小金属何来“战略价值”?

新浪财经
Yesterday

(来源:智超讲财商)事件:10月11日,刚果发布具体配额数量,配额总量和921宣布的数量一致。- 所有冶炼厂没有拿到配额,华友和盛屯也是矿端拿到了配额,其他国内冶炼厂均没有拿到配额;-现货原材料会极度紧张,未来洛钼只能拿配额来保供两个大客户,所有的短单和小客户都无法供货;-后续的变量:基础配额8.7万吨,总量配额是9.66万吨,剩余的10%是战略配额,是可以进行调节,这个调节估计主要看价格的变化和...

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