2024年年底至2025年年初,氧化铝大幅盈利,氧化铝运行产能高企,氧化铝厂铝土矿原料库存水平较低,积极采购铝土矿,铝土矿月度平衡维持紧缺或紧平衡格局。受此影响,铝土矿价格大幅上涨,国产铝土矿供应有限,进口铝土矿散货成为原料补充的主要来源,成交频繁,价格持续拉涨,1月中旬,SMM进口铝土矿CIF指数最高上涨至116.19美元/吨。高价刺激下,几内亚铝土矿发运大增,进口铝土矿供应屡创新高,铝土矿转向...
Source Link2024年年底至2025年年初,氧化铝大幅盈利,氧化铝运行产能高企,氧化铝厂铝土矿原料库存水平较低,积极采购铝土矿,铝土矿月度平衡维持紧缺或紧平衡格局。受此影响,铝土矿价格大幅上涨,国产铝土矿供应有限,进口铝土矿散货成为原料补充的主要来源,成交频繁,价格持续拉涨,1月中旬,SMM进口铝土矿CIF指数最高上涨至116.19美元/吨。高价刺激下,几内亚铝土矿发运大增,进口铝土矿供应屡创新高,铝土矿转向...
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