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