国金证券：短期锑供应冲击担忧可解旺季涨价有望到来

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智通财经APP获悉，国金证券发布研报称，本轮锑价于6月7日上涨至15.74万元/吨，创历史新高，本轮价格上涨，是产能周期驱动下原料紧缺的真实反映，市场对于进口矿、过度炒作和隐形库存释放的担忧可解。当前，硬缺口持续存在且逐步扩大，锑价有望持续上涨。短期供应冲击担忧可解，旺季涨价有望到来；中长期传统需求和光伏需求有望共振，境内难有增量叠加海外矿供应增长乏力，锑供需有望持续向好。建议关注标的：湖南黄金(...

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国金证券：短期锑供应冲击担忧可解 旺季涨价有望到来

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国金证券：短期锑供应冲击担忧可解旺季涨价有望到来