美國(guo)(guo)與土(tu)耳其爭端持續(xu)發酵,滬(hu)鋁(lv)(lv)(lv)(lv)(lv)受擾動,但國(guo)(guo)內(nei)基(ji)本(ben)面(mian)堅挺仍(reng)支撐(cheng)鋁(lv)(lv)(lv)(lv)(lv)價.一方面(mian)國(guo)(guo)內(nei)鋁(lv)(lv)(lv)(lv)(lv)土(tu)礦整(zheng)(zheng)治趨嚴致供應繼(ji)續(xu)收緊,礦價上(shang)漲抬(tai)升生(sheng)(sheng)產(chan)成(cheng)本(ben)疊加生(sheng)(sheng)產(chan)原(yuan)料(liao)不足致使(shi)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)生(sheng)(sheng)產(chan)受限,此外預(yu)(yu)計(ji)今年環保政策將對氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)端影響(xiang)更大(da),氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)價格有望繼(ji)續(xu)走高.另(ling)一方面(mian)吉林打響(xiang)了自備電繳納(na)政策性交叉補貼第 一槍,全國(guo)(guo)自備電整(zheng)(zheng)改(gai)措施落地預(yu)(yu)期增強.綜合來看氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)價格及電價上(shang)漲將導致原(yuan)鋁(lv)(lv)(lv)(lv)(lv)成(cheng)本(ben)增加,從而打壓生(sheng)(sheng)產(chan)積極性,鋁(lv)(lv)(lv)(lv)(lv)企的減產(chan)及出口形勢樂觀將帶動國(guo)(guo)內(nei)原(yuan)鋁(lv)(lv)(lv)(lv)(lv)庫存去化(hua)(hua),預(yu)(yu)計(ji)滬(hu)鋁(lv)(lv)(lv)(lv)(lv)仍(reng)存上(shang)漲空間,建(jian)議前(qian)多繼(ji)續(xu)持有.