,当前铝社会库存125万吨,年消费量3900万吨,抛储50万吨影响中性,一定程度上改善供需矛盾,但是很难对长期缺口形成实质改善,所以抛储更多是试探性的。价格短期有冲击,中长期趋势难以改变。

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