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A股異動 | 鋁業股集體上漲 鋁價創15年新高 新能源車帶動鋁箔需求
格隆匯9月16日丨今早鋁業股集體走強,雲海金屬漲停,海星股份漲超9%,*ST中孚,露天煤業漲超4%,中國鋁業,華峯鋁業漲超3%;港股俄鋁和中國鋁業均漲超2%。近日鋁價已經創出近15年新高,滬鋁主力價格近期最高接近24000元,年內漲幅超過50%。鋁價快速上漲讓下游鋁製品企業經營陷入困境、成本快速上漲,但上游電解鋁生產企業盈利大增。受到新能源車市場爆發影響,用在動力電池裏的鋁箔需求火爆。業內人士分析,鋁價上漲主要是受到供需面影響。從供給端來看,雲南、廣西、內蒙古、河南等地相繼出現了比較明顯的電解鋁減產。此外,煤炭價格高企、氧化鋁價格上漲,也讓電解鋁生產成本有所上升。



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