节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
英国铝废料价格本周再度上涨，因国内供应紧张、重置成本高企及印度需求坚挺令市场承压。本月初海湾主要生产商遭袭击推动原生铝价格大幅走高后，伊朗局势对整个铝产业链重置价值的广泛影响，也体现在英国铝废料价格的最新变动中。这一情况值得关注，因英国再生铝市场的驱动因素更多是实体原材料压力，而非交易所价格走向。尽管伦敦金属交易所（LME）铝价较上周高点有所回落，但废料仍难替代，再生合金生产商仍面临高成本投入环境。
Super Metal Price评估，客户端到厂旧轧制废料价格为1570-1620英镑/吨，较此前1520-1570英镑/吨上涨；铝轮毂价格从2170-2270英镑/吨升至2220-2320英镑/吨；铸造废料评估价为1670-1720英镑/吨；商用切屑则从1420-1470英镑/吨下调至1320-1370英镑/吨。核心问题不仅是本地废料供应紧张，近期伊朗相关的海湾铝市场扰动，还加剧了原生金属供应的不确定性，并推高再生铝消费商的重置成本。当原生铝价格走高或地缘政治风险敞口扩大时，废料在欧洲范围内的战略价值便会提升。
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