节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


中国国家统计局12月15日发布的数据显示,2025年11月中国原电解铝)产量为379万吨,同比增加2.5%;1-11月累计产量为4117万吨,同比增长2.5%。这一数据反映出国内原铝生产在11月保持平稳增长态势,累计增速与单月增速持平,行业运行呈现稳定特征。

同时ϼ..2025年11月中国十种有色金属产量为699万吨,同比增长4.7%;1-11月累计产量为7447万吨,同比增长3.8%。十种有色金属产量增速高于原铝,表明除原铝外的其他有色金属品种生产增长更为显著,行业整体产能释放节奏良好,生产端表现出较强的韧性。

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