智通财经APP获悉，中国铝业(02600)现跌超5%，截至发稿，跌5.03%，报10.58港元，成交额7.87亿港元。
消息面上，高盛最新研报显示，该行维持对铝价的看跌立场，预计2026年四季度铝价将跌至2350美元/吨，并认为直到下个十年初期价格才能恢复到当前水平。高盛预计，新增供应推动市场转入过剩，铝需求虽将受益于与铜类似的需求驱动因素以及替代效应，但铝不会面临铜所遭遇的资源限制问题。
小摩则表示，对铝业在明年的前景依然看好。在该行的基本预测中，预计来自印尼的新供应，将在2026年带来适度的供应过剩，但潜在的供应中断风险，及海外产能重启速度放缓，或令市场供应比基准预测更为紧张。
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