节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
周二数据显示，伦敦金属交易所（LME）仓库中俄罗斯原产铝的可用库存占比2月较上月上升，此时交易所刚收紧仓储政策以应对欧盟制裁。LME可用铝库存（即有仓单的库存）已降至2025年5月以来最低，因中东地区动荡加剧供应紧张。
2月末俄罗斯铝在可用库存中的占比从1月的58%升至60%，印度原产铝占比稳定在36%。绝对量上，俄罗斯金属减少3375吨至25.17万吨，印度铝库存减少4225吨至15.25万吨，整体库存下降近2万吨。
LME上月表示，自2月25日起将暂停欧盟仓库中俄罗斯铝的仓单签发，除非金属所..
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