11月(yue),鋁(lv)價(jia)(jia)延(yan)續始于去年(nian)9月(yue)來的跌勢,其(qi)間滬鋁(lv)更(geng)跌破1萬重要整(zheng)數關(guan)口(kou),屢(lv)創多(duo)年(nian)新(xin)低(di).因宏觀經濟前(qian)(qian)景繼(ji)續惡化,尤其(qi)是美元指數強勢攀升給全(quan)球經濟帶來更(geng)大(da)的不確定(ding)性,且中國鋁(lv)企未出現(xian)大(da)幅(fu)減產,鋁(lv)市供(gong)應過(guo)剩(sheng)(sheng)格局未變.展望12月(yue),鋁(lv)市供(gong)應過(guo)剩(sheng)(sheng)仍對鋁(lv)價(jia)(jia)持續施壓(ya),但由于目前(qian)(qian)鋁(lv)價(jia)(jia)引發(fa)鋁(lv)企減產預(yu)期(qi),進一步下滑的動力或(huo)有所減弱(ruo),鋁(lv)價(jia)(jia)將陷入低(di)位寬幅(fu)震(zhen)蕩.

    全球(qiu)鋁市供需維持"內剩外(wai)缺"

    截至10月底,日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)三大(da)主(zhu)要港(gang)口(kou)庫存(cun)為(wei)433700噸,較(jiao)9月末的(de)473200噸減(jian)少8.3%,為(wei)連(lian)(lian)減(jian)3個(ge)月,但同比仍(reng)劇增(zeng)30.5%,為(wei)連(lian)(lian)續(xu)(xu)第(di)17個(ge)月增(zeng)加,目前該(gai)庫存(cun)較(jiao)年(nian)內5月創(chuang)下(xia)的(de)紀(ji)錄高(gao)點502200噸回(hui)落(luo)(luo)13.6%.因中(zhong)(zhong)國增(zeng)加流(liu)入日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)的(de)鋁(lv)(lv)(lv)錠(ding)量出口(kou)且日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)國內房地(di)產業需求(qiu)緩慢,日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)去年(nian)全年(nian)進口(kou)鋁(lv)(lv)(lv)錠(ding)169.8萬噸,同比劇增(zeng)16%,該(gai)進口(kou)量接近于日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)的(de)全部(bu)(bu)需求(qiu)量.一般來說,鋁(lv)(lv)(lv)庫存(cun)的(de)理想水(shui)(shui)平(ping)應該(gai)為(wei)總進口(kou)量的(de)10%,即約17萬噸,但高(gao)達(da)43.3萬噸的(de)庫存(cun)仍(reng)意味著日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)國內鋁(lv)(lv)(lv)錠(ding)出現嚴重(zhong)的(de)過剩.據悉(xi),日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)第(di)四季度(du)(du)鋁(lv)(lv)(lv)升水(shui)(shui)敲定在(zai)90美元(yuan)/噸,較(jiao)第(di)三季度(du)(du)下(xia)滑10美元(yuan)/噸,為(wei)連(lian)(lian)續(xu)(xu)三個(ge)季度(du)(du)下(xia)滑.該(gai)報(bao)價水(shui)(shui)平(ping)接近于6年(nian)來的(de)低點75美元(yuan)/噸.但由于11月美國中(zhong)(zhong)西部(bu)(bu)和歐洲地(di)區(qu)(qu)鋁(lv)(lv)(lv)升水(shui)(shui)上漲,從而令市場預期明年(nian)一季度(du)(du)日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)鋁(lv)(lv)(lv)升水(shui)(shui)將稍高(gao)于今年(nian)四季度(du)(du)的(de)90美元(yuan)/噸,同時日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)鋁(lv)(lv)(lv)庫存(cun)水(shui)(shui)平(ping)自高(gao)位回(hui)落(luo)(luo),亦提供(gong)部(bu)(bu)分(fen)支撐.日(ri)(ri)(ri)(ri)本(ben)(ben)(ben)(ben)(ben)是亞(ya)洲最大(da)的(de)原鋁(lv)(lv)(lv)進口(kou)國,其支付的(de)升水(shui)(shui)為(wei)亞(ya)洲其余(yu)地(di)區(qu)(qu)確定一個(ge)基準(zhun).

