证券时报网讯，国海证券研报指出，短期来看，需求和宏观及政策预期共同压制，铝价及股价调整较多;而考虑电解铝行业整体亏损较多，成本支撑有力，基本面难有更大幅度恶化，关注板块反转机会。相较而言，氧化铝基本面表现更为强势，几内亚铝土矿发运尚未完全恢复，铝土矿供应仍然紧张，价格持续上涨，国内氧化铝生产时有扰动，电解铝企业补库需求仍存，国内现货价格高位震荡，一体化经营的公司将明显受益。长期来看，铝行业长期供给增量有限，而需求仍有增长点，行业或将维持高景气。建议关注：神火股份、天山铝业、云铝股份等。
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- 国海证券:铝行业长期供给增量有限 需求仍有增长点
国海证券:铝行业长期供给增量有限 需求仍有增长点
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.