异动解读｜中国铝业盘中上涨3.26%，铝业景气周期延续叠加板块联动走强

行情直击08-10 09:41

8月10日，中国铝业(02600)盘中上涨3.26%，报8.88港元，成交额4844.21万港元。

消息面上，近期铝行业景气度持续向好。多家电解铝企业上半年业绩实现翻倍增长，行业产能满负荷运转，新能源汽车、储能等领域用铝需求旺盛，高端铝材供不应求。此外，现货铝价近期升至23720元/吨，同比上涨逾15%，中东地缘风险抬升叠加国内库存持续去化对铝价形成支撑。中国铝业此前披露上半年归母净利润112亿至122亿元，同比增长58%至73%，创历史同期最好水平。同时，控股股东中铝集团10亿至20亿元增持计划及18亿元专项贷款承诺持续护航市值管理。板块方面，同业中国宏桥涨2.15%、南山铝业国际涨1.65%。

（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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