节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
LME铝库存结构现显著变化
伦敦金属交易所（LME）数据显示，5月注册仓库俄罗斯原产铝库存占比由4月的72%反弹至93%，主因交易商持续提取印度铝。同期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，创2025年5月以来最低水平，中东地区生产及物流瓶颈导致的全球供应收紧为主要驱动因素。
从库存绝对量看，5月俄罗斯铝可获得库存减少3,950吨至237,175吨，占比上升系印度铝库...印尼铝已被提取。历史数据显示，今年3月俄罗斯铝占比曾达92%，4月印度铝重新注册仓单后占比短暂回落。
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.
