港股異動丨鋁業股普漲 滬鋁主力合約此前創下近10年來新高
格隆匯3月3日丨鋁業股普漲,興發鋁業和中國鋁業漲超7%。國內期市早盤,有色金屬期貨集體反彈,滬鋁期貨主力合約以約3%的漲幅領漲,日前滬鋁主力合約成功刺穿17600元/噸關口,創下近10年來的新高。本輪滬鋁期貨和股市聯動上漲的核心邏輯是,碳中和背景下高耗能行業的供給壓縮。碳中和大背景,高能耗行業去補或為常態,其中鋼鐵、石化、電解鋁為國內碳排放量較高的行業,分別佔我國社會碳排放總量18%、6%、5%,這對鋁行業的龍頭公司構成利好。


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