节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
铝废料贸易限制与欧盟政策争议
国际回收局（BIR）就铝废料贸易限制向欧盟委员会正式提出关切。总部位于布鲁塞尔的该组织支持欧盟循环经济及脱碳目标，但BIR认为铝废料贸易限制会在全产业链造成不必要风险。BIR指出，出口壁垒无法解决欧盟内部原材料供应挑战，反而可能扭曲铝市场并削弱价格信号，导致回收企业盈利能力下降、投资压力增大。该组织引用欧盟委员会铝废料流动监测数据，指出数据显示欧盟不存在结构性废料泄漏，而出口量反映出超出欧盟国内冶炼厂产能的过剩量。
BIR..
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