港股详情

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稀土概念

3,244.936

-80.606-2.42%

涨家数：1

跌家数：3

平家数：1

市盈率：- -

高：3,321.431

开：3,321.431

低：3,197.028

收：3,325.542

成交量：1.18亿

成交额：15.77亿

市值：3,519.21亿

流通市值：967.54亿

数据加载中...

总览新闻资讯

金风科技：持有蓝箭航天股权并作为金融资产核算

南方财经网

中国铝业(02600.HK)跌超3%

每日经济新闻

东轻特种铝合金锻造生产线改扩建项目全面投产

铝价持续上行，电解铝盈利延续扩张 | 投研报告

中国能源网

北美缺电，哪些中国企业有望受益？

有色金属行业动态报告：有色供应干扰已被计价等待流动性或消费驱动

中信建投证券

11月16日增减持汇总：暂无增持中国铝业等8股减持（表）

中国铝业：董事蒋涛拟减持不超0.00034%公司股份

每日经济新闻

中信建投：我国具备稀土全产业链优势未来关注钕铁硼材料需求拉动领域

江西铜业获得实用新型专利授权：“一种实现均液分配的液体分布器”

证券之星企业动态

西芒杜铁矿项目正式投产多家央企参与建设开发

陈思捷：铝价狂飙，产业链利润流向何方？

10月份我国能源生产情况公布：原油生产保持增长，电力生产增速明显提高

大河财立方

中国铝业盘中异动大幅下跌3.57%报11.620港元

江西铜业股份盘中异动早盘快速下跌3.23%

【券商聚焦】中金公司：“十五五”用于绿色基础设施方面的投资将达到2.8万亿元

有色月报 | 氧化铝底部整理沪铝将震荡偏强

中国国际期货

【点石成金】铝：增仓上行，分歧加剧

2026年电解铝行业或将延续高利润格局

粤开证券财富管理

铝价屡创年内新高，11月至12月铝价或高位震荡

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10:54","pubTimestamp":1763348040,"startTime":"0","endTime":"0","summary":"华源证券近日发布有色金属大宗金属周报：缺铝逻辑有望逐步兑现，铝价迎来上行周期，电解铝盈利持续扩张，本周沪铝涨1.48%至2.20万元/吨，电解铝毛利6051元/吨，环比上涨5.40%。1）氧化铝：基本面维持过剩格局，氧化铝现货价格延续弱势。后续需持续关注氧化铝成本利润与运行产能情况。2）缺铝逻辑有望逐步兑现，铝价迎来上行周期，电解铝盈利持续扩张。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117110308a4a68b7d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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S0080125070053；魏冬 S0080523070023；黄凯松 S0080521070010；李瑾 S0080520120005；刘欣懿  S0080525060006；张歆瑜  S0080124070034","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117085939976db1a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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月降息，流动性助力铜价或能重拾升势。美联储若维持高强度加息，对以美元计价的有色金属是不利的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117083321a4a63a6e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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　　据统计，11月16日，暂无A股上市公司披露增持情况。包括益丰药房、国创高新、新农股份、千里科技、高凌信息、时空科技、茶花股份、中国铝业在内的8家A股上市公司披露减持情况。\n\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-11-16/doc-infxrfqv6268230.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0010","BK1513","BK0183","BK1592","02600","BK0233","BK0028","BK1175","BK4153","601600","BK1568","BK0006","BK0196","BK0188","ACH","BK0012"],"gpt_icon":0},{"id":"2583666604","title":"中国铝业：董事蒋涛拟减持不超0.00034%公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2583666604","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583666604?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 15:48","pubTimestamp":1763279309,"startTime":"0","endTime":"0","summary":"每经AI快讯，11月16日，中国铝业公告，公司现任董事、副总经理蒋涛因个人资金需求，计划自2025年12月8日起至2026年3月7日止期间内，通过集中竞价方式减持公司A股股份不超过57500股，约占公司总股本的0.00034%。减持价格按市场价格确定。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511163565480348.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511163565480348.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1175","BK1568","ACH","BK4153","BK1592","BK1513","02600"],"gpt_icon":0},{"id":"2583337666","title":"中信建投：我国具备稀土全产业链优势 未来关注钕铁硼材料需求拉动领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2583337666","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583337666?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 07:24","pubTimestamp":1763249042,"startTime":"0","endTime":"0","summary":"新能源汽车是高性能钕铁硼材料需求拉动最明显的领域，未来需求占比约50%。中国是全球最大的稀土资源国、矿/冶生产国、消费国，具备稀土全产业链优势。由于中国具备全产业链稀土优势，海外稀土消费依赖于从中国进口，短期内难以被替代，因此在应对国际贸易争端中，具有更强话语权。中国稀土矿产量约占全球70%，冶炼分离能力占全球超90%，因此每年需要进口稀土原料。