节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
周三沪铝主力收23690元/吨，跌0.92%；LME铝收3059美元/吨，跌1.29%。现货市场方面，SMM均价23760元/吨，涨470元/吨，贴水220元/吨；南储现货均价23770元/吨，涨460元/吨，贴水195元/吨。据SMM，2月2日电解铝锭库存81.7万吨，环比增加3.5万吨；国内主流消费地铝棒库存25.85万吨，环比增加1.5万吨。
宏观层面，美国1月ISM服务业PMI指数小幅回落至53.8，好于市场预期；1月ADP新增就业岗位2.2万个，远低于市场预期4.8万人，前值由4.1万下修至3.7万。美国两党议员提出法ơ..特朗普政府关键矿产供应链战略。欧元区1月CPI同比上涨1.7%，为2024年9月以来最低水平。
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