节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
smmnn12月10日消息，日本铝升水市场明年将迎宽幅波动，日本主要贸易商丸红株式会社预测，明年日本铝升水区间为每吨85至203美元。这一预测反映供应格局重塑背景下，区域市场正从上半年高位向下半年缓和趋势过渡。
当前日本铝升水市场正经历戏剧性转折。本季度（10-12月）升水已降至每吨86美元低位，但明年一季度谈判中，全球供应商首次报价飙升至190至203美元，增幅达121%至136%。驱动此轮暴涨的核心ś..关税、工厂事故及环保政策影响，供应紧张导致升水飙升，分流流向亚洲的铝金属，加剧日本市场供给压力。
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