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港股异动|铝业股上涨诸多利多消息使沪铝主力价格持续攀升
格隆汇 08-21 10:48
格隆汇8月21日丨铝业股上涨,其中荣阳实业(2078.HK)涨逾3%,中国宏桥(1378.HK)涨2.26%。8月中旬影响铝价的利多突发性消息频现。台风“利奇马”使得邹平地区出现洪涝,从而魏桥受其影响将停产105万吨,另外,8月19日再次传来新疆某电解铝企业发生生产事故,已关停产能达50万吨的消息,这些突发性的利多消息使得沪铝主力价格持续攀升至14400元/吨附近。中信证券研报指出,电解铝供给呈收缩态势,需求有望改善,库存快速去化,行业基本面持续修复,预计四季度铝价将稳定上行。国内外氧化铝供给趋于宽松叠加成本支撑,预计四季度氧化铝价格保持低位运行。电解铝盈利空间有持续支撑,且盈利改善时间有望持续一季度。
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