中金：几内亚计划限制铝土矿出口氧化铝或迎利好_老虎社区_美港股上老虎

中金：几内亚计划限制铝土矿出口氧化铝或迎利好

智通财经网03-24

智通财经APP获悉，中金发布研报称，据市场媒体报道，几内亚近日正与矿商就控制铝土矿产量展开讨论，以遏制原材料价格下滑的势头，并表示这项政策旨在规范铝土矿生产，并计划在4月前削减铝土矿出口量。盈利端看，虽美伊冲突导致电解铝停产减弱氧化铝需求，但冲突带来全球海运费攀升，导致铝土矿价格上涨，氧化铝价格有望受成本推升上涨。考虑美伊冲突以及几内亚矿业政策收紧供给，电解铝、能源和氧化铝价格有望回升，建议重点...

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