    倫鋁(lv)(lv)(lv)庫存方面,截至(zhi)(zhi)11月(yue)27日,LME鋁(lv)(lv)(lv)庫存報291.3萬(wan)噸(dun)(dun)(dun)(dun)(dun),較(jiao)(jiao)10月(yue)末(mo)(mo)劇減(jian)約(yue)13.5萬(wan)噸(dun)(dun)(dun)(dun)(dun)或(huo)4.4%,為連續(xu)(xu)20個月(yue)減(jian)少(shao).且目前(qian)該庫存創(chuang)下(xia)2009年(nian)2月(yue)10日以(yi)來的(de)新低290.3萬(wan)噸(dun)(dun)(dun)(dun)(dun),較(jiao)(jiao)去年(nian)1月(yue)16日創(chuang)下(xia)的(de)紀錄高點5492325噸(dun)(dun)(dun)(dun)(dun)減(jian)少(shao)約(yue)258萬(wan)噸(dun)(dun)(dun)(dun)(dun)或(huo)47%.LME鋁(lv)(lv)(lv)庫存持續(xu)(xu)下(xia)滑被視為鋁(lv)(lv)(lv)供應(ying)從(cong)融資交易中釋放出來,大量(liang)鋁(lv)(lv)(lv)流(liu)出歐(ou)洲倉庫,從(cong)而限制歐(ou)洲鋁(lv)(lv)(lv)升水的(de)上漲.國內方面,截至(zhi)(zhi)11月(yue)27日,上期(qi)所滬(hu)鋁(lv)(lv)(lv)庫存報283001噸(dun)(dun)(dun)(dun)(dun),較(jiao)(jiao)10月(yue)末(mo)(mo)增加2384噸(dun)(dun)(dun)(dun)(dun)或(huo)0.8%,該庫存處于年(nian)內庫存均值(zhi)26.6萬(wan)噸(dun)(dun)(dun)(dun)(dun)之上,遠高于去年(nian)12月(yue)末(mo)(mo)的(de)20.7萬(wan)噸(dun)(dun)(dun)(dun)(dun).同時,上海CIF鋁(lv)(lv)(lv)錠升水報價跌至(zhi)(zhi)90~110美元/噸(dun)(dun)(dun)(dun)(dun),現貨(huo)鋁(lv)(lv)(lv)錠進(jin)口倒掛(gua)(gua)大約(yue)1800元,遠期(qi)鋁(lv)(lv)(lv)錠進(jin)口倒掛(gua)(gua)大約(yue)2000元,虧(kui)損額(e)較(jiao)(jiao)上月(yue)擴大,因兩市比(bi)值(zhi)下(xia)滑.

    中(zhong)國鋁市供應(ying)過剩壓力仍較大

    鋁(lv)(lv)(lv)土(tu)礦和氧(yang)化鋁(lv)(lv)(lv)是原鋁(lv)(lv)(lv)的上游原材料.今(jin)年(nian)(nian)1~10月(yue)(yue)(yue)中(zhong)國(guo)(guo)(guo)(guo)累計(ji)進口(kou)鋁(lv)(lv)(lv)土(tu)礦約4336.3萬噸(dun),同比增加42.36%,為連增八(ba)個月(yue)(yue)(yue).今(jin)年(nian)(nian)3月(yue)(yue)(yue)至今(jin),數(shu)據顯示印尼鋁(lv)(lv)(lv)土(tu)礦出口(kou)禁令的影響已(yi)完(wan)全消除,因今(jin)年(nian)(nian)來中(zhong)國(guo)(guo)(guo)(guo)進口(kou)自馬來西(xi)(xi)亞和澳大(da)利(li)亞的鋁(lv)(lv)(lv)土(tu)礦持續攀(pan)升(sheng).1~10月(yue)(yue)(yue)馬來西(xi)(xi)亞鋁(lv)(lv)(lv)土(tu)礦累計(ji)進口(kou)量(liang)(liang)為1800萬噸(dun),暴增24.2倍,占比高達41.5%.由此(ci)預計(ji),今(jin)年(nian)(nian)馬來西(xi)(xi)亞鋁(lv)(lv)(lv)土(tu)礦進口(kou)量(liang)(liang)將近2200萬噸(dun).此(ci)外,我國(guo)(guo)(guo)(guo)鋁(lv)(lv)(lv)土(tu)礦第三大(da)進口(kou)國(guo)(guo)(guo)(guo)是印度(du),1~10月(yue)(yue)(yue)印度(du)進口(kou)的鋁(lv)(lv)(lv)土(tu)礦亦(yi)增至569.8萬噸(dun),同比劇增44.02%.廢(fei)鋁(lv)(lv)(lv)進口(kou)方面(mian),今(jin)年(nian)(nian)1~10月(yue)(yue)(yue)我國(guo)(guo)(guo)(guo)廢(fei)鋁(lv)(lv)(lv)累計(ji)進口(kou)量(liang)(liang)為176.6萬噸(dun),同比下(xia)滑(hua)5.95%,為連續第19個月(yue)(yue)(yue)下(xia)滑(hua),其中(zhong)進口(kou)自美(mei)國(guo)(guo)(guo)(guo)的廢(fei)鋁(lv)(lv)(lv)進口(kou)量(liang)(liang)同比銳減16.2%至530779噸(dun).

