港股异动 | 中国铝业(02600)盘中涨超3% 国家发改委鼓励大型氧化铝等领域骨干企业实施兼并重组

智通财经
Dec 30, 2025

智通财经APP获悉,中国铝业(02600)盘中涨超3%,截至发稿,涨3.63%,报12港元,成交额1.86亿港元。

消息面上,近日,国家发展改革委产业发展司发布文章《大力推动传统产业优化提升》。其中文章指出,对氧化铝、铜冶炼等强资源约束型产业,关键在于强化管理、优化布局。强资源约束型产业是国民经济的基础性产业,在经济建设、国防建设等诸多领域具有重要作用。大摩研报指出,该文章提及强化氧化铝与铜冶炼产业的管理及优化布局,并鼓励氧化铝及铜冶炼大型骨干企业实施兼并重组。大摩认为,新政策可能限制新增规划氧化铝产能,并预计产能整合将有利于行业龙头。

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