港股铝业股涨幅居前,铝价首破3000美元,机构看好行业成本下降红利将延续

智通财经
Jan 05

1月5日,港股铝业股涨幅居前,截至发稿, 涨超5%, 涨超2%, 、 涨超1%。消息面上,海外供应减少扰动担忧持续推升铝价,上周五外盘铝价再创新高,LME三月期铝价涨0.8%至3021美元/吨。新湖期货表示,短期市场仍受宏观情绪波动影响,投机氛围较浓,铝价或高位震荡。国金证券指出,展望2026年,预计成本下降红利将延续,中国产能天花板将至+电力制约带来供应端紧约束,低库存+需求多元有望超预期,看好...

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