俄铝集团(00486)今日盘中股价大涨5.94%,引发市场关注。
消息面上,有消息指出,全球铝供应或将趋于紧张,推动了铝价上涨预期,或是推动俄铝集团等铝企股价上扬的原因。据报道,日本铝进口溢价在第二季度有望从当前季度的235美元/吨升至245-260美元/吨,涨幅达7%-14%,反映了原铝供需紧缺的状态。此外,投行机构预计今年全球铝市场或将出现超过60万吨的供应短缺,基本面赤字将推动铝价在年内进一步上涨。
作为全球主要铝生产商,俄铝集团的经营状况或将受益于原铝供应趋紧。不过,铝价上涨对成本端也将产生一定影响,其具体影响还需进一步观察。
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