节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
运营全球最大单体铝冶炼厂的巴林铝业已启动分阶段停产以优化原材料储备，目前已开启三条生产线停产程序，该三条线合计占其160万吨/年年总产能的19%。作为中东区域铝冶炼企业，巴林铝业受霍尔木兹海峡海运停滞影响，面临成品金属外运受阻、氧化铝原料运入中断的双重运营困境，产能释放及供应链稳定面临显著挑战。
中信证券研报指出，伊以冲突再起背景下，中东区域铝业产能、航运能力及能源供给风险显著抬升，后续区域铝产业链生产扰动乃至海外二次能源危机的潜在风险不容忽视。复盘2021-2022年全球能源ō..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
