智通财经APP获悉，中国铝业(02600)现跌超3%，截至发稿，跌3.15%，报5.23港元，成交额1.75亿港元。
消息面上，美国6月份的就业数据显示其经济韧性，市场对美联储的降息预期有所下调。国泰海通证券指出，淡季工业金属品需求走弱，铜铝加工环节开工率延续下滑，库存累积，供需格局偏弱。宏观层面，美国对等关税暂停期即将结束，关注海外铜挤仓方面变化，以及美关税对铜铝等工业品需求预期方面的影响，金属价格波动或加剧。
中信建投指出，今年以来铝板块的红利属性越来越被市场认可和重视，源于铝行业的盈利水平恢复并稳定在高位。今年1-5月国内电解铝消费增长4.9%，市场担心若按照全年2%的增长则下半年出现负增长。但是，即便全年按照2%消费增速看全球全年仍旧维持供需紧平衡，全球交易所库存处于历年低位，抵御供应干扰的能力弱，低库存能够有效抵御消费淡季的冲击，帮助铝价维持在高位运行，对应行业利润也在高位。
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