智通财经APP获悉，铝业股尾盘走强，截至发稿，中国铝业(02600)涨5.77%，报11.74港元；南山铝业国际(02610)涨3.69%，报44.94港元；中国宏桥(01378)涨1.94%，报33.64港元。
消息面上，申万宏源期货指出，当前海内外宏观情绪偏向利好，市场在等待美联储下周政策会议前的美国关键经济数据。最新公布的ADP就业数据显示，11月私营企业减少3.2万个工作岗位，为2023年3月以来最大降幅，远不及市场预期的增加1万个，增强了市场对美联储在下周会议上降息25个基点的预期。
申万宏源期货还指出，近期铝二次冲高主要受到白银和铜的跟随影响，长期看供应受限及低库存对于铝价下方构成了实质性支撑。需求面12月虽处于传统消费淡季，下游整体消费氛围趋弱，但并未出现大幅下滑的情况，需求韧性依旧凸显，铝价中长期建议保持乐观。
国泰君安期货表示，中长期来看，全球铝供应增长仍然受限，市场长期处于“紧平衡”状态。关键风险点在于印尼产能，印尼凭借便宜的煤电和铝土矿，正在规划相当一部分的低成本电解铝产能，但当前有确定性电力供应的产能投产规模或仍相对可控，印尼新增供应提速仍存疑。
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