节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：8/10
高盛（Goldman Sachs）将第二季度伦敦金属交易所（LME）铝价平均预期上调至每吨3200美元，理由是中东及莫桑比克出现大规模生产损失。
地区冲突及能源基础设施受损导致卡塔尔铝业（Qatalum）和巴林铝业（Alba）产量下降，同时莫桑比克铝业（Mozal）冶炼厂进入检修期。这些扰动预计将使2026..
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