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中鋁(02600.HK)及俄鋁(00486.HK)曾續挫逾11%及16% 後者上季鋁銷量按季跌近12%
俄鋁(00486.HK)第三季鋁銷量按季跌近12%,該股連跌兩天,尤其是今天曾急挫16.5%一舉失守20天及50天線(8.06元及7.07元),低見6.99元,現報7.39元,急跌近12%,成交倍增至900萬股。俄鋁公佈今年首三季鋁產量按年僅增加0.2%至281.1萬噸,鋁銷量按年增加0.6%至291.5萬噸,實現價格按年升38%至每噸2,426美元。然而,單計第三季鋁銷量按季跌11.8%至91.5萬噸,主要由於全球供應鏈及貨運緊張,致運輸途中貨物被計爲庫存所致。 中國鋁業(02600.HK)連跌第三天(股價最多累挫18.6%),今天曾急跌逾11%低見4.43元創逾兩個月低,現報4.76元,續跌4.8%,成交續增至1.39億股。中鋁第三季多賺4.3倍至22.32億人民幣。不過,瑞銀季績後指中鋁營運已受到內地電力短缺拖累但因素仍未反映在第三季業績,故料末季產量將進一步下降,同時要面對能源成本按季上漲壓力。
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