惠誉评级称,随着全球原铝供应偏紧推高金属价格,亚太地区铝冶炼企业的利润率有望维持高位。中国、印度和印尼的低成本铝生产商最可能从中收益,因为其原材料供应链一体化和相对稳定的电力成本有助于其控制成本上涨。全球原铝供应趋紧,原因是中东地区局势动荡减少了海运市场上的金属供应,而替代供应仍然有限。铝价对此已经有所体现,自2026年2月底伊朗冲突爆发以来,铝价上涨约20%。这将为能够维持产量并控制成本的亚太...
Source Link惠誉评级称,随着全球原铝供应偏紧推高金属价格,亚太地区铝冶炼企业的利润率有望维持高位。中国、印度和印尼的低成本铝生产商最可能从中收益,因为其原材料供应链一体化和相对稳定的电力成本有助于其控制成本上涨。全球原铝供应趋紧,原因是中东地区局势动荡减少了海运市场上的金属供应,而替代供应仍然有限。铝价对此已经有所体现,自2026年2月底伊朗冲突爆发以来,铝价上涨约20%。这将为能够维持产量并控制成本的亚太...
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