节点：下游（终端消费/应用）位置：下游情绪：利空参考度：8/10
1月20日消息，2025年中国铝与钢铁产量呈现显著分化态势。铝产量达4502万吨，同比增长2.4%，连续十年保持增长，12月产量创纪录至387万吨，突破2017年设定的4500万吨产能上限，创下历史新高。同期钢铁产量下降4.4%至9.61亿吨，为2019年以来首次跌破10亿吨大关，12月产量6820万吨降至两年来低点。
铝需求端受益于中国能源转型进程，广泛应用于可再生能源设施、输电线路及电动汽车底盘等领域；钢铁作为建筑业核心原材料，需求受房地产市场数年低迷拖累。铝价或因需求增长与供应限制的不匹配获得支撑，Ľ..
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