港股异动 | 电解铝需求韧性显著超越预期中国宏桥(01378)涨超4% 中国铝业(02600)现涨近3%

智通财经04-22

智通财经APP获悉，铝业股早盘普涨，截至发稿，中国宏桥(01378)涨2.97%，报10.02港元；中国铝业(02600)涨2.57%，报5.18港元。

中信证券表示，当前电解铝需求韧性显著超越预期。建筑型材开工并未明显下滑，工业型材和线缆开工处于近年同期新高水平，板带箔产量同比微增且具备持续改善预期。短期供给冲击之下显性库存下降验证需求韧性。预计电解铝供给年内虽然仍存增量，但增速将会下移。综上，预计年内国内电解铝行业将呈紧平衡态势，铝价以及吨铝盈利将维持高位。

花旗认为，在供应仍然紧张的情况下，由于光伏装置和新能源汽车的需求强劲，铝利润率可能会在中国于更长时间内保持较高水平。铝价的进一步上涨也与可能在2024财年开始的制造业补充库存周期有关。

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港股异动 | 电解铝需求韧性显著超越预期 中国宏桥(01378)涨超4% 中国铝业(02600)现涨近3%

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港股异动 | 电解铝需求韧性显著超越预期中国宏桥(01378)涨超4% 中国铝业(02600)现涨近3%