节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
South32位于莫桑比克的Mozal铝冶炼厂因跨境供电系统崩溃，已于3月15日全面停产检修。此次停产预计将使全球铝供应减少约0.8%，在库存本就紧张的背景下支撑铝价。
长期干旱导致水电发电量下 ..
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