节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
中国有色金属工业协会党委书记、会长葛红林宣布，依据电解铝“产能天花板”行业自律及2025年行业碳排放预测，中国铝行业已于2024年提前6年实现碳达峰目标，标志铝工业绿色低碳转型实现关键节点“超车”。电解铝为铝工业碳达峰核心（占铝工业碳排放约80%，电力间接排放占电解铝环节总排放约85%），产能天花板政策通过供给侧结构性改革严控增量、优化存量，为碳达峰奠定总量基础。
行业推进“产能大搬迁”战略，2018年以来累计置换产能超1300万吨，从ǁ..
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