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當前電解鋁需求韌性顯著超越預期 。預計電解鋁供給年內雖然仍存增量，但增速將會下移。短期供給衝擊之下顯性庫存下降驗證需求韌性。預計年內國內電光光算谷歌seo算谷歌seo代运营解鋁行業將呈緊平衡態勢，工業型材和線纜開工處於近年同期新高水平，中信證券研報表示 ，維持鋁板塊“強於大市”的評級。板帶箔產量 |
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