(原标题:【券商聚焦】浙商证券:电解铝行业景气上行,首予创新实业(02788.HK)买入评级)金吾财讯|浙商证券发布研报指,近期电解铝市场供需趋紧,行业进入高景气周期。LME铝价突破震荡区间,主因供给增速受限(2025-2027年CAGR仅1.5%-2%)及新能源需求强劲(全球电力需求年均增速4%)。中东地缘冲突加剧能源价格波动,进一步强化铝的金融与商品属性。 行业层面,国内电解铝产能利用率达...
Source Link(原标题:【券商聚焦】浙商证券:电解铝行业景气上行,首予创新实业(02788.HK)买入评级)金吾财讯|浙商证券发布研报指,近期电解铝市场供需趋紧,行业进入高景气周期。LME铝价突破震荡区间,主因供给增速受限(2025-2027年CAGR仅1.5%-2%)及新能源需求强劲(全球电力需求年均增速4%)。中东地缘冲突加剧能源价格波动,进一步强化铝的金融与商品属性。 行业层面,国内电解铝产能利用率达...
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