中金：海外新兴经济体支撑铝需求进入新周期看涨铝价与吨铝利润扩张

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智通财经APP获悉，中金发布研报称，海外新兴经济体支撑铝需求进入新周期，预计2025-2030年需求CAGR为2.3%。受制于国内铝土矿短缺和2017年以来电解铝产能天花板限制，中国铝企出海东南亚、非洲、中东等地的进程正全面加速。供需端看，电解铝缺口持续扩大，叠加全球积极的财政和货币政策共振，铝价有望持续创出新高；考虑成本侧有望维持低位，吨铝利润有望随着铝价上行进一步走阔。中金主要观点如下：供给端...

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href=http://www.zhitongcaijing.com/content/detail/1399648.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，海外新兴经济体支撑铝需求进入新周期，预计2025-2030年需求CAGR为2.3%。受制于国内铝土矿短缺和2017年以来电解铝产能天花板限制，中国铝企出海东南亚、非洲、中东等地的进程正全面加速。供需端看，电解铝缺口持续扩大，叠加全球积极的财政和货币政策共振，铝价有望持续创出新高；考虑成本侧有望维持低位，吨铝利润有望随着铝价上行进一步走阔。中金主要观点如下：供给端...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1399648.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0307460666.USD","symbol_name":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" 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中金：海外新兴经济体支撑铝需求进入新周期 看涨铝价与吨铝利润扩张

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中金：海外新兴经济体支撑铝需求进入新周期看涨铝价与吨铝利润扩张