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铝价格连续上涨,为氧化铝价格上调提供了空间。一方面,电解铝利润扩大,将直接刺激氧化铝供应商上调价格的欲望,希望分得一部分利润;另一方面,吨铝利润扩大,必将刺激一部分电解铝产能重新启动,包括一直在等待启动的新建产能和前期暂停的产能,一旦这部分产能释放,也将刺激氧化铝需求增长,加上经济好转,消费逐渐恢复,未来氧化铝价格上涨为大家所公认。
Aluminum prices continue to rise, providing a space for the alumina price increases. On the one hand, the expanded profit of electrolytic aluminum will directly stimulate the desire of alumina suppliers to raise their prices in the hope of a share of profits. On the other hand, the expansion of aluminum and aluminum profits will surely stimulate the restart of some electrolytic aluminum production capacity, including the one that has been waiting to start Of new capacity and production capacity suspended earlier, once the release of this part of the capacity will also stimulate the growth in demand for alumina, coupled with economic recovery, consumption gradually restored, the future price of alumina for everyone recognized.