“超预期事件”频现,铝价韧性不减!2025H1国内铝价回顾

今日有色
21 Jul

在宏观与基本面,“超预期事件”频现的作用下,2025年上半年铝价波动加剧。一季度,国内基本面好于往年淡季表现,给予铝期现价支撑;二季度,中美国税博弈加剧,铝期现价暴跌,但回顾走势可见,市场情绪消化后,铝价反弹迅速,韧性仍存,叠加5-6月淡季铝锭社库超预期去化,铝期现价更是淡季强势走高,表现亮眼。整体来看,2025H1铝价重心呈现震荡抬升的趋势,2025H1现货铝均价20318元/吨左右,较...

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