8月18日，中国铝业盘中下跌3.04%，报8.3港元，成交额6226.19万港元，延续上周中东复产预期冲击后的调整走势。
消息面上，阿联酋环球铝业（EGA）确认将斥资4亿美元修复因战争受损的冶炼厂，力争明年一季度恢复战前产量水平，中东铝厂复产预期得到验证加强，铝价承压回落。与此同时，摩根大通于8月11日减持公司约524.68万股H股，每股作价约8.63港元；贝莱德H股好仓比例亦从11.23%降至10.53%，外资持续减仓对市场情绪形成压制。铝行业板块今日整体走弱，中国宏桥跌1.63%、南山铝业国际跌2.78%。不过，控股股东中铝集团累计增持约6.59亿元，且公司上半年预计归母净利润112亿至122亿元、同比增58%-73%，基本面仍较扎实。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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