光大证券(维权)发布研究报告称,国内铝土矿对外依赖度持续提升,铝土矿战略属性逐步显现。若2025年国内新投氧化铝产能以及海外进口铝土矿增量可以逐步落地,或将缓和国内铝土矿紧张以及氧化铝高价,氧化铝部分利润将向电解铝转移。建议关注国内氧化铝自给率较低且有水电铝布局的云铝股份(000807.SZ)、神火股份(000933.SZ)、中孚实业(600595.SH);较低吨铝市值的中国铝业(02600,...
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