异动解读|力拓盘中下跌3.01%,中国CMRG施压铁矿石谈判叠加行业普跌

行情直击
Aug 14

8月14日,力拓盘中下跌3.01%,报98.175美元/股,成交额1.58亿美元。

消息面上,中国国有企业中国矿产资源集团(CMRG)在年度铁矿石合同谈判中对力拓施加新压力,要求部分钢厂暂停9月后铁矿石发货谈判,并寻求代表中国逾半数年度铁矿石进口量进行统一议价,以增强对主要供应商的谈判筹码。与此同时,铁矿石市场供强需弱格局延续,下半年全球铁矿山集中投产,价格中枢预计下移至80至90美元/吨区间。

板块方面,多种金属与采矿行业整体承压,必和必拓跌2.84%,泰克资源跌3.78%,HudBay Minerals跌4.9%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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