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鋁股逆市上漲,奧密克戎侵襲“綠色鋁都”

格隆匯2月8日丨鋁股逆市上漲,A股閩發鋁業(002578.SZ)和神火股份漲超5%,港股興發鋁業和中國鋁業漲超3%。廣西百色市2月7日開始實施“封城”,廣西是我國鋁重要產區之一,而該區電解鋁、氧化鋁產能主要集中在百色市。宏源期貨分析員表示,受疫情影響,百色德保地區某大型氧化鋁企業已開始主動減產,其原本五條氧化鋁生產線目前僅運行兩條,三台焙燒爐僅運行一台,原料輸送及氧化鋁輸送均已受到影響。華安期貨稱,廣西百色地區疫情導致華南地區氧化鋁和電解鋁價格短期出現局部上漲。鋁期貨今日漲1.31%,五日累漲6.7%,現報22460人民幣/噸。

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