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事关A股有色板块！重磅铝业会议发出警告：这一紧张局面可能持续5年

事关A股有色板块！重磅铝业会议发出警告：这一紧张局面可能持续5年
jrj.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jrj.com.cn Daily Mail and Mail on Sunday newspapers.

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金融High Tea——炒資金由虛入實好好玩

金融High Tea——炒資金由虛入實好好玩
stheadline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from stheadline.com Daily Mail and Mail on Sunday newspapers.

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事关A股有色板块！重磅铝业会议发出警告：这一紧张局面可能持续5年 _ 东方财富网

事关A股有色板块！重磅铝业会议发出警告：这一紧张局面可能持续5年 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

United statesInner mongoliaNei mongolGuangxi guizhou qinghaiIndustrial the associationNorth americaUnited states chicagoAsia marketInner mongolia yunnan guangxi guizhou qinghaiNorth america chinaMandarin financePeak newAugust china

中信：发改委阶梯电价政策执行 电解铝影响几何？ _ 东方财富网

【中信：发改委阶梯电价政策执行 电解铝影响几何？】在发改委政策推升成本、供给扰动规模和持续性超预期、旺季下消费有望边际改善和全球流动性宽松料将延长的背景下，我们预计铝价的高位持续性将强于市场预期且有望持续走高。一方面，未来降碳节能的经济性将更加显现，推荐生产具备电耗优势的高端阳极且布局“电解槽减碳节能综合服务解决方案”的索通发展；另一方面，预计发改委政策执行下的成本抬升对盈利影响有限，铝价持续性和弹性料将拉阔电解铝公司盈利，推荐神火股份、云铝股份，关注中国铝业。（中信证券研究）

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