7月以来,“反内卷”交易活跃,特别是7月18日,工信部提出将对有色金属等十大重点行业实施稳增长方案后,铝价受情绪面提振显著,呈现阶段性拉涨行情,一度逼近21000元/吨。在电解铝产能已触及天花板背景下,供需紧平衡支撑铝价高位运行,而未来行业将从存量产能的内卷转向高端化、差异化竞争,通过技术升级与全产业链协同发展提高自身竞争力,推动行业向更高质量发展。背景:“反内卷”举措频出,淡季铝价受到阶段性提振...
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