港股异动 | 中国铝业(02600)涨超7% 供应偏紧推动氧化铝价格走高
中国铝业(02600)涨超7%，截至发稿，涨7.5%，报4.73港元，成交额1.82亿港元。
消息面上，信达期货指出，国内山西、河南等地的铝土矿供应仍受到环保等各种因素的影响，铝土矿价格居高不下，引发矿端供应不足的同时也推涨氧化铝生产成本。而需求端电解铝开年产量总体上高于往年同期，今年电解铝供应呈现宽松格局总体上看，供紧需松，氧化铝预期区间内偏强震荡。
国联证券表示，根据公司2023年评级报告披露的数据，2022年公司氧化铝制造成本位列全国45%-50%分位。由于公司铝土矿自给率高，公司有望受益于氧化铝价格上涨带来的利润弹性。据悉，截至2022年末公司铝土矿自给率超过60%。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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