铝土矿价格是否已见底?

中国有色金属报
Dec 09, 2025

近日,氧化铝期货价格持续下跌。因为氧化铝供应过剩,且明年仍有大量新增产能待释放,所以短期过剩趋势难以逆转。在此背景下,铝土矿价格成为决定氧化铝价格底部的核心变量。今年以来,随着几内亚及其他国家部分铝土矿项目陆续达产,中国进口铝土矿量大幅增长。截至10月,全国累计进口铝土矿17140万吨,同比增长30.11%。其主要增量来自几内亚、圭亚那、马来西亚和巴西,而进口自澳大利亚的铝土矿量则小幅下降。1—...

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