节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
上周，工信部针对钢铁、有色、能化等十大行业，发布了调结构、优化供给以及淘汰落后产能的要求。市场据此预期，可能会对产能的老旧装置进行重新界定。该消息持续引发供应端干扰预期，使得氧化铝多头情绪高涨。
从基本面来看，西南地区某氧化铝厂的两台焙烧炉进行短期检修，致使本周南方氧化铝供应偏紧的问题进一步加剧，而北方供应面则相对宽松。整体而言，国内开工产能相较于上周保持稳定且略有增加。在消费端，电解铝理论开工产能小幅提升，由于多头氛围的影响，电解铝厂对氧化铝高价的接受程ź..
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市场反应是否过度？供需稳定，为何价格波动仍存？风险因素不容忽视，未来走势扑朔迷离。