氧化铝期货早间继续走弱，目前主力合约跌幅超2%。氧化铝供应过剩预期较强，加上随着新疆发运问题解决各地向新疆交仓增加，挤仓风险降低，氧化铝承压下跌。现货氧化铝全国均价3191元/吨，持平，贴水99元/吨。澳洲氧化铝FOB价格367美元/吨，跌1美元/吨，理论进口窗口关闭。供给端，国务院发文推进有色金属行业节能降碳改造，供给端长期受限，国内电解铝产能增量有限。利润高位下，国内电解铝逐步复产，周产量持稳...
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