节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
伦敦金属交易所（LME）5月数据显示，注册仓库中俄罗斯原产铝库存占比从4月的72%反弹至93%，主要因交易商选择提取印度铝。受中东地区生产及物流瓶颈引发全球供应收紧影响，5月LME铝注册仓单下降23%至254,625吨，截至6月10日进一步降至250,525吨，为2025年5月以来最低水平。
从绝对数量看，5月俄罗斯铝可获得库存减少3,950吨至237,175吨，但其占比上升源于印度铝库存大幅减..
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