    產(chan)(chan)(chan)量方面(mian),全(quan)(quan)球鋁(lv)(lv)(lv)(lv)供應存在(zai)較大的(de)差異.今年(nian)1~10月(yue)全(quan)(quan)球原(yuan)鋁(lv)(lv)(lv)(lv)包括中(zhong)國(guo)累(lei)計產(chan)(chan)(chan)量為(wei)(wei)4821.7萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun),其(qi)中(zhong)中(zhong)國(guo)累(lei)計產(chan)(chan)(chan)量為(wei)(wei)2645.65萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)占全(quan)(quan)球產(chan)(chan)(chan)量比(bi)(bi)為(wei)(wei)54.9%,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)長437.8萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)或9.98%.年(nian)內中(zhong)國(guo)電解(jie)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量屢創歷(li)史新(xin)高(gao)(gao)(gao),最新(xin)紀錄高(gao)(gao)(gao)點為(wei)(wei)6月(yue)份創下(xia)的(de)275.6萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun).隨著鋁(lv)(lv)(lv)(lv)價持(chi)續下(xia)挫,鋁(lv)(lv)(lv)(lv)企(qi)增(zeng)(zeng)產(chan)(chan)(chan)速度(du)有所趨(qu)緩,10月(yue)電解(jie)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量為(wei)(wei)267.49萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun),同(tong)(tong)比(bi)(bi)雖繼續增(zeng)(zeng)加(jia)5.3%,但環比(bi)(bi)減少4萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)或1.5%,為(wei)(wei)連(lian)減兩(liang)個月(yue),主要因新(xin)疆和(he)山(shan)東(dong)地(di)區的(de)原(yuan)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量出(chu)現(xian)下(xia)滑(hua).但從1~10月(yue)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量的(de)增(zeng)(zeng)速來看,新(xin)疆地(di)區電解(jie)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量增(zeng)(zeng)幅最大,1~10月(yue)新(xin)疆地(di)區的(de)原(yuan)鋁(lv)(lv)(lv)(lv)產(chan)(chan)(chan)量高(gao)(gao)(gao)達502.2萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun),累(lei)計同(tong)(tong)比(bi)(bi)劇增(zeng)(zeng)164萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)或48.4%,遠高(gao)(gao)(gao)于同(tong)(tong)期全(quan)(quan)國(guo)原(yuan)鋁(lv)(lv)(lv)(lv)9.98%的(de)增(zeng)(zeng)速.占全(quan)(quan)國(guo)比(bi)(bi)重(zhong)近19%,高(gao)(gao)(gao)于去年(nian)的(de)17.2%,居全(quan)(quan)國(guo)第二位,因新(xin)疆地(di)區自(zi)備(bei)電廠(chang)的(de)電價在(zai)全(quan)(quan)國(guo)范圍內最為(wei)(wei)便宜,僅0.15元/度(du).其(qi)次是山(shan)東(dong),作為(wei)(wei)產(chan)(chan)(chan)量第一大省,1~10月(yue)累(lei)計產(chan)(chan)(chan)量為(wei)(wei)669.6萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun),同(tong)(tong)比(bi)(bi)增(zeng)(zeng)加(jia)9.87%,其(qi)電價為(wei)(wei)0.2元/度(du).而青海地(di)區因電價較高(gao)(gao)(gao),已出(chu)現(xian)明顯的(de)減產(chan)(chan)(chan),1~10月(yue)電解(jie)鋁(lv)(lv)(lv)(lv)累(lei)計產(chan)(chan)(chan)量同(tong)(tong)比(bi)(bi)下(xia)滑(hua)11萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)或5.7%.

