金吾财讯 | 铝业股向好，中国宏桥(01378)涨3.17%，中国铝业(02600)涨2.89%，南山铝业国际(02610)跟涨1.11%。
矿业巨头力拓 (RIO.US)表示，美国对其加拿大铝材加征的关税在上半年造成了超过3亿美元的总成本。美国铝价期货显示，铝材成本正上升，美国买家面临更高支出。业内高管警告称，关税可能会严重打击美国的铝材需求。
中信证券指出，2024年，我国铝企在产量规模和业务纯度上保持全球领先地位，成本和盈利优势虽有收窄但仍然突出，且低估值优势显著。我国铝企在资源保障和分红回报层面仍有提升空间。海外铝企中，印度及中东铝企在成本和盈利等维度优势逐渐彰显，且中东铝企还具备低估值优势。欧美铝企虽占据资源领先地位，但成本短板明显。该机构看好中国铝企的竞争力。此外，印度和中东地区铝企竞争力逐步提升。
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