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　　10月28日消息，中国铝业AH股齐涨，其中，A股录得6连涨，H股连涨5日，二者均刷新阶段新高价。截止发稿，中国铝业港股涨2.39%，报价9.41港元。

　　消息上，中国铝业公布2025年第三季度报告。前三季度实现营收1765.2亿元，同比+1.6%；归母净利108.7亿元，同比+20.6%；扣非归母净利107.2亿元，同比+22.9%。其中，Q3实现营收601.2亿元，同比-4.7%；归母净利润38.0亿元，环比+7.6%，同比+90.0%。

　　工银瑞信认为，近期沪铜、沪铝涨至前期高点附近，铜、铝库存均开始去化，宏观因素向好支撑价格重回上涨。一方面，此前价格回调后下游采购较好；另一方面，近期欧洲及美国PMI表现好于预期成为价格的重要支撑，叠加美联储降息的概率提升，宏观因素开始向好。铜、铝当前估值仍较低，随着三季度业绩陆续公告，价格兑现较好，2025-2026年业绩或存在上修空间。

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