港股异动|中国宏桥涨逾4%领涨铝业股机构看好四季度铝价
格隆汇8月20日丨铝业板块涨幅靠前,中国宏桥(1378.HK)涨4.47%、中国铝业(2600.HK)涨3.95%、俄铝(0486.HK)涨1.33%。中信证券认为,电解铝供给呈收缩态势,需求有望改善,行业基本面持续修复,库存处在下降通道,铝价中枢有望上移,预计四季度铝价将稳定上行,电解铝价格中枢有望上行至14200-14600元/吨。叠加成本端氧化铝价格保持低位运行,电解铝行业盈利有持续支撑,且盈利改善时间有望持续一季度。
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