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

铝&氧化铝：供应的变量

11.12：铝价上涨50！

上海有色网

11月12日中国铝业涨6.65%，南方中证申万有色金属ETF基金重仓该股

Mysteel：氧化铝基本面推演及2026年新投产能规划

我的钢铁网

中国铝业11月12日主力净流入3857.9万元散户资金抛售

铝业股走强中国宏桥涨超5%创历史新高中国铝业涨超3%

有色同类对比，凸显两大优势！电解铝达产能上限，中国铝业涨逾5%！有色龙头ETF（159876）盘中拉升1.3%！

有色金属股探底回升中国宏桥(01378)涨5.25% 机构指大宗商品的投资热度有望延续

长江有色: 冬季环保政策致部分企业产能受限 12日铝价或上涨

西芒杜将重塑全球铁矿石供应格局

北京日报客户端

利好效应仍存沪铝延续反弹

险资三季度加仓百亿股：银行股受青睐中国铝业、金风科技被减持

两部门：促进新能源消纳和调控

机构调研周跟踪：机构关注度环比回升：建筑装饰、汽车、非银金融

PriceSeek提醒：中国铝业铝锭现货价格上涨

宏观纵览 | 国务院双碳白皮书详解减碳路径，这些行业未来或扩容

第一财经陆家嘴

有色金属走牛：紫金矿业领衔23家公司业绩翻倍

证券市场周刊

金属铝的投资机会

国元财富管理

每日卖空追踪 | 中国铝业 11月11日卖空量成交638万股，卖空比例为14.44%

每日卖空追踪 | 金风科技 11月11日卖空量成交39.08万股，卖空比例为2.89%

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11:17","pubTimestamp":1762917431,"startTime":"0","endTime":"0","summary":"11月12日，港股铝业股持续上涨行情，其中，中国宏桥盘中涨超5%创历史新高，中国铝业涨超3%同样刷新阶段新高价，兴发铝业涨2.5%，俄铝涨超1%。而海外铜铝龙头企业事故频发对全球供应的扰动也将提升铜铝的价格弹性。2025年四季度铜铝行业业绩增速有望进一步提升。美银日前报告将中国宏桥2026-2030年盈利预测上调5-14%，目标价从35港元上调至38港元，维持“买入”评级。","market":"hk","thumbnail":"http://imgcloud.jrjimg.cn/2025/11/cms_20251112111711879.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/11/cms_20251112111711879.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/11/12111754144010.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1166156734.SGD","BK0028","601600","BK0188","BK1513","SG9999001093.SGD","BK0010","BK1592","BK1568","BK4153","LU0173614495.USD","LU0702159699.USD","LU1251922891.USD","BK0233","BK0183","LU0264606111.USD","LU1770034418.SGD","BK0196","01378","ACH","LU1303224171.USD","LU0287142896.SGD","02600","LU0307460666.USD","BK1500","LU1224709979.USD","LU1719994722.HKD","LU0469268626.HKD","LU0572939691.SGD","LU0572940350.SGD","LU0588546209.SGD","LU0737861699.HKD","BK1594","BK0012","BK1175","BK0006"],"gpt_icon":0},{"id":"2582310529","title":"有色同类对比，凸显两大优势！电解铝达产能上限，中国铝业涨逾5%！有色龙头ETF（159876）盘中拉升1.3%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2582310529","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582310529?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 10:48","pubTimestamp":1762915680,"startTime":"0","endTime":"0","summary":"今日揽尽有色金属行业龙头的有色龙头ETF逆市活跃，场内涨幅盘中上探1.34%，现涨0.56%，成份股方面，华语矿业涨超8%，中国铝业涨逾5%，华锡有色、海亮股份、云铝股份等个股大幅跟涨。　　2、指数具备强劲且持续的成长性：2025年，有色龙头ETF标的指数归母净利润同比增幅高达54.5%，位列同类指数榜首；2026年，仍以21.0%的预期增幅领跑。","market":"sg","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/money/fund/etf/2025-11-12/doc-infxcctc1271559.shtml","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":"sina","symbols":["BK4588","02600","BK0010","BK0028","BK0183","159876","BK0233","ACH","BK0012","BK0188","BK4153","BK1175","BK1568","BK0196","BK1513","601600","BK1592","BK4550","BK0006","FDN","BK4585"],"gpt_icon":0},{"id":"2582310314","title":"有色金属股探底回升 中国宏桥(01378)涨5.25% 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涨5.25%，中国铝业涨5.05%，兴发铝业涨2.48%，洛阳钼业涨2.06%，天齐锂业涨1.35%，江西铜业股份涨0.81%。且2025Q3后主动权益类公募基金对A股铝板块的持仓占比处于近4年的低位，后续有加大增持空间。该行预计在流动性宽松以及各国加强关键资源获取力度的背景下，大宗商品的投资热度有望延续。