节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
周二沪铝主力合约收于23905元/吨，跌幅0.58%；LME铝价收于3185美元/吨，涨幅1.38%。国内现货市场中，南储现货均价23930元/吨，涨幅310元/吨，贴水180元/吨。
宏观层面，美国与伊朗地缘政治冲突升级，引发市场对能源供应及通胀的担忧。美联储主席提名人凯文·沃什明确将缓慢推进资产负债表缩表，目标恢复至2008年金融危机前水平。欧元区2月CPI同比上涨1.9%，高于1月的1.7%，通胀意外加速强化了欧洲央行对利率政策的谨慎态度，叠加中东局势导致能源价格波动，进一步增加全球通胀压力。国内全国政协十四届四次会议将于3月4日开幕、11日闭幕，会期7天。
产业端，卡塔尔能源公司发布声明，将停止部分下游产品生产，涵盖尿素、聚合物、甲醇ŏ..电解铝设计产能约65万吨，一座对应产能的电解铝厂计划停产，海外铝供给缺口预期显著扩大，成为推动铝价重心上移的核心驱动因素。
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