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電動車殺估值兼LME鎳價破頂比亞迪(01211)高PE先沽為快? - 香港經濟日報- 即時新聞頻道- 即市財經- 股市 @ 2022-03-10T00: Back Hot News
Keyword:鎳價 交易 新聞 即時
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MONEYDJ新聞 2022-03-08 11:25:38 記者 周瑩慈 報導俄烏戰爭引發市場對多項工業金屬、鋼鐵原物料、半成品等供給疑慮,使得近期包括鎳、鋁、銅等金屬,以及廢鋼、鐵礦砂、焦煤等價格同步走揚,法人認為,隨原料成本壓力顯著轉強,無論是板鋼、條鋼或是不銹鋼的上游廠商,均將陸續調漲3、4月鋼材報價,整體鋼鐵族群掀漲價潮。 不過,若搭配需求端來看,法人指出,此次業者在轉嫁上,不銹鋼廠壓力最大,其次為板鋼族群,條鋼廠受惠國內營建需求穩健,轉嫁壓力相對最小,有助業者利差較去年第四季再度放大,第一季營運拚淡季不淡。 供給疑慮浮現,原物料價飆漲 俄烏戰爭延續多日未歇,其中,因俄羅斯的鎳金屬產量占全球約7%,更是鎳出口大國,又逢目前不銹鋼、電動車需求轉強,引發市場對鎳的供給疑慮,昨(7)日倫敦金屬交易所(LME)更出現鎳的歷史性軋空潮,3個月期鎳價單日暴漲66%,報每噸48,078美元,統計3月以來僅5個交易日,鎳價已漲98%,今年以來則大幅增加近1.32倍。 另一邊,俄羅也是鋼鐵廢鋼、扁鋼胚等鋼鐵原料及半成品出口大國,其中,近期隨國際供給趨緊,像是日本2H廢鋼報價單周上漲2.06%,至

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