鋁業股拉昇 滬鋁主力合約一度漲停 創九年多以來新高
格隆匯2月25日丨鋁業股拉昇,港股市場中國鋁業大漲逾12%,中國宏橋漲超9%;A股市場神火股份漲停,雲鋁股份逼近漲停。滬鋁主力合約今早一度漲停,創合約九年多以來新高,現漲4.54%,報17395元/噸。宏觀面上,昨日鮑威爾聽證會上提到美國通脹水平有信心達到2%,再一次加強市場對於通脹的預期,帶動有色板塊價格提振。基本面上,春節期間累庫幅度處於往年同期低位,節後兩週累庫量處於歷年中位數水平,市場仍在交易累庫不及預期的邏輯。此外,“就地過年”政策推動下游加工企業加快復工復產。其中,鋁型材企業復工時間較往年提前。


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