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近期氧化铝市场呈现震荡下跌态势,过剩压力逐步加大。从期货市场来看,氧化铝期货合约AO2509隔夜收于3170元/吨,跌幅达2.28%,持仓增仓5402手至12.7万手。同时,沪铝合约AL2509收于20670元/吨,跌幅0.46%,持仓减仓3862手至22.8万手。铝合金主力合约AD2511收于20070元/吨,跌幅0.45%,持仓减仓30至8660手 。
导致氧化铝过剩压力加大的原因较为复杂。几内亚铝矿出口政策放松,顺达、阿鲁法矿权回归,使得供给预期增加。河北、广西等地氧化铝新增投产落地,叠加印尼进口冲击,进一步加剧了市场的过剩压力。在这种情况下,氧化铝价格ɜ..电解铝方面,云南置换产能投产铸锭量持续攀升,累库或将延续,这使得铝价重心存在下压力。
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氧化铝价格就这么一直震荡下跌呀?这过剩压力咋就消不掉呢?