智通财经APP获悉，中国铝业(02600)绩后跌近5%，截至发稿，跌2.8%，报6.94港元，成交额9497.82万港元。
消息面上，中国铝业发布中期业绩，上半年营业收入1163.92亿元，同比增长5.12%；净利润70.71亿元，同比增长0.81%。第二季度，公司营业收入为606.1亿元，同比下降1.9%；归母净利润为35.3亿元，同比下降26.2%。拟每股派发现金红利0.123元，预计总派发金额为21.1亿元，占归母净利润的30%。
华泰证券指出，从基本面角度来看，低库存是当前支撑铝价身处高位的主要因素，而展望后市，光伏领域由于分布式装机量的占比抬升，即使政策抢装潮已结束，其对铝需求或在下半年仍维持较高增速，大概率不会出现需求较大幅度下滑；汽车领域则在国内以旧换新政策支撑下或维持高增速；同时海外经济体下半年在降息周期下呈现逐步修复状态。该行对25年下半年铝需求端维持乐观，预期下半年铝价或呈现震荡上行走势。而氧化铝方面，由于矿端已开启去库周期，因此铝土矿价格难以下跌，氧化铝环节即使面临供给偏松格局，但成本支撑下，价格进一步下跌概率较小。
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