异动解读｜中国铝业盘中下跌3.36%，高盛沽售评级余波延续叠加中东复产预期持续压制

行情直击06-25

6月25日，中国铝业盘中下跌3.36%，报7.73港元，成交额4403.57万港元。

消息面上，高盛此前将中国铝业评级下调至"沽售"，目标价由12.5港元大幅削减至7.5港元，指出中国铝产能扩张加速、预计将超4800万吨，行业利润面临大幅收缩；花旗亦将目标价下调至7.6港元。此外，美伊和平协议推动霍尔木兹海峡重开预期升温，中东积压铝库存潜在释放量达50万至100万吨，叠加印尼产能快速爬坡，铝价持续承压。铝板块今日整体走弱，同业中国宏桥跌4.22%、创新实业跌6.59%、南山铝业国际跌4.65%。

（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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