    此外(wai)(wai)(wai),1~10月(yue)(yue)(yue)除中(zhong)國(guo)(guo)(guo)(guo)外(wai)(wai)(wai)的其(qi)他(ta)地(di)區原(yuan)鋁(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)2175.9萬噸(dun)(dun)(dun)(dun),同(tong)比(bi)(bi)(bi)(bi)亦增(zeng)長48.4萬噸(dun)(dun)(dun)(dun)或2.27%.數據(ju)顯示國(guo)(guo)(guo)(guo)外(wai)(wai)(wai)鋁(lv)(lv)(lv)企減(jian)產(chan)(chan)(chan)(chan)(chan)幅(fu)度仍不及增(zeng)產(chan)(chan)(chan)(chan)(chan),從而使得全(quan)(quan)球原(yuan)鋁(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)持續擴張.比(bi)(bi)(bi)(bi)如作為(wei)(wei)(wei)(wei)世界(jie)最大鋁(lv)(lv)(lv)生產(chan)(chan)(chan)(chan)(chan)商俄(e)羅斯鋁(lv)(lv)(lv)業今年(nian)1~9月(yue)(yue)(yue)原(yuan)鋁(lv)(lv)(lv)累(lei)計(ji)(ji)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)270萬噸(dun)(dun)(dun)(dun),同(tong)比(bi)(bi)(bi)(bi)增(zeng)加3萬噸(dun)(dun)(dun)(dun)或1.4%.而全(quan)(quan)球第三大鋁(lv)(lv)(lv)材生產(chan)(chan)(chan)(chan)(chan)商美(mei)(mei)國(guo)(guo)(guo)(guo)鋁(lv)(lv)(lv)業,于11月(yue)(yue)(yue)宣布減(jian)產(chan)(chan)(chan)(chan)(chan)鋁(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)能(neng)50.3萬噸(dun)(dun)(dun)(dun)占全(quan)(quan)美(mei)(mei)原(yuan)鋁(lv)(lv)(lv)冶煉(lian)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)的31%.今年(nian)1~8月(yue)(yue)(yue)美(mei)(mei)國(guo)(guo)(guo)(guo)原(yuan)鋁(lv)(lv)(lv)累(lei)計(ji)(ji)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)109.5萬噸(dun)(dun)(dun)(dun),同(tong)比(bi)(bi)(bi)(bi)減(jian)少6.5萬噸(dun)(dun)(dun)(dun)或5.6%.此外(wai)(wai)(wai),今年(nian)1~10月(yue)(yue)(yue)全(quan)(quan)球氧化鋁(lv)(lv)(lv)包括中(zhong)國(guo)(guo)(guo)(guo)累(lei)計(ji)(ji)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)9428.5萬噸(dun)(dun)(dun)(dun),其(qi)中(zhong)中(zhong)國(guo)(guo)(guo)(guo)氧化鋁(lv)(lv)(lv)累(lei)計(ji)(ji)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)4734.8萬噸(dun)(dun)(dun)(dun)占全(quan)(quan)球產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)比(bi)(bi)(bi)(bi)為(wei)(wei)(wei)(wei)50.2%,同(tong)比(bi)(bi)(bi)(bi)增(zeng)加574萬噸(dun)(dun)(dun)(dun)或14%,創下歷年(nian)新(xin)高.該(gai)增(zeng)量(liang)(liang)已高于SMM及安(an)泰科的預(yu)估(gu).10月(yue)(yue)(yue)中(zhong)國(guo)(guo)(guo)(guo)氧化鋁(lv)(lv)(lv)單月(yue)(yue)(yue)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)473.29萬噸(dun)(dun)(dun)(dun),環(huan)比(bi)(bi)(bi)(bi)下滑(hua)0.15%,為(wei)(wei)(wei)(wei)連減(jian)兩個月(yue)(yue)(yue).同(tong)時,1~10月(yue)(yue)(yue)除中(zhong)國(guo)(guo)(guo)(guo)外(wai)(wai)(wai)的其(qi)他(ta)地(di)區氧化鋁(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)量(liang)(liang)為(wei)(wei)(wei)(wei)4693.7萬噸(dun)(dun)(dun)(dun),同(tong)比(bi)(bi)(bi)(bi)減(jian)少64.8萬噸(dun)(dun)(dun)(dun)或1.36%.

