【建投说铝】氧化铝：地缘冲突难改过剩格局，风险或在政策端

市场资讯

昨天

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

　　作者 | 王贤伟中信建投期货研究发展部

　　期货交易咨询业务资格：证监许可〔2011〕1461号

　　本报告完成时间 | 2026年3月12日

新浪合作平台中信建投期货开户安全快捷有保障

海量资讯、精准解读，尽在新浪财经APP

责任编辑：李铁民

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2618138806"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2618138806\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2618138806?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-03-12 17:46","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2618138806","market":"other","top_or_hot":-1,"title":"【建投说铝】氧化铝：地缘冲突难改过剩格局，风险或在政策端","media":"市场资讯","content":"<html><body><div>\n<p>\n<img src=\"http://n.sinaimg.cn/finance/120/w7000h1120/20251231/225c-2621a3fc7c28febea5cc27055a32ec5c.png\"/>\n</p>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/newchart/v5/png/min/futures/ndaily/AL0.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p cms-style=\"font-L\">　　作者 | 王贤伟   <a href=\"https://laohu8.com/S/601066\">中信建投</a>期货研究发展部</p>\n<p cms-style=\"font-L\">　　期货交易咨询业务资格：证监许可〔2011〕1461号</p>\n<p cms-style=\"font-L\">　　本报告完成时间  | 2026年3月12日</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/9b35-e34953c6208b76639e9bc9339d9fdc58.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/6943-90b7c7cd6a776f1196066433976a5a16.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/eefe-64ce7540f9313fe4b87a9c2266e9c51b.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/c04d-3cfae2945caa7336d60f4b452fcc405a.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/37d9-2ade7cdad9a93b94b2c3e1a229c38f5d.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/8872-5c1be78e7b6458d8f441dad538cb23ed.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/1bbb-b4209f6e181540ec87a32fbc78497b39.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/d7ef-f345c0e5062703277dbd8932b177ea74.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/9729-3c1f99e9b429c8dca7149ecfb2a45a1c.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/70d2-ea60199d07b2ce12e65bf247a9c7c6e6.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/99d7-f839948c587665825c28a1d01a570d9a.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20260312/9dda-4c0e4d65adada94aaa758e8b894dfac4.jpg\"/><span></span></div>\n<div>\n<span>新浪合作平台<a href=\"https://laohu8.com/S/06066\">中信建投</a>期货开户 安全快捷有保障</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李铁民 </p>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【建投说铝】氧化铝：地缘冲突难改过剩格局，风险或在政策端</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【建投说铝】氧化铝：地缘冲突难改过剩格局，风险或在政策端\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-12 17:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/future/fmnews/2026-03-12/doc-inhqtqkh4754268.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　作者 | 王贤伟   中信建投期货研究发展部\n　　期货交易咨询业务资格：证监许可〔2011〕1461号\n　　本报告完成时间  | 2026年3月12日\n\n\n\n\n\n\n\n\n\n\n\n\n\n新浪合作平台中信建投期货开户 安全快捷有保障\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李铁民</p>\n\n<a href=\"https://finance.sina.com.cn/money/future/fmnews/2026-03-12/doc-inhqtqkh4754268.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://finance.sina.com.cn/money/future/fmnews/2026-03-12/doc-inhqtqkh4754268.shtml","article_id":"2618138806","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618138806","pubTimestamp":1773308760,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　作者 | 王贤伟   中信建投期货研究发展部\n　　期货交易咨询业务资格：证监许可〔2011〕1461号\n　　本报告完成时间  | 2026年3月12日\n\n\n\n\n\n\n\n\n\n\n\n\n\n新浪合作平台中信建投期货开户 安全快捷有保障\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李铁民","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4535":"淡马锡持仓","XME":"金属与采矿指数ETF-SPDR"},"translate_title":"[Jiantou Talks about Aluminum] Alumina: Geopolitical conflict is difficult to change the excess pattern, and the risk may be on the policy side","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XME":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　作者 | 王贤伟   中信建投期货研究发展部\n　　期货交易咨询业务资格：证监许可〔2011〕1461号\n　　本报告完成时间  | 2026年3月12日\n\n\n\n\n\n\n\n\n\n\n\n\n\n新浪合作平台中信建投期货开户 安全快捷有保障\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李铁民","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}