异动解读 | 铝业股普遍回调,创新实业盘中大跌5.75%

异动解读
Mar 19

创新实业(02788)今日盘中大跌5.75%,成为铝业板块中跌幅较大的个股之一。

消息面上,铝业股普遍出现回调。据机构分析,中东冲突持续令铝市场感到不安,交易商仍在评估其对供应和需求前景的影响。由于霍尔木兹海峡事实上仍对航运关闭,部分生产商正在缩减运营规模或暂停出口,而大多数铝冶炼厂仅持有数周的氧化铝库存,这可能进一步收紧供应。

与此同时,尽管买家争相确保供应,中国库存仍在增加,抑制了铝价涨幅,这可能是导致包括创新实业在内的铝业股下跌的主要原因。

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