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,美国总统特朗普称美方已成功对委内瑞拉实施打击,抓获该国总统马杜罗及其夫人并带离委内瑞拉,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,制造业收缩幅度超市场预期。
基本面方面,供应端内蒙古地区电解铝企业已通电投产,但目前处于前期阶段,产能尚未释放至市场,行业理论开工产能较上周保持稳定。消费端铝加工开工率上周下滑...
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