节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
几内亚计划在4月初前削减铝土矿出口量，以稳定价格并保护小型采矿企业。尽管2025年出口量达到1.83亿吨，但供应过剩及中国需求疲软引发价格下跌。中东冲突导致的运费上涨进一步压缩利润率，威胁当地就业及政府收入。
几内亚矿业部长布纳·西拉...
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