    "雙反"威脅限制鋁(lv)材出口

    自2006年(nian)(nian)(nian)中國(guo)將原(yuan)(yuan)鋁(lv)(lv)(lv)(lv)(lv)的出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)關稅(shui)提(ti)高到(dao)15%之后,中國(guo)一(yi)(yi)直是(shi)原(yuan)(yuan)鋁(lv)(lv)(lv)(lv)(lv)的凈(jing)進口(kou)(kou)(kou)(kou)(kou)國(guo),但(dan)其進口(kou)(kou)(kou)(kou)(kou)基數較(jiao)低(di),今(jin)年(nian)(nian)(nian)1~10月中國(guo)原(yuan)(yuan)鋁(lv)(lv)(lv)(lv)(lv)累(lei)計凈(jing)進口(kou)(kou)(kou)(kou)(kou)量(liang)11.26萬(wan)(wan)(wan)噸(dun)進口(kou)(kou)(kou)(kou)(kou)136775噸(dun),出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)24166噸(dun),凈(jing)進口(kou)(kou)(kou)(kou)(kou)量(liang)較(jiao)去年(nian)(nian)(nian)同期劇(ju)減33%,因(yin)進口(kou)(kou)(kou)(kou)(kou)減幅(fu)(fu)遠(yuan)超(chao)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)減幅(fu)(fu).同時,去年(nian)(nian)(nian)1~12月原(yuan)(yuan)鋁(lv)(lv)(lv)(lv)(lv)累(lei)計凈(jing)進口(kou)(kou)(kou)(kou)(kou)約17萬(wan)(wan)(wan)噸(dun)進口(kou)(kou)(kou)(kou)(kou)26.5萬(wan)(wan)(wan)噸(dun),出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)9.6萬(wan)(wan)(wan)噸(dun),低(di)于2013年(nian)(nian)(nian)同期的25.5萬(wan)(wan)(wan)噸(dun).鋁(lv)(lv)(lv)(lv)(lv)合(he)金(jin)(jin)(jin)方面(mian)(mian),我國(guo)多(duo)年(nian)(nian)(nian)來(lai)一(yi)(yi)直是(shi)鋁(lv)(lv)(lv)(lv)(lv)合(he)金(jin)(jin)(jin)的凈(jing)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)國(guo),但(dan)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)基數較(jiao)低(di).今(jin)年(nian)(nian)(nian)1~10月中國(guo)鋁(lv)(lv)(lv)(lv)(lv)合(he)金(jin)(jin)(jin)累(lei)計凈(jing)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)38.3萬(wan)(wan)(wan)噸(dun),同比減少2.1%,因(yin)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)減少而進口(kou)(kou)(kou)(kou)(kou)增(zeng)加(jia).2014年(nian)(nian)(nian)鋁(lv)(lv)(lv)(lv)(lv)合(he)金(jin)(jin)(jin)累(lei)計出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)48.4萬(wan)(wan)(wan)噸(dun),高于2013年(nian)(nian)(nian)的34.7萬(wan)(wan)(wan)噸(dun).鋁(lv)(lv)(lv)(lv)(lv)材(cai)方面(mian)(mian),今(jin)年(nian)(nian)(nian)1~10月鋁(lv)(lv)(lv)(lv)(lv)材(cai)累(lei)計出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)量(liang)約303萬(wan)(wan)(wan)噸(dun),同比劇(ju)增(zeng)24.7%,為(wei)過(guo)去33個月里第32次上漲,今(jin)年(nian)(nian)(nian)累(lei)計同比漲幅(fu)(fu)較(jiao)往(wang)年(nian)(nian)(nian)明顯擴大(da)(da).但(dan)10月鋁(lv)(lv)(lv)(lv)(lv)材(cai)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)量(liang)環比劇(ju)減6.9%,單月出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)量(liang)創下去年(nian)(nian)(nian)6月來(lai)新低(di),因(yin)隨著(zhu)中國(guo)鋁(lv)(lv)(lv)(lv)(lv)材(cai)出(chu)(chu)口(kou)(kou)(kou)(kou)(kou)量(liang)的大(da)(da)幅(fu)(fu)攀升,多(duo)國(guo)對國(guo)內鋁(lv)(lv)(lv)(lv)(lv)企(qi)(qi)進行"雙反"調查增(zeng)加(jia)且(qie)國(guo)外鋁(lv)(lv)(lv)(lv)(lv)消(xiao)費需(xu)求有(you)所放緩.如從11月6日起,澳大(da)(da)利亞對中國(guo)鋁(lv)(lv)(lv)(lv)(lv)型材(cai)企(qi)(qi)業征收16%的臨時懲罰性(xing)關稅(shui),影響到(dao)國(guo)內700多(duo)家鋁(lv)(lv)(lv)(lv)(lv)型材(cai)企(qi)(qi)業.