节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：8/10
全球汽车制造商因中东冲突进入第四周而启动恐慌性采购，关键铝库存或在四个月内耗尽。中东地区主要冶炼厂（如巴林铝业Alba、卡塔尔铝业Qatalum）因电力供应不稳及海运瓶颈，产量已出现下滑。该区域供应全球近10%的精炼铝，其中日本25%的进口量、欧洲14%的进..
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