多重利好助推 鋁概念股現漲停潮
格隆匯3月11日丨鋁概念股全線走強,宏創控股、怡球資源、雲鋁股份、永茂泰、天山鋁業、焦作萬方、神火股份、順博合金、華峯鋁業漲停,中國鋁業、新疆眾和逼近漲停。低庫存下消費旺季來臨+碳達峯政策的催化+進口窗口關閉打開價格天花板,疊加可能的供應超預期,中信證券維持未來一年鋁價高點突破2萬元/噸的判斷。碳達峯背景下鋁供給天花板可能下降,相關碳排放政策可能抬升單噸成本,疊加汽車輕量化和光伏用鋁的長期需求,鋁行業景氣週期開啟,中信預計盈利中樞和價值中樞將顯著抬升,特別是現有水電鋁公司將顯現出成本優勢。

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