节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
在史无前例的利润及全球供应短缺驱动下，中国4月日铝产量达12.9万吨创历史新高。前四个月总产量达1533万吨，已接近国家4500万吨的年度产能上限。
此番大幅扩产导致国内库存翻倍至137万吨，创六年新高，在国内需求疲软背景下引发产能过剩担忧。
另一方面，花旗预计...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
