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港股異動 | 中國鋁業(2600.HK)跟隨鋁價大漲逾6% 機構指電解鋁利潤或將維持高位
格隆匯 11-30 15:46
格隆匯11月30日丨中國鋁業(2600.HK)盤中衝高漲近11%後回落,現報3.02港元,漲幅6.34%,最新總市值514.08億港元;公司A股盤中最大漲幅近5%,收漲1.47%。滬鋁今日繼續大漲,盤中曾衝高漲至16600元/噸,最大漲幅超3%續創2017年11月以來新高,收漲2.9%。華安證券指,國務院開展新一輪汽車下鄉和以舊換新,汽車產銷量將在未來保持攀升節奏,光伏產業及城軌交通穩步發展,為用鋁需求提供支撐強勁。此外,受到供給側改革等因素制約,未來電解鋁新增產能釋放空間有限,鋁庫存處於低位,供不應求或支撐鋁價繼續高位震盪。整體而言,電解鋁利潤或將繼續維持高位。

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