异动解读 | 南山铝业国际盘中大涨5.02%,铝业股集体走强,花旗看好行业前景

异动解读
Nov 06, 2025

港股市场今日盘中,南山铝业国际(02610)股价大涨5.02%,引起投资者广泛关注。该股的强势表现与整个铝业板块的集体上涨趋势一致。

据市场消息,港股铝业股今日普遍走强。其中,中国宏桥(01378)涨幅最大,上涨6.5%并创下历史新高;中国铝业(ACH)涨幅约5%;南山铝业国际(02610)也跟随大盘上涨。分析认为,这波涨势主要受益于行业前景看好及机构投资者的积极评价。

花旗集团最新研报指出,铝业仍然是该行最看好的行业之一。花旗预计,得益于中国的产能上限政策(年产能4520万吨)以及印尼不会出现爆发性的产能增加,铝供应将保持紧张状态,这将导致铝业毛利长期维持高位。机构的乐观预期进一步提振了投资者信心,推动铝业股价整体走高。

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