近期海外电解铝厂减产预期引发对电解铝供应的担忧，AI 算力爆发式扩张或将改变电力消费结构，考虑电解铝作为高能耗产业且电厂建设周期较长，未来电解铝新增项目也可能受影响。商务部公布暂停实施10 月9 号的4 则稀土出口管制的决定（2025 年第56 号、57 号、61 号、62 号），目前稀土现货价格已开始温和上涨，下游普遍看好内外需，目前库存偏低，或率先迎来一轮补库行情。持续看好铝稀土铜锡金银钴钽铀...
Source Link近期海外电解铝厂减产预期引发对电解铝供应的担忧，AI 算力爆发式扩张或将改变电力消费结构，考虑电解铝作为高能耗产业且电厂建设周期较长，未来电解铝新增项目也可能受影响。商务部公布暂停实施10 月9 号的4 则稀土出口管制的决定（2025 年第56 号、57 号、61 号、62 号），目前稀土现货价格已开始温和上涨，下游普遍看好内外需，目前库存偏低，或率先迎来一轮补库行情。持续看好铝稀土铜锡金银钴钽铀...
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