中国金属利用盘中涨逾50% 机构指铜铝退税显著利好出海企业

新浪港股
29 Nov 2024
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  中国金属利用(01636)盘中一度涨逾50%,连续三日累涨超2.5倍。截至发稿,股价上涨32.65%,报0.26港元,成交额1637.82万港元。

  中信证券认为,财政部和税务总局宣布取消铝材以及铜材出口退税。本次退税取消涉及我国94%的铝材出口和50%的铜材出口,覆盖范围较广。短期国内铝铜供需格局以及价格压力难免。同时由于海外对我国铝铜依存度较高,海外价格和加工费上涨成为趋势,显著利好出海企业。长期内外价格趋同有望支撑我国铝铜格局改善,同时加工产能出清预计显著利好我国铝铜加工龙头企业。

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