节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
周五发布的贸易数据显示，欧盟1月原铝进口量环比骤降83%、同比下降57%，核心驱动因素为欧盟碳边境调节机制（CBAM）正式生效推高进口采购成本。数据监测机构Trade Data Monitor记录显示，该月进口总量仅102074吨，创2002年有记录以来最低月度值。
对比去年12月数据，当月欧盟原铝进口量达587330吨、近乎翻倍，主要因买家集中赶在CBAM生效前完成囤货。1月进口结构呈..
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