港股异动 | 中国宏桥(01378)涨超4%领涨铝业股 几内亚油库爆炸危机导致供给担忧升温
铝业股早盘走高，截至发稿，中国宏桥(01378)涨4.01%，报6.49港元；中国铝业(02600)涨2.41%，报3.83港元。
消息面上，12月18日，几内亚首都科纳克里的一处大型燃油仓库发生爆炸并引发火灾，对当地燃料及电力供应造成较大影响。中信证券指出，几内亚是全球主要的铝土矿生产国和我国最主要的铝土矿进口来源国。本次几内亚油库爆炸危机预计将从矿石生产和运输两个维度造成供给扰动。该行认为，本次事件有望催化后续氧化铝和电解铝价格强势运行，并推动板块回暖。
国金证券发布报告称，国内电解铝产能即将达峰，关注季节性供需错配下的交易机会。需求端光伏、新能源汽车等新兴领域消费增长将对地产需求下滑形成抵补，供给约束下电解铝供需维持紧平衡格局，该行预计24年铝价运行中枢与23年持平，运行区间17000-20000元/吨，25年价格中枢有望进一步上移。
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