异动解读 | 分析机构看好行业前景,中国铝业(02600)盘中大涨5.19%

异动解读
16 Jan

今日盘中,中国铝业(02600)股价大涨5.19%,引发了市场广泛关注。分析机构认为,未来"新三样"(新能源汽车、轨道交通及电网升级)的需求有望支撑电解铝价格中枢上移。

同时,2025年国内外新增铝土矿和氧化铝供应有望缓解供应紧张局面,控制原料成本。加之国内铝土矿依赖进口的比例不断攀升,铝土矿被视为战略资源的属性日益凸显。

上述利好因素令投资者对于未来铝业行业形势持乐观态度,从而推升了中国铝业等个股股价。分析机构看好行业前景,成为当前中国铝业股价大涨的主要推动力量。

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