金吾财讯 | 中信建投表示，成本跌&铝价涨，铝板块利润快速修复。本周原料端的氧化铝现货价格继续陡峭下挫，现货成交出厂价已现4850元/吨低价，较月前高点的5800元/吨跌幅近千，氧化铝大势已去，预计逐渐向3600元/吨价格中枢回归，届时，电解铝端的成本还有约2000元/吨的修复空间。铝价在短暂经历氧化铝价格下跌的拖累后，在库存大幅度去库的背景下，强势反转，价格迅速站上2w关口。仅以本周五的原料和成品价格看，电解铝行业平均利润已从亏损1500缩减到亏损500，在氧化铝价格持续往下及铝价向上过程中，利润将进一步修复，抄底铝板块标的的头寸可以继续持有，等待铝价在失衡中的供需中强势爆发。
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