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有色鋁板塊大漲 國際鋁價創19個月新高 電解鋁單噸淨利潤超千元
格隆匯 11-09 13:51
格隆匯11月9日丨有色鋁板塊大漲,和勝股份、華峯鋁業、雲鋁股份、常鋁股份漲停,南山鋁業、中國鋁業、神火股份漲超8%,焦作萬方、怡球資源等集體走高。11月6日,倫敦金屬交易所鋁期貨收於1901美元/噸,日內最高觸及1915美元/噸,創下了2019年4月以來新高。另據券商調研數據顯示,目前國產電解鋁單噸淨利潤超過1000元/噸。華創證券指出,在四季度電解鋁投產增速較高、進口水平較高的背景下,鋁錠和鋁棒庫存仍處於較低水平,表觀需求較好,推動鋁價強勢。綜合來看,電解鋁供銷兩旺,投產提升暫未對市場形成明顯供給壓力。中信建投期貨江露則指出,近日電解鋁庫存再次下滑,令市場累計庫存預期進一步削弱,鋁價獲得較強支撐。

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