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有色金属概念普跌 金力永磁(06680)跌4.30% 中邮证券料多个细分板块有望迎来修复

金吾财讯
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金吾财讯 | 有色金属概念普跌，截至发稿，金力永磁(06680)跌4.30%，灵宝黄金(03330)跌3.58%，五矿资源(01208)跌2.72%，紫金矿业(02899)跌2.71%，紫金黄金国际(02259)跌2.69%，中国有色矿业(01258)跌2.60%，力勤资源(02245)跌2.31%，江西铜业股份(00358)跌2.32%，洛阳钼业(03993)跌2.19%。消息面上，中邮证券认为，贵金属维度，中东局势虽然存在反复，但黄金的恐慌抛盘已经结束，市场流动性很难因为相同因素而二次定价。中东恐慌性卖盘消散后，金价有望迎来修复，逢低购入商品以及权益。铜方面，若中东局势趋稳，铜作为前期跌价较多的金属品种，结合相对刚性的需求支撑与减产预期，可能迎来一定的修复，建议择机增配。此外，该机构认为，铝业长期上涨空间依然存在，可重视权益机会；锡业地缘定价趋缓，预计锡的供需逻辑在短期宏观趋稳的情况将主导锡价上涨。而津巴布韦配额落地，叠加澳矿柴油缺乏，国内库存水平低等因素，机构预计综合看碳酸锂供给在5月的月度供需缺口将放大，短期锂价或在15-20万偏上沿运行，如新能源汽车需求恢复超预期，有望超20万/吨。

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