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陳謙詠
's comment on
LBALUM
.
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陳謙詠
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近期Aluminium有回升的迹象,主要是中国取消铝材、铜材出口退税。
本次中国取消出口退税对铝的影响高于铜。此次取消铝材出口退税,一定程度上或增加铝材出口企业的出口成本,抑制中国铝材加工企业的出口积极性。
中国铝材出口量减少,那么就会影响世界的铝的供应。当demand保持,supply 减少,铝价就会上升。 对马来西亚pmetal和 LBALUM 会是件好事
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Andy Yeoh
这只股的问题是它的债务真的很多。。。
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3 weeks
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