异动解读 | 南山铝业国际盘中大涨5.16%,前日急跌后技术性反弹叠加行业基本面改善

异动解读
Apr 29

南山铝业国际今日盘中大涨5.16%,引起了市场的关注。

消息面上,此次上涨主要被视为技术性反弹。公司股价在前一交易日因其母公司南山铝业一季度纯利同比下降35.39%而出现大幅下跌,今日市场情绪有所修复。

此外,行业基本面也为股价提供了支撑。进入3月份以来,受中东地缘冲突推高海运费与能源成本、以及部分海外氧化铝厂检修减产等因素影响,海外氧化铝价格已获得一定支撑,国内氧化铝价格亦呈现温和反弹态势。同时,铝板块整体表现偏暖,同行业公司如中国宏桥、中国铝业股价亦上涨,对南山铝业国际股价形成带动。

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