中金：美伊局势扰动铝供应看涨铝价与吨铝利润扩张重估机遇

智通财经03-06

智通财经APP获悉，中金发布研报称，3月3日至4日，中东电解铝公司卡塔尔铝业和巴林铝业相继宣布遭遇不可抗力，受此消息影响，LME铝价持续攀升。本次卡塔尔铝业停产的核心原因是已经受到天然气能源扰动威胁，出于安全和经营考虑选择主动关闭电解铝厂，考虑当前中东区域能源断供风险高，其他电解铝厂可能效仿卡塔尔铝业，提前进行关停准备。铝供需缺口扩大且美伊冲突带来脆弱性增强，叠加全球积极的财政和货币政策共振，铝价...

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中金：美伊局势扰动铝供应 看涨铝价与吨铝利润扩张重估机遇

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中金：美伊局势扰动铝供应看涨铝价与吨铝利润扩张重估机遇