金吾财讯 | 铝业股向好，中国宏桥(01378)涨2.87%，中国铝业(02600)涨1.54%，兴发铝业(00098)涨1.38%，南山铝业国际(02610)涨0.59%，俄铝(00486)涨0.21%。华鑫证券周报指出，国内电解铝价格为20780元/吨，环比3月14日-190元/吨，跌幅0.91%。库存方面，上周LME铝库存为483925吨（环比3月14日-17875吨，同比-80125吨）；国内上期所库存为233240吨（环比3月14日+15159吨，同比+13766吨）；2025年3月20日，SMM国内社会铝库存为83.4万吨，环比3月13日-2.8万吨。该行表示，综合而言，上周铝价自高位调整后，一定程度上刺激终端企业补库需求，下游开工延续扩张态势。上周国内铝型材行业开工率环比提升3个百分点至60%。预计铝价保持偏强走势。
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