节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
最新动态显示，在美国与以色列对伊朗发动军事打击后，全球矿业巨头力拓集团已暂停与日本客户就第二季度铝锭供应溢价的谈判，核心原因是中东铝产业关键区域的局势持续升级。
据知情人士透露，力拓已撤回此前提出的每吨250美元的供应溢价报价——该水平为至少2015年以来的最高值。力拓方面认为，中东冲突对铝价的潜在影响是调整报价的主要考量。
上周末，美以联合对伊朗发起“先发制人”军事打击，伊朗随即还击，阿联酋、卡塔尔、巴林、伊拉克等中东多国受冲突波及。其中，阿联酋最大铝生产商阿联酋环球铝业（EGA）在迪拜、阿...
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