基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

展望2025年，铝价弹性可期

2025-01-14 09:12:54 来源：北方有色网责任编辑：管理员

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氧化铝产能过剩带来的供需格局缓和，叠加几内亚铝土运力恢复，压制氧化铝价格显著走弱。展望2025年，我们认为氧化铝价格中枢大概率呈现下行态势；电解铝方面，供给约束强化叠加需求改善预期，铝价弹性仍然可期。因此，我们看好吨铝利润拉阔以及分红和估值逻辑驱动下的铝板块投资价值。

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基本文件流程错误 SQL 调试

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