智通财经APP获悉，中国铝业(02600)现跌超4%，截至发稿，跌4.22%，报4.54港元，成交额1.12亿港元。
广州期货指出，海外澳洲氧化铝再成交3万吨，成交价680美金/吨，较前一单澳铝价格下降70美金/吨，带领氧化铝期货价格快速下行。华泰证券指出，电解铝行业进入传统消费淡季，库存累库制约短期铝价上涨。原料端氧化铝盘面价格下滑，电解铝存在成本下移的预期，对铝价形成一定的压制，短期铝价难有向上驱动力，下跌空间需关注氧化铝价格走势。
国金证券则指出，2025年供应端硬性制约较为明显，需求端光伏及新能源车继续驱动铝消费量级提升，预计2025年供需矛盾的演绎更加显著，低库存及需求量级增长有望放大铝价上行空间，吨铝利润有望扩张。稳定利润及现金流带来铝板块估值抬升。建议关注全产业链布局且具备成长性的中国铝业等。
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