异动解读 | 有色金属板块走强叠加铝价高位盈利改善，俄铝盘中大涨7.99%

异动解读01-26

俄铝(00486)今日盘中股价大幅上涨7.99%，表现异常强势。

消息面上，有色金属板块整体表现活跃，市场情绪积极。根据西南证券分析，铝价维持高位，而氧化铝等成本端价格下跌，带来了电解铝单位盈利的明显改善，吨铝利润有望维持在较高水平。这一行业基本面的积极变化，增强了市场对铝业公司，特别是像俄铝这样的行业龙头未来盈利能力的信心，从而推动了其股价的显著上涨。

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