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