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看好鋁板塊布局機會

发帖时间：2025-06-09 15:04:42

[光算穀歌seo公司] 来源：seo黃金規則

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

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