A股異動 | 鋁業股再度走強 電解鋁行業利潤有望繼續抬升
格隆匯3月16日丨鋁業股再度走強,順博合金漲停,焦作萬方大漲逾7%。包頭市發改委3月12日印發《包頭市能耗雙控(一季度)紅色預警響應措施》的通知,其中提及對重點用能企業即日起至3月31日採取限能限電措施,包括包鋁股份減少用電1.5億千瓦時和東方希望包頭稀土鋁業減少用電1.5億千瓦時(或當月減少能耗4萬噸標煤)。業內人士表示,在碳中和政策下,火電鋁生產成本將上升,電解鋁新增產能受限,對鋁價形成支撐,行業有望繼續保持高利潤。而早前有消息稱,擁有良好碳排放數據基礎的水泥、電解鋁行業或將優先納入全國碳交易市場。

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