有色金属股普涨 江西铜业股份(00358)涨3.44% 机构指有色板块再次迎来逢低布局的机会

金吾财讯
Nov 27

金吾财讯 | 有色金属股普涨,截至发稿,江西铜业股份(00358)涨3.44%,中国大冶有色金属(00661)涨3.33%,中国铝业(02600)涨2.98%,洛阳钼业(03993)涨2.74%,招金矿业(01818)涨2.74%,中国黄金国际(02099)涨2.09%,金力永磁(06680)涨1.91%,紫金矿业(02899)涨1.72%。中原证券发布研报称,在铜精矿供应紧张与绿色需求爆发的背景下,铜价中枢有望保持上行态势。该行预计2026年电解铝平均价格水平在2.2万元/吨左右。同时随着电解铝企业盈利能力不断增强,公司纷纷提高分红比例,股息率在不断提升,板块具有红利属性。受到美联储进入降息周期、国内一系列利好政策施放显效、经济保持向好态势,海内外对有色金属需求增加,该行维持有色金属及新材料行业评级为“强于大市”,建议关注铜、铝、黄金和超硬材料板块。东方证券发布研报称,有色板块再次迎来逢低布局的机会,关注被错杀的细分板块。上周五有色金属板块主要受碳酸锂板块大幅下跌影响。由于碳酸锂价格涨至10万元/吨的关键水平,市场对后续价格走势存在较大的分歧,由此商品与股票市场产生较大波动,拖累有色金属板块整体表现。但从中期维度来看,该行依然看好有色金属部分细分板块上涨,上周板块整体大幅回调或是错杀,电解铝、黄金板块有望再次迎来逢低布局的机会,建议积极关注。

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