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969483","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":null,"symbols":["LU0572939691.SGD","LU0149721374.USD","SG9999014674.SGD","LU0702159699.USD","BK1175","000819.SH","LU0307460666.USD","159871","09696","LU1166156734.SGD","000979.SH","00098","BK1594","LU0405327148.USD","161715","LU1719994722.HKD","BK1513","BK1568","LU0588546209.SGD","BK1592","01378","LU1251922891.USD","LU1770034418.SGD","02600","BK1206","LU1481107354.HKD","SG9999001093.SGD","LU1224709979.USD","LU0737861699.HKD","03993","LU0287142896.SGD","165316","BK1129","LU0164880469.USD","LU1303224171.USD","LU0264606111.USD","00358","BK1190","LU0469268626.HKD","LU0173614495.USD","LU0405327494.USD","LU0572940350.SGD","BK1500"],"gpt_icon":0},{"id":"2582342936","title":"长江有色: 冬季环保政策致部分企业产能受限 12日铝价或上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2582342936","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582342936?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 10:02","pubTimestamp":1762912920,"startTime":"0","endTime":"0","summary":"热点栏目自选股 数据中心 行情中心 资金流向 模拟交易客户端长江铝价alu.ccmn.cn短评：美联储降息50基点呼声高涨为铝价提供支撑，隔夜伦铝微跌0.03%；国内冬季环保政策致部分企业产能受限，且沪铝社库低位，今现铝价格或上行。进入11月，冬季环保政策或对部分企业生产造成限制，但因停槽后产量不会立即归零，整体波动预计有限。随着淡季来临，终端需求转弱，铝水比例预计下降0.7个百分点至77%。","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=nesSN202511121044539763bc14&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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08:03","pubTimestamp":1762905780,"startTime":"0","endTime":"0","summary":"西芒杜铁矿是全球储量最大、品质最高的未开发铁矿，初期铁矿石年产量可达1.2亿吨，投产后将重塑全球铁矿石供应格局。昨天，应几内亚总统敦布亚邀请，中方特别代表出席了西芒杜铁矿投产仪式。西芒杜已探明的铁矿石储量约44亿吨，总量预估达50亿吨。西芒杜铁矿投产前，几内亚丰富的矿藏已对全球矿业格局产生实质性冲击。西芒杜投产将实现中国铁矿石进口多元化，增强中国钢铁产业链的原材料安全与价格话语权。","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=nesSN20251112090345a49aed18&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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07:14","pubTimestamp":1762902866,"startTime":"0","endTime":"0","summary":"在各种利好因素的推动下，沪铝期货主力合约延续反弹走势，考虑到消费淡季效应不断深化，笔者认为，对沪铝期价的上行空间不宜高估。同期，电解铝铸锭量为83.4万吨，同比减少13.5%，环比下降2.6%。受氧化铝价格下行的影响，10月国内电解铝生产成本环比回落。这一举措消除了短期内的一大不确定性，有助于稳定市场情绪和风险偏好。总体而言，当前宏观面利好抵消了基本面的压力，沪铝期价短期延续震荡反弹走势。","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=nesSN2025111207143094fe7ac9&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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中国铝业、金风科技被减持上亿股今年以来，险资持续在资本市场上“扫货”，在二季度加仓49.24亿股的基础上，三季度再度加仓120.25亿股，合计持股数量突破千亿。从险资三季度重仓减持的个股来看，中国铝业、金风科技均被险资减持上亿股，洛阳钼业、招商公路、山东出版、万丰奥威（维权）、大秦铁路、宏达股份等则被减持上千万股。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-11/doc-infxaaft4121551.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:45","pubTimestamp":1762861540,"startTime":"0","endTime":"0","summary":"科技日报记者 刘园园11月10日，由国家发展改革委、国家能源局印发的《关于促进新能源消纳和调控的指导意见》公布。《指导意见》旨在完善新能源消纳和调控政策措施，有力支撑新型能源体系和新型电力系统建设。