【市场聚焦】铝:年内维持平稳,中期呈内强外弱、近强远弱

新浪财经
Nov 04

来源:中粮期货研究中心概要市场回顾:2025 年 10 月,内外宏观扰动下,电解铝跟随有色板块整体走强,但受终端订单减少及高价抑制影响,下游消费增速放缓,库存呈现交替去库与小幅累库态势。10 月 21 日,世纪铝业旗下冰岛电解铝厂发生电气事故导致大幅减产,澳洲等地同步出现供给波动,海外供应紧张预期升温。叠加欧美宏观氛围改善,共同推动全球铝价短线走强。国内氧化铝价格持续下跌,进口窗口开启,行业利润...

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