一、工业金属1、行业观点1:周内铝锭+铝棒缓慢累库,宏观&消费不确定性或压制铝价事件:据SMM 统计,7 月3 日国内主流消费地电解铝锭库存47.4 万吨,较本周一增加0.6 万吨,环比上周四增加1.1 万吨。7 月3 日国内主流消费地铝棒库存15.35 万吨,较周一增加0.6 万吨,环比上周四增加1.1 万吨。观点:我们认为本周铝锭和铝棒库存持续累库,基本可以确定铝棒的库存拐点或已到,下游消费...
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