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116074402a4a44e90&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116074402a4a44e90&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06680","00769","BK1190","BK1513"],"gpt_icon":0},{"id":"2583638036","title":"江西铜业获得实用新型专利授权：“一种实现均液分配的液体分布器”","url":"https://stock-news.laohu8.com/highlight/detail?id=2583638036","media":"证券之星企业动态","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583638036?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 23:30","pubTimestamp":1763220630,"startTime":"0","endTime":"0","summary":"证券之星消息，根据天眼查APP数据显示江西铜业新获得一项实用新型专利授权，专利名为“一种实现均液分配的液体分布器”，专利申请号为CN202422882484.9，授权日为2025年10月31日。本实用新型提供一种实现均液分配的液体分布器，可以适用于多个反应槽、多种槽体结构、不规则位置及不同高度的反应槽供液，并能够实现浆液均匀分布，最大能力、最佳反应效果的发挥工序能力。今年以来江西铜业新获得专利授权117个，较去年同期增加了48.1%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115234043a4a3d8b3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115234043a4a3d8b3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0405327494.USD","BK1594","LU0405327148.USD","BK1206","00358","BK1513","BK1592","BK1568"],"gpt_icon":0},{"id":"2583501461","title":"西芒杜铁矿项目正式投产 多家央企参与建设开发","url":"https://stock-news.laohu8.com/highlight/detail?id=2583501461","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583501461?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 18:03","pubTimestamp":1763114580,"startTime":"0","endTime":"0","summary":"几内亚西芒杜铁矿项目投产仪式于当地时间11月11日在福雷卡里亚省马瑞巴亚港举行。西芒杜铁矿项目主要参与方包括几内亚政府、赢联盟、中国宝武、中铝集团、SimFer等。中咨集团和中国五矿所属中国恩菲等也分别参与了西芒杜铁矿项目的综合评估和相关设计工作。项目正式商业投产后，全部共建基础设施与装备将移交给由各参与方共同成立的合资公司跨几内亚公司统一运营。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511141906209504611a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511141906209504611a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02600","BK1513","BK1568","BK1175","00390","BK1592"],"gpt_icon":0},{"id":"2583501269","title":"陈思捷：铝价狂飙，产业链利润流向何方？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583501269","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583501269?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 14:51","pubTimestamp":1763103070,"startTime":"0","endTime":"0","summary":"中新经纬11月14日电 题：铝价狂飙，产业链利润流向何方？高铝价正在重塑产业链利润格局。铝土矿方面，中国高度依赖进口，进口铝土矿占比达到70%。氧化铝目前尚未受到产能限制，新增产能仍在路上，这会让当前供应过剩的局面更加严峻。不过，氧化铝供应端弹性高，面临亏损后减停产快捷，且当前氧化铝估值偏低，进一步下跌空间有限。因此，整个铝产业链只有电解铝供应端受到政策限制，行业利润或集中在电解铝上。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114145357a4a0d9d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114145357a4a0d9d0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1513","02600","BK1592","BK1568","BK1175"],"gpt_icon":0},{"id":"2583754273","title":"10月份我国能源生产情况公布：原油生产保持增长，电力生产增速明显提高","url":"https://stock-news.laohu8.com/highlight/detail?id=2583754273","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583754273?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 10:10","pubTimestamp":1763086238,"startTime":"0","endTime":"0","summary":"11月14日，国家统计局发布2025年10月份能源生产情况。10月份，规模以上工业原煤生产保持较高水平，原油、天然气生产稳步增长，电力生产增速明显提高。原油生产保持增长。10月份，规上工业原油产量1800万吨，同比增长1.3%，增速比9月份放缓2.8个百分点；日均产量58.1万吨。分品种看，10月份，规上工业火电由降转增，水电、太阳能发电增速放缓，核电增速加快，风电降幅扩大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114101630a6f84b85&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:33","pubTimestamp":1763083983,"startTime":"0","endTime":"0","summary":"2025年11月14日早盘09时33分，中国铝业股票出现异动，股价急速下挫3.57%。截至发稿，该股报11.620港元/股，成交量406.709万股，换手率0.10%，振幅2.49%。资金方面，该股资金流入2064.78万港元，流出2091.1万港元。中国铝业股票所在的铝行业中，整体跌幅为0.61%。其相关个股中，荣阳实业、中国宏桥、俄铝涨幅较大，振幅较大的相关个股有俄铝、中国铝业、中国宏桥，振幅分别为3.13%、2.41%、2.29%。