招银国际预期今年全球铝市供应将持续短缺，主要因中国产能利用率已接近饱满，以及海外新增产能有限；料今年铝价按年升15%。虽然2027年中国以外地区可能有更多产能投产，但由于短缺状态将持续，料铝价将继续维持高位。该行料2026至2028年全球铝产能将分别按年增长1.3%、2.6%及1.7%，至7,470万吨、7,670万吨及7,800万吨，当中主要贡献来自中国以外地区，料今年海外产能增长1.6%。同时...
Source Link招银国际预期今年全球铝市供应将持续短缺，主要因中国产能利用率已接近饱满，以及海外新增产能有限；料今年铝价按年升15%。虽然2027年中国以外地区可能有更多产能投产，但由于短缺状态将持续，料铝价将继续维持高位。该行料2026至2028年全球铝产能将分别按年增长1.3%、2.6%及1.7%，至7,470万吨、7,670万吨及7,800万吨，当中主要贡献来自中国以外地区，料今年海外产能增长1.6%。同时...
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