节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
海关统计数据显示，中国2026年5月原铝进口量为208,210.14吨，环比下降21.55%，同比下降6.72%。主要进口来源中，自俄罗斯进口189,588.91吨，环比下降14.54%，同比下降8.99%；自马来西亚进口8,011.35吨，环比上升70.18%，同比大幅上升1043.09%。
出口方面，中国2026年5月原铝出口量为22,179.17吨，环比上升42.37%，同比下降31.65%。主要出口目的地中，对印度出口6,065.72吨，环比上升20.15%，同比下降25.88%；对韩国出口4,293.93吨，环比激增923.13%，同比下降80.84%。
对中国中国台湾出口2,337.75吨，环比上升566.58%，同比大幅增长654.51%；对美国出口1,506.18吨，环比上升226.47%；对墨西哥出口1,435....同比激增120206.91%。
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