港股异动 | 俄铝(00486)盘中涨超12% 市场关注潜在俄美领导人会晤 公司铝冶炼产量全球排名第三

智通财经
Oct 22, 2025

智通财经APP获悉,俄铝(00486)盘中涨超12%,截至发稿,涨8.53%,报4.71港元,成交额772.7万港元。

消息面上,当地时间21日,美国总统特朗普称尚未就与普京的会晤做出决定。特朗普还表示,他仍然认为乌克兰与俄罗斯有机会停火。当天稍早时,白宫高级官员表示,目前没有安排特朗普与普京会面的计划。

开源证券此前发布研报称,俄罗斯是全球第三大原铝生产国,其产量主要由俄铝贡献,2023年俄铝原铝产量达384.7万吨,伴随Taishet产能的爬坡,预计2024年俄铝原铝产量将达到390万吨,预计供应全球5%的铝产量。而美国是全球第二大铝消费国,恢复出口后俄铝可享受稳定订单。

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