金吾财讯 | 铝业股守稳升势，荣阳实业（02078）涨5.74%，南山铝业国际（02610）涨4.67%，中国宏桥（01378）涨3.53%，创新实业（02788）涨3.36%，中国铝业（02600）涨3.23%。大同证券表示，铝受美加关税谈判破裂、地缘因素支撑保持偏强，国内电解铝库存处于多月低位。当前工业金属定价逐步脱离地产基建传统需求，由新能源、AI结构性需求和供给刚性共同主导，矿端约束叠加低库存，对价格中枢形成有力支撑。
金吾财讯 | 铝业股守稳升势，荣阳实业（02078）涨5.74%，南山铝业国际（02610）涨4.67%，中国宏桥（01378）涨3.53%，创新实业（02788）涨3.36%，中国铝业（02600）涨3.23%。大同证券表示，铝受美加关税谈判破裂、地缘因素支撑保持偏强，国内电解铝库存处于多月低位。当前工业金属定价逐步脱离地产基建传统需求，由新能源、AI结构性需求和供给刚性共同主导，矿端约束叠加低库存，对价格中枢形成有力支撑。
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