节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10


氧化铝反弹暂无驱动、持续筑底

隔夜有色金属市场呈现震荡偏强态势。氧化铝期货方面，AO2601合约收于2864元/吨，涨幅0.7%，持仓增仓16652手至39.4万手。沪铝期货，AL2512收于21315元/吨，涨幅0.28%，持仓增仓1871手至28.1万手。铝合金期货，主力AD2512收于20810元/吨，涨幅0.43%，持仓增仓548手至13058手。

现货市场中，虽部分铝相关产品价格有所波动，但涉及SMM平台发布的具体价格数据已删除。

从氧化铝厂运营来看，其利润进一步被压缩。高成本产能出..

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