节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


今日沪铝主力合约收盘23955元/吨,涨幅1.85%;伦铝维持震荡,现运行于3106美元/吨。国内供应端,国内及印尼新投电解铝项目继续爬产,电解铝供应小幅增长。消费端,上周SMM铝加工综合开工率录得59.4%,环比下滑1.5个百分点,整体呈现“季节性下滑加速、高价抑制效应深化”的特征,各板块开工率多数走低,行业正快速步入春节淡季节奏。库存端,部分型材、线缆等铝加工企业计划今年春节放假时间延长,铝锭面临进一步累库风险。整体来看,当前沪铝短期波动风险显著加剧,后续价格仍可能受美伊冲突、美联储政...

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