异动解读|中国铝业盘中上涨3.12%,控股股东累计增持约6.59亿元提振信心

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8月17日,中国铝业(02600)盘中上涨3.12%,报8.44港元,成交额1.06亿港元,此前该股在8月13日曾因中东复产预期大跌逾5%后持续调整。

消息面上,控股股东中铝集团及其一致行动人近期累计增持公司股份约7735.67万股(含A股及H股),约占总股本0.45%,累计增持金额约人民币6.59亿元,且中铝集团此前披露增持计划总额为10亿至20亿元,增持仍在进行中。与此同时,铝市供给端扰动持续,巴西Alunorte氧化铝厂因天然气供应中断将产量削减至产能的50%,霍尔木兹海峡重开前景渺茫,全球铝供应缺口担忧升温,为铝价提供底部支撑。此外,公司上半年预计归母净利润112亿至122亿元,同比增长58%至73%,基本面较为扎实。

(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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