节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
周二公布的数据显示，2月份伦敦金属交易所（LME）仓库中俄罗斯铝的可用库存占比较上月有所上升，与此同时交易所收紧仓储政策以应对欧盟制裁。受中东局势动荡影响，LME可用库存暴跌至2025年5月以来的最低水平。
2月底，俄罗斯铝在可用库存中的占比从1月份的58%升至60%，印度铝占比保持36%稳定水平。绝对值方面，俄罗斯铝库存减少3375吨至25.17万吨，印度铝减少4225吨至15.25万吨，两者合计减少近2万吨。
LME上月明确，自2月25日起暂停对存放在欧盟仓库中的俄罗斯铝进行担保，除非金属所有者或会员提供...
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