港股异动 | 有色金属股集体走高 水电站设备及输电电缆有望带动铜铝需求 行业稳增长方案即将出台

智通财经
21 Jul

智通财经APP获悉,有色金属股集体走高,截至发稿,洛阳钼业(03993)涨4.67%,报8.51港元;中国铝业(02600)涨4.04%,报5.92港元;江西铜业股份(00358)涨3.52%,报15.86港元;五矿资源(01208)涨2.94%,报3.85港元。

消息面上,西藏雅鲁藏布江下游水电项目于7月19日正式动工,总投资达1.2万亿元人民币。摩根士丹利发表研究报告称,预期在建设阶段,水泥和钢铁行业将直接受益;后期水电站设备及输电电缆将带动铜及铝材需求,项目投产后年发电量超过3,000亿度,除优先外送电力外,充裕的电力供应或将刺激当地数据中心等用电密集型项目投资,进一步利好铜及铝的需求。

此外,工信部表示有色金属等重点行业稳增长,淘汰落后产能方案即将出台,市场对行业反内卷和供给侧改革预期再度点燃。华创证券指出,受益于未来稳增长方案的出台,宏观改善的情绪或更为明显,同时会议提出的调结构、优供给、淘汰落后产能或为前期反内卷的延续,关注宏观预期改善对有色金属行业行情的带动。

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