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國信證券:明年國內電解鋁產量見頂,供不應求的矛盾即將凸顯
格隆匯 12-01 10:53
國信證券研報稱,鋁合金材料性能均衡,大規模應用的時間比較晚,新應用領域不斷被髮掘,其需求潛力曾一度被低估。我們認為房地產行業對鋁需求的拖累峯值已過,未來將趨於穩態;鋁材對銅材、鋼材、木材的替代方興未艾,發展中國家的人均用鋁量有較大潛力,鋁的需求增長空間還很大。恰逢中國電解鋁產量於未來 1-2 年見頂,全球電解鋁供不足需的矛盾即將凸顯。
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