文|王介超覃静郭衍哲王晓芳邵三才基于国内电解铝已经进入到弱供给、高利润、低资本开支的阶段,上市公司拥有了分红的能力,且分红意愿在提升,板块股息率可观;供应的刚性、库存的低位,使得价格弱消费周期有抗跌的能力,在强消费周期有更好的向上弹性,是攻防兼备的板块。点击小程序查看报告原文铝:紧绷的供应,紧俏的价格回顾:电解铝价格温和上涨,利润扩张与PE修复同步进行2025年至今电解铝板块持续维持量价齐升、利润...
Source Link文|王介超覃静郭衍哲王晓芳邵三才基于国内电解铝已经进入到弱供给、高利润、低资本开支的阶段,上市公司拥有了分红的能力,且分红意愿在提升,板块股息率可观;供应的刚性、库存的低位,使得价格弱消费周期有抗跌的能力,在强消费周期有更好的向上弹性,是攻防兼备的板块。点击小程序查看报告原文铝:紧绷的供应,紧俏的价格回顾:电解铝价格温和上涨,利润扩张与PE修复同步进行2025年至今电解铝板块持续维持量价齐升、利润...
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