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高盛调整铝价预测：短期上调至2280美元/吨长期因供需矛盾下调2026-2027年预期

2025-06-03 09:57:51 来源：北方有色网责任编辑：王欣悦

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高盛将2025年下半年铝价预测上调140美元至每吨2280美元，主要因市场供应过剩规模小于预期、中国需求刺激政策及宏观经济预期改善（需求增速从1.1%上调至1.8%），但预计铝价将在2026年初降至每吨2100美元的低点，且2026年和2027年铝价分别下调至每吨2230美元和2500美元（低于原预测的2540美元和2800美元），主因2025年全球铝市场预计过剩58万吨，叠加能源成本波动、政策风险及需求增速放缓等因素；需关注中美贸易政策、能源成本、新能源领域（如汽车、光伏）需求变化及产能政策等风险。

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基本文件流程错误 SQL 调试

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高盛调整铝价预测：短期上调至2280美元/吨 长期因供需矛盾下调2026-2027年预期

高盛调整铝价预测：短期上调至2280美元/吨长期因供需矛盾下调2026-2027年预期