一、铝市场供应紧张支撑价格上行国泰海通 发布研报指出,2026年铝市场供应将持续紧张,这将为铝价提供强劲支撑。预计铝价在2026年将继续保持上涨势头,一度达到人民币24,000元/吨后小幅回落至23,500元/吨左右。从供应端来看,国内铝产能已接近监管上限,截至2025年底,中国铝开工产能为4459万吨,接近4500万吨的上限。此外,海外供应也面临重大中断,例如非洲第二大铝厂Mozal铝冶炼厂因...
Source Link一、铝市场供应紧张支撑价格上行国泰海通 发布研报指出,2026年铝市场供应将持续紧张,这将为铝价提供强劲支撑。预计铝价在2026年将继续保持上涨势头,一度达到人民币24,000元/吨后小幅回落至23,500元/吨左右。从供应端来看,国内铝产能已接近监管上限,截至2025年底,中国铝开工产能为4459万吨,接近4500万吨的上限。此外,海外供应也面临重大中断,例如非洲第二大铝厂Mozal铝冶炼厂因...
Source LinkDisclaimer: 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.