异动解读|必和必拓盘中下跌3.23%,中国CMRG施压铁矿石谈判叠加黑德兰港罢工扰动

行情直击
Aug 14

8月14日,必和必拓盘中下跌3.23%,报87.22美元/股,成交额1.87亿美元。

消息面上,中国矿产资源集团在年度铁矿石合同谈判中对主要矿商施加新压力,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,直接冲击必和必拓等头部供应商定价话语权。与此同时,必和必拓黑德兰港此前爆发25年来首次重大罢工,约150名工人参与停工及装船禁令,该港口日均铁矿石出口价值约8000万美元,双方定于8月18日再次谈判。

板块方面,多种金属与采矿行业整体承压,力拓跌3.12%,泰克资源跌3.78%,HudBay Minerals跌5.17%。

(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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