节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
美国银行（BofA）将铝价达到每吨4,000美元的预测时间从2027年第二季度提前至2026年第四季度，并同步上调2026年预测。本月早些时候，伦敦金属交易所（LME）基准铝价触及四年高点，主要因中东地区铝冶炼生产受到严重干扰。该地区铝冶炼产能约为700万吨，占全球总产ȃ..
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