智通财经APP获悉，中国铝业(02600)盘中跌近20%，截至发稿，跌18.55%，报3.82港元，成交额4.84亿港元。
华联期货指出，尽管美国前期已征收232关税，本次对中国加征的对等关税未直接涉及铝。不过，美国各项关税政策相互独立且叠加征收。例如，汽车232关税规定，非美国生产零部件的汽车将被征收25%关税，这将影响墨西哥汽车产量，进而间接影响中国铝材对墨西哥的出口。总之，美国新关税政策对我国铝市场间接影响较大。
高盛此前发布研报称，下调对中国铝业今明两年的盈利预测14%至15%，预计氧化铝价格会持续受压，下调其对国内氧化铝价格预测27%至28%，至每吨3,431元人民币及3,464元人民币。汇丰也表示，预计中铝今年盈利将下降约5%，因去年异常强劲的氧化铝收益难以重现。
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