节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
2月2日（周一），全球回收行业机构BIR表示，欧盟委员会对废铝出口的拟议限制不必要且可能破坏循环经济。欧盟委员会2025年11月曾计划限制废铝出口，以阻止其大量流出导致行业供应短缺，该举措获欧洲铝业协会支持，该协会敦促对废铝征收出口费。
BIR称，欧盟已产生超出国内消化能力的..
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