港股異動 | 鋁業股逆市走強 倫鋁續刷歷史新高 大批鋁材從中國發往歐洲
格隆匯3月7日丨鋁業股逆市走強,其中俄鋁暴漲近21%,暫錄三連陽,中國鋁業漲逾3%,榮陽實業和中國宏橋漲約2%。倫鋁續刷歷史新高,現報3951美元/噸。烏克蘭的戰事引起上海與倫敦的鋁材期貨價差持續擴大,巨大的利潤空間吸引交易商們以前所未有的速度把鋁材從世界最大的鋁材消費國中國轉運到歐洲。銀河證券指出,從需求的維度看,歐洲電解鋁生產與俄羅斯電解鋁出口受阻,可能造成歐洲部分下游企業被迫轉向中國進行電解鋁或鋁加工品採購,也將利好國內電解鋁消費,疊加國內穩增長政策加持,鋁需求預期有望邊際提升。隨着國內鋁下游開工進入旺季庫存開始去化,鋁價有望繼續強勢上漲

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