节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


盘面回顾:隔夜沪主力合约及伦铝价格均出现小幅下行,氧化铝价格跌幅相对明显,铸造铝合金价格亦有小幅回落。

铝:现货端,春节假期结束后,现货市场成交氛围逐步回暖,现货贴水幅度略有收窄。产业端,节内铝锭社会库存累库规模弱于往年同期水平。从中长期维度看,沪铝向上驱动逻辑未发生改变,仍然看好其后续表现。短期层面,宏观驱动暂未显现且面临累库压力,铝价或呈现高位震荡态势,支撑位可关注23000-23500区间,需重点关注节后终端需求修复情况及伊朗局势变化,操作上可考虑卖出虚值...

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