港股异动 | 铝业板块大涨居前 中国忠旺涨8.6%
格隆汇9月11日丨铝业板块今日大涨居前,中国忠旺(1333.HK)涨8.65%、中国铝业(2600.HK)涨7.5%、俄铝(0486.HK)涨2.47%。9日有消息称,印尼研究加快出台铝土矿出口禁令。印尼是我国铝土矿进口第三大来源国,印尼禁止铝土矿出口,将对我国铝土矿价格产生一定影响。消息发布后,LME铝9日上涨0.5%,次日续涨1.25%,现涨0.25%,报1824.5美元/吨。华创证券认为,近期,电解铝旺季去库存或带动铝价上行。同时,氧化铝相对电解铝过剩,氧化铝价格弱势难改,电解铝企业盈利双向修复。长期,房地产、汽车行业有望逐步企稳,铝需求料将恢复增长,支撑铝价稳中小幅上涨。
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