【盘面上周周中触顶回落,几内亚事件对矿端供需平衡影响或可控】目前评估海外除几内亚外国家叠加中国市场有一定铝土矿增量,能较大程度对冲及补位几内亚边际减量。尽管市场情绪响应积极,但氧化铝定价影响重要性不及现货自身供需面演变。国内现货面,过去一周北方市场坚挺,现货提涨,产业利多消息下,部分中间商从观望转向及时入市采购,促成价格大涨。后续要关注下游电解铝厂在氧化铝提价后的成交持续性,以及未来 2-3 周...
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