金吾财讯 | 铝业股多数上涨，中国宏桥(01378)涨4.26%，南山铝业国际(02610)涨2.38%，俄铝(00486)涨0.57%。国海证券发布研报称，短期来看，关税政策加剧了对经济的担忧，市场避险情绪浓，海外铝价跌幅明显，对行业有一定压制；而国内旺季去库延续，基本面仍然偏强，随着关税风险释放，后续有望迎来持续的“去库+涨价”。而氧化铝方面，随着铝土矿进口量提升和氧化铝产能投放，氧化铝供需逐步走向宽松，价格低位震荡；考虑长期氧化铝产能增长，远期价格将维持在较低水平。该行表示，随着需求旺季深入，铝价或有更强势表现，电解铝环节盈利有望持续向上，关注板块投资机会。长期来看，铝行业长期供给增量有限，而需求仍有增长点，行业或将维持高景气。
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