港股异动 | 南山铝业国际涨超13%，印尼电解铝投产节奏存在不确定性，公司具备显著协同成本优势

智通财经01-07

1月7日，南山铝业国际逆市涨超13%，月内股价累涨超20%。消息面上，据期货日报报道，全球电解铝市场处于紧平衡状态，印尼是重要的边际增量提供者。尽管印尼远期规划产能充足，但电力供应并没有为此做好准备，产能释放节奏可能显著慢于市场预期。若电解铝价格持续稳定在3000美元/吨以上，规划中的项目如期投产的可能性会大幅提升；若电解铝价格回落至2800美元/吨以下，印尼未来的供应释放会比预期减少40%以上...

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