长期被铜等工业金属光芒掩盖的铝，正因一场潜在的供需结构性转变而站上舞台中央。据花旗分析师预测，全球原铝供应过剩局面将在2026年迅速缩窄，并从2027年开始出现约140万吨的供应缺口，占原铝消费总量的2%。与此同时，电动汽车、太阳能发电和数据中心等快速增长的行业正推动铝需求激增。据Wood Mackenzie数据，电动汽车是能源转型中铝需求的最大来源，每辆电动车平均比燃油车多使用约150磅铝材。而...
Source Link长期被铜等工业金属光芒掩盖的铝，正因一场潜在的供需结构性转变而站上舞台中央。据花旗分析师预测，全球原铝供应过剩局面将在2026年迅速缩窄，并从2027年开始出现约140万吨的供应缺口，占原铝消费总量的2%。与此同时，电动汽车、太阳能发电和数据中心等快速增长的行业正推动铝需求激增。据Wood Mackenzie数据，电动汽车是能源转型中铝需求的最大来源，每辆电动车平均比燃油车多使用约150磅铝材。而...
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