智通财经APP获悉，铝业股延续涨势，截至发稿，中国铝业(02600)涨3.74%，报4.72港元；中国宏桥(01378)涨2.66%，报14.66港元；南山铝业国际(02610)涨1.32%，报26.85港元。
中金发布研报称，几内亚矿业局对Axis矿区下达停工指令，这是继5月15日几内亚政府吊销46家矿业公司采矿证后，铝土矿供给扰动的进一步升级。因铝土矿价值量偏低，几内亚对拔高铝产业链价值的诉求，可能引发矿端与冶炼端对氧化铝产业主导权的博弈，进而导致供应链风险上升。国盛证券表示，据SMM数据显示，5月16日几内亚铝土矿CIF价格已降至70美元/吨，此次撤销矿业经营许可证事件将会影响几内亚铝土矿供给，从而造成铝土矿供需情况的改变，铝土矿资源价值凸显。
星展银行报告指出，几内亚近期撤销了包括Axis矿在内的多个铝土矿开采权，该矿2024年产量达2400万吨，占全球需求的约5%。星展银行预计，若这一局面持续，可能扭转自2025年第二季度以来的铝土矿价格下跌趋势，并可能导致供应趋紧。中国国内铝土矿资源有限，仅能满足约30%的需求，而几内亚占中国进口量的80%以上。因此，随着几内亚开采权撤销，中国氧化铝供应过剩局面可能缓解，推动价格触底回升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.