中金发表报告指，3月3日至4日，中东电解铝公司卡塔尔铝业和巴林铝业相继宣布遭遇不可抗力，其中卡塔尔铝业年产能63.6万吨，巴林铝业年产能162万吨，全球占比分别为0.8%和2.0%。受此消息影响，LME铝价持续攀升，3月3日上涨2.5%，3月4日夜盘一度涨至5%，触及每吨3,418美元，创下2022年以来新高。看涨铝价和吨铝利润扩张带来的重估机遇。该行认为，铝供需缺口扩大且美伊冲突带来脆弱性增强，...
Source Link中金发表报告指，3月3日至4日，中东电解铝公司卡塔尔铝业和巴林铝业相继宣布遭遇不可抗力，其中卡塔尔铝业年产能63.6万吨，巴林铝业年产能162万吨，全球占比分别为0.8%和2.0%。受此消息影响，LME铝价持续攀升，3月3日上涨2.5%，3月4日夜盘一度涨至5%，触及每吨3,418美元，创下2022年以来新高。看涨铝价和吨铝利润扩张带来的重估机遇。该行认为，铝供需缺口扩大且美伊冲突带来脆弱性增强，...
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