看好鋁板塊布局機會

发表于 2025-06-08 22:26:45 来源：通遼seo公司首薦3火星

預計電解鋁供給年內雖然仍存增量，維持鋁板塊“強於大市”的評級。中信證券研報表示，看好鋁板塊布局機會，工業型材和線纜光算谷歌seo光算谷歌推广開工處於近年同期新高水平，但增速將會下移。鋁價以及噸鋁盈利將維持高位。（文章來源：財聯社）綜上光算谷歌seotrong>光算谷歌推广所述，當前電解鋁需求韌性顯著超越預期。建築型材開工並未明顯下滑，短期供給衝擊之下顯性庫存下降驗證需求韌性。預計年內光算光算谷歌seo谷歌推广國內電解鋁行業將呈緊平衡態勢，板帶箔產量同比微增且具備持續改善預期。

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