港股异动 | 中国铝业(02600)现涨超3% 全球电解铝供需缺口持续存在有助于推动行业高利润

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智通财经APP获悉，中国铝业(02600)现涨超3%，截至发稿，涨3.33%，报5.58港元，成交额8594.78万港元。中信建投指出，电解铝消费与地产竣工挂钩，地产标签使市场对电解铝板块不抱预期或抱以悲观预期。但是，2024年1-5月国内铝消费增长7%，充分证明地产竣工对电解铝的负向影响被新能源汽车轻量化用铝、光伏边框支架、高压输变电等领域高增有效对冲。该行指出，国内电解铝产能接近天花板，供应...

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港股异动 | 中国铝业(02600)现涨超3% 全球电解铝供需缺口持续存在 有助于推动行业高利润

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港股异动 | 中国铝业(02600)现涨超3% 全球电解铝供需缺口持续存在有助于推动行业高利润