Mysteel:氧化铝基本面推演及2026年新投产能规划

我的钢铁网
Nov 12

供需错配导致氧化铝行业利润不断收缩,未来随着社库累库以及进口量增加,氧化铝行业能否继续维持高开工率运行?未来新投产能能否如期投产?市场供需错配 社库持续累库在4月经历完一波减产潮之后,5月开始氧化铝运行产能不断爬产。近期受环保因素影响,部分企业焙烧炉进行检修,开工率有所下降。截至11月中旬,目前中国氧化铝运行产能为9610万吨/年。虽然电解铝新投产能不断释放,目前电解铝行业开工率已高达97.82%...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10