节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
霍尔木兹海峡的局势动荡正导致全球氧化铝贸易改道，中国冶炼厂成为主要受益者。随着地区冲突导致航运枢纽停运，原本运往中东生产商（其铝产量占全球9%）的原材料，如今正流向中国。这波供应涌入之际，包括巴林铝业（Alba）在内的地区工厂因运输路线受阻及原材料...
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