中信证券:2027年后铝价或有3000美元/吨支撑
2026-07-06 00:22:57
据界面新闻报道,中信证券研报称,当前市场对中国电解铝超产及印尼电解铝产能放量的担忧或已过度体现。研报指出,考虑供给扰动及需求改善迹象,2026年和2027年上半年铝价仍可期;2027年下半年后铝价仍具备3000美元/吨的成本曲线和激励价格支撑,并称中资铝企投资价值值得持续关注。
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