节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10
上周六海湾地区冶炼厂遭遇袭击,加剧了市场对铝供应的担忧,本周欧洲和日本的铝升水显著飙升。
欧洲4月份交货的完税铝升水自上周五以来累计上涨16%,达到每吨594美元,创2022年6月以来的最高升水;本月累计涨幅达57%,在阿联酋全球铝业公司和巴林铝业公司冶炼厂上周末遇袭后获得进一步上行动力。
日本4月铝升水从上周的每吨250美元跃ō..00美元,创2017年9月以来的最高水平。
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