“国家发展改革委、国家能源局将统筹推进新能源消纳和调控工作，后续将针对《指导意见》提出的改革方向和任务，进一步细化完善配套政策，确保有关举措落实落地。”","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=nesSN2025111119491194fd97f1&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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18:07","pubTimestamp":1762855630,"startTime":"0","endTime":"0","summary":"“机构调研信息”是投资者决策过程当中，重要的信息补充机构调研是资本市场信息传递和价值挖掘的重要环节。为了清晰梳理出调研中有效、增量信息，我们推出机构调研周跟踪系列，汇总最近一周、一个月公开的机构调研信息，涵盖行业、个股两维度，包含调研热度、调研获得的行业及个股信息增量。","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=nesSN20251111180721976247d1&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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18:06","pubTimestamp":1762855582,"startTime":"0","endTime":"0","summary":"PriceSeek评析铝，多空评分：1文章显示2025年11月11日铝锭现货价格在华东、华南、西南、中原市场较上一交易日分别上涨130元/吨、120元/吨、120元/吨、130元/吨，平均涨幅约125元/吨。这表明市场供需偏紧或需求增强，对现货价格构成显著支撑，属于需求端利好。生意社基准价是基于价格大数据与生意社价格模型产生的交易指导价，又称生意社价格。","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=nesSN20251111182610a4999e74&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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17:29","pubTimestamp":1762853340,"startTime":"0","endTime":"0","summary":"国务院新闻办公室近日发布的《碳达峰碳中和的中国行动》白皮书，总结了中国宣布“双碳”目标以来的成就。白皮书指出，过去五年，中国碳达峰碳中和的支撑保障体系不断夯实。2021年7月，中国正式启动全国碳排放权交易市场，纳入电力、钢铁、水泥、铝冶炼等行业，覆盖全国60%以上的碳排放量。截至今年9月底，全国碳排放权交易市场配额累计成交量约7.28亿吨，累计成交额约498.3亿元。","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=nesSN20251111174111a6f1adf4&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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16:58","pubTimestamp":1762851480,"startTime":"0","endTime":"0","summary":"在2025年三季报收官之际，A股市场140余家有色金属公司出现23家公司业绩翻倍的盛况。其中，紫金矿业、洛阳钼业等16家公司归母净利润在20亿元以上。七成有色金属企业净利润增长23家公司净利润增幅超100%受益于主营产品量价齐升，今年有色金属行业业绩较去年同期更为扎实。从净利润增幅来看，前三季度有色金属行业共诞生23家业绩翻倍企业。有色金属企业业绩提升，普遍与产品价格上涨相伴随。","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=nesSN20251111170307a6f1957d&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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16:57","pubTimestamp":1762851428,"startTime":"0","endTime":"0","summary":"03投资机会投资机会：随着铝行业供给端刚性约束持续凸显、需求端结构性增长动能充沛、成本端盈利空间不断扩张，叠加库存处于合理区间且政策与市场情绪形成共振，行业短期价格支撑坚实、长期增长逻辑明确，成为当前有色金属板块中值得重点布局的优质方向，我们建议投资者重点关注铝行业相关龙头公司的投资机会。本产品中所陈述的观点与建议仅供参考，投资者据此操作，风险自负。","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=nesSN20251111185505a499ae86&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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16:30","pubTimestamp":1762849831,"startTime":"0","endTime":"0","summary":"中国铝业北京时间11月11日，涨0.27%，卖空量成交638万股，较上一交易日减少64.56%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN2025111116341797621b79&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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16:30","pubTimestamp":1762849828,"startTime":"0","endTime":"0","summary":"金风科技北京时间11月11日，股价较前一交易日持平，卖空量成交39.08万股，较上一交易日减少82.99%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20251111163357a49958c8&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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