金属铝的投资机会

国元财富管理
Nov 11

点击蓝字 关注我们01核心观点金属铝行业凭借供给端的强刚性约束、需求端的结构性增长、成本端的盈利扩张空间、合理的库存水平及政策与市场情绪的共振,短期价格支撑有力,长期增长逻辑清晰,展现出显著的投资价值,成为当前有色金属板块中值得重点布局的优质方向。02分析维度一、供给端刚性约束凸显,短缺预期逐步兑现供给端的强约束是看好铝的核心逻辑;国内产能接近上限,运行产能难有增量。中国电解铝行业理论开工产能维持...

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