异动解读｜中国铝业盘中下跌3.23%，中报利好兑现叠加机构分歧铝业板块持续走弱

行情直击09:57

9月2日，中国铝业盘中下跌3.23%，报8.38港元，成交额6474.43万港元，铝业板块延续弱势，中国宏桥跌3.11%、创新实业跌1.62%。

消息面上，公司此前披露半年报，上半年归母净利润118.71亿元，同比增长67.91%，Q2单季净利润同比增79.47%，业绩亮眼但市场呈现"利好兑现"特征。机构对后续盈利持续性存在明显分歧：中银国际、富瑞维持买入评级，但高盛近期下调评级，认为全球铝供应增长加速、氧化铝现货价已逼近成本线，下半年铝价价差面临压力。此外，贝莱德、摩根大通近期均减持公司H股，加重市场谨慎情绪。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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