银行股仍是险资配置重点中国铝业、金风科技被减持上亿股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114093307a4a037b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:30","pubTimestamp":1763083809,"startTime":"0","endTime":"0","summary":"2025年11月14日早盘09时30分，江西铜业股份股票出现异动，股价快速跳水3.23%。资金方面，该股资金流入287.318万港元，流出73.366万港元。江西铜业股份股票所在的铜行业中，整体跌幅为0.66%。消息层面，截至09时30分，《民爆行业整合再下一城！国泰集团1.1亿元收购北矿爆锚，后者主要客户为江西铜业》资讯为影响江西铜业股份的重要信息。公告显示，为筑牢民爆一体化业务基本盘，国泰集团决定参与北矿爆锚100%股权的公开竞拍。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111409300995036141&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中金公司发研报指，在供给侧，考虑到储能、配电网等配套的基础设施建设一定程度上滞后于绿色技术市场渗透率的提升速度，可将政策支持的重点优先放在降低新能源的系统成本上，推动绿色技术使用成本的持续降低。该机构预计，“十五五”用于绿色基础设施方面的投资将达到2.8万亿元。为了更好适应新型电力系统的发展需求，一方面要从硬件端入手，加大灵活性资源的开发利用和新型储能建设，并通过虚拟电厂、需求侧响应等提高电力系统调节响应能力；另一方面也要重点关注“软件”端，尤其是做好辅助服务等激励机制的建设与完善，发挥市场要素对系统中灵活性资源的调用与支配作用，保证电力系统安全稳定运行与新能源持续健康发展。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969635","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000252160.HKD","LU2048586759.USD","03908","BK1558","BK1513","BK1570","LU0173614495.USD","LU0651946864.USD","LU1224709979.USD","BK1501","SG9999002828.SGD","LU0737861699.HKD","01071","00902","00916","01799","IE0008368742.USD","LU1981816686.USD","LU1048596156.SGD","HK0000252152.HKD","LU0821914370.USD","LU0449515922.USD","LU0359202008.SGD","LU1515016050.SGD","SG9999014674.SGD","BK1546","BK1516","BK1566","LU0205439572.USD","BK1564","601995","LU0254981946.USD","LU0359201885.HKD","HK0000500386.USD","BK1125","LU0531970944.HKD","LU1023057109.AUD","BK1530","BK0276","BK1554","BK1594","BK1154","BK1221","LU1580142542.USD","BK1147","02208","02688","00836","LU0359201612.USD","02380"],"gpt_icon":0},{"id":"2583501450","title":"有色月报 | 氧化铝底部整理沪铝将震荡偏强","url":"https://stock-news.laohu8.com/highlight/detail?id=2583501450","media":"中国国际期货","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583501450?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 09:06","pubTimestamp":1763082394,"startTime":"0","endTime":"0","summary":"预计沪铝11月将以震荡偏强走势为主。截至11月6日，国内氧化铝厂铝土矿库存环比10月30日增加12.89万吨至5257.9万吨。目前氧化铝厂普遍缺乏提价采购意愿，国产铝土矿价格上涨动能不足，预计短期上行空间有限。10月氧化铝月均价已逼近行业平均成本线，部分高成本企业面临亏损压力。截至11月6日，电解铝厂氧化铝原料库存达326.52万吨，较前一周增加6.29万吨，较9月底累计上升30.03万吨，反映出现货市场整体供应趋于宽松。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114103246a6f85518&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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08:48","pubTimestamp":1763081337,"startTime":"0","endTime":"0","summary":"今日沪铝站上22000元/吨关口，高点刷新近三年新高，指数持仓高达80万手体现市场分歧加剧。沪铝相对低估，有补涨驱动今年以来贵金属领涨全市场，近期调整中金银比出现一定修复。外盘驱动相对更强，沪伦比降至2023年低位，沪铝存在补涨的驱动。资金快速入场，市场分歧加剧A股站上4000点关键关口，股市情绪积极。铝股票近期表现出色相继创出新高，股市资金与沪铝形成一定联动，沪铝指数持续飙升至80万手的历史高位，显示市场分歧加剧。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114105431a6f8608c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:35","pubTimestamp":1763076922,"startTime":"0","endTime":"0","summary":"022026年高利润逻辑：成本下行+价格上行的双重共振电解铝行业利润空间的扩张，源于“成本端压缩”与“价格端上行”的双向驱动。随着2026年利润扩张，企业分红能力与意愿将进一步增强，分红比例、股息率有望持续上行，成为红利资产中的核心标的。04结论与展望2026年电解铝行业或将延续高利润格局，核心逻辑是“供给约束下的价格上行+成本优化下的利润扩张”，同时板块的高分红属性与攻防兼备的配置价值，进一步强化了投资吸引力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114095037a4a0439a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:33","pubTimestamp":1763076835,"startTime":"0","endTime":"0","summary":"从后市来看，11月至12月铝价将呈现“下行有支撑，上行有阻力”的高位震荡格局。宏观层面，11月中美关税窗口期关注出口端变化、海外供应扰动尚未缓解，美联储12月或再降息，叠加库存偏低等因素，将共同支撑铝价维持高位运行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114073355a49ffcd6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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