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當前電解鋁需求韌性顯著超越預期。預計年內國內電解鋁行業將呈緊平衡態勢，看好鋁板塊布局機會，維持鋁板塊“強於大市”的評級。板帶箔產量同比光光算谷歌seo算谷歌seo代运营微增且具備持續改善預期。中信證券研報表示 ，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 ，建築型材 |
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