金属与材料行业研究周报:宏观扰动延续 基本金属价格上行

天风证券
Oct 26, 2025

一周一议: 世纪铝业冰岛铝厂因设备故障减产2/3,电解铝供给约束逻辑强化。世纪铝业公司全资子公司21 日宣布,由于冰岛Grundartangi 铝冶炼厂的电气设备故障,其两条电解槽生产线中的一条被迫暂时停产,其他生产线未受影响,保持正常运转。该铝厂总产能32 万吨/年,世纪铝业二季度报告中显示该铝厂满产运行,此次事件导致冶炼厂的生产已暂时减少约三分之二。世纪公司预计事件造成的损失将由其财产险和营业...

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