--- title: "金屬股自三月低點以來上漲了 22%；分析師預計這三隻股票還有高達 18% 的上漲潛力" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/281839259.md" description: "金屬和礦業股票自 2026 年 3 月低點以來已上漲至多 22%，其中 Lloyds Metals & Energy 和 National Aluminium 領漲。Nifty Metal 指數上漲了 8%，而 Nifty 50 則增加了 2%。分析師預測未來還有上漲空間，預計 Jindal Steel、National Aluminium 和 NMDC 將上漲至多 18%。由於鋼鐵價格上漲和印度基礎設施支出的強勁，預計鐵礦行業將在第四季度表現優於其他行業。中東地區持續的動盪也影響了全球鋁供應，進一步推動了價格上漲" datetime: "2026-04-06T22:48:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281839259.md) - [en](https://longbridge.com/en/news/281839259.md) - [zh-HK](https://longbridge.com/zh-HK/news/281839259.md) --- # 金屬股自三月低點以來上漲了 22%；分析師預計這三隻股票還有高達 18% 的上漲潛力 Metals and mining related stocks have rallied up to 22 per cent from their respective March 2026 lows in the last 9 trading sessions. Lloyds Metals & Energy and National Aluminium up 22 per cent and 19 per cent, respectively, were the top gainers in the recent pullback. Among others, Welspun Corp, Hindalco Industries, Hindustan Copper, Vedanta, Steel Authority of India (SAIL) and Hindustan Zinc advanced in the range of 10-15 per cent, shows NSE data. The Nifty Metal index surged 8 per cent, while the Nifty 50 roe 2 per cent in the same period. On Tuesday, the Nifty Metal index was among the top gainers, up 1.3 per cent with Vedanta and Hindalco as top movers. Domestic brokerage firm Anand Rathi believes the ferrous sector will outperform in the Q4 earnings preview amid a rebound in steel prices. "India remains at the center of the global ferrous growth story, underpinned by strong infrastructure spending, continued urbanization, and manufacturing-led expansion. Domestic spot HRC prices have increased by ~30 per cent since Dec 2025 to ~₹59,500/tonne, while spot primary rebar prices have risen by ~29.5 per cent to ~₹60,000/tonne over the same period," highlighted the report. Among the pack, Anand Rathi prefers Lloyds SME, Tata Steel and Indian Metals and Ferro Alloys. A similar uptrend was observed in the aluminium sector since Mar 2026. On-going disruptions in the Middle East have impacted ~9 per cent of global aluminium supply, leading to a price increase of ~$430/tonne since end-Feb 2026, the report added. Ajit Mishra, SVP Research at Religare Broking reckons that metal stocks have outperformed, with select stocks trading near 52-week highs, with charts indicating a likely continuation in the trend. The analyst expects Jindal Steel, National Aluminium and NMDC shares to rally up to 18 per cent from current levels. Here's a detailed technical outlook on these 3 metal stocks. ### Jindal Steel Current Market Price: ₹1,148 Ajit Mishra expects Jindal Steel to rally to ₹1,320 - ₹1,350 levels amid the current momentum. He reckons traders can use ₹1,050 as a stop for existing positions at the counter. This translates into an upside potential of 17.6 per cent. ### National Aluminium (Nalco) Current Market Price: ₹414 National Aluminium seems to be forming a higher base around ₹383 - ₹385 levels, which can be used as a stop for now, says Mishra. On the upside, the stock can potentially jump to ₹445 levels. ### NMDC Current Market Price: ₹81.30 NMDC can be bought with a stop of ₹74, for a positional target of ₹92, suggesting upside potential of around 13 per cent from current levels, says the analyst. **Disclaimer: The views expressed by the brokerage/ analyst in this article are their own and not those of the website or its management. Business Standard advises users to check with certified experts before taking any investment decisions.** **Disclosure: Religare Broking has recommended NMDC stock to its clients in April 2026.** ### 相關股票 - [FMTL.US](https://longbridge.com/zh-HK/quote/FMTL.US.md) - [IND.US](https://longbridge.com/zh-HK/quote/IND.US.md) - [NDIA.AU](https://longbridge.com/zh-HK/quote/NDIA.AU.md) - [NFTY.US](https://longbridge.com/zh-HK/quote/NFTY.US.md) - [ALUM.UK](https://longbridge.com/zh-HK/quote/ALUM.UK.md) ## 相關資訊與研究 - [看好美國軍工股！澳洲女首富砸近 1 億美元押注、同步大買稀土與礦業資產](https://longbridge.com/zh-HK/news/286862138.md) - [智匯礦業 H 股全流通申請獲中證監接納，轉換 H 股佔 75% 股權](https://longbridge.com/zh-HK/news/286691612.md) - [陸資企業英國鋼鐵擬國有化 中國籲英國謹慎](https://longbridge.com/zh-HK/news/286389308.md) - [建銀亞洲與烏茲別克礦業與地質部 簽諒解備忘錄](https://longbridge.com/zh-HK/news/286081419.md) - [康巴斯礦業聯手 EnergyX 重返鋰市場](https://longbridge.com/zh-HK/news/286761898.md)