金吾财讯 | 铝业股强势，荣阳实业(02078)涨12.50%，俄铝(00486)涨7.02%，中国铝业(02600)涨5.28%，南山铝业国际(02610)涨3.88%，中国宏桥(01378)涨3.80%，兴发铝业(00098)涨2.44%。
消息面上，特朗普于当地时间4月2日签署行政令，加征“对等关税”，虽然铝产品已受232条款关税约束无需缴纳对等关税，但是下游消费或受对等关税政策影响，铝价整体承压。考虑到电解铝新增产能有限叠加国内终端消费韧性较强，该行认为铝锭和铝棒有望持续去库，支撑铝价。
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