宏微观投研联动致广大而尽精微核心观点原料端不是电解铝生产瓶颈,中国进口集中度提高增加价格波动性。全球铝土矿储量丰富,但分布集中,主要分布在几内亚、越南、澳大利亚、巴西等国家,2023年合计占全球铝土矿储量的65%。其中几内亚以高品位、大规模的铝土矿资源而闻名,是近几年全球铝土矿产量增量的主要来源。据Research and Markets预计,2023-2030年全球铝土矿产量年均复合增速为...
Source Link宏微观投研联动致广大而尽精微核心观点原料端不是电解铝生产瓶颈,中国进口集中度提高增加价格波动性。全球铝土矿储量丰富,但分布集中,主要分布在几内亚、越南、澳大利亚、巴西等国家,2023年合计占全球铝土矿储量的65%。其中几内亚以高品位、大规模的铝土矿资源而闻名,是近几年全球铝土矿产量增量的主要来源。据Research and Markets预计,2023-2030年全球铝土矿产量年均复合增速为...
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