节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
在铝协会的一次会议上，美国铝业代表对铝价处于历史高位及其导致的需求萎缩和替代趋势表达了担忧。
美国对所有铝进口产品加征50%关税，今年2月，行业领袖曾强调铝价高企对需求构成的风险。此外，中东地区冲突的爆发进一步加剧了当前局...
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