节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
4月10日公布的数据显示，伊朗冲突引发的供应中断导致印度铝暂时无法交割，伦敦金属交易所（LME）仓库中可用俄罗斯产铝占比从2月份的60%跃升至3月份的92%。
LME铝库存（已注册仓单铝）3月份跌至2025年5月以来最低点；周四近9万吨铝重新注册为仓单，库存总量回升至354450吨，缓解了供应紧张局面。
LME数据显示，印度铝占比从2月份的36%下降至3月底的7%；从绝对数量看，3月...印度铝库存大幅下滑132625吨至19875吨。
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