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鋁業股拉昇 貴州將禁止電解鋁違規新增產能
格隆匯 02-05 10:07
格隆匯2月5日丨鋁業股拉昇,港股市場中國宏橋大漲近7%,中國鋁業漲3.2%;A股市場神火股份、天山鋁業等多股漲停。日前貴州省發改委發佈《貴州省長江經濟帶發展負面清單實施細則》指出:禁止電解鋁等行業違規新增產能項目,對確有必要新建的必須嚴格按照國家有關產能置換政策執行,禁止新建、擴建其他法律法規和相關政策明令禁止的落後產能項目。隨着全球疫苗接種以及財政投放的不斷加碼,以及汽車輕量化態勢下,電解鋁下游產業鏈補庫需求持續復甦,鋁板、鋁箔及鑄件需求旺盛。機構表示,2020年國內鋁表觀消費超預期的增長逾10%,今年地產峻工或更樂觀,出口、汽車、電力等領域將持續回暖帶動電解鋁高景氣。

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