节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
中国为全球最大铝生产与消费国，铝土矿需求高且依赖进口。中铝几内亚博法铝土矿是中铝集团“资源特强”战略核心海外支撑，但南矿区资源分布不均问题凸显，找矿增储迫在眉睫。中铝几内亚与长沙有色院组建联合团队，针对南矿区被贴“无矿区”标签、行业认为潜力匮乏的区域推进勘查。
传统成矿理论认为几内亚红土型铝土矿小尺度地形控矿关键（标高150m以上、坡度5°-20°低缓高原），“无矿区”地形不符。中铝几内亚董晓辉指出，技术人员不应局限传统思路，需重返采坑挖掘线索，秉持“大胆假设、小心求证”。团队通过采坑勘查发现矿体与地下水排泄通道关联，结合基性岩风化...
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