港股异动 | 铜业股延续近期跌势 三大交易所库存处于高位 油价上调引发衰退预期令铜价承压

智通财经
5 hours ago

智通财经APP获悉,铜业股延续近期跌势,截至发稿,洛阳钼业(03993)跌4.76%,报19.62港元;五矿资源(01208)跌3.48%,报8.6港元;紫金矿业(02899)跌1.31%,报39.24港元;中国有色矿业(01258)跌1.14%,报12.96港元。

消息面上,根据上海金属网3月9日消息,伦敦金属交易所公布数据显示,上周伦铜库存加速累积,最新库存水平为284,325吨,刷新逾一年最高位。上海期货交易所最新公布数据显示,3月6日当周,沪铜库存继续累积,周度库存增加8.59%至425,145吨,增至阶段新高。国际铜库存增加36吨至20,772吨。上周,纽铜库存先增后降,最新库存水平为597,938吨。

华鑫证券发布研报称,已复工企业精铜杆订单普遍大幅增加,再生铜杆企业开工偏弱,废铜对精铜替代变弱,铜价仍有支撑。中邮证券则表示,中东对铜供给影响不大,因此油价上行导致的衰退预期使得铜价承压,和铝价出现了K型分化。该行指出,下游开工快速提升表示其对10万元/吨以上的铜价逐步接受。

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