港股异动 | 有色股逆市走高基本金属板块二季度业绩环比增长宏观有望推动有色持续上行

智通财经

Sep 11

智通财经APP获悉，有色股逆市走高，截至发稿，中国宏桥(01378)涨4.96%，报25.4港元；江西铜业股份(00358)涨4.43%，报25.46港元；中国铝业(02600)涨3.49%，报7.11港元；洛阳钼业(03993)涨3.14%，报12.49港元。

长江证券发布研报称，2025上半年基本金属板块净利润同比增长27%，2025年二季度基本金属板块实现净利润376.44亿元，同比增长14%，环比增长15%。2025上半年同比增长得益于中美制造业阶段性共振向上及联储降息预期致使2025上半年基本金属商品价格中枢抬升。2025二季度环比增长主要系关税交易逐步缓和，叠加风光抢装、以旧换新政策刺激、出口抢装等强产业现实表现，商品价格回升；原料氧化铝、动力煤价格下行，电解铝冶炼环节盈利由此改善。

中信建投则表示，美联储议息会议前最关键的数据美国非农就业数据表现显著低于预期，9月16-17日议息会议宣布降息几无悬念，同时年内降息3次的概率接近80%。该行指出，工业金属价格由“金融属性”及“商品属性”共同决定，从金融属性来看，美联储已开启降息周期；从商品属性来看，全球铜铝库存均处于相对低位，中国经济复苏可期，叠加新能源行业的拉动，铜铝需求增长将有所好转。

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