节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
宏观层面，美国总统特朗普表示美方已成功对委内瑞拉实施打击，抓获委内瑞拉总统马杜罗及其夫人并带离该国，马杜罗最早或于1月5日在纽约曼哈顿联邦法院出庭受审。特朗普预计将于1月宣布下一任美联储主席人选。欧元区2025年12月制造业PMI终值为48.8，低于预期及前值的49.2。
基本面方面，供应端内蒙古地区电解铝企业开始通电投产，但处于前期阶段，产能尚未释放到市场，行业理论开工产能较上周持稳。消费端，...
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