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《大行報告》大摩:雲南電解鋁減產及內地市場潛在需求復甦支撐鋁價
阿思達克 02-20 10:22
摩根士丹利發表報告指,根據消息雲南省已確認進一步削減鋁產量,目前累計總產能削減超過40%。這意味著該省的營運產能應降至約340萬噸,繼去年9月減產後,此次產量再減少約60萬至70萬噸。 雲南省進一步減產將降低行業營運能力,抵銷了其他地區復工和新開工產能帶來的供應增加,導致鋁供應按年增長約1%,在內地市場潛在需求復甦的情況下可支撐鋁價。
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