鋁業股走強 碳中和正重塑中國電解鋁行業產能和成本結構
格隆匯3月15日丨鋁業股走強,港股市場中國鋁業漲8.48%領漲,中國宏橋漲超7%;A股市場焦作萬方漲停,雲鋁股份漲近7%。倫敦期鋁今早走高,最高見2204美元/噸,漲1.5%,最新報2193.65美元,漲1%;滬鋁主力合約亦拉昇,現漲1.5%,高見17770元/噸。安信證券稱,碳中和背景下,內蒙古嚴控“十四五”能耗,進一步壓制區內火電鋁產能。電網優惠電價取消,電解鋁行業邊際成本曲線陡峭化;電解鋁行業可能優先納入全國碳排放交易市場,影響深遠。近期我國“2030年碳達峯,2060年碳中和”的承諾目標正在加速貫徹,再疊加2017年電解鋁供改的深遠影響,電解鋁行業正在發生總量和結構的深刻變化。


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