异动解读|中国铝业盘中下跌3.04%,前日大涨逾9%后回调

行情直击
Jul 15

7月15日,中国铝业盘中下跌3.04%,报7.98港元,成交额2.59亿港元。公司于7月13日发布上半年业绩预增公告,预计归母净利润112亿至122亿元,同比增长58%至73%,创历史同期最好水平。受业绩利好驱动,7月14日股价大涨逾9%。

今日盘中回落,市场背景方面,此前中信证券研报指出铝行业悲观预期定价过度,中国超产担忧及印尼投产节奏加快导致铝价自5月以来持续走低。尽管花旗、大摩、美银等多家机构维持正面评级,美银指出当前股价已反映铝价低于2万元/吨的悲观假设,但铝价中期走势分歧仍对市场情绪构成压制。

(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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