铝业股持续走低 俄铝绩后大跌近11% 中国铝业4连跌

格隆汇
Yesterday

3月18日,港股铝业股持续走低,其中,俄铝绩后大跌近11%表现最差,中国铝业跌近4%并且录得4连跌,中国宏桥跌2%,南山铝业国际跌1.6%。

消息上,俄铝今早发布截至2025年12月31日止年度业绩,该集团期内取得收益148.12亿美元,同比增加22.6%;经调整亏损净额7.87亿美元,同比盈转亏。截至2025年12月31日止,本集团年度的原铝产量为3918千吨,而2024年同期为3992千吨,按年减少约1.9%。

有分析指出,持续高涨的油价像一把双刃剑。它在冲击供应的同时,也威胁着全球经济增长前景。当市场开始担忧“高油价、经济衰退、需求崩塌”时,资金会选择从对经济周期敏感的股票(如铝业股)中撤离,转向避险资产。

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