节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
4月13日，摩根大通发布铝市场展望，预计2026年下半年铝价平均约每吨3500美元；同时预测2026年原铝供应缺口达190万吨，主因中东供应减少240万吨，该行称这将是2000年以来最大缺口。
摩根大通指出，未来数月铝现货价格仍有上行潜力，有望突破每吨4000美元；预计今年第二季度平均价格为每吨3800美元，因供应中断在实物市场的影响逐步显现。不过该行ů..
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