港股概念追踪 | 铝产业链景气度持续攀升多家上市公司上半年业绩高增 (附概念股)

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智通财经APP获悉，2026年上半年，国内电解铝均价为24139.14元/吨，较2025年上半年均价上涨18.84%，较2025年全年均价上涨16.49%，多次刷新历史高位。分析认为，铝海外供给端受到中东局势事实影响减产239万吨至258万吨，且恢复周期较长，加之海外新增产能或不及预期，长期视角下，铝价本身易涨难跌。在电解铝价格高位运行、成本端氧化铝价格走低的背景下，铝产业链景气度持续攀升。富宝...

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href=http://www.zhitongcaijing.com/content/detail/1473355.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，2026年上半年，国内电解铝均价为24139.14元/吨，较2025年上半年均价上涨18.84%，较2025年全年均价上涨16.49%，多次刷新历史高位。分析认为，铝海外供给端受到中东局势事实影响减产239万吨至258万吨，且恢复周期较长，加之海外新增产能或不及预期，长期视角下，铝价本身易涨难跌。在电解铝价格高位运行、成本端氧化铝价格走低的背景下，铝产业链景气度持续攀升。富宝...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473355.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1166156734.SGD","symbol_name":"Fidelity Asian Smaller Companies 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781 万吨，全球氧化铝龙头；拥有海内外铝土矿资源(几内亚铝土矿)。南山铝业国际(02610)：南山铝业国际是东南亚一家氧化铝制造商，主要产品为采用低温拜耳法生产的冶金级氧化铝。公司为东南亚三大氧化铝生产企业之一。公司拥有氧化铝设计产能两百万吨。根据2023年弗若斯特沙利文，集团为东南亚氧化铝市场第二大生产商，占东南亚氧化铝行业34.9%的市场份额。中国宏桥(01378)：中国宏桥集团是一家集热电、采矿、氧化铝、液态铝合金、铝合金锭、铝合金铸轧产品、铝母线、高精铝板带箔、新材料于一体的铝全产业链特大型企业，电解铝和氧化铝产能主要集中于山东和云南地区，有十余家生产基地。截至2025年，公司拥有国内外氧化铝产能合计2100万吨，电解铝合规产能646万吨，铝加工产能97万吨。创新实业(02788)：内蒙古霍林郭勒电解铝基地，设计产能78.81万吨/年，配套自备燃煤电厂；山东滨州120万吨/年氧化铝，支撑内蒙电解铝原料供应。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股概念追踪 | 铝产业链景气度持续攀升 多家上市公司上半年业绩高增 (附概念股)

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港股概念追踪 | 铝产业链景气度持续攀升多家上市公司上半年业绩高